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What you can do with Monite

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418 things you can do

Monite

Monite (Monite GmbH) is an embedded finance API platform that lets neobanks and B2B SaaS platforms add invoicing, accounts payable automation, payments and related financial workflows to their own products, with a fully embeddable SDK and UI components. Its REST API (api.monite.com, with a sandbox at api.sandbox.monite.com) is documented at docs.monite.com, and the company publishes a public API s

Accounts Payable Management

Create one link to pay several billsExpire a combined payment linkPay several bills in one batchEnter a new vendor billUpload a bill file and scan itChange which fields a bill must haveReset bill required-field rules to defaultsDelete a vendor billEdit a vendor bill's detailsApprove a bill for paymentAttach the invoice file to a billCancel a bill during reviewMark a bill as fully paidRecord a partial payment on a billReject a vendor billReopen a rejected billSend a bill for approvalDismiss suggestions for a billCheck a bill is complete before moving it onStop scanning a billRecord a supplier credit noteUpload a supplier credit note PDF or imageChange required fields for credit notesReset credit note required fields to defaultDelete a supplier credit noteEdit a supplier credit noteApprove a supplier credit noteCancel an unconfirmed credit noteStop scanning an uploaded credit noteReplace all lines on a credit noteAdd a line to a credit noteRemove a line from a credit noteEdit a line on a credit noteReject a supplier credit noteSend a credit note for approvalReplace all items on a billAdd an item to a billRemove an item from a billEdit an item on a billView a combined payment linkCheck a batch paymentList my vendor billsGet summary counts and totals for my billsSee which fields a bill must haveList placeholders for bill email templatesLook up one vendor billSee the change history of a billGet suggested matches for a billList credit notes from suppliersSee required fields for credit notesLook up one supplier credit noteList the lines on a credit noteView one line on a credit noteCheck a credit note for missing fieldsList the items on a billView one item on a bill

Accounts Receivable Management

Create payment termsDelete payment termsEdit payment termsSet up reminders for overdue invoicesDelete an overdue reminder setupChange an overdue reminder setupCreate an invoice, quote or credit noteDelete a receivableEdit an invoice or quoteAccept a quoteCancel an issued invoiceDuplicate an invoice or quoteDecline a quoteIssue a draft invoiceReplace the line items on an invoiceMark an invoice as fully paidRecord a partial payment on an invoiceWrite off an invoice as uncollectibleEmail an invoice to a customerSend a test payment reminderSet up payment remindersDelete a payment reminder setupEdit a payment reminder setupList my payment termsView one set of payment termsList my overdue payment reminder setupsLook up one overdue reminder setupList my invoices, quotes and credit notesCheck which fields an invoice needsSearch my invoices with detailed filtersSee placeholders for invoice email templatesView one invoice or quoteSee the activity history of an invoiceView one history entry of an invoiceList emails sent for an invoiceView one email sent for an invoiceGet the PDF of an invoicePreview an invoice email before sendingCheck an invoice is ready to issueList payment reminder setupsView a payment reminder setup

Cost Accounting Management

Create a cost centerDelete a cost centerRename or edit a cost centerList my cost centersView one cost center

Financial Management

Record a payment made or receivedCorrect a recorded paymentCancel a recorded paymentMark a recorded payment as completedMark a recorded payment as in progressGet credit note statisticsGet statistics on my billsGet statistics on my sales invoicesList bills from my accounting softwareView one bill from my accounting softwareList invoices from my accounting softwareView one invoice from my accounting softwareList recorded paymentsLook up a recorded payment

General Ledger Management

Add a ledger accountDelete a ledger accountEdit a ledger accountList chart of accountsView a ledger account

Identity & Access Management

Create a user roleDelete a roleChange a role's name or permissionsList user rolesLook up one role

Identity Verification

Upload company documents (older endpoint)Upload company verification documentsUpload a person's documents (older endpoint)Upload ID documents for a person

Indirect Tax Management

Create a custom VAT rateDelete a custom VAT rateEdit a custom VAT rateList my custom VAT ratesView one custom VAT rateFind the right VAT rates to charge

Language & Document Understanding

Scan a document from a web linkScan an uploaded document with OCRList my document scanning jobsCheck the result of a scanning job

Master Data Management

Add a new vendor or customerDelete a vendor or customerEdit a vendor's or customer's detailsReplace my custom data on a vendor or customerList my vendors and customersLook up a vendor or customerSee my custom data on a vendor or customer

Purchase Order Management

Create a purchase order for a supplierDelete a purchase orderEdit a purchase orderEmail a purchase order to a supplierList my purchase ordersSee placeholders for purchase order emailsView one purchase orderPreview a purchase order email

Tax Management

Add a new tax rateDelete a tax rateChange a tax rateList my tax ratesLook up one tax rate

Webhook & Event Subscription Management

Create a webhook setting for eventsDelete a webhook settingChange a webhook settingPause a webhook settingTurn a webhook setting back onRotate the signing secret of a webhook settingCreate a webhook subscription for eventsDelete a webhook subscriptionChange a webhook subscriptionPause a webhook subscriptionTurn a webhook subscription back onRotate the signing secret of a webhook subscriptionList my webhook settingsLook up one webhook settingList my webhook subscriptionsLook up one webhook subscriptionWebhook delivery log (older webhooks path)Check webhook delivery attempts

