# Breezing

> Learn how to automate crypto accounting with Breezing. Guides for transaction imports, gain/loss calculations, and syncing to Xero and QuickBooks.

## Docs

- [Introduction](https://learn.breezing.io/introduction.md): Breezing automates crypto accounting for accountants with blockchain, exchange, and Xero or QuickBooks integrations.
- [Quickstart](https://learn.breezing.io/quickstart.md): Set up your workspace, import crypto transactions, categorize activity, and sync your first journal entry to Xero or QuickBooks.
- [Add Your Company](https://learn.breezing.io/getting-started/add-company.md): Set up your organizations and companies in Breezing, structure entities, and invite team members or clients.
- [Chart of Accounts](https://learn.breezing.io/getting-started/chart-of-accounts.md): Upload your Chart of Accounts via CSV or sync it from Xero or QuickBooks, then configure fee and gain/loss accounts.
- [Upload Transactions](https://learn.breezing.io/getting-started/upload-transactions.md): Learn how to add your crypto transactions into Breezing securely and accurately via API or CSV, with support for 80+ blockchains and exchanges.
- [Subscription Plans](https://learn.breezing.io/getting-started/subscription-plans.md): Learn how to choose the right Breezing subscription plan for your transaction volume and assign billing managers to handle payments for your workspace.
- [Auto Spam Detection](https://learn.breezing.io/features/auto-spam-detection.md): Breezing automatically flags spam airdrops and scam tokens so you can filter, review, and unmark false positives.
- [Client Review Workflow](https://learn.breezing.io/features/client-review.md): Flag transactions that need context and securely invite your clients to review and answer them directly inside Breezing, no spreadsheets or email threads.
- [Update FIAT Prices](https://learn.breezing.io/features/update-fiat-prices.md): Learn how to find and backfill missing fiat prices on your crypto transactions in Breezing so every entry carries an accurate value for reporting.
- [Balance Verification](https://learn.breezing.io/features/balance-verification.md): Verify wallet balances in Breezing with automated balance checks, manual attestations with evidence, and a sync-time verification gate.
- [Active Issues](https://learn.breezing.io/features/active-issues.md): Breezing scans your wallets for data issues like missing fiat prices, wrong accounts, and duplicates so you can fix them before syncing.
- [Wallet Integrity Check](https://learn.breezing.io/features/wallet-integrity-check.md): Run a Wallet Integrity Check in Breezing to find missing or duplicate transactions and fix wallet balances that do not match the blockchain.
- [Mapping Your Balance Sheet](https://learn.breezing.io/features/balance-sheet-mapping.md): Learn how to map your crypto activity to your accounting balance sheet by Token, by Wallet, or a combined approach.
- [Categorizing Transactions](https://learn.breezing.io/features/categorizing-transactions.md): Learn how to build context in Breezing by naming unknown wallet addresses and mapping transactions to your general ledger accounts.
- [Contacts](https://learn.breezing.io/features/contacts.md): Manage your counterparty directory in Breezing: name wallet addresses, import contacts via CSV, and map them to QuickBooks entities.
- [Transaction Attachments](https://learn.breezing.io/features/transaction-attachments.md): Attach invoices, receipts, and evidence files to transactions in Breezing, and push them to the matching Xero journal entry.
- [Automation Rules](https://learn.breezing.io/features/automation-rules.md): Build automation rules in Breezing to categorize crypto transactions in bulk with conditions, actions, priorities, and a live preview.
- [Internal Transfers & Trades](https://learn.breezing.io/features/internal-transfers.md): Learn how to categorize and sync internal transfers between your own wallets, and how to handle crypto trades.
- [Calculate Gain & Loss](https://learn.breezing.io/features/calculate-gain-loss.md): Configure your cost basis method in Breezing (Weighted Average, FIFO, LIFO, or HIFO) and calculate realized gains and losses on your crypto transactions.
- [Reporting & Exporting](https://learn.breezing.io/features/pull-breezing-report.md): Learn how to generate clear, simplified Token and Wallet Reports in Breezing to review your crypto activity by asset or by wallet for any period.
- [Account Report](https://learn.breezing.io/features/account-report.md): Generate an account report in Breezing to see debits, credits, and closing balances per GL account and reconcile against Xero or QuickBooks.
