Zudello AI API Platform

Zudello's API platform puts the power of artificial intelligence and machine learning at your fingertips, enabling you to build sophisticated financial automation solutions that transform how your organization processes documents, manages data, and makes financial decisions.

Overview

The Zudello API is designed around intelligent automation, providing programmatic access to our AI-powered financial processing engine. Whether you're extracting data from thousands of invoices, automatically categorizing transactions, or building predictive financial models, our API gives you the tools to create seamless, intelligent workflows.

Core API Capabilities:

• 🤖 AI-Powered Document Processing: Intelligent extraction from invoices, receipts, statements, and financial documents
• 🧠 Smart Data Intelligence: Automated categorization, duplicate detection, and relationship mapping
• ⚡ Real-time Automation: Live processing pipelines with immediate AI-driven insights
• 🔄 Batch Processing: Handle large volumes of financial data with queued AI operations
• 🔒 Enterprise Security: Team-based access control with granular permissions

AI-First Design

Every endpoint in the Zudello API is enhanced with AI capabilities. When you retrieve a transaction, it comes with intelligent categorization. When you upload a document, AI automatically extracts and structures the data. When you check for duplicates, machine learning algorithms ensure accuracy beyond simple matching.

AI-Enhanced Architecture

Team Data API v1

The foundation of Zudello's AI platform is the Team Data API, a comprehensive resource management system that provides access to AI-processed financial data through a unified interface.

Key Features:

• Resource-Based Model: Access all AI-processed data through standardized resource endpoints
• Intelligent Operations: Every CRUD operation is enhanced with AI-driven insights
• Team Isolation: Multi-tenant architecture ensuring data security and team-based access
• Batch Intelligence: Queue large operations for AI processing with automatic optimization

AI Processing Pipeline

Core AI Capabilities

1. Document Intelligence

Transform unstructured financial documents into structured, actionable data through Zudello's AI-powered resource management:

# Create or update a transaction record - AI processing happens automatically
curl -X POST "https://api.zudello.com/team-data/v1/resources/update_or_create" \
  -H "Authorization: Bearer zud_live_abc123..." \
  -H "x-organization: org-12345" \
  -H "x-team: team-67890" \
  -H "Content-Type: application/json" \
  -d '{
    "data": [{
      "model": "transaction",
      "data": {
        "description": "Office supplies invoice",
        "amount": 245.50,
        "vendor_name": "ABC Supplies"
      }
    }]
  }'

AI processing includes:

• Automatic categorization based on description and vendor
• Duplicate detection against existing transactions
• Smart vendor matching and normalization
• Account coding suggestions
• Anomaly detection for unusual patterns

2. Smart Data Operations

Intelligent Search

# Search across financial data with AI-enhanced results
curl -X POST "https://api.zudello.com/team-data/v1/resources/search" \
  -H "Authorization: Bearer zud_live_abc123..." \
  -H "x-organization: org-12345" \
  -H "x-team: team-67890" \
  -H "Content-Type: application/json" \
  -d '{
    "model": "transaction",
    "filters": {
      "vendor_name": "ABC Corp",
      "date_range": "2024-01-01,2024-03-31"
    },
    "active_only": true
  }'

Duplicate Detection

# Check for duplicates using AI pattern recognition
curl -X POST "https://api.zudello.com/team-data/v1/resources/check_duplicates" \
  -H "Authorization: Bearer zud_live_abc123..." \
  -H "x-organization: org-12345" \
  -H "x-team: team-67890" \
  -H "Content-Type: application/json" \
  -d '{
    "data": [{
      "model": "transaction",
      "data": {
        "amount": 1250.00,
        "description": "Office Equipment Purchase",
        "vendor_name": "TechSupplies Inc"
      }
    }]
  }'

3. Automated Categorization

AI automatically categorizes financial data based on:

• Historical Patterns: Learn from your organization's past classifications
• Industry Standards: Apply relevant accounting standards and practices
• Custom Rules: Implement your specific business logic and preferences
• Contextual Analysis: Understand the full context of each transaction

4. Predictive Analytics

Budget Intelligence

# Check budget impact and constraints
curl -X POST "https://api.zudello.com/team-data/v1/budgets/check" \
  -H "Authorization: Bearer zud_live_abc123..." \
  -H "x-organization: org-12345" \
  -H "x-team: team-67890" \
  -H "Content-Type: application/json" \
  -d '{
    "transactions": [{
      "amount": 5000.00,
      "account_code": "6200",
      "date": "2024-03-15"
    }]
  }'

Budget checking provides:

• Automated budget constraint validation
• Spending limit analysis
• Account-level budget tracking
• Real-time budget status

