# atlar Documentation

> Documentation for atlar

## Guides: Welcome
- [Getting started with Atlar](https://docs.atlar.com/docs/welcome.md): Learn how to set up Atlar, onboard third parties, and implement integrations step by step.
- [Key concepts](https://docs.atlar.com/docs/key-concepts.md): Core concepts and definitions for working with the Atlar platform.

## Guides: MCP Server
- [Atlar MCP server](https://docs.atlar.com/docs/mcp.md): The Atlar MCP server lets you interact with the Atlar platform and your Atlar data directly from Claude.

## Guides: Platform features
- [Dashboard](https://docs.atlar.com/docs/dashboard.md): How to create, customize, and manage dashboards in Atlar.
  - [Notifications](https://docs.atlar.com/docs/notifications-1.md): This guide will walk you through how our notification engine works and how to set it up.
  - [Advanced filters](https://docs.atlar.com/docs/advanced-filters.md): Advanced Filters let you build precise, multi-condition queries to surface exactly the data you need — without writing code.
- [Cash Management](https://docs.atlar.com/docs/cash-management.md): Real-time visibility into balances, transactions, and cash flow across all accounts.
  - [Accounts](https://docs.atlar.com/docs/accounts-1.md)
  - [Transactions](https://docs.atlar.com/docs/transactions-1.md)
  - [Balances](https://docs.atlar.com/docs/balances.md)
  - [Cash Flow](https://docs.atlar.com/docs/cash-flow.md)
- [Forecast](https://docs.atlar.com/docs/forecasting.md): Build forward-looking cash flow forecasts using real-time and expected data.
- [Payments](https://docs.atlar.com/docs/payments.md): Create, manage, and approve credit transfers and direct debits with full control.
  - [Credit Transfers](https://docs.atlar.com/docs/credit-transfers-1.md): A credit transfer is an instruction to send funds from a source account to a destination account.
  - [Credit Transfer Batches](https://docs.atlar.com/docs/credit-transfer-batches.md): Credit transfer batches let you send multiple payments in a single request — ideal for bulk payouts, supplier payments, or other high-volume scenarios.
    - [Payroll](https://docs.atlar.com/docs/paying-salaries-with-atlar-payroll.md): A walkthrough of the Payroll functionality within Atlar.
  - [Direct Debits](https://docs.atlar.com/docs/direct-debits-1.md): Initiate authorized collections from external accounts using direct debits — ideal for recurring payments, subscriptions, or one-off payments with a mandate in place.
  - [Mandates](https://docs.atlar.com/docs/mandates-1.md)
  - [Expected Transactions](https://docs.atlar.com/docs/expected-transactions.md)
  - [Counterparties](https://docs.atlar.com/docs/counterparties.md)
  - [Sweeping Rules](https://docs.atlar.com/docs/sweeping-rules.md): Automate fund transfers between accounts to maintain optimal balances and streamline cash management.
  - [Metadata Keys](https://docs.atlar.com/docs/metadata-keys.md)
  - [Payment Templates](https://docs.atlar.com/docs/templates.md): Create reusable templates to speed up recurring or standardized credit transfers and reduce manual entry errors.
- [Debt management](https://docs.atlar.com/docs/debt-management.md): Track your company's borrowing — loans, credit lines, interest, and repayments — alongside your cash, all in one place
  - [Custom benchmark rates](https://docs.atlar.com/docs/custom-benchmark-rates.md): Create and maintain the interest rate used by a floating-rate loan when Atlar does not provide that rate automatically.
- [Approvals](https://docs.atlar.com/docs/approvals.md): Set up and manage approval processes in Atlar to ensure payments are reviewed before being sent.
  - [Pending Approvals](https://docs.atlar.com/docs/pending.md): View and manage all payments that are currently awaiting approval.
  - [Approval Chains](https://docs.atlar.com/docs/approval-chains.md): Define custom approval rules to ensure payments are reviewed by the right people before being sent to the bank.
