Reports

Retrieve income statement

Returns the income statement (profit & loss) for the given date range. Defaults to the current quarter to date in America/Los_Angeles (Pacific Time). Both calendar-date boundaries are inclusive and honored exactly; response dates identify the period actually used.

group_by=category is the default and preserves the existing category-based statement. group_by=department returns the GAAP P&L with expenses grouped by department.

Department grouping requires the departments feature. It returns typed expense rows for departments, COGS categories, and the synthetic Cost of Goods Sold and No Department groups. No Department means no department assignment, not an uncategorized expense. All other sections keep the existing category format. Parent amounts include child amounts; sum only root rows to total expenses.

Department grouping reads non-held journal entries directly, with exact inclusive date boundaries, aggregating the requested range as one period rather than constructing a table column per month. It returns refreshed_at=null because no summary refresh timestamp is available. Category grouping uses the rollup/raw sourcing described below.

For category grouping, whole months read whole-month rollups. The current month’s first day through today in Pacific Time uses fresh MTD rollups, keeping month-aligned month-to-date and year-to-date requests fast. Other partial months, including a midmonth start, use slower raw-entry reads for only those months. Stale or unfilled MTD falls back to raw. This changes data sourcing and freshness, not the report’s numerical semantics.

For category grouping, 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 full statement is always returned. You cannot filter to a single category. Expenses shown in COGS, taxes, or non-operating income are excluded from department subtotals. Unassigned bulk-split parent entries are excluded from No Department. Missing optional sections contribute zero to totals.

Returns one period per request. For monthly breakdowns, make separate calls for each month.

Sign convention: income/revenue amounts are positive, expense amounts are negative. Summing all section totals gives net income.

GET

reports

income_statement

Retrieve income statement

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

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

fetch('https://app.finta.com/api/v1/reports/income_statement', 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/income_statement",
  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/income_statement"

	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/income_statement")

