Monto API (1.0.0)

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E-mail: dev@monto.ai License: Monto AB

API Documentation for Monto Connect & Monto Assess

Integration

An Integration represents a data source, that a Company can connect towards via Connection's.

Get integrations

Returns all integrations supported by Monto.

SecurityAPIKeyAuth
Responses
200

OK

get/integrations
Response samples
application/json
{}

Get integration

Returns a single integration.

SecurityAPIKeyAuth
Request
path Parameters
integration-key
required
string

The key of a specific Integration.

Example: FORTNOX
Responses
200

OK

404

Not Found

get/integrations/{integration-key}
Response samples
application/json
{
  • "key": "FORTNOX",
  • "label": "Fortnox",
  • "sourceType": "ERP",
  • "authType": "REDIRECT",
  • "enabled": true,
  • "fields": [ ]
}

Connection

A Connection represents a link between a Company and a third-party Integration.

Get connections

Get a list of all Connections.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
Responses
200

OK

404

Not Found

get/companies/{company-uuid}/connections
Response samples
application/json
{
  • "connections": [
    ]
}

Create connection

Creates a new Connection.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
Request Body schema: application/json
integrationKey
string (IntegrationEnum)

The key of the Integration.

Value: "FORTNOX"
redirectUrl
string

An redirect url to which the end user is redirected to after completing the auth steps. Only required on integrations with authType REDIRECT

Array of objects

An array of fields, specified on each Integration.

Responses
200

OK

404

Not Found

422

Unprocessable Entity

post/companies/{company-uuid}/connections
Request samples
application/json
{}
Response samples
application/json
{
  • "uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
  • "status": "PENDING",
  • "integration": {
    },
  • "lastUsedAt": null,
  • "createdAt": "2022-01-01T17:00:00Z"
}

Update connection

Updates a Connection by UUID.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
connection-uuid
required
string <uuid>

Unique identifier of connection.

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
Request Body schema: application/json
status
string

The status of an Connection.

Enum: "ENABLED" "DISABLED_MANUALLY"
Responses
200

OK

404

Not Found

422

Unprocessable Entity

patch/companies/{company-uuid}/connections/{connection-uuid}
Request samples
application/json
{
  • "status": "DISABLED_MANUALLY"
}
Response samples
application/json
{
  • "uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
  • "status": "PENDING",
  • "integration": {
    },
  • "lastUsedAt": null,
  • "createdAt": "2022-01-01T17:00:00Z"
}

Company

A Company represents a business, sharing access to their data via Connections.

Get companies

Returns a list of companies.

SecurityAPIKeyAuth
Request
query Parameters
page
integer <int32>
Default: 1

The paginated page number.

size
integer <int32>
Default: 50

The pagination page size.

Responses
200

OK

get/companies
Response samples
application/json
{}

Create company

Create a new company.

SecurityAPIKeyAuth
Request
Request Body schema: application/json
name
string

Name of the company

Responses
200

OK

422

Unprocessable Entity

post/companies
Request samples
application/json
{
  • "name": "Monto AB"
}
Response samples
application/json
{
  • "uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
  • "name": "Monto AB",
  • "addresses": [
    ],
  • "businessId": "559028-3601"
}

Get company

Returns a single company.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
Responses
200

OK

404

Not Found

get/companies/{company-uuid}
Response samples
application/json
{
  • "uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
  • "name": "Monto AB",
  • "addresses": [
    ],
  • "businessId": "559028-3601"
}

Account Transaction

Account Transactions represents all activities within a Journal Entry.

Get account transactions

Returns a list of account transactions for a company.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
query Parameters
accounts
string

A text explaining which account(s) to be included

Example: accounts=1500-1599,1667,1200-1299
page
integer <int32>
Default: 1

The paginated page number.

size
integer <int32>
Default: 50

The pagination page size.

Responses
200

OK

404

Not Found

get/companies/{company-uuid}/account-transactions
Response samples
application/json
{}

Journal

A Journal represents all business activies registered as Journal Entries.

Get journal entries

Returns a list of all Journal Entries for a Company.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
query Parameters
page
integer <int32>
Default: 1

The paginated page number.

size
integer <int32>
Default: 50

The pagination page size.