- [View Builder](https://docs.atlar.com/docs/view-builder.md)
  - [Reports](https://docs.atlar.com/docs/reports.md)
- [User Management](https://docs.atlar.com/docs/user-management.md): Control who has access to your organization and what they can do within the platform.
  - [Configuring user roles](https://docs.atlar.com/docs/configure-roles-and-invite-users.md)
  - [Inviting users](https://docs.atlar.com/docs/invite-users.md)
  - [Transferring ownership](https://docs.atlar.com/docs/transferring-ownership.md)
  - [Permissions](https://docs.atlar.com/docs/permissions.md)
  - [Audit Trail](https://docs.atlar.com/docs/audit-trail.md): Track all user and system activities
  - [Agents](https://docs.atlar.com/docs/agents.md): Agents are embedded in workflows and provide you with reports
- [Settings](https://docs.atlar.com/docs/settings.md)
  - [Third-party connections](https://docs.atlar.com/docs/third-party-connections.md)
  - [Connection instruction](https://docs.atlar.com/docs/connection-instruction.md)
  - [Organization](https://docs.atlar.com/docs/organization.md)
    - [Four-Eyes Approvals](https://docs.atlar.com/docs/four-eyes-approvals.md)
    - [Theming](https://docs.atlar.com/docs/theming.md)
    - [Change request](https://docs.atlar.com/docs/change-request.md)
  - [Entities & Accounts](https://docs.atlar.com/docs/entities-and-accounts.md)
    - [Account groups](https://docs.atlar.com/docs/account-groups.md)
  - [Cash flow setup](https://docs.atlar.com/docs/cash-flow-setup.md)
    - [Categories & Cash flow structure](https://docs.atlar.com/docs/categories-and-cash-flow-structure.md)
    - [Categorization task](https://docs.atlar.com/docs/categorization-task.md)
    - [Forecasted- and transaction categorization rules](https://docs.atlar.com/docs/forecasted-and-transaction-categorization-rules.md)

## Guides: Security
- [Set Up Production Organization](https://docs.atlar.com/docs/set-up-production-organization-and-mfa.md)
- [Resetting your Atlar password](https://docs.atlar.com/docs/resetting-your-atlar-password.md)
- [Protecting Your Credentials](https://docs.atlar.com/docs/protecting-your-credentials.md)
- [Single Sign-On (SSO)](https://docs.atlar.com/docs/single-sign-on-sso.md)
- [Multi-Factor Authentication (MFA)](https://docs.atlar.com/docs/multi-factor-authentication-mfa.md)

## Guides: Payment information
- [Payment statuses](https://docs.atlar.com/docs/payment-statuses.md)
- [Payment Schemes & Account Identifiers](https://docs.atlar.com/docs/payment-schemes-and-account-identifiers.md)
- [Errors & Return Reasons](https://docs.atlar.com/docs/errors-return-reasons.md)
- [Regulatory Reporting](https://docs.atlar.com/docs/regulatory-reporting.md)
- [Category Purpose](https://docs.atlar.com/docs/category-purpose.md): The ISO 20022 Category Purpose Code
- [Structured Address Requirements](https://docs.atlar.com/docs/structured-address-requirements.md)

## Guides: GETTING STARTED WITH THE API
- [Setting up a sandbox](https://docs.atlar.com/docs/setting-up-a-sandbox.md)
- [Accessing the API](https://docs.atlar.com/docs/accessing-the-api.md)
- [Making your first Payment](https://docs.atlar.com/docs/getting-started.md): Getting started with Atlar
- [API Design](https://docs.atlar.com/docs/api.md)
- [Testbank](https://docs.atlar.com/docs/testing.md)
- [Webhooks](https://docs.atlar.com/docs/webhooks.md)
- [Batch Payments & CSV Imports](https://docs.atlar.com/docs/batch-payments.md)
- [Uploading statements (bring your own data)](https://docs.atlar.com/docs/uploading-statements.md)
- [Migrate from v1 to v2](https://docs.atlar.com/docs/migrate-from-v1-to-v2.md)
- [API Deprecations](https://docs.atlar.com/docs/deprecations.md)

## Guides: ERP
- [NetSuite](https://docs.atlar.com/docs/netsuite.md): Connect your banks to Oracle NetSuite
  - [Installing the Atlar Suite App in NetSuite](https://docs.atlar.com/docs/installing-the-atlar-suite-app-in-netsuite.md): This guide explains how to install the Atlar extension in NetSuite and outlines the steps needed in order to set up communication between the two systems.