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": "income_statement",
  "group_by": "category",
  "start_date": "2026-02-01",
  "end_date": "2026-02-28",
  "currency": "USD",
  "refreshed_at": 1772323200,
  "uncategorized_income": {
    "total_cents": 0,
    "categories": []
  },
  "revenue": {
    "total_cents": 8500000,
    "categories": [
      {
        "category_id": "cat_r1a2b3c4d5e6f7",
        "name": "Subscription Revenue",
        "amount_cents": 7200000,
        "position": 1,
        "parent_category_id": null
      },
      {
        "category_id": "cat_s2b3c4d5e6f7g8",
        "name": "One-Time Revenue",
        "amount_cents": 1300000,
        "position": 2,
        "parent_category_id": null
      }
    ]
  },
  "expenses": {
    "total_cents": -5200000,
    "categories": [
      {
        "category_id": "cat_t3c4d5e6f7g8h9",
        "name": "Cost of Revenue",
        "amount_cents": -420000,
        "position": 1,
        "parent_category_id": null
      },
      {
        "category_id": "cat_t4costsvc00001",
        "name": "Cost of Services",
        "amount_cents": -350000,
        "position": 1,
        "parent_category_id": "cat_t3c4d5e6f7g8h9"
      },
      {
        "category_id": "cat_t5hosting00001",
        "name": "Hosting",
        "amount_cents": -70000,
        "position": 2,
        "parent_category_id": "cat_t3c4d5e6f7g8h9"
      },
      {
        "category_id": "cat_u4d5e6f7g8h9i0",
        "name": "People Expenses",
        "amount_cents": -3100000,
        "position": 2,
        "parent_category_id": null
      },
      {
        "category_id": "cat_u5payroll00001",
        "name": "Payroll",
        "amount_cents": -2800000,
        "position": 1,
        "parent_category_id": "cat_u4d5e6f7g8h9i0"
      },
      {
        "category_id": "cat_u6contract0001",
        "name": "Contractors",
        "amount_cents": -300000,
        "position": 2,
        "parent_category_id": "cat_u4d5e6f7g8h9i0"
      },
      {
        "category_id": "cat_x7g8h9i0j1k2l3",
        "name": "Travel & Events",
        "amount_cents": -430000,
        "position": 3,
        "parent_category_id": null
      },
      {
        "category_id": "cat_x8meals000001",
        "name": "Meals",
        "amount_cents": -180000,
        "position": 1,
        "parent_category_id": "cat_x7g8h9i0j1k2l3"
      },
      {
        "category_id": "cat_x9flights0001",
        "name": "Flights & Hotels",
        "amount_cents": -200000,
        "position": 2,
        "parent_category_id": "cat_x7g8h9i0j1k2l3"
      },
      {
        "category_id": "cat_x0activit0001",
        "name": "Activities",
        "amount_cents": -50000,
        "position": 3,
        "parent_category_id": "cat_x7g8h9i0j1k2l3"
      },
      {
        "category_id": "cat_v5e6f7g8h9i0j1",
        "name": "Software",
        "amount_cents": -680000,
        "position": 4,
        "parent_category_id": null
      },
      {
        "category_id": "cat_z9i0j1k2l3m4n5",
        "name": "Admin",
        "amount_cents": -555000,
        "position": 5,
        "parent_category_id": null
      },
      {
        "category_id": "cat_z0bankfee0001",
        "name": "Banking Fees",
        "amount_cents": -200000,
        "position": 1,
        "parent_category_id": "cat_z9i0j1k2l3m4n5"
      },
      {
        "category_id": "cat_z1training001",
        "name": "Training",
        "amount_cents": -180000,
        "position": 2,
        "parent_category_id": "cat_z9i0j1k2l3m4n5"
      },
      {
        "category_id": "cat_z2members0001",
        "name": "Memberships",
        "amount_cents": -175000,
        "position": 3,
        "parent_category_id": "cat_z9i0j1k2l3m4n5"
      },
      {
        "category_id": "cat_a0j1k2l3m4n5o6",
        "name": "Depreciation & Amortization",
        "amount_cents": -15000,
        "position": 6,
        "parent_category_id": null
      },
      {
        "category_id": "cat_a1amortiz0001",
        "name": "Amortization Expense",
        "amount_cents": -15000,
        "position": 1,
        "parent_category_id": "cat_a0j1k2l3m4n5o6"
      }
    ]
  },
  "uncategorized_expenses": {
    "total_cents": 0,
    "categories": []
  },
  "operating_income_cents": 3300000,
  "non_operating_income": {
    "total_cents": 25000,
    "categories": [
      {
        "category_id": "cat_b1k2l3m4n5o6p7",
        "name": "Interest Income",
        "amount_cents": 25000,
        "position": 1,
        "parent_category_id": null
      }
    ]
  },
  "taxes": {
    "total_cents": 0,
    "categories": []
  },
  "net_income_cents": 3325000
}

Authorizations

Authorization

string

header

required

API key prefixed with finta_

Query Parameters

group_by

enum<string>

default:category

Expense grouping. category returns the standard income statement; department returns the GAAP P&L.

Available options:

category,

department

start_date

string<date>

Exact first included calendar date (YYYY-MM-DD) in Pacific Time. Defaults to the beginning of the current quarter. For category grouping, a midmonth start uses slower raw entries for that partial month.

end_date

string<date>

Exact last included calendar date (YYYY-MM-DD) in Pacific Time. Defaults to today. For category grouping, month-start through today uses fresh MTD rollups; other partial-month boundaries use slower raw entries.

Response

The income statement

Option 1
Option 2

object

enum<string>

required

Available options:

income_statement

group_by

enum<string>

required

Expense grouping used for this statement.

Available options:

category

start_date

string<date>

required

The actual inclusive first calendar date used for this report in Pacific Time.

Example:

"2026-01-01"

end_date

string<date>

required

The actual inclusive last calendar date used for this report in Pacific Time.

Example:

"2026-03-31"

currency

string

required

Example:

"USD"

refreshed_at

integer | null

required

Unix timestamp covering the entire report, including partial months. 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

revenue

object

required

Show child attributes

expenses

object

required

Show child attributes

operating_income_cents

integer

required

Operating income in cents. Equals revenue.total_cents + uncategorized_income.total_cents + expenses.total_cents + uncategorized_expenses.total_cents (expenses are already negative). Can be negative if the company is unprofitable.

Example:

3300000

non_operating_income

object

required

Non-operating income and expenses (e.g. interest income, gains/losses).

Show child attributes

net_income_cents

integer

required

Net income in cents for the period. Equals operating_income_cents + non_operating_income.total_cents + taxes.total_cents (taxes are already negative). Can be negative if the company is unprofitable.