- [Explorer Balances Check](https://learn.breezing.io/features/explorer-balances-check.md): Run an Explorer Balances Check in Breezing to compare recorded token balances against on-chain explorer data and catch mismatches in bulk.
- [Avoid Gains/Losses on Staking & LPs](https://learn.breezing.io/advanced-features/staking.md): Learn how to prevent staking, bridging, and liquidity pool transactions from affecting your cost basis.
- [View Historical Wallet Balances](https://learn.breezing.io/advanced-features/historical-balances.md): Instantly check your token balances at any historical date in Breezing without pulling full reports, ideal for period close checks and audits.
- [Wallet Folders](https://learn.breezing.io/advanced-features/wallet-folders.md): Organize wallets into folders in Breezing to group entities, clients, or strategies, then filter transactions and rules by folder.
- [Roll Up Transactions](https://learn.breezing.io/advanced-features/roll-up-transactions.md): Compress thousands of micro-transactions (like staking rewards) into single daily or monthly journal entries.
- [Applying VAT/Sales Tax](https://learn.breezing.io/advanced-features/vat-transactions.md): Learn how to record VAT or Sales Tax directly on your crypto transactions before syncing to your ledger.
- [Locking Transactions](https://learn.breezing.io/advanced-features/lock-transactions.md): Lock transactions in Breezing to freeze their details and gain/loss figures for closed periods, protecting them from edits and rules.
- [Adding Opening Balances](https://learn.breezing.io/advanced-features/opening-balances.md): Learn how to add opening balances in Breezing manually or by CSV upload so your crypto books start from accurate balances on your chosen date.
- [Updating the Chart of Accounts](https://learn.breezing.io/advanced-features/add-account-to-coa.md): Learn how to refresh Breezing after adding a new account to your general ledger so it appears in your chart of accounts and is ready for mapping.
- [Manual Token Pricing](https://learn.breezing.io/advanced-features/manual-token-prices.md): Learn how to use Breezing's manual token price tool to bulk assign custom fiat values for untracked assets, OTC deals, or non-public DAO tokens.
- [Detailed vs. Compressed Journals](https://learn.breezing.io/advanced-features/rolled-up-detailed.md): Toggle between a highly detailed, multi-line journal entry or a compressed, accountant-friendly journal entry format.
- [Exporting CSV Journals](https://learn.breezing.io/advanced-features/csv-journals.md): Generate and export raw journal entries for accounting systems that don't have a direct API integration.
- [Xero](https://learn.breezing.io/integrations/xero.md): Connect Breezing to Xero to sync journal entries, update existing journals, assign tracking categories, and close invoices.
- [QuickBooks Online](https://learn.breezing.io/integrations/quickbooks.md): Connect QuickBooks Online to Breezing to automate journal entries from your crypto transactions and keep your books accurate and audit ready.
- [Bexio](https://learn.breezing.io/integrations/bexio.md): Connect Breezing to Bexio to sync your chart of accounts and push crypto transactions as manual journal entries into your Swiss books.
- [Supported Blockchains & Exchanges](https://learn.breezing.io/integrations/blockchains-exchanges.md): Breezing integrates natively with 80+ blockchains and exchanges, with automatic chain detection and CSV imports for everything else.
- [Breezing API Reference](https://learn.breezing.io/api-reference/introduction.md): Learn how to use the Breezing API for crypto accounting workflows across companies, transactions, wallets, contacts, reports, rules, and more.
- [List Companies API](https://learn.breezing.io/api-reference/companies/list-companies.md): List Breezing companies your API key can access with org IDs, currencies, and read or write access levels for crypto accounting workflows.
- [Get Company API](https://learn.breezing.io/api-reference/company/get-company.md): Retrieve Breezing company accounting settings, chart of accounts, currency, and integration status for crypto accounting workflows.
- [Update Company API](https://learn.breezing.io/api-reference/company/update-company.md): Update Breezing company accounting settings, including cost-basis method, balance sheet setup, and default fee, gain, and loss account mappings via the API.
- [Count Transactions API](https://learn.breezing.io/api-reference/transactions/count-transactions.md): Retrieve filtered transaction counts from the Breezing API to measure crypto accounting activity before listing or updating transactions.