  - [Importing Bank Details to NetSuite](https://docs.atlar.com/docs/importing-bank-details-to-netsuite.md): This guide outlines how to import bank details from a CSV file into NetSuite.
  - [Using the Bill Payments Page](https://docs.atlar.com/docs/creating-payments-from-netsuite.md): This guide outlines how one can create Bill Payments together with Atlar.
  - [Using Match Bank Data](https://docs.atlar.com/docs/using-match-bank-data.md): This guide outlines how one can use the Match Bank Data module together with Atlar.
- [Dynamics 365 Business Central](https://docs.atlar.com/docs/dynamics-365-business-central.md): Connect your banks to Microsoft Dynamics 365 Business Central
  - [Installing the Atlar app in Business Central](https://docs.atlar.com/docs/installing-the-atlar-extension-in-business-central.md): This guide explains how to install the Atlar extension in Microsoft 365 Business Central and outlines the steps needed in order to set up communication between the two systems.
  - [Importing Bank Details](https://docs.atlar.com/docs/importing-bank-details.md): This guide outlines how to import bank details from a CSV file into Business Central.
  - [Using the Payment Journal](https://docs.atlar.com/docs/using-the-payment-journal.md): This guide outlines how one can use the Payment Journal together with Atlar.
  - [Using Bank Account Reconciliation](https://docs.atlar.com/docs/using-bank-account-reconcilitation.md): This guide outlines how one can use the Bank Account Reconciliation module together with Atlar.
- [Integrate Atlar into your ERP](https://docs.atlar.com/docs/erp-integration-via-atlar-api.md): Connecting your ERP to Atlar by API
- SAP
  - [SAP Integration with Atlar](https://docs.atlar.com/docs/integration-sap-with-atlar.md): This guide explains how to integrate your SAP environment with Atlar.
- [Campfire](https://docs.atlar.com/docs/campfire.md): Connect your banks to Campfire
  - [Setting up the connection](https://docs.atlar.com/docs/campfire-setting-up-the-connection.md): A guide to setting up Bank Statement pushing into Campfire from Atlar
- [Accounting Hub](https://docs.atlar.com/docs/accounting-in-atlar.md): The Atlar accounting hub and how it works
  - [Documents](https://docs.atlar.com/docs/accounting-document.md)
  - [Reconciliation](https://docs.atlar.com/docs/bank-account-reconciliation.md): This section outlines the bank account reconciliation process in Atlar.
    - [Getting Started](https://docs.atlar.com/docs/setup.md)
    - [Matches](https://docs.atlar.com/docs/reviewing-confirming-matches.md)
    - [Outstanding](https://docs.atlar.com/docs/outstanding.md)
    - [Review & Post](https://docs.atlar.com/docs/review-post.md)
    - [Scenarios and outcomes](https://docs.atlar.com/docs/scenarios.md): How Atlar turns a confirmed match into accounting documents: residual handling, exchange rates and realized FX, with per-ERP scenario tables.
      - [NetSuite scenarios](https://docs.atlar.com/docs/netsuite-scenarios.md): How confirmed reconciliation matches materialize into Atlar documents and land in NetSuite.
      - [Business Central scenarios](https://docs.atlar.com/docs/business-central-scenarios.md): How confirmed reconciliation matches materialize into Atlar documents and land in Microsoft Dynamics 365 Business Central.
  - [Reconciliation Rules](https://docs.atlar.com/docs/rules.md)

## API Reference: Atlar API (v2)
- Documents
  - [Create document](https://docs.atlar.com/reference/post_accounting-v2beta-documents.md): Create a new accounting document.
  - [List documents](https://docs.atlar.com/reference/get_accounting-v2beta-documents.md): Returns a list of accounting documents.