Other things you can do

Add bank details for a vendor or customerRemove a saved bank accountCorrect a saved bank accountMake a bank account the default for its currencyVerify a vendor's bank accountCreate a tagDelete a tag everywhereRename or edit a tagRecord a new receiptUpload a receipt fileDelete a receiptEdit a receipt's detailsAttach a file to an existing receiptAdd an item to a receiptRemove an item from a receiptEdit an item on a receiptAdd a VAT number to my companyRemove a VAT number from my companyCorrect one of my VAT numbersAdd a new team memberUpdate my own profileRemove a team memberEdit a team member's details or roleRequest approval for a documentApprove a requestCancel an approval requestReject an approval requestCreate a payment link for a customerDeactivate a payment linkUpload a fileDelete an uploaded fileAdd a product or serviceDelete a productEdit a productCreate an inbox for receiving billsDelete an inbound mailboxAdd a new business entityUpdate my entity (older endpoint)Edit a business entity's detailsUpload a business logoRemove a business logoReplace custom metadata on an entityChange a business's settingsUpdate the business I belong toActivate a business entityDeactivate a business entityChange my platform-wide settingsRevoke an access tokenGet an access tokenAdd an owner, director or representativeRemove a person from my businessUpdate an owner's or director's detailsAdd a VAT ID to a counterpartDelete a counterpart's VAT IDCorrect a counterpart's VAT IDAdd an address for a customer or vendorDelete an address of a customer or vendorEdit an address of a customer or vendorSet a customer's or vendor's main addressCreate a text template for documentsDelete a text templateEdit a text templateMake a text template the defaultFinish verifying a new bank accountStart verifying our bank accountFinish verifying an existing bank accountRedo a bank account verificationCreate a link to complete account setupCreate a link to set up paymentsSet up a recurring invoiceChange a recurring invoice scheduleStop a recurring invoice for goodPause a recurring invoiceResume a paused recurring invoiceCreate a delivery noteDelete a delivery noteEdit a delivery noteCancel a delivery noteMark goods as deliveredConnect my accounting softwareDisconnect my accounting softwareSync with my accounting software nowAdd a contact person to a vendor or customerRemove a contact personEdit a contact person's detailsMake someone the main contactTurn payment methods onAdd an email domain for receiving billsRemove an email receiving domainVerify an email receiving domainRecord a transactionImport many transactions at onceDelete a transactionEdit a transactionStart a new assistant conversationAsk the assistant a questionRate an assistant answerLeave a comment on an assistant answerSave a reusable assistant promptDelete a saved assistant promptEdit a saved assistant promptUse a PDF design by defaultCreate an approval policyDelete an approval policyEdit an approval policyCancel an ongoing approvalExport my documents for a date rangeAdd a business bank accountRemove a business bank accountRename a bank account or change its holderMake a bank account the default for its currencyVerify a business bank accountConnect to e-invoicingRemove an e-invoicing connectionEdit an e-invoicing connectionAdd network credentials to e-invoicingCreate a unit of measureDelete a unit of measureRename or edit a unit of measureCreate a custom email templateDelete a custom email templateEdit a custom email templateMake an email template the defaultChange the amount of a paymentAdd e-invoicing credentials for a partnerRemove an e-invoicing credentialEdit an e-invoicing credentialCreate a projectDelete a projectEdit a projectResend a record to my accounting softwareAdd a custom field to my exportsRemove an extra export fieldChange an extra export fieldGet financing for my invoicesCreate a token for the Kanmon financing widgetLeave a comment on a documentDelete a commentEdit a commentReplace my business onboarding detailsUpdate part of my onboarding detailsList a vendor's or customer's bank accountsLook up one saved bank accountList tagsView a tagList my expense receiptsView one receiptList the items on a receiptList my company's VAT numbersLook up one of my VAT numbersList the people on my team accountSee my own user profileSee my own role and permissionsLook up a team memberList approval requestsView one approval requestLook up a payment linkList uploaded filesView an uploaded fileList products and servicesView a productList our inbound mailboxesFind mailboxes across several entitiesList all business entitiesGet my entity (older endpoint)Look up a business entityView custom metadata on an entityView a business's settingsSee the next invoice and document numbersGet the business I belong toView my platform-wide settingsList the people linked to my businessView one person linked to my businessList a supplier or customer's VAT IDsView one counterpart VAT IDList a customer's or vendor's addressesView one address of a customer or vendorList my document text templatesLook up one text templateCheck a bank account's verification statusList recurring invoice schedulesView a recurring invoice scheduleList delivery notesView a delivery noteList my accounting software connectionsView one accounting connectionList contact people at a vendor or customerLook up one contact personSee which payment methods are turned onList my email receiving domainsList card and spend transactionsView one transactionList my assistant conversationsOpen one assistant conversationList my saved assistant promptsView a saved assistant promptList my invoice PDF designsList the built-in PDF designsLook up one PDF designPreview a PDF designList approval policiesView an approval policyList approvals running under a policyView one approval processSee the steps of an approvalList my data exportsSee which export formats are supportedCheck the status of an exportList my business bank accountsView one business bank accountList e-invoicing connectionsView an e-invoicing connectionList my units of measureView one unit of measureList our custom email templatesPreview how an email template looksList built-in email templatesView one custom email templateList payment intentsView a payment intentSee a payment's status historyCheck if a company can receive e-invoices

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