Skip to main content
GET
/
reports
/
balance-sheet
Retrieve balance sheet
curl --request GET \
  --url https://app.finta.com/api/v1/reports/balance-sheet \
  --header 'Authorization: Bearer <token>'
{
  "object": "balance_sheet",
  "date": "2026-02-28",
  "currency": "USD",
  "cash_cents": 9800000,
  "assets": {
    "total_cents": 12500000,
    "categories": [
      {
        "category_id": "cat_c2l3m4n5o6p7q8",
        "name": "Cash",
        "balance_cents": 9800000,
        "position": 1,
        "parent_category_id": null
      },
      {
        "category_id": "cat_c3x4y5z6a7b8c9",
        "name": "Brex (Primary business account)",
        "balance_cents": 6500000,
        "position": 1,
        "parent_category_id": "cat_c2l3m4n5o6p7q8"
      },
      {
        "category_id": "cat_c4y5z6a7b8c9d0",
        "name": "Mercury (Checking)",
        "balance_cents": 2100000,
        "position": 2,
        "parent_category_id": "cat_c2l3m4n5o6p7q8"
      },
      {
        "category_id": "cat_c5z6a7b8c9d0e1",
        "name": "Brex (Treasury)",
        "balance_cents": 800000,
        "position": 3,
        "parent_category_id": "cat_c2l3m4n5o6p7q8"
      },
      {
        "category_id": "cat_c6a7b8c9d0e1f2",
        "name": "Stripe (Stripe)",
        "balance_cents": 400000,
        "position": 4,
        "parent_category_id": "cat_c2l3m4n5o6p7q8"
      },
      {
        "category_id": "cat_d3m4n5o6p7q8r9",
        "name": "Accounts Receivable",
        "balance_cents": 1500000,
        "position": 2,
        "parent_category_id": null
      },
      {
        "category_id": "cat_e4n5o6p7q8r9s0",
        "name": "Prepaid Expenses",
        "balance_cents": 450000,
        "position": 3,
        "parent_category_id": null
      },
      {
        "category_id": "cat_f5o6p7q8r9s0t1",
        "name": "Security Deposit",
        "balance_cents": 500000,
        "position": 4,
        "parent_category_id": null
      },
      {
        "category_id": "cat_g6p7q8r9s0t1u2",
        "name": "Intangible Assets",
        "balance_cents": 250000,
        "position": 5,
        "parent_category_id": null
      }
    ]
  },
  "liabilities": {
    "total_cents": 850000,
    "categories": [
      {
        "category_id": "cat_h7q8r9s0t1u2v3",
        "name": "Credit Cards",
        "balance_cents": 620000,
        "position": 1,
        "parent_category_id": null
      },
      {
        "category_id": "cat_h8a9b0c1d2e3f4",
        "name": "Brex (Credit)",
        "balance_cents": 420000,
        "position": 1,
        "parent_category_id": "cat_h7q8r9s0t1u2v3"
      },
      {
        "category_id": "cat_h9b0c1d2e3f4g5",
        "name": "Ramp (Credit)",
        "balance_cents": 200000,
        "position": 2,
        "parent_category_id": "cat_h7q8r9s0t1u2v3"
      },
      {
        "category_id": "cat_i8r9s0t1u2v3w4",
        "name": "Accounts Payable",
        "balance_cents": 230000,
        "position": 2,
        "parent_category_id": null
      }
    ]
  },
  "equity": {
    "total_cents": 11650000,
    "categories": [
      {
        "category_id": "cat_j9s0t1u2v3w4x5",
        "name": "Common Stock",
        "balance_cents": 10000,
        "position": 1,
        "parent_category_id": null
      },
      {
        "category_id": "cat_k0t1u2v3w4x5y6",
        "name": "SAFE",
        "balance_cents": 5000000,
        "position": 2,
        "parent_category_id": null
      }
    ],
    "retained_earnings": {
      "beginning_balance_cents": 3315000,
      "net_income_cents": 3325000,
      "ending_balance_cents": 6640000
    }
  },
  "liabilities_and_equity_cents": 12500000
}

Authorizations

​
Authorization
string
header
required

API key prefixed with finta_

Query Parameters

​
date
string<date>

The as-of date for the balance sheet (YYYY-MM-DD). Defaults to today.

Response

The balance sheet

​
object
enum<string>
required
Available options:
balance_sheet
​
date
string<date>
required
Example:

"2026-03-16"

​
currency
string
required
Example:

"USD"

​
cash_cents
integer
required

Total cash balance in cents. Same value as the Cash category in assets, elevated for convenience.

Example:

9800000

​
assets
object
required
​
liabilities
object
required
​
equity
object
required
​
liabilities_and_equity_cents
integer
required

Sum of liabilities and equity in cents. Must equal assets.total_cents (accounting equation check).

Example:

12500000