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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",
  "assets": {
    "label": "Assets",
    "amount": 125000,
    "children": [
      {
        "label": "Cash",
        "amount": 98000,
        "children": [
          {
            "label": "Business Checking",
            "amount": 48000
          },
          {
            "label": "Savings Account",
            "amount": 50000
          }
        ]
      },
      {
        "label": "Accounts Receivable",
        "amount": 15000
      },
      {
        "label": "Prepaid Expenses",
        "amount": 4500
      },
      {
        "label": "Security Deposit",
        "amount": 5000
      },
      {
        "label": "Intangible Assets (Net)",
        "amount": 2500
      }
    ]
  },
  "liabilities": {
    "label": "Liabilities",
    "amount": 8500,
    "children": [
      {
        "label": "Credit Cards",
        "amount": 6200
      },
      {
        "label": "Accounts Payable",
        "amount": 2300
      }
    ]
  },
  "shareholders_equity": {
    "label": "Shareholders' Equity",
    "amount": 116500,
    "children": [
      {
        "label": "Common Stock",
        "amount": 100
      },
      {
        "label": "SAFE",
        "amount": 50000
      },
      {
        "label": "Retained Earnings",
        "amount": 66400,
        "children": [
          {
            "label": "Beginning Balance",
            "amount": 33400
          },
          {
            "label": "Net Income / (Loss)",
            "amount": 33000
          }
        ]
      }
    ]
  }
}

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"

assets
object
required
liabilities
object
required
shareholders_equity
object
required