- [List Transactions API](https://learn.breezing.io/api-reference/transactions/list-transactions.md): Retrieve Breezing transactions with filters, cursor pagination, and accounting fields for crypto accounting automation and review workflows.
- [Get Transaction API](https://learn.breezing.io/api-reference/transactions/get-transaction.md): Retrieve a single Breezing transaction by ID to inspect crypto accounting fields, status, and wallet-linked transaction details.
- [Get Transaction History API](https://learn.breezing.io/api-reference/transactions/get-transaction-history.md): Retrieve the audit trail of a Breezing transaction: who edited it, when, and the previous field values for the latest manual and system edits.
- [Create Transactions API](https://learn.breezing.io/api-reference/transactions/create-transactions.md): Create up to 500 Breezing transactions in a single wallet API request, with automatic contact, asset, and internal-transfer detection.
- [Update Transaction API](https://learn.breezing.io/api-reference/transactions/update-transaction.md): Update a single unlocked Breezing transaction by ID to patch crypto accounting fields without changing other transaction values.
- [Batch Update Transactions API](https://learn.breezing.io/api-reference/transactions/batch-update-transactions.md): Update Breezing transactions in bulk with one API request to apply accounting field changes across unlocked crypto accounting records.
- [Group Internal Transactions API](https://learn.breezing.io/api-reference/transactions/group-internals.md): Group two or more Breezing transactions into one internal transfer with a single API request, assigning a shared internal ID across the legs.
- [Group Transactions Into Trades API](https://learn.breezing.io/api-reference/transactions/group-trades.md): Group Breezing transactions into trades through the API, pairing opposite buy and sell legs into linked trade pairs as the dashboard action does.
- [Consolidate Transactions API](https://learn.breezing.io/api-reference/transactions/roll-up.md): Consolidate Breezing transactions into daily or monthly summary rows with the roll-up API, merging amounts, fees, and fiat values per token.
- [Update Token Prices API](https://learn.breezing.io/api-reference/transactions/update-price-auto.md): Recompute fiat values for Breezing transactions with the automatic price update API, using historical market, custom, or on-chain token prices.
- [Lock Transactions API](https://learn.breezing.io/api-reference/transactions/lock-transactions.md): Lock Breezing transactions through the API to close an accounting period, keeping computed gain or loss figures fixed and blocking edits.
- [Unlock Transactions API](https://learn.breezing.io/api-reference/transactions/unlock-transactions.md): Unlock previously locked Breezing transactions through the API to reopen a closed accounting period and make records editable again.
- [List Wallets API](https://learn.breezing.io/api-reference/wallets/list-wallets.md): Retrieve Breezing wallets, exchange accounts, blockchain addresses, and bank accounts to support crypto accounting integrations.
- [Get Wallet API](https://learn.breezing.io/api-reference/wallets/get-wallet.md): Retrieve a single Breezing wallet by ID to inspect wallet details for exchange, blockchain, or bank crypto accounting records.
- [Create Wallet API](https://learn.breezing.io/api-reference/wallets/create-wallet.md): Create a Breezing blockchain wallet with auto chain detection and a date range to start syncing transactions for crypto accounting workflows.
- [Sync Wallet API](https://learn.breezing.io/api-reference/wallets/sync-wallet.md): Trigger an incremental or custom period Breezing wallet sync to pull blockchain or exchange transactions for accounting reconciliation.
- [List Assets API](https://learn.breezing.io/api-reference/assets/list-assets.md): Retrieve Breezing token assets with cursor pagination, spam filtering, and GL account mappings for crypto accounting workflows.
- [Update Asset API](https://learn.breezing.io/api-reference/assets/update-asset.md): Update Breezing asset mappings and spam status by ID to keep token accounting rules accurate across crypto accounting workflows.
- [Get Balances API](https://learn.breezing.io/api-reference/balances/get-balances.md): Retrieve aggregated Breezing balances with wallet and date filters to review token holdings and fiat values in crypto accounting.
- [Calculate Balances API](https://learn.breezing.io/api-reference/balances/calculate-balances.md): Recompute Breezing token balances across wallets and dates to refresh aggregated holdings and fiat values for crypto accounting.
- [List Contacts API](https://learn.breezing.io/api-reference/contacts/list-contacts.md): Retrieve Breezing contacts with cursor pagination and search by name or address to label crypto counterparties in accounting workflows.
