upload_statements
Upload bank statements or payment reports
Start a conversion job (or add files to one with job_token): German bank statements (PDF, CSV, MT940, camt.053/052 XML, photos) or payment-provider reports (PayPal, SumUp, Stripe, Amazon, Shopify ...) to DATEV (default), Lexware or MT940. Pass each file as content_base64 or a public https url. Returns a job_token for all further tools. Without a KP API key the job is anonymous: free preview, pay per job for the final file, data deleted after 7 days.
輸入參數chartdatevfiles必填languagejob_tokenclient_numbertarget_formatforce_duplicate
get_job_status
Job status and verification
Per file: processing state, KP's verification (pages and bookings read, balance check, all records read), readiness for the target format with blockers, open questions and the next step. Poll every few seconds until every file is read.
輸入參數languagejob_token必填
list_open_questions
Open account questions
Bookings KP could not assign to an account with certainty, grouped like KP's review (by booking type, counterparty or single booking), each with KP's proposal, count, total and examples. Answer them with answer_questions.
輸入參數file_idlanguagejob_token必填
answer_questions
Answer account questions
Assign an account (4-8 digits, the user's chart) to whole question groups. For a booking type the answer is remembered for future files of the same client unless remember=false.
輸入參數answers必填languagejob_token必填
get_preview
Free preview file
A free preview of the output (for unpaid jobs the first pages, marked as a draft so it is not imported by mistake). Returns a download link valid for 1 hour.
輸入參數datevformatfile_idlanguagejob_token必填account_ibanclosing_balanceopening_balance
get_price_quote
Price quote
The price of the job's ready, unpaid files: units (1 page with bookings, or 25 bookings) x unit price, with a minimum per job, net plus VAT. With a KP API key the customer's plan pays instead.
輸入參數languagejob_token必填
create_payment_link
Payment link
A Stripe payment page for the quoted files (card and other methods, invoice with VAT). Show the link to your user; once paid, download_result releases the final files. A new link replaces the previous one.
輸入參數languagejob_token必填
download_result
Download the final file
The final, verified file (DATEV Buchungsstapel, Lexware CSV or MT940) once it is ready and paid (or covered by the API key's plan). Returns download links valid for 1 hour and the verification. DATEV needs datev.berater_nummer and datev.mandanten_nummer for anonymous jobs; MT940 needs account_iban.
輸入參數datevformatfile_idlanguagejob_token必填account_ibanclosing_balanceopening_balance
