API

A REST API and webhooks for your own systems

Push money rows in from your own software, pull goals and pipeline out, and get webhooks when something changes. Every write made with an API key is logged.

Quickstart

Add your first money row

Create a key in Settings, Connected apps, API. Keys are scoped to one workspace and can be read only.

Base URL

https://api.trycashier.com/v1

Auth

Bearer token, one key per integration

Rate limit

600 requests a minute per workspace

Formats

JSON in and out, ISO dates, amounts in minor units optional

cURL

curl https://api.trycashier.com/v1/money \
  -H "Authorization: Bearer csh_live_..." \
  -H "Content-Type: application/json" \
  -d '{
    "amount": 4500,
    "currency": "AUD",
    "earned_on": "2026-10-14",
    "source": "Referral",
    "offering": "Retainer"
  }'

Endpoints

The main endpoints

GET/v1/goalsList goals with progress and pace

GET/v1/goals/{id}One goal, its rows and history

GET/v1/moneyMoney rows, filter by date, source, offering

POST/v1/moneyAdd a money row

GET/v1/dealsPipeline deals by stage and source

POST/v1/dealsCreate a deal

POST/v1/receiptsUpload a receipt for the Bookkeeper

GET/v1/approvalsPending approvals

POST/v1/agents/{id}/messagesSend a message to an agent

Webhooks

Hear about changes as they happen

Subscribe a URL to any event. Payloads are signed so you can check they came from Cashier.

money.createdgoal.pace_changedgoal.off_pacedeal.stage_changedreceipt.matchedapproval.requestedapproval.decidedagent.task_finished

A REST API and webhooks for your own systems

Add your first money row

The main endpoints

Hear about changes as they happen

Set your first goal in the next five minutes.