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Rillet

Rillet is an ERP that automates accounting workflows, including revenue recognition, close management, reporting, accounts receivable, and accounts payable.

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Connect Rillet

What your bot can do in Rillet

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  • Get Current OrganizationReturn the organization associated with the connected Rillet credentials, including its ID, currency, timezone, and trade name.
  • Get Financial ReportReturn either a trial balance for a date range or a balance sheet as of a date, with optional subsidiary and book filters.
  • Gets API key informationConfirms the caller’s API key is recognized and returns basic identity metadata such as organization context when authentication succeeds.
  • Gets payment methodReturns the payment method configured for auto-payment for the given customer.
  • List Accounting Reference DataReturn one complete Rillet reference collection selected by resource.
  • List Bank TransactionsReturn one page of bank transactions, optionally filtered by bank account, subsidiary, transaction-date range, or update time.
  • List BillsReturn one page of bills, optionally filtered by subsidiary, vendor, payment status, or update time.
  • List ContractsReturn one page of contracts, optionally filtered by subsidiary, customer, lifecycle status, or inclusive/exclusive start and end date…
  • List CustomersReturn one page of accounts-receivable customers, optionally filtered by name, external reference, or update time.
  • List InvoicesReturn one page of invoices, optionally filtered by subsidiary, customer, payment status, overdue state, external reference, or update time.
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  • List Journal EntriesReturn one page of journal entries, optionally filtered by subsidiary, book, posting-date range, account IDs, or update time.
  • List VendorsReturn one page of accounts-payable vendors, optionally limited to records updated after a timestamp.
  • Lists all approval workflowsReturns every approval workflow in the organization tied to the API credentials, active and inactive, grouped by the kind of record they…
  • Lists all chargesPages card or out-of-pocket employee charges awaiting policy review, subsidiary allocation, or conversion into reimbursable payables.
  • Lists all contract item usage recordsReturns historical usage quantities for a contract item, newest first, with optional pagination cursors.
  • Lists all credit memosReturns customer credit memos with pagination and filters for application state, customer, and subsidiaries.
  • Lists all customer familiesReturns customer families with pagination and optional search or update filters.
  • Lists all draft contractsReturns draft contracts with cursor pagination.
  • Lists all invoice paymentsPages every customer payment recorded against invoices across the organization, independent of which invoice it settled.
  • Lists all metadata definitionsReturns the organization's metadata definitions.
  • Lists all productsReturns sellable products and services for accounts receivable (contracts, invoices).
  • Lists all reimbursementsSurfaces reimbursement requests created from approved charges or manual submissions, including subsidiary and freshness filters for…
  • Lists all vendor creditsReturns vendor credits with pagination and filters for vendor, subsidiary, and freshness.
  • Lists bill paymentsEnumerates disbursements recorded against a specific bill, useful when reconciling vendor statements to internal cash movements.
  • Lists close checklist tasksReturns the month-end close checklist for one accounting month.
  • Lists documents attached to a contractReturns all attached documents, including those uploaded through the Rillet application or imported from Salesforce.
  • Lists documents attached to a draft contractReturns all attached documents, including those uploaded through the Rillet application or imported from Salesforce.
  • Lists documents attached to a manual journal entryReturns all attached documents, including those uploaded through the Rillet application.
  • Lists documents attached to an invoiceReturns all attached documents, including those uploaded through the Rillet application.
  • Lists journal entries with reporting currency amountsReturns journal entries with line item amounts converted to the reporting currency.
  • Lists organization membersReturns the identity of each member of the organization tied to the API credentials.
  • Lists payments for a given invoiceReturns every payment attempt tied to a single invoice, including successful, uncleared, and failed rows with their public status.
  • Lists reimbursement paymentsLists payments recorded against a reimbursement so external systems can reconcile its paid balance.
  • Lists role assignmentsReturns which organization member is assigned which role and the scope of that assignment.
  • Lists rolesReturns every role defined in the organization along with the flat set of permission keys it grants.
  • Lists the members of a customer familyReturns the members of a customer family with pagination.
  • Preview the invoice schedule for a contractComputes and returns the invoice schedule the given contract would produce, without creating the contract or persisting anything.
  • Previews contract amendmentPreview a contract that has been amended.
  • Retrieves a bank accountReturns configuration and status for a single bank account, including identifiers downstream connectors need when refreshing balances.
  • Retrieves a bank account balanceReturns the latest stored bank balance on or before the requested date in the bank account's native currency.
  • Retrieves a bank transactionFetches one bank transaction with counterparty text, amounts, and links to the Rillet transactions it settled.
  • Retrieves a billReturns the authoritative bill record including vendor linkage, approval state, open balance, and document references.
  • Retrieves a chargeFetches a single charge with merchant metadata, amounts, and workflow state so reviewers can decide coding before reimbursement.
  • Retrieves a contractReturns the expanded contract including items, schedules, and metadata required before updates or amendments.
  • Retrieves a credit memoLoads the full credit memo payload, including remaining balance, applications, and tax metadata you must echo on PUT updates.
  • Retrieves a customerReturns a single customer record including billing profile details, which are needed for updates.
  • Retrieves a customer familyReturns a single customer family with its name, root parent and member count.
  • Retrieves a draft contractReturns a draft contract by id, including its line items and any attached external references.
  • Retrieves a journal entryRetrieves a journal entry with every line, account reference, and reconciliation flag needed for close review or downstream edits.
  • Retrieves a pending invoice creation proposalRetrieve the captured contents of an invoice awaiting creation approval.
  • Retrieves a productReturns a single product or bundle definition, including pricing configuration used on contracts and invoices.
  • Retrieves a reimbursementReturns the full reimbursement packet with employee linkage, funding instructions, and approval history for a single id.
  • Retrieves a subsidiaryReturns one subsidiary by id for the authenticated organization.
  • Retrieves a vendorFetches the full vendor profile including identifiers you must echo back on PUT updates.
  • Retrieves a vendor creditLoads a single vendor credit including remaining balance and application history.
  • Retrieves account metadataReturns this account's metadata values keyed by definition key.
  • Retrieves an approval workflowReturns one approval workflow.
  • Retrieves an invoiceReturns invoice details including line items, tax breakdown, and linkage to contracts or customers.
  • Retrieves ARR waterfall reportReturns the ARR waterfall dataset for the requested month with optional breakdown dimensions, subsidiary filters, and pagination cursors…
  • Retrieves bill metadataReturns this bill's metadata values keyed by definition key.
  • Retrieves cash flow statement reportReturns a cash flow statement report for the specified date range.
  • Retrieves contract metadataReturns this contract's metadata values keyed by definition key.
  • Retrieves customer metadataReturns this customer's metadata values keyed by definition key.
  • Retrieves executive P&L reportReturns an executive profit and loss report with margins for the specified date range.
  • Retrieves income statement reportReturns an income statement (profit and loss) report for the specified date range.
  • Retrieves invoice metadataReturns this invoice's metadata values keyed by definition key.
  • Retrieves last book closed periodReturns the most recently closed accounting period for book-close workflows, including closed-on timestamps your automation can cache.
  • Returns service healthLightweight liveness probe that returns HTTP 200 when the service process is running, without exercising downstream databases or queues.

Takes action

  • Adds members to a customer familyAdds customers to a family and moves members already in it, in one call.
  • Amends a contractApplies a contract amendment when you need to add items, retire items, or change pricing/invoicing after go-live.
  • Applies a vendor credit to billsAllocates an existing vendor credit balance against specific open bills, reducing net amounts payable similar to a targeted vendor payment.
  • Completes a close checklist taskMarks the task as prepared, recorded as completed by the connected user at the current time.
  • Create a chargeCreate a charge
  • Create a reimbursementCreate a reimbursement
  • Create an auto-payment setup linkKicks off the setup of auto-payment for a customer.
  • Creates a bank accountRegisters a treasury bank account with currency, institution identifiers, and linkage to the GL cash account used during transaction import.
  • Creates a bank transactionInserts a single bank feed line such as a wire, ACH, or adjustment when automated imports miss a statement row.
  • Creates a billAccrues a new accounts-payable bill against a vendor with subsidiary context, line items, and due dates your approval workflow consumes.
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  • Creates a bill paymentBooks a cash or scheduled disbursement that settles all or part of a bill, updating the outstanding payable and linking treasury activity.
  • Creates a chart of accountsInitializes the entire chart of accounts for a bare organization in one atomic call.
  • Creates a contractRillet supports two contract scope types.
  • Creates a credit memoOpens a customer credit memo that reduces receivable exposure before you allocate it to specific invoices.
  • Creates a customerCreates a new customer in the Accounts Receivable catalog.
  • Creates a customer familyCreates a family from customers that do not already belong to one.
  • Creates a draft contractStages a contract in the "draft" holding state instead of creating it directly as an active contract.
  • Creates a fieldDefines a new custom field (text, number, pick list, etc.) that can be attached to supported Rillet entities for reporting and automation.
  • Creates a field valueAdds a selectable value to a pick-list style custom field so users and APIs can tag entities with consistent taxonomy.
  • Creates a journal entryPosts a balanced manual journal entry with explicit debit and credit lines, posting date, and subsidiary scope for GL corrections.
  • Creates a productCreates a new product (good or service) that can be referenced on contracts and invoices.
  • Creates a reimbursement paymentRecords a cash payment that settles all or part of a reimbursement.
  • Creates a vendorAdds a vendor master record the accounts-payable team can select on bills, vendor credits, and payments.
  • Creates a vendor creditRecords a new vendor credit memo amount that reduces future payables without yet touching specific bills.
  • Creates an accountAdds an account to the chart of accounts for the organization.
  • Creates an external reference typeCreates a type for use in external_references.
  • Creates an invoiceA matching creation approval workflow returns HTTP 202 with invoice_id, approval_request_id, and status PENDING.
  • Creates an invoice paymentRecords a manual cash receipt against an open invoice by amount, effective date, and a GL account code that maps to a funded cash account.
  • Deletes a bank accountRemoves a bank account definition when the entity closed the account or you mistakenly created a duplicate connector mapping.
  • Deletes a bank transactionRemoves a bank transaction row that was imported twice or created in error before it affects reconciled cash balances.
  • Deletes a billRemoves a bill that should no longer drive AP balances, typically while it remains in draft or was created in error.
  • Deletes a bill paymentReverses a previously recorded bill payment when the disbursement failed or was duplicated, restoring the bill balance accordingly.
  • Deletes a chargeDrops a charge that should not influence spend reporting, for example duplicate imports from a card processor feed.
  • Deletes a contractPermanently removes a contract when your business rules allow deletion.
  • Deletes a credit memoRemoves a credit memo that should no longer affect AR balances, typically while it is still draft or unused.
  • Deletes a customerPermanently deletes a customer.
  • Deletes a document from a contractRemoves one attachment from a contract.
  • Deletes a document from a draft contractRemoves one attachment from a draft contract.
  • Deletes a document from an invoiceRemoves one attachment from an invoice and deletes the stored file.
  • Deletes a draft contractPermanently removes a draft contract along with its line items and external references.
  • Deletes a field valueRetires a pick-list option that should no longer be selectable while keeping older records intact for read-only history.
  • Deletes a journal entryDeletes a manual journal entry that should be excluded from the ledger, typically prior to period lock while corrections remain allowed.
  • Deletes a productPermanently removes a product or bundle.
  • Deletes a reimbursementRemoves a reimbursement that was created prematurely or duplicated during intake so it no longer blocks payroll totals.
  • Deletes a reimbursement paymentReverses an uncleared reimbursement payment that was recorded in error.
  • Deletes a usage recordRemoves the usage entry for a single contract item on a specific calendar date.
  • Deletes a vendorRemoves a vendor you no longer expect to pay.
  • Deletes a vendor creditPermanently removes a vendor credit that should not remain in the subledger.
  • Deletes an invoicePermanently removes an invoice when your policy allows it (for example draft or voided states).
  • Deletes an invoice paymentReverses a previously recorded uncleared invoice payment, restoring the invoice balance accordingly.
  • Dissolves a customer familyDissolves the grouping.
  • Ends an open-ended contractSets an explicit end date on a contract that previously had no close date (open-ended).
  • Matches bank transactions to existing recordsMatches bank transactions to existing records.
  • Matches bank transactions with new quick entriesCreates a separate quick entry for each bank transaction in transaction_ids, using the same requested details.
  • Matches two bank transactions as a transferMatches two bank transactions as a transfer.
  • Patches account metadataPartial update.
  • Patches bill metadataPartial update.
  • Patches contract metadataPartial update.
  • Patches customer metadataPartial update.
  • Patches invoice metadataPartial update.
  • Permanently cancels a pending milestonePermanently forfeits a pending milestone allocation on a FULL contract without redistributing it or automatically issuing a refund.
  • Reconciles credit memo applicationsFull reconcile of credit memo applications.
  • Records or corrects a milestone completionCreates or fully replaces the current completion on a milestone in a FULL contract.
  • Refreshes a bundleUpdates the details the bundle keeps for each component product to the products' current values.
  • Removes a member from a customer familyRemoves one customer from the family.
  • Renames a customer familyChanges the family's name.
  • Reports API or MCP bugs and missing featuresFound something surprising, confusing, or missing while using the API or MCP tools?
  • Reverses a milestone completionRemoves the current completion and its recognition effect without cancelling the milestone, issuing a credit, or changing its allocation.
  • Signs off a close checklist task as reviewerRecords the connected user's review sign-off on a completed task.
  • Unapplies all credit memo applicationsRemoves every application from this credit memo, reverting all invoice allocations.
  • Updates a bank transactionAdjusts memo, categorization, or reconciliation metadata on an existing bank transaction without re-importing the entire feed batch.
  • Updates a billIMPORTANT.
  • Updates a close checklist taskPartial update of one task's details and assignments.
  • Updates a credit memoIMPORTANT.
  • Updates a customerUpdates a single customer record in the catalog.
  • Updates a draft contractReplaces the draft contract identified by draft_contract_id with the supplied payload.
  • Updates a fieldChanges labels, validation rules, or visibility metadata on an existing custom field without recreating historical values.
  • Updates a field valueRenames or reorders a pick-list entry while preserving its underlying id so historical records stay linked to the same option.
  • Updates a journal entryReplaces the lines and header metadata on an existing manual journal entry, subject to the same balancing rules as creation.
  • Updates a productUpdates a single product or bundle definition in the catalog.
  • Updates a vendorIMPORTANT.
  • Updates a vendor creditIMPORTANT.
  • Updates account metadataIMPORTANT.
  • Updates an approval workflowReplaces an approval workflow's definition.
  • Updates an invoiceIMPORTANT.
  • Updates an invoice paymentReplaces the amount, date, and cash account on an existing uncleared invoice payment.
  • Updates bill metadataIMPORTANT.
  • Updates contract metadataIMPORTANT.
  • Updates credit memo taxesRefreshes tax quotes on an existing credit memo using the same structured payload as invoice tax updates, stamped with taxesCalculatedAt…
  • Updates customer metadataFull replacement.
  • Updates invoice metadataIMPORTANT.
  • Updates invoice sent statusMarks whether an invoice has been delivered to the customer, which downstream workflows use for collections cadence and compliance…
  • Updates invoice taxesRecalculates or replaces tax lines on an existing invoice using the supplied tax payload.
  • Updates metadata for multiple accountsPatches metadata on up to 1,000 accounts in one atomic request.
  • Updates metadata for multiple billsPatches metadata on up to 1,000 bills in one atomic request.
  • Updates metadata for multiple contractsPatches metadata on up to 1,000 contracts in one atomic request.
  • Updates metadata for multiple customersPatches metadata on up to 1,000 customers in one atomic request.
  • Updates metadata for multiple invoicesPatches metadata on up to 1,000 invoices in one atomic request.
  • Uploads a documentAttaches a document (PDF, TXT, JPG/JPEG, PNG, GIF, XLSX/XLS, DOCX/DOC, CSV, RTF, TIFF/TIF, BMP, Pages, Numbers, PPTX, or PPT) such as an…
  • Uploads a document to a chargeAttaches a receipt (PDF, TXT, JPG/JPEG, PNG, GIF, XLSX/XLS, DOCX/DOC, CSV, RTF, TIFF/TIF, BMP, Pages, Numbers, PPTX, or PPT) to an…
  • Uploads a document to a contractAttaches one PDF, JPEG, PNG, or XLSX file to an existing contract.
  • Uploads a document to a draft contractAttaches one PDF, JPEG, PNG, or XLSX file to an existing draft contract.
  • Uploads a document to a manual journal entryAppends one PDF, JPEG, PNG, or XLSX of at most 20 MiB to an existing manual journal entry.
  • Uploads a document to a reimbursementAttaches a receipt (PDF, TXT, JPG/JPEG, PNG, GIF, XLSX/XLS, DOCX/DOC, CSV, RTF, TIFF/TIF, BMP, Pages, Numbers, PPTX, or PPT) to an…
  • Uploads a document to an invoiceAttaches one PDF, JPEG, PNG, or XLSX file to an existing invoice.
  • Upserts a usage recordCreates usage records on dates where previously no usage was recorded.

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