  - [Get documents](https://docs.atlar.com/reference/get_accounting-v2beta-documents-batch.md): Get multiple accounting documents in a batch request.  Provide either `ids` (latest versions) or `idvs` (specific versions encoded as `<id>@<version>`). The two parameters are mutually exclusive;…
  - [Get document](https://docs.atlar.com/reference/get_accounting-v2beta-documents-id.md): Retrieve a specific accounting document.
  - [Update document](https://docs.atlar.com/reference/patch_accounting-v2beta-documents-id.md): Update an accounting document.
  - [Delete document](https://docs.atlar.com/reference/delete_accounting-v2beta-documents-id.md): Delete an accounting document.
- GL Entities
  - [Create entity](https://docs.atlar.com/reference/post_accounting-v2beta-gl-entities.md): Create a new GL entity.
  - [List entities](https://docs.atlar.com/reference/get_accounting-v2beta-gl-entities.md): Returns a list of GL entities.
  - [Get entity](https://docs.atlar.com/reference/get_accounting-v2beta-gl-entities-id.md): Retrieve a specific GL entity.
  - [Update entity](https://docs.atlar.com/reference/patch_accounting-v2beta-gl-entities-id.md): Update a GL entity.
- GL Accounts
  - [Create account](https://docs.atlar.com/reference/post_accounting-v2beta-gl-accounts.md): Create a new general ledger account.
  - [List GL accounts](https://docs.atlar.com/reference/get_accounting-v2beta-gl-accounts.md): Returns a list of general ledger accounts. Sort order is always ascending on account number.
  - [Get GL account](https://docs.atlar.com/reference/get_accounting-v2beta-gl-accounts-id.md): Retrieve a specific general ledger account.
  - [Update account](https://docs.atlar.com/reference/patch_accounting-v2beta-gl-accounts-id.md): Update a general ledger account.
- Forecasted Transactions
  - [Create forecasted transaction](https://docs.atlar.com/reference/post_analytics-v2beta-forecasted-transactions.md): Create a forecasted transaction.
  - [List forecasted transactions](https://docs.atlar.com/reference/get_analytics-v2beta-forecasted-transactions.md): Returns a list of forecasted transactions. For further details on Pagination, see general section above.
  - [List forecasted transaction events](https://docs.atlar.com/reference/get_analytics-v2beta-forecasted-transactions-id-events.md): Retrieve events for a specific forecasted transaction. Returns a list of events. For further details on Pagination, see the section above.
  - [Get forecasted transaction](https://docs.atlar.com/reference/get_analytics-v2beta-forecasted-transactions-id.md): Get the forecasted transaction with the specified ID.
  - [Delete forecasted transaction](https://docs.atlar.com/reference/delete_analytics-v2beta-forecasted-transactions-id.md): Delete the forecasted transaction with the specified ID.
  - [Update forecasted transaction](https://docs.atlar.com/reference/patch_analytics-v2beta-forecasted-transactions-id.md): Update the forecasted transaction with the specified ID using JSON Patch operations, given that the provided ETag matches. Some fields can only be updated if the forecasted transaction was manually…
- Connections
  - [List connections](https://docs.atlar.com/reference/get_connectivity-v2beta-connections-1.md): Returns a list of connections. For further details on Pagination, see general section above.
  - [List connection reports](https://docs.atlar.com/reference/get_connectivity-v2beta-connections-cid-reports-1.md): Retrieve all connection reports.
  - [List bank statements](https://docs.atlar.com/reference/get_connectivity-v2beta-connections-cid-reports-id-bank-statements-1.md): List bank statements.
  - [Get report content](https://docs.atlar.com/reference/get_connectivity-v2beta-connections-cid-reports-id-content-1.md): Download the connection report content. Use the `format` query parameter to specify the desired output format.
  - [Get bank statement content](https://docs.atlar.com/reference/get_connectivity-v2beta-connections-cid-reports-rid-bank-statements-id-content-1.md): Download the bank statement content. Use the `format` query parameter to specify the desired output format.