Common AI Workflows

1. Automated Transaction Processing

# 1. Create a new transaction - AI processing happens automatically
curl -X POST "https://api.zudello.com/team-data/v1/resources/update_or_create" \
  -H "Authorization: Bearer zud_live_abc123..." \
  -H "x-organization: org-12345" \
  -H "x-team: team-67890" \
  -H "Content-Type: application/json" \
  -d '{
    "data": [{
      "model": "transaction",
      "data": {
        "amount": 1250.00,
        "description": "Monthly software subscription",
        "vendor_name": "SoftwareCorp Inc"
      }
    }]
  }'

# 2. Check for potential duplicates
curl -X POST "https://api.zudello.com/team-data/v1/resources/check_duplicates" \
  -H "Authorization: Bearer zud_live_abc123..." \
  -H "x-organization: org-12345" \
  -H "x-team: team-67890" \
  -H "Content-Type: application/json" \
  -d '{
    "data": [{
      "model": "transaction",
      "data": {
        "amount": 1250.00,
        "description": "Monthly software subscription",
        "vendor_name": "SoftwareCorp Inc"
      }
    }]
  }'

# 3. Trigger workflow action (like approval)
curl -X POST "https://api.zudello.com/team-data/v1/resources/button" \
  -H "Authorization: Bearer zud_live_abc123..." \
  -H "x-organization: org-12345" \
  -H "x-team: team-67890" \
  -H "Content-Type: application/json" \
  -d '{
    "model": "transaction", 
    "uuids": ["transaction-uuid-here"],
    "button_name": "approve"
  }'

2. Expense Monitoring and Analysis

# Search for expenses within a date range
curl -X POST "https://api.zudello.com/team-data/v1/resources/search" \
  -H "Authorization: Bearer zud_live_abc123..." \
  -H "x-organization: org-12345" \
  -H "x-team: team-67890" \
  -H "Content-Type: application/json" \
  -d '{
    "model": "expense",
    "filters": {
      "date_from": "2024-01-01",
      "date_to": "2024-01-31"
    },
    "active_only": true,
    "paginate": false
  }'

# Get detailed expense information
curl -X GET "https://api.zudello.com/team-data/v1/resources/?model=expense&uuid=expense-uuid-here&fetch_details=true" \
  -H "Authorization: Bearer zud_live_abc123..." \
  -H "x-organization: org-12345" \
  -H "x-team: team-67890"

3. Data Transformation and Migration

# Transform data between different model types
curl -X POST "https://api.zudello.com/team-data/v1/resources/transform" \
  -H "Authorization: Bearer zud_live_abc123..." \
  -H "x-organization: org-12345" \
  -H "x-team: team-67890" \
  -H "Content-Type: application/json" \
  -d '[{
    "model": "draft_transaction",
    "uuid": "draft-uuid-here", 
    "data": {
      "module": "accounts_payable",
      "submodule": "invoice"
    }
  }]'

# Move transactions between teams
curl -X POST "https://api.zudello.com/team-data/v1/resources/change_team" \
  -H "Authorization: Bearer zud_live_abc123..." \
  -H "x-organization: org-12345" \
  -H "x-team: team-67890" \
  -H "Content-Type: application/json" \
  -d '[{
    "model": "transaction",
    "uuid": "transaction-uuid-here",
    "data": {
      "team_uuid": "new-team-uuid-here"
    }
  }]'

Getting Started

1. Authentication Setup

Begin by setting up your organization API keys. See our Authentication Guide for detailed instructions.

2. Choose Your Integration Approach

For Real-time Processing:

• Use individual resource endpoints for immediate AI processing
• Perfect for user-facing applications requiring instant results

For Batch Operations:

• Leverage batch endpoints for processing large volumes
• Ideal for data migrations, bulk imports, and background processing

For Advanced Workflows:

• Combine multiple endpoints to create sophisticated automation pipelines
• Build custom AI-enhanced business processes

3. Explore Key Endpoints

Endpoint	AI-Enhanced Capability	Use Case
/team-data/v1/resources/update_or_create	Smart data validation and categorization	Transaction import, data creation
/team-data/v1/resources/search	Intelligent filtering and discovery	Data exploration, reporting
/team-data/v1/resources/check_duplicates	AI-powered duplicate detection	Data quality, fraud prevention
/team-data/v1/budgets/check	Automated budget validation	Expense approval, constraint checking
/team-data/v1/files/attach	Document processing and linking	File management, audit trails

Next Steps

1. Set Up Authentication: Configure your API keys with proper team assignments
2. Explore the API Reference: Visit our complete API documentation for detailed endpoint information
3. Try Sample Workflows: Start with our example scripts and modify them for your use case
4. Join the Community: Connect with other developers building AI-powered financial solutions

AI Model Updates

Zudello's AI models are continuously improved based on real-world usage and feedback. Your API integrations automatically benefit from enhanced accuracy and new capabilities as they're released.

Support and Resources

• API Reference: Complete endpoint documentation with interactive examples
• Authentication Guide: Detailed setup instructions for secure API access
• Status Page: Real-time API status and incident updates

Ready to transform your financial workflows with AI? Let's build something intelligent together.