This Nucleus API section focuses on retrieving Business Financial Management (BFM) information, such as customer data, invoices, and financial statements.

Customer & Account Management

Contacts represent a company that purchases goods or services from a business (customer), or a company the supplied good or services to a business (supplier).

• List all contacts and associated revenue
• Create a contact and associated revenue
• Retrieve a contact and associated revenue
• Update a contact and associated revenue
• Delete a contact and associated revenue

Invoice Management

An invoice represents an account receivable owed by a customer to a business. Invoices can be created and stored in Nucleus with attached documents. They also can be pulled from accounting softwares through our integration library.

• List all invoices and invoice payments
• Create an invoice and invoice payment
• Retrieve an invoice and invoice payment
• Update an invoice and invoice payment
• Delete an invoice and invoice payment

Financial Statements

Financial Statement entries represent statistics about a business generated via financials such as an income statement and balance sheet.

• List all financial statements
• Create a financial statement
• Retrieve a financial statement
• Update a financial statement
• Delete a financial statement