- [Get Contact API](https://learn.breezing.io/api-reference/contacts/get-contact.md): Retrieve a single Breezing contact by ID to inspect counterparty name, address, chain, and QuickBooks entity for crypto accounting workflows.
- [Create Contact API](https://learn.breezing.io/api-reference/contacts/create-contact.md): Create a Breezing contact to label a counterparty address with a name and chain for clearer crypto accounting reports and workflows.
- [Update Contact API](https://learn.breezing.io/api-reference/contacts/update-contact.md): Update a Breezing contact name, chain, or QuickBooks entity by ID to keep counterparty labels accurate across crypto accounting workflows.
- [Get Active Issues API](https://learn.breezing.io/api-reference/active-issues/get-active-issues.md): Retrieve Breezing active issues blocking the close such as uncategorized transactions, missing prices, and broken syncs for crypto accounting.
- [Refresh Active Issues API](https://learn.breezing.io/api-reference/active-issues/refresh-active-issues.md): Recompute Breezing active issues to refresh uncategorized transactions, missing prices, and broken syncs in your crypto accounting close.
- [List Reports API](https://learn.breezing.io/api-reference/reports/list-reports.md): Retrieve Breezing crypto accounting reports with cursor pagination, status, type, and progress to monitor token, account, and balance reports.
- [Get Report API](https://learn.breezing.io/api-reference/reports/get-report.md): Retrieve a single Breezing crypto accounting report by ID to inspect status, progress, date range, wallets, tokens, and chains.
- [Get Report Details API](https://learn.breezing.io/api-reference/reports/get-report-details.md): Retrieve computed Breezing report rows by token, account, or explorer balances to reconcile crypto accounting balances and movements.
- [Create Token Report API](https://learn.breezing.io/api-reference/reports/create-token-report.md): Generate a Breezing token report with per-token gain/loss, opening and closing balances, and fiat figures for the period, across all chains.
- [Create Account Report API](https://learn.breezing.io/api-reference/reports/create-account-report.md): Generate a Breezing account report showing balance sheet movements by GL account for the period, with opening balances, debits, and credits.
- [Create Explorer Balances Report API](https://learn.breezing.io/api-reference/reports/create-explorer-balances-report.md): Generate a Breezing explorer balances report comparing computed wallet balances against live chain explorer data to flag mismatches.
- [Regenerate Report API](https://learn.breezing.io/api-reference/reports/regenerate-report.md): Re-run an existing Breezing report with its stored parameters after recalculating gains or importing transactions to refresh its data.
- [List Rules API](https://learn.breezing.io/api-reference/rules/list-rules.md): Retrieve Breezing automation rules with cursor pagination and search to review the conditions and actions used in crypto accounting workflows.
- [Get Rule API](https://learn.breezing.io/api-reference/rules/get-rule.md): Retrieve a single Breezing automation rule by ID to inspect conditions, actions, and active status for crypto accounting categorization.
- [Create Rule API](https://learn.breezing.io/api-reference/rules/create-rule.md): Create a Breezing automation rule with conditions and actions to categorize new crypto transactions automatically across accounting workflows.
- [Update Rule API](https://learn.breezing.io/api-reference/rules/update-rule.md): Update a Breezing automation rule by ID to adjust conditions, actions, or active status without re-applying it to existing crypto transactions.
- [Apply Rules API](https://learn.breezing.io/api-reference/rules/apply-rules.md): Retroactively apply Breezing automation rules to existing unlocked crypto transactions in a background task and poll progress for completion.
- [List Tasks API](https://learn.breezing.io/api-reference/tasks/list-tasks.md): Retrieve active Breezing background tasks like wallet syncs, report generation, and rule application to track progress in crypto accounting.
- [Calculate Net Gain/Loss API](https://learn.breezing.io/api-reference/ngl/calculate-ngl.md): Recompute Breezing realized and unrealized net gain or loss across crypto transactions using the company's cost basis method.
- [Refresh Xero Accounts API](https://learn.breezing.io/api-reference/xero/refresh-xero-accounts.md): Pull the latest Xero chart of accounts into Breezing so crypto journal entries can sync against the current account codes, names, and types.