  - [Create report](https://docs.atlar.com/reference/post_connectivity-v2beta-connections-cid-reports.md): Create a report. This is used for manual upload of data. For instance if having raw camt.053/mt940 files but not wanting to set up a connection to automatically fetch them, or, if the…
- Credit Transfers
  - [Create credit transfer](https://docs.atlar.com/reference/post_payments-v2-credit-transfers-1.md): Create a credit transfer payment.
  - [List credit transfers](https://docs.atlar.com/reference/get_payments-v2-credit-transfers-1.md): Returns a list of credit transfers. Sort order is always descending on date.
  - [Get credit transfer](https://docs.atlar.com/reference/get_payments-v2-credit-transfers-id-1.md): Retrieve a specific credit transfer.
  - [Update credit transfer](https://docs.atlar.com/reference/patch_payments-v2-credit-transfers-id-1.md): Update a credit transfer.  The credit transfer execution date can only be changed if the credit transfer has not been scheduled for submission yet.
  - [List credit transfer events](https://docs.atlar.com/reference/get_payments-v2-credit-transfers-id-events-1.md): Retrieve events for a specific credit transfer. Returns a list of events. For further details on Pagination, see the section above.
  - [Approve credit transfer](https://docs.atlar.com/reference/post_payments-v2-credit-transfers-id-approve-1.md): Approve the specified credit transfer.
  - [Reject credit transfer](https://docs.atlar.com/reference/post_payments-v2-credit-transfers-id-reject-1.md): Reject the specified credit transfer.
  - [Create credit transfer batch](https://docs.atlar.com/reference/post_payments-v2beta-credit-transfer-batches-1.md): Create a batch of credit transfer payments.  See https://docs.atlar.com/docs/batch-payments for more information.
  - [List credit transfer batches](https://docs.atlar.com/reference/get_payments-v2beta-credit-transfer-batches-1.md): Returns credit transfer batches — groups of outbound payments created together (for example via CSV/JSON upload or API). Newest batches first.  Individual payments belonging to a batch are credit…
  - [Get credit transfer batch](https://docs.atlar.com/reference/get_payments-v2beta-credit-transfer-batches-id-1.md): Retrieve a specific credit transfer batch by id or external id.
  - [List credit transfer batch results](https://docs.atlar.com/reference/get_payments-v2beta-credit-transfer-batches-id-results-1.md): List processing results for individual credit transfer requests that were part of a credit transfer batch. The result items represent the result(s) of processing the batch request input but doesn't…
  - [Approve credit transfer batch](https://docs.atlar.com/reference/post_payments-v2beta-credit-transfer-batches-id-approve.md): Approve the batch of credit transfers.  Approval of a batch is only applicable when the batch `treatment` is `BATCH`.
  - [Reject credit transfer batch](https://docs.atlar.com/reference/post_payments-v2beta-credit-transfer-batches-id-reject.md): Reject the batch of credit transfers.  Rejection of a batch is only applicable when the batch `treatment` is `BATCH`.
- Direct Debits
  - [Create direct debit](https://docs.atlar.com/reference/post_payments-v2-direct-debits-1.md): Create a direct debit payment.
  - [List direct debits](https://docs.atlar.com/reference/get_payments-v2-direct-debits-1.md): Returns a list of direct debits. For further details on Pagination, see general section above. Sort order is always descending on date.
  - [Get direct debit](https://docs.atlar.com/reference/get_payments-v2-direct-debits-id-1.md): Retrieve a specific direct debit.
  - [List direct debit events](https://docs.atlar.com/reference/get_payments-v2-direct-debits-id-events-1.md): Retrieve events for a specific direct debit. Returns a list of events. For further details on Pagination, see the section above.
  - [Approve direct debit](https://docs.atlar.com/reference/post_payments-v2-direct-debits-id-approve-1.md): Approve the specified direct debit.
  - [Reject direct debit](https://docs.atlar.com/reference/post_payments-v2-direct-debits-id-reject-1.md): Reject the specified direct debit.
