Data & Docs ยท CONNECTIONExtract verified data from invoices, receipts and bank statements, and categorize transactions for the tax report.
Explore 49 workflow actions for Arkrel, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Accept every suggestion above the confidence bar in one call.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Archive an account; past categorizations keep it.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Categorize a receipt or invoice with rules, then AI (billed).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Categorize a statement set with rules, then AI for the rest (billed).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set every eligible row in a merchant group to one account, and save a rule unless told not to.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Correct one transaction's account in the tax report (a write-scoped key).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add an account to the chart, firm-wide or for one client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Map transactions whose description matches a pattern to an account, optionally money in or out only.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a custom extraction schema to use as document_type custom.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Check 1 to 24 processed bank statements together, as one set.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a 1099 entry.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes a custom schema.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a rule.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a document, its result and the original file at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Returns one custom schema by id.
Read the large-purchase review threshold and work description.
List likely deductible expenses by Schedule C line, with totals (not tax advice).
Read one document's status and metadata.
Read a receipt or invoice's category (rules only, never AI).
List owner's draw and personal spending left out of deductions, and why.
Read the verified extraction result as JSON: fields, tables, checks, pages and warnings.
Read a statement set and its report, recomputed from each statement's current result.
List a statement set's transactions with their categories (a free, rules-only pass fills new ones).
Read the profit and loss, balances and Schedule C view for a year (plan-entitled).
Read pages used, pending and left in the current billing period, and the account's limits.
Read how the business deducts its vehicle for a tax year (empty until answered).
Read month coverage per account, income and spending, and the next step for a year.
List 1099 entries for a tax year.
List the transactions still awaiting a decision, each with a reason.
List payee category rules, highest priority first.
List the chart of accounts (a standard chart is created on the first call).
List documents, newest first, optionally by status.
List a statement set's transactions grouped by merchant.
Returns the caller's custom schemas, newest first.
List every categorized transaction dated in a tax year.
Record a 1099-NEC or 1099-K you received, compared with gross receipts in the tax report.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a custom schema's fields and description.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set one account on up to 500 transactions at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set a receipt or invoice's account by hand.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set one transaction's account by hand (one level of undo).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set standard mileage or actual expenses for a tax year.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a document (base64) for extraction; the result is ready when its status is final, or the Arkrel trigger runs.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Pull the chart of accounts from the connected QuickBooks or Xero account (Business plan).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Undo the last manual change to a receipt or invoice, restoring the suggestion.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Undo the unchanged rows from a merchant group confirmation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Undo the last manual change to a transaction, restoring the suggestion.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change an account; only the fields given change.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change the large-purchase review threshold or work description.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a rule; only the fields given change.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Arkrel. A saved workflow is not a completed provider action.