Responses
200

OK

404

Not Found

get/companies/{company-uuid}/journals
Response samples
application/json
{
  • "journalEntries": [
    ],
  • "meta": {
    },
}

Get journal entry

Returns a single Journal Entry for a Company.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
journal-uuid
required
string <uuid>

Unique identifier of journal

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
Responses
200

OK

404

Not Found

get/companies/{company-uuid}/journals/{journal-uuid}
Response samples
application/json
{
  • "uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
  • "number": 14,
  • "currency": "SEK",
  • "series": "A",
  • "description": "Kassarapport 2022-01-01",
  • "date": "2022-01-01T17:00:00Z",
  • "fiscalYear": {
    },
  • "accountTransactions": [
    ]
}

Account

Accounts are used to register account transactions in Journal Entries.

Get accounts

Returns an aggregated bundle of Account Transactions for a Company.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
query Parameters
accounts
required
string

A text explaining which account(s) to be included

Example: accounts=1500-1599,1667,1200-1299
Responses
200

OK

404

Not Found

422

Unprocessable Entity

get/companies/{company-uuid}/accounts
Response samples
application/json
{
  • "accounts": "1500-1599,1667,1200-1299",
  • "name": "Aggregated values for selected accounts.",
  • "history24Mo": [
    ]
}

Balance Sheet

A Balance Sheet shows the monthly balances by pre-defined account groups.

Get balance sheets

Returns bundled account balances for a Company.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
Responses
200

OK

404

Not Found

get/companies/{company-uuid}/balance-sheets
Response samples
application/json
{
  • "intangibleFixedAssets": {
    },
  • "tangibleFixedAssets": {
    },
  • "financialFixedAssets": {
    },
  • "capitalAssets": {
    },
  • "inventoriesEtc": {
    },
  • "receivables": {
    },
  • "shortTermInvestments": {
    },
  • "cashAndBank": {
    },
  • "currentAssets": {
    },
  • "totalAssets": {
    },
  • "equity": {
    },
  • "untaxedReserves": {
    },
  • "provisions": {
    },
  • "longTermLiabilities": {
    },
  • "shortTermLiabilities": {
    },
  • "equityAndLiabilities": {
    }
}

Income Statement

An Income Statement shows the aggregated operating income and operating costs, by pre-defined account groups.

Get income statements

Returns bundled account results for a Company.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
query Parameters
resultType
string
Default: "MONTHLY24"

Monthly results for the latest 24 months or aggregated rolling results per 12 months.

Enum: "MONTHLY24" "ROLLING12"
Responses
200

OK

404

Not Found

422

Unprocessable Entity

get/companies/{company-uuid}/income-statements
Response samples
application/json
{
  • "netSales": {
    },
  • "ownWorkCapitalized": {
    },
  • "otherOperatingIncome": {
    },
  • "totalRevenue": {
    },
  • "purchaseGoodsMaterials": {
    },
  • "unspecifiedAccounts": {
    },
  • "grossProfit": {
    },
  • "otherExternalOperatingExpenses": {
    },
  • "personnelCosts": {
    },
  • "ebitda": {
    },
  • "writeDowns": {
    },
  • "depreciations": {
    },
  • "otherOperatingExpenses": {
    },
  • "ebit": {
    },
  • "financialAndOtherIncomes": {
    },
  • "extraordinaryIncomeAndExpenses": {
    },
  • "appropriations": {
    },
  • "taxes": {
    },
  • "financialYearResult": {
    },
  • "earningsAfterTaxes": {
    }
}

Supplier

A supplier who has sent supplier invoice(s) to the company.

Get suppliers

Returns a list of suppliers.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
query Parameters
page
integer <int32>
Default: 1

The paginated page number.

size
integer <int32>
Default: 50

The pagination page size.

Responses
200

OK

404

Not Found

get/companies/{company-uuid}/suppliers
Response samples
application/json
{}

Customer

A customer of the company.

Get customers

Returns a list of customers.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
query Parameters
page
integer <int32>
Default: 1

The paginated page number.

size
integer <int32>
Default: 50

The pagination page size.

Responses
200

OK

404

Not Found

get/companies/{company-uuid}/customers
Response samples
application/json
{
  • "invoices": [
    ],
  • "meta": {
    },
}

Customer Invoice Payment

Payments made to the Customer Invoice.