  - [Create direct debit batch](https://docs.atlar.com/reference/post_payments-v2beta-direct-debit-batches.md): Create a batch of direct debit payments.  See https://docs.atlar.com/docs/batch-payments for more information.
  - [List direct debit batches](https://docs.atlar.com/reference/get_payments-v2beta-direct-debit-batches.md): Returns a list of direct debit batches.
  - [Get direct debit batch](https://docs.atlar.com/reference/get_payments-v2beta-direct-debit-batches-id.md): Retrieve a specific direct debit batch.
  - [List direct debit batch results](https://docs.atlar.com/reference/get_payments-v2beta-direct-debit-batches-id-results.md): List processing results for individual direct debit requests that were part of a direct debit batch. The result items represent the result(s) of processing the batch request input but doesn't…
  - [Approve direct debit batch](https://docs.atlar.com/reference/post_payments-v2beta-direct-debit-batches-id-approve.md): Approve the batch of direct debits.  Approval of a batch is only applicable when the batch `treatment` is `BATCH`.
  - [Reject direct debit batch](https://docs.atlar.com/reference/post_payments-v2beta-direct-debit-batches-id-reject.md): Reject the batch of direct debits.  Rejection of a batch is only applicable when the batch `treatment` is `BATCH`.
- External Accounts
  - [Get external account](https://docs.atlar.com/reference/get_payments-v2-external-accounts-id-1.md): Retrieve a specific external account.
  - [Update external account](https://docs.atlar.com/reference/patch_payments-v2-external-accounts-id-1.md): Update external account.
  - [Delete external account](https://docs.atlar.com/reference/delete_payments-v2-external-accounts-id-1.md): Deletes the specified external account.
  - [Create external account](https://docs.atlar.com/reference/post_payments-v2-external-accounts-1.md): Create an external account associated with a Counterparty. A maximum of 25 accounts can be created per counterparty.
  - [List external accounts](https://docs.atlar.com/reference/get_payments-v2-external-accounts-1.md): Returns a list of external accounts. For further details on Pagination, see general section above.
- Counterparties
  - [Create counterparty](https://docs.atlar.com/reference/post_payments-v2-counterparties-1.md): Create a new counterparty.
  - [List counterparties](https://docs.atlar.com/reference/get_payments-v2-counterparties-1.md): Returns a list of counterparties. For further details on Pagination, see general section above.
  - [Get counterparty](https://docs.atlar.com/reference/get_payments-v2-counterparties-id-1.md): Retrieve a specific counterparty.
  - [Update counterparty](https://docs.atlar.com/reference/patch_payments-v2-counterparties-id-1.md): Update a counterparty.
  - [Delete counterparty](https://docs.atlar.com/reference/delete_payments-v2-counterparties-id-1.md): Deletes the specified counterparty.
  - [List counterparty events](https://docs.atlar.com/reference/get_payments-v2-counterparties-id-events-1.md): Retrieve events for a specific counterparty. Returns a list of events. For further details on Pagination, see the section above.
- Mandates
  - [Create mandate](https://docs.atlar.com/reference/post_payments-v2-mandates-1.md): Create a new direct debit mandate.
  - [List mandates](https://docs.atlar.com/reference/get_payments-v2-mandates-1.md): Returns a list of mandates. For further details on Pagination, see general section above.
  - [Get mandate](https://docs.atlar.com/reference/get_payments-v2-mandates-id-1.md): Retrieve a specific mandate.
  - [List mandate events](https://docs.atlar.com/reference/get_payments-v2-mandates-id-events-1.md): Retrieve events for a specific mandate. Returns a list of events. For further details on Pagination, see the section above.
  - [Cancel mandate](https://docs.atlar.com/reference/post_payments-v2-mandates-id-cancel-1.md): Cancel a specific mandate.
- [OpenAPI 3.0 specifications](https://docs.atlar.com/reference/openapi-30-specifications.md)
- Events (webhooks)
  - [Resource event](https://docs.atlar.com/reference/post_resourceevent-1.md): Resource event delivered as a webhook request.
