Reports

Retrieve balance sheet

Returns the balance sheet as of the given date. Defaults to today in America/Los_Angeles (Pacific Time). The cutoff is inclusive through that exact calendar date, which is returned in the response.

Whole months read whole-month rollups. A cutoff of today uses fresh current-month MTD rollups for month-start through today in Pacific Time. Other non-month-end cutoffs read slower raw entries for just the cutoff month. Stale or unfilled MTD safely falls back to raw entries. This changes data sourcing and freshness, not reported balances.

refreshed_at covers the whole report: the maximum contributing rollup timestamp, including MTD, or current as of the call when any portion reads live raw entries, even when no raw entries match. Null when neither source supplies a timestamp.

The balance sheet is a point-in-time snapshot (“what do my balances look like as of this date?”), unlike the income statement and cash flow which measure activity over a range.

The full statement is always returned. You cannot filter to a single section.

GET

reports

balance_sheet

Retrieve balance sheet

curl --request GET \
  --url https://app.finta.com/api/v1/reports/balance_sheet \
  --header 'Authorization: Bearer <token>'

const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};

fetch('https://app.finta.com/api/v1/reports/balance_sheet', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.finta.com/api/v1/reports/balance_sheet",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://app.finta.com/api/v1/reports/balance_sheet"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("Authorization", "Bearer <token>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://app.finta.com/api/v1/reports/balance_sheet")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'

response = http.request(request)
puts response.read_body

{
  "object": "balance_sheet",
  "date": "2026-02-28",
  "currency": "USD",
  "refreshed_at": 1772323200,
  "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>

Exact inclusive as-of calendar date (YYYY-MM-DD) in Pacific Time. Defaults to today. Month-end uses whole-month rollups; today uses fresh MTD; other partial-month cutoffs use slower raw entries for the cutoff month.

Response

The balance sheet

object

enum<string>

required

Available options:

balance_sheet

date

string<date>

required

The actual inclusive as-of calendar date used for this report in Pacific Time.

Example:

"2026-03-16"

currency

string

required

Example:

"USD"

refreshed_at

integer | null

required

Unix timestamp covering the entire report through its exact as-of date. For rollup-only reads, the maximum contributing rollup timestamp including MTD. Any live raw-entry portion is current as of the call, even with no matching raw entries. Null only when no contributing timestamp or live raw read is available.

Example:

1772323200

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

Show child attributes

liabilities

object

required

Show child attributes

equity

object

required

Show child attributes

liabilities_and_equity_cents

integer

required

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

Example:

12500000

Retrieve balance sheet

curl --request GET \
  --url https://app.finta.com/api/v1/reports/balance_sheet \
  --header 'Authorization: Bearer <token>'

const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};

fetch('https://app.finta.com/api/v1/reports/balance_sheet', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.finta.com/api/v1/reports/balance_sheet",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://app.finta.com/api/v1/reports/balance_sheet"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("Authorization", "Bearer <token>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://app.finta.com/api/v1/reports/balance_sheet")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'

response = http.request(request)
puts response.read_body

{
  "object": "balance_sheet",
  "date": "2026-02-28",
  "currency": "USD",
  "refreshed_at": 1772323200,
  "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
}

API Reference

Taxes

Files

Company

Team

Categories

Rules

Departments

Integrations

Aggregations

Transactions

Forms

Journal Entries

Invoices

Parties

Reports

Feedback

Tax Credits

Retrieve balance sheet

Authorizations

Query Parameters

Response