Get payments

Returns a list of payments for a customer invoice.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
invoice-uuid
required
string <uuid>

Unique identifier of customer invoice

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
Responses
200

OK

404

Not Found

get/companies/{company-uuid}/customer-invoices/{invoice-uuid}/payments
Response samples
application/json
{
  • "payments": [
    ]
}

Customer Invoice

A record of sold goods or provided services to a Customer with a payment in demand.

Get customer invoices

Returns a list of customer invoices.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
query Parameters
page
integer <int32>
Default: 1

The paginated page number.

size
integer <int32>
Default: 50

The pagination page size.

Responses
200

OK

404

Not Found

get/companies/{company-uuid}/customer-invoices
Response samples
application/json
{
  • "amountTotalInvoices": {
    },
  • "amountNotDueNotPaid": {
    },
  • "amountOverdueNotPaid": {
    },
  • "creditedInvoices": true,
  • "prepaymentInvoices": true,
  • "avgPaymentTerms": 30,
  • "invoices": [
    ],
  • "meta": {
    },
}

Get customer invoice

Returns a single customer invoice.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
invoice-uuid
required
string <uuid>

Unique identifier of customer invoice

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
Responses
200

OK

404

Not Found

get/companies/{company-uuid}/customer-invoices/{invoice-uuid}
Response samples
application/json
{
  • "uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
  • "invoiceNumber": "302",
  • "customer": {
    },
  • "amount": {
    },
  • "issueDate": "2019-08-24",
  • "dueDate": "2019-08-24",
  • "balance": {
    },
  • "connection": {
    }
}

Supplier Invoice

A record of bought goods or received services to a Supplier with a payment in demand.

Get supplier invoices

Returns a list of supplier invoices.

SecurityAPIKeyAuth
Request
path Parameters
company-uuid
required
string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
query Parameters
page
integer <int32>
Default: 1

The paginated page number.

size
integer <int32>
Default: 50

The pagination page size.

Responses
200

OK

404

Not Found

get/companies/{company-uuid}/supplier-invoices
Response samples
application/json
{
  • "amountTotalInvoices": {
    },
  • "amountNotDueNotPaid": {
    },
  • "amountOverdueNotPaid": {
    },
  • "creditedInvoices": true,
  • "prepaymentInvoices": true,
  • "avgPaymentTerms": 30,
  • "invoices": [
    ],
  • "meta": {
    },
}

Subscription

In order to avoid polling for changes, we allow you to register subscriptions that will notify you when certain event occurs.

Get subscriptions

Returns a list of your registered subscriptions.

SecurityAPIKeyAuth
Request
query Parameters
page
integer <int32>
Default: 1

The paginated page number.

size
integer <int32>
Default: 50

The pagination page size.

Responses
200

OK

get/subscriptions
Response samples
application/json
{}

Create subscription

Create a new subscription.

SecurityAPIKeyAuth
Request
Request Body schema: application/json
protocol
string (SubscriptionProtocolEnum)

The protocol of the subscription.

Enum: "HTTPS" "EMAIL" "EMAIL_JSON" "SQS" "APPLICATION" "LAMBDA"
endpoint
string

The endpoint of the subscription. Make sure to verify the endpoint once created.

topics
Array of strings

The specified topics of the subscription.

Items Enum: "*" "CONNECTION_ESTABLISHED" "CUSTOMER_INVOICE_CREATED" "CUSTOMER_INVOICE_UPDATED" "SUPPLIER_INVOICE_CREATED" "SUPPLIER_INVOICE_UPDATED"
Responses
200

OK

422

Unprocessable Entity

post/subscriptions
Request samples
application/json
{}
Response samples
application/json
{}

Example webhook

Testing.

SecurityAPIKeyAuth
Request
Request Body schema: application/json
entityUuid
string

Unique identifier for the entity.

topic
string

The topic of the received event.

Enum: "CONNECTION_ESTABLISHED" "CUSTOMER_INVOICE_CREATED" "CUSTOMER_INVOICE_UPDATED" "SUPPLIER_INVOICE_CREATED" "SUPPLIER_INVOICE_UPDATED"
Responses
200

OK

posthttps://api.your-service.com/webhook
Request samples
application/json
{
  • "entityUuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
  • "topic": "CUSTOMER_INVOICE_CREATED"
}
Response samples
application/json
{}