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Expenses

Expense tracking, budgets, invoices, and ROI.

Base path:

/api/v1/{workspace_id}/expenses/

Expense items​

GET    /api/v1/{workspace_id}/expenses/items/
POST   /api/v1/{workspace_id}/expenses/items/
GET    /api/v1/{workspace_id}/expenses/items/{expense_id}/
PUT    /api/v1/{workspace_id}/expenses/items/{expense_id}/
PATCH  /api/v1/{workspace_id}/expenses/items/{expense_id}/
GET    /api/v1/{workspace_id}/expenses/items/field-choices/
POST   /api/v1/{workspace_id}/expenses/items/{expense_id}/approve/
POST   /api/v1/{workspace_id}/expenses/items/{expense_id}/reject/
GET    /api/v1/{workspace_id}/expenses/items/{expense_id}/activity-log/
Authorization: Bearer <token>
Content-Type: application/json

Create expense — request body​

{
  "name": "Booth rental",
  "amount": 8500,
  "currency": "USD",
  "event": "550e8400-e29b-41d4-a716-446655440000",
  "category": "660e8400-e29b-41d4-a716-446655440001",
  "description": "Main hall booth — 3 days",
  "spent_from": "2026-09-15",
  "spent_to": "2026-09-17"
}

Create expense — response (201 Created)​

{
  "id": "880e8400-e29b-41d4-a716-446655440003",
  "name": "Booth rental",
  "amount": "8500.00",
  "currency": "USD",
  "amount_base": "8500.00",
  "effective_amount_base": 8500,
  "status": "pending",
  "event": "550e8400-e29b-41d4-a716-446655440000",
  "event_title": "SaaStr Annual 2026",
  "category_name": "Venue",
  "created_at": "2026-06-20T11:00:00Z"
}

Approve expense — response (200 OK)​

{
  "id": "880e8400-e29b-41d4-a716-446655440003",
  "status": "approved",
  "approved_at": "2026-06-21T09:00:00Z",
  "approved_by_name": "Finance Admin"
}

Bulk expense actions​

POST /api/v1/{workspace_id}/expenses/bulk-delete/
POST /api/v1/{workspace_id}/expenses/bulk-approve/
POST /api/v1/{workspace_id}/expenses/bulk-reject/
GET  /api/v1/{workspace_id}/expenses/export/
GET  /api/v1/{workspace_id}/expenses/report/pdf/

Line items​

DELETE /api/v1/{workspace_id}/expenses/items/{expense_id}/line-items/{line_item_id}/

Categories​

GET    /api/v1/{workspace_id}/expenses/categories/
POST   /api/v1/{workspace_id}/expenses/categories/
GET    /api/v1/{workspace_id}/expenses/categories/{category_id}/
PUT    /api/v1/{workspace_id}/expenses/categories/{category_id}/
PATCH  /api/v1/{workspace_id}/expenses/categories/{category_id}/
DELETE /api/v1/{workspace_id}/expenses/categories/{category_id}/

Invoices & OCR​

GET  /api/v1/{workspace_id}/expenses/invoices/
POST /api/v1/{workspace_id}/expenses/invoices/
GET  /api/v1/{workspace_id}/expenses/invoices/{invoice_id}/
GET  /api/v1/{workspace_id}/expenses/invoices/{invoice_id}/ocr-result/

Budgets​

GET  /api/v1/{workspace_id}/expenses/budgets/
POST /api/v1/{workspace_id}/expenses/budgets/
GET  /api/v1/{workspace_id}/expenses/budgets/{budget_id}/
GET  /api/v1/{workspace_id}/expenses/budgets/workspace-summary/
GET  /api/v1/{workspace_id}/expenses/budgets/linked-event-ids/
GET  /api/v1/{workspace_id}/expenses/budgets/{budget_id}/summary/
POST /api/v1/{workspace_id}/expenses/budgets/bulk-delete/

Create budget — request body​

{
  "title": "SaaStr 2026 budget",
  "event": "550e8400-e29b-41d4-a716-446655440000",
  "total_budget": 25000,
  "currency": "USD"
}

Budget summary — response​

{
  "total_budget": "25000.00",
  "total_budget_base": "25000.00",
  "effective_budget_base": 25000,
  "total_spent": "8500.00",
  "effective_total_spent": 8500,
  "total_committed": "2000.00",
  "effective_total_committed": 2000,
  "remaining_budget": 14500,
  "utilization": 34.0,
  "rollup_currency": "USD"
}

Exchange rate​

GET /api/v1/{workspace_id}/expenses/exchange-rate/

Query params: from, to, date.

ROI​

GET /api/v1/{workspace_id}/expenses/roi/event/{event_id}/
GET /api/v1/{workspace_id}/expenses/roi/workspace/
GET /api/v1/{workspace_id}/expenses/roi/no-event/
GET /api/v1/{workspace_id}/expenses/roi/categories/

Webhooks​

  • expense.created / expense.submitted / expense.status_changed

See Webhooks.