- Regulatory Reporting
  - [List regulatory reporting codes](https://docs.atlar.com/reference/get_payments-v2-regulatory-reporting-codes.md): Returns a paginated list of regulatory reporting codes for a given market (country). Use the limit and token parameters to paginate through results. Regulatory reporting is required for cross-border…
- OAuth
  - [Create OAuth 2.0 access token](https://docs.atlar.com/reference/post_iam-v2-oauth2-token.md): This endpoint is an OAuth 2.0 <a href="https://datatracker.ietf.org/doc/html/rfc6749#section-3.2">token endpoint</a> and can be used by a client to obtain an access token.  Use <a…
- Accounts
  - [Get account](https://docs.atlar.com/reference/get_financial-data-v2-accounts-id-1.md): Retrieve a specific account.
  - [Update account](https://docs.atlar.com/reference/patch_financial-data-v2-accounts-id-1.md): Update an account.
  - [List accounts](https://docs.atlar.com/reference/get_financial-data-v2-accounts-1.md): Returns a list of accounts. For further details on Pagination, see general section above.
  - [List balances](https://docs.atlar.com/reference/get_financial-data-v2-accounts-id-balances-1.md): Returns a list of account balances. For further details on Pagination, see general section above.
  - [List end-of-day summaries](https://docs.atlar.com/reference/get_financial-data-v2beta-accounts-id-end-of-day-summaries.md): Returns a list of end-of-day reporting summaries, on a per booked date basis, for the account identified by `id`.  Note that these summaries are only available based on end-of-day reporting, e.g.…
- Transactions
  - [List transactions](https://docs.atlar.com/reference/get_financial-data-v2-transactions-1.md): Returns a list of transactions. For further details on Pagination, see general section above.
  - [Get transaction](https://docs.atlar.com/reference/get_financial-data-v2-transactions-id-1.md): Retrieve a specific transaction.
  - [Update transaction](https://docs.atlar.com/reference/patch_financial-data-v2-transactions-id-1.md): Update a transaction.
  - [List transaction events](https://docs.atlar.com/reference/get_financial-data-v2-transactions-id-events.md): Retrieve events for a specific transaction. Returns a list of events. For further details on Pagination, see the section above.
  - [List internal transfers](https://docs.atlar.com/reference/get_financial-data-v2beta-internal-transfers.md): Returns a list of confirmed internal transfers in the organization. For pagination details see the section above.  When the `transactionId` filter is set, the response contains at most one entry —…
  - [Get internal transfer](https://docs.atlar.com/reference/get_financial-data-v2beta-internal-transfers-id.md): Retrieve a specific internal transfer.
- Pending Transactions
  - [List pending transactions](https://docs.atlar.com/reference/get_financial-data-v2-pending-transactions-1.md): Returns a list of pending transactions. For further details on Pagination, see general section above.
  - [Get transaction](https://docs.atlar.com/reference/get_financial-data-v2-pending-transactions-id-1.md): Retrieve a specific pending transaction.
  - [List pending transaction events](https://docs.atlar.com/reference/get_financial-data-v2-pending-transactions-id-events-1.md): Retrieve events for a specific pending transaction. Returns a list of events. For further details on Pagination, see the section above.
  - [Update pending transaction](https://docs.atlar.com/reference/patch_financial-data-v2beta-pending-transactions-id.md): Update a pending transaction.
- Entities
  - [Create entity](https://docs.atlar.com/reference/post_financial-data-v2-entities-1.md): Create entity.
  - [List entities](https://docs.atlar.com/reference/get_financial-data-v2-entities-1.md): Returns a list of entities. For further details on Pagination, see general section above.
  - [Get entity](https://docs.atlar.com/reference/get_financial-data-v2-entities-id-1.md): Retrieve a specific entity.
  - [Delete entity](https://docs.atlar.com/reference/delete_financial-data-v2-entities-id-1.md): Deletes the specified entity. It is only possible to delete an entity if it has no children or has no associated accounts.
  - [Update entity](https://docs.atlar.com/reference/patch_financial-data-v2-entities-id-1.md): Update an entity.
- Investments
  - [List portfolios](https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios.md): List portfolios.