- [Refresh Xero Tracking Categories API](https://learn.breezing.io/api-reference/xero/refresh-xero-categories.md): Pull the latest Xero tracking categories into Breezing so crypto journal entries can be tagged by department, region, or other reporting dimension.
- [Refresh Xero Invoices API](https://learn.breezing.io/api-reference/xero/refresh-xero-invoices.md): Pull outstanding Xero invoices into Breezing so invoice pickers and payment submission flows always work from the latest approved list.
- [Create Xero Account API](https://learn.breezing.io/api-reference/xero/create-xero-account.md): Create a new Xero account from Breezing to add a destination for crypto journal entries without leaving the API workflow.
- [List Xero Payments API](https://learn.breezing.io/api-reference/xero/list-xero-payments.md): List payments already booked in Xero for a Breezing transaction. Check this before submitting a payment to avoid duplicate Xero entries.
- [Submit Xero Payment API](https://learn.breezing.io/api-reference/xero/submit-xero-payment.md): Book a payment in Xero for a Breezing transaction, either against an outstanding invoice or as a standalone spend or receive money entry.
- [Submit Xero Gain/Loss Journal API](https://learn.breezing.io/api-reference/xero/submit-xero-ngl.md): Book a manual journal in Xero with only the net gain/loss lines of a Breezing transaction, using the company's gain and loss account mappings.
- [Sync to Xero API](https://learn.breezing.io/api-reference/xero/sync-xero.md): Sync Breezing crypto transactions to Xero as journal entries to keep books up to date with on-chain activity.
- [Refresh QuickBooks Accounts API](https://learn.breezing.io/api-reference/qbo/refresh-qbo-accounts.md): Pull the latest QuickBooks chart of accounts into Breezing so crypto journal entries can sync against the current account codes, names, and types.
- [Refresh QuickBooks Classes API](https://learn.breezing.io/api-reference/qbo/refresh-qbo-classes.md): Pull the latest QuickBooks classes into Breezing so crypto journal entries can be tagged by department, location, or other tracking dimension.
- [Refresh QuickBooks Entities API](https://learn.breezing.io/api-reference/qbo/refresh-qbo-entities.md): Pull the latest QuickBooks Vendors, Customers, and Employees into Breezing so crypto counterparties can be tagged on synced journal entries.
- [Create QuickBooks Account API](https://learn.breezing.io/api-reference/qbo/create-qbo-account.md): Create a new QuickBooks account from Breezing to add a destination for crypto journal entries without leaving the API workflow.
- [Sync to QuickBooks API](https://learn.breezing.io/api-reference/qbo/sync-qbo.md): Sync Breezing crypto transactions to QuickBooks Online as journal entries to keep books up to date with on-chain activity.
- [Refresh Bexio Accounts API](https://learn.breezing.io/api-reference/bexio/refresh-bexio-accounts.md): Pull the latest Bexio chart of accounts into Breezing so crypto journal entries can sync against the current account codes, names, and types.
- [Sync to Bexio API](https://learn.breezing.io/api-reference/bexio/sync-bexio.md): Sync Breezing crypto transactions to Bexio as journal entries to keep accounting books up to date with on-chain activity.
- [Breezing MCP Server](https://learn.breezing.io/mcp/introduction.md): Connect AI agents like Claude to your Breezing crypto accounting workspace with the Model Context Protocol to categorize, reconcile, and sync transactions.
- [Connect Your AI Agent](https://learn.breezing.io/mcp/connect.md): Connect Claude Code, Claude Desktop, Cursor, and other MCP clients to your Breezing workspace with an API key or the one-click OAuth flow.
- [Available Tools](https://learn.breezing.io/mcp/tools.md): Reference for every Breezing MCP tool, grouped by resource, covering transactions, wallets, assets, balances, rules, reports, and accounting sync.
- [Guided Prompts](https://learn.breezing.io/mcp/prompts.md): Use the Breezing MCP server's guided prompts to categorize transactions, report reconciliation status, and map token assets to GL accounts.
- [Example Prompts](https://learn.breezing.io/mcp/examples.md): Example prompts for the Breezing MCP server covering categorization, balances, wallets, assets, gain/loss, and syncing to Xero and QuickBooks.

## OpenAPI Specs

- [openapi](https://learn.breezing.io/api-reference/openapi.json)