Example:

3325000

uncategorized_income

object

Uncategorized income items. Present when uncategorized income exists.

Show child attributes

uncategorized_expenses

object

Uncategorized expense items. Present when uncategorized expenses exist.

Show child attributes

taxes

object

Tax expense. Present when tax data exists.

Show child attributes

Retrieve income statement

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

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

fetch('https://app.finta.com/api/v1/reports/income_statement', 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/income_statement",
  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/income_statement"

	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/income_statement")

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": "income_statement",
  "group_by": "category",
  "start_date": "2026-02-01",
  "end_date": "2026-02-28",
  "currency": "USD",
  "refreshed_at": 1772323200,
  "uncategorized_income": {
    "total_cents": 0,
    "categories": []
  },
  "revenue": {
    "total_cents": 8500000,
    "categories": [
      {
        "category_id": "cat_r1a2b3c4d5e6f7",
        "name": "Subscription Revenue",
        "amount_cents": 7200000,
        "position": 1,
        "parent_category_id": null
      },
      {
        "category_id": "cat_s2b3c4d5e6f7g8",
        "name": "One-Time Revenue",
        "amount_cents": 1300000,
        "position": 2,
        "parent_category_id": null
      }
    ]
  },
  "expenses": {
    "total_cents": -5200000,
    "categories": [
      {
        "category_id": "cat_t3c4d5e6f7g8h9",
        "name": "Cost of Revenue",
        "amount_cents": -420000,
        "position": 1,
        "parent_category_id": null
      },
      {
        "category_id": "cat_t4costsvc00001",
        "name": "Cost of Services",
        "amount_cents": -350000,
        "position": 1,
        "parent_category_id": "cat_t3c4d5e6f7g8h9"
      },
      {
        "category_id": "cat_t5hosting00001",
        "name": "Hosting",
        "amount_cents": -70000,
        "position": 2,
        "parent_category_id": "cat_t3c4d5e6f7g8h9"
      },
      {
        "category_id": "cat_u4d5e6f7g8h9i0",
        "name": "People Expenses",
        "amount_cents": -3100000,
        "position": 2,
        "parent_category_id": null
      },
      {
        "category_id": "cat_u5payroll00001",
        "name": "Payroll",
        "amount_cents": -2800000,
        "position": 1,
        "parent_category_id": "cat_u4d5e6f7g8h9i0"
      },
      {
        "category_id": "cat_u6contract0001",
        "name": "Contractors",
        "amount_cents": -300000,
        "position": 2,
        "parent_category_id": "cat_u4d5e6f7g8h9i0"
      },
      {
        "category_id": "cat_x7g8h9i0j1k2l3",
        "name": "Travel & Events",
        "amount_cents": -430000,
        "position": 3,
        "parent_category_id": null
      },
      {
        "category_id": "cat_x8meals000001",
        "name": "Meals",
        "amount_cents": -180000,
        "position": 1,
        "parent_category_id": "cat_x7g8h9i0j1k2l3"
      },
      {
        "category_id": "cat_x9flights0001",
        "name": "Flights & Hotels",
        "amount_cents": -200000,
        "position": 2,
        "parent_category_id": "cat_x7g8h9i0j1k2l3"
      },
      {
        "category_id": "cat_x0activit0001",
        "name": "Activities",
        "amount_cents": -50000,
        "position": 3,
        "parent_category_id": "cat_x7g8h9i0j1k2l3"
      },
      {
        "category_id": "cat_v5e6f7g8h9i0j1",
        "name": "Software",
        "amount_cents": -680000,
        "position": 4,
        "parent_category_id": null
      },
      {
        "category_id": "cat_z9i0j1k2l3m4n5",
        "name": "Admin",
        "amount_cents": -555000,
        "position": 5,
        "parent_category_id": null
      },
      {
        "category_id": "cat_z0bankfee0001",
        "name": "Banking Fees",
        "amount_cents": -200000,
        "position": 1,
        "parent_category_id": "cat_z9i0j1k2l3m4n5"
      },
      {
        "category_id": "cat_z1training001",
        "name": "Training",
        "amount_cents": -180000,
        "position": 2,
        "parent_category_id": "cat_z9i0j1k2l3m4n5"
      },
      {
        "category_id": "cat_z2members0001",
        "name": "Memberships",
        "amