TraceEntry API Documentation

Integrate AI-powered transaction categorization into your accounting applications. Process single transactions or batches with consistent, accurate results.

API Coming Soon

The TraceEntry REST API is currently in development. Join the waitlist to get early access and help shape the API.

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Base URL

https://api.traceentry.com/v1

Use Cases

Excel Add-ins: Categorize transactions directly in spreadsheets
Accounting Software: Automate categorization in QuickBooks, Xero integrations
Bank Feeds: Real-time categorization of incoming transactions
Batch Processing: Bulk categorization for large transaction files

Authentication

All API requests require authentication using an API key. Include your key in the X-API-Key header.

Request Header

X-API-Key: te_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Security: Never expose your API key in client-side code. Always make API calls from your server.

Rate Limits

Rate limits ensure fair usage across all users. Limits are applied per API key.

Endpoint	Rate Limit	Burst
/v1/categorize	100 requests/minute	20 requests
/v1/categorize/batch	10 requests/minute	5 requests

Rate limit headers are included in all responses: X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset

Single Transaction Endpoint

Categorize a single transaction. Ideal for Excel add-ins, Google Sheets, and real-time categorization.

POST /v1/categorize

Request Body

JSON

{
  "description": "CHEVRON #12345 BOISE ID",
  "amount": -45.67,
  "date": "2024-11-15",
  "industry": "general"
}

Response

JSON

{
  "vendor": "Chevron",
  "category": "Fuel",
  "business_classification": "Clearly Business",
  "deductibility": "Fully Deductible",
  "confidence": 0.97
}

Parameters

Field	Type	Required	Description
description	string	Yes	Transaction description from bank statement
amount	number	No	Transaction amount (negative for debits)
date	string	No	Transaction date (YYYY-MM-DD)
industry	string	No	Industry template (default: "general")

Pricing

$0.02 per request

Batch Transactions Endpoint

Categorize multiple transactions in a single request. Most cost-effective for bulk processing as billing is per unique vendor, not per transaction.

POST /v1/categorize/batch

Request Body

JSON

{
  "transactions": [
    {"id": "1", "description": "CHEVRON #12345", "amount": -45.67, "date": "2024-11-15"},
    {"id": "2", "description": "DUTCH BROS", "amount": -6.50, "date": "2024-11-15"},
    {"id": "3", "description": "CHEVRON #999", "amount": -52.00, "date": "2024-11-14"}
  ],
  "industry": "general"
}

Response

JSON

{
  "results": [
    {"id": "1", "vendor": "Chevron", "category": "Fuel", "confidence": 0.97},
    {"id": "2", "vendor": "Dutch Bros", "category": "Meals & Entertainment", "confidence": 0.94},
    {"id": "3", "vendor": "Chevron", "category": "Fuel", "confidence": 0.97}
  ],
  "summary": {
    "processed": 3,
    "unique_vendors": 2,
    "ai_calls_made": 2
  },
  "billing": {
    "unit": "unique_vendors",
    "count": 2,
    "rate_cents": 2,
    "total_cents": 4
  }
}

Pricing

$0.02 per unique vendor (not per transaction)

Example: 1,000 transactions with 50 unique vendors = $1.00

Limits

• Maximum 100,000 transactions per request
• Request timeout: 5 minutes
• Async processing available for large batches

Categories Reference

Standard expense categories returned by the API. Industry templates may include additional categories.

Fuel

Meals & Entertainment

Office Supplies

Software / Subscriptions

Utilities

Insurance

Banking / Fees

Payroll / Contractors

Rent / Facilities

Equipment / Assets

Travel / Transportation

Professional Services

Advertising / Marketing

Personal / Non-Business

Unknown / Needs Review

Industry Templates

Supported industry templates for optimized categorization accuracy.

Value	Description
general	Default template for most businesses
moving_company	Moving and transportation services
construction	Construction and contracting
restaurant	Restaurant and food service
professional_services	Consulting, legal, accounting
retail	Retail stores
ecommerce	Online stores and marketplaces

Error Codes

Standard HTTP status codes with detailed error messages.

Code	Description
200	Success
400	Bad Request - Invalid parameters
401	Unauthorized - Invalid or missing API key
402	Payment Required - Insufficient balance
429	Too Many Requests - Rate limit exceeded
500	Internal Server Error

Error Response Format

JSON

{
  "error": {
    "code": "invalid_parameter",
    "message": "The 'description' field is required",
    "param": "description"
  }
}