Reports
Retrieve balance sheet
Returns the balance sheet as of the given date. Defaults to today.
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>'import requests
url = "https://app.finta.com/api/v1/reports/balance_sheet"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)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))
}HttpResponse<String> response = Unirest.get("https://app.finta.com/api/v1/reports/balance_sheet")
.header("Authorization", "Bearer <token>")
.asString();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
API key prefixed with finta_
Query Parameters
The as-of date for the balance sheet (YYYY-MM-DD). Defaults to today.
Response
The balance sheet
Available options:
balance_sheet Example:
"2026-03-16"
Example:
"USD"
Unix timestamp indicating when this report's data was last refreshed. Null when unavailable.
Example:
1772323200
Total cash balance in cents. Same value as the Cash category in assets, elevated for convenience.
Example:
9800000
Show child attributes
Show child attributes
Show child attributes
Show child attributes
Show child attributes
Show child attributes
Sum of liabilities and equity in cents. Must equal assets.total_cents (accounting equation check).
Example:
12500000
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⌘I
Retrieve balance sheet
curl --request GET \
--url https://app.finta.com/api/v1/reports/balance_sheet \
--header 'Authorization: Bearer <token>'import requests
url = "https://app.finta.com/api/v1/reports/balance_sheet"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)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))
}HttpResponse<String> response = Unirest.get("https://app.finta.com/api/v1/reports/balance_sheet")
.header("Authorization", "Bearer <token>")
.asString();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
}