Equus Software

Equus Ecosystem

The Financials API allows you to integrate financial data into Equus Platform, managing vouchers, invoices, expenses, and payments with automated reporting

Financials API - Overview

The Financial API - Vouchers & Payables enables administrators to manage payable transactions, track vouchers, and integrate with external accounting systems using GET and PATCH methods

Financial API - Vouchers & Payables

The Financial API - Invoices & Receivables enables management of invoices, payments, and receivables within Equus Platform with two-way synchronization to external accounting systems

Financial API - Invoices & Receivables

Financial API

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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