Accountable

Why an account or a metric moved between two months, split into drivers (new_vendor, lost_vendor, annual_prepayment, price_change, volume_change, headcount_change, one_off, timing, recategorization, other). The drivers add up to the change exactly and each lists its transactions. Movements under $500 or under 10% are not broken down.

explain_change

One bill with its lines and accounts, what does not add up, approval state, payments, and the outgoing transactions that could have paid it. Reading a bill never pays it; Accountable never moves money.

get_bill

One change from the audit log with its full before and after, its status (applied or undone), and how to undo it. Use it to check an undo_change or an approved proposal.

get_change

One company's profile: legal name, basis, fiscal year, closed-through month, open months, feeds and their health, your role and what you can change.

get_company

Profit and loss (pl), balance sheet (bs), trial balance (tb), cash flow (cf) or general ledger (gl) for whole months or exact days. Includes warnings[] when the books are not ready: stale feeds, open months, negative cash that suggests missing opening balances, and the share uncategorized.

get_report

One journal entry with its lines, who posted it, and whether it was reversed.

get_entry

What still blocks closing a month: each step (categorize, review, reconcile, adjust, report) with what is left, every account's reconciliation, and `can_lock`. propose_close fails at preview until can_lock is true.

get_close_checklist

One proposal: its status (waiting, applied, rejected, expired, needs_review), who decided and why, the full diff, and the change_id once applied.

get_proposal

One transaction with its category, who categorized it, and the ledger lines it posted.

get_transaction

One invoice with its lines, tax and discount, whether it was sent and viewed, payments, and incoming transactions that could pay it.

get_invoice

Which months are closed, the month the books are closed through, months that were reopened and why, and the next month to close.

get_close_status

Open invoices (receivable) or bills (payable) by customer or vendor, bucketed by days past due, and whether the total ties to the Accounts receivable or payable balance.

get_aging

Every change to the books, newest first: who (person, Accountable AI, or which agent via whose connection), what, why, who approved it, and whether it was undone.

get_audit_log

Cash, net burn, gross burn, runway (months and the month cash runs out), revenue and net income, each with the sentence that explains how it was computed. Revenue and net income are on the company's reporting basis unless you ask for the other; cash, burn and runway are always cash. Includes the same readiness warnings as get_report.

get_metrics

Marks an alert Expected (a normal pattern; the same vendor and amount stay quiet next time) or Real problem. Labels never change the books; they feed the live precision number. Call it with mode "preview" first (the default), which changes nothing, then with mode "apply" and the preview_id to make the change. Undo it with undo_change.

label_alert

The chart of accounts: id, code, name, type, and each account's balance at the end of a month (default: this month). Use an account's id, code or exact name in write tools.

list_accounts

What the detectors found as transactions posted: duplicate payments, unusual amounts, large first payments, lookalike payees, vendors paid to new accounts, foreign card charges, assets below zero, transfers posted to equity, refunds counted as revenue. Nothing here changed the books. Label with label_alert.

list_alerts

Bills from vendors by tab: review (just read from email or uploads), approval (waiting for a person), unpaid, paid, closed (void and rejected). Shows totals for unpaid, due soon and overdue. Search by vendor, number or amount with q, or one vendor with vendor. Accountable never pays a bill or moves money: asked to pay one, say so first, then offer to show what is due or record a payment made elsewhere.

list_bills

Every categorization rule, yours first then Accountable's, with what it matches, the account it sets, and how many transactions it categorized.

list_rules

Lists every company this connection can open, with the person's role in each, the month its books are closed through, feed health, and whether this connection may change them. Every other tool takes one of these companies' id or exact name as `company`.

list_companies

Invoices to customers by tab (draft, sent, paid), with the amount owed, overdue, and incoming payments that look like they pay an open invoice.

list_invoices

Runway on current burn and on each saved scenario: months of runway, the month cash runs out, and net burn in 6 months. Numbers come from the planning engine over the live books.

list_scenarios

The review queue: uncategorized transactions grouped into one question per vendor and direction, with the AI's suggestion and confidence. Answer with answer_question. Also counts transactions that only need a light look.

list_questions

Bank, card and Stripe transactions, newest first, 25 per page with next_cursor. Filter by dates, funding account, category, uncategorized only, text, or amount. Amounts are signed: negative is money out.

list_transactions

The company's locked plan against the books, month by month: planned and actual net burn, revenue, spend and cash, and the line that explains most of the gap. Owners and admins lock the plan in Accountable; agents read it.

get_plan_vs_actual

Journal entries with their debit and credit lines, newest first, 25 per page. Filter by dates, an account, or text in memos.

query_ledger

Sets the clean vendor name (description) and/or the memo on transactions. Call it with mode "preview" first (the default), which changes nothing, then with mode "apply" and the preview_id to make the change. Undo it with undo_change.

set_transaction_fields

Posts the mirror of an entry and links the two. Posted entries are never edited or deleted. In a closed month the reversal is dated today unless you pass a date. Call it with mode "preview" first (the default), which changes nothing, then with mode "apply" and the preview_id to make the change. Undo it with undo_change.

reverse_entry

Saves a journal entry without posting it, or changes a saved draft (pass draft_id). A draft may be unfinished or not balance yet; post_journal_draft posts it after the same checks as create_journal_entry. Call it with mode "preview" first (the default), which changes nothing, then with mode "apply" and the preview_id to make the change. Undo it with undo_change.

save_journal_draft

Creates a scenario, or replaces one's name and changes (pass scenario_id). Plans never post entries; the change is audited and can be undone. Call it with mode "preview" first (the default), which changes nothing, then with mode "apply" and the preview_id to make the change. Undo it with undo_change.

save_scenario

Undoes any change by its change_id (from a write tool's response or get_audit_log): preview lists every restoration, apply performs it through the same approval rules. Undo never deletes history: it posts the reversing change and links the two. Check the result with get_change. Call it with mode "preview" first (the default), which changes nothing, then with mode "apply" and the preview_id to make the change. Undo it with undo_change.

undo_change

Answers "what if we hire X / cut Y / raise Z" with the planning engine's numbers. Computes only; nothing is saved. Use save_scenario to keep it.

what_if

Traces a number to its sources: for one or more accounts over a period, the total, the entries and lines behind it, the changes that posted them (who, when, why, approved by whom, and the cause: feed, rule, import, AI, agent or person), the bank transactions and the documents.

get_lineage