  - [Get portfolio](https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-id.md): Get portfolio.
  - [List holdings](https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-id-holdings.md): Returns a list of holdings. For further details on Pagination, see general section above.
  - [Get holding](https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-pid-holdings-id.md): Retrieve a specific holding.
  - [Get holding activity](https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-pid-holdings-hid-activities-id.md): Retrieve a specific holding activity.
  - [List positions](https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-pid-holdings-hid-positions.md): Returns a list of positions for a specific holding. For further details on Pagination, see general section above.
  - [Get position](https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-pid-holdings-hid-positions-id.md): Retrieve a specific position.
  - [List holding activities](https://docs.atlar.com/reference/get_financial-data-v2beta-portfolios-pid-holdings-hid-activities.md): Holding activities are the individual transactions on an investment holding: purchases (`PURCHASE`), redemptions (`REDEEM`) and dividend payouts (`DIVIDEND`). Each activity carries the traded amount,…
- Audit logs
  - [List audit log entries](https://docs.atlar.com/reference/get_iam-v2beta-audit-log-entries.md): Returns a list of audit log entries.
- Webhooks
  - [List webhooks](https://docs.atlar.com/reference/get_platform-v2beta-webhooks.md): Returns a list of webhooks.
  - [Create webhook](https://docs.atlar.com/reference/post_platform-v2beta-webhooks.md): Create a webhook configuration.
  - [Get webhook](https://docs.atlar.com/reference/get_platform-v2beta-webhooks-id.md): Retrieve a specific webhook.
  - [Delete webhook](https://docs.atlar.com/reference/delete_platform-v2beta-webhooks-id.md): Delete a specific webhook.
  - [Create webhook signing key](https://docs.atlar.com/reference/post_platform-v2beta-webhooks-id-keys.md): Generates a new webhook signing key. You can have between one and two keys (per webhook) at a time, to allow for key rotation. Note that keys can only be seen once - in the response from this…
  - [List webhook signing keys](https://docs.atlar.com/reference/get_platform-v2beta-webhooks-id-keys.md): Returns a list of webhook signing keys.
  - [Delete webhook signing key](https://docs.atlar.com/reference/delete_platform-v2beta-webhooks-id-keys-kid.md): Deletes and invalidates the specified webhook signing key.
  - [Update webhook](https://docs.atlar.com/reference/patch_platform-v2beta-webhooks-id.md): Update webhook configuration. Modifying `/url` sets `verified` to false. You can contact [support@atlar.com](mailto:support@atlar.com) to get a webhook configuration verified. Changes may take up to…

## Changelog
- [External debt, payroll, forecast versions, AI generated excels, and reconciliation enhancements](https://docs.atlar.com/changelog/version-control-external-debt.md)
- [Agentic workflows, new agent architecture, skills, and more](https://docs.atlar.com/changelog/agentic-workflows-new-agent-architecture-skills-and-more.md)
- [Debt Management, Default Dashboards, JPM Partnership](https://docs.atlar.com/changelog/debt-management-governed-ai-access-and-dashboards-out-of-the-box.md)
- [Redesigned settings, dark mode, and automated reports](https://docs.atlar.com/changelog/redesigned-settings-dark-mode-and-automated-reports.md)
- [Deeper forecasting, custom fields, and FX providers](https://docs.atlar.com/changelog/deeper-forecasting-smarter-rules-and-more-control-over-payment-schedules.md)
- [Notifications, AI Agents, and Pending Transaction Categorization](https://docs.atlar.com/changelog/changelog-21012025.md)
- [Variance analysis and Generated Forecasts Based on Historical Data](https://docs.atlar.com/changelog/variance-analysis-and-generated-forecasts-based-on-historical-data.md)
- [Sweeps, Exports, AI Insights, and more](https://docs.atlar.com/changelog/next-changelog.md)
- [Atlar AI Agent](https://docs.atlar.com/changelog/changelog-7102025.md)
- [Forecasting, metadata, and ERP integration improvements](https://docs.atlar.com/changelog/forecasting-metadata-and-erp-integration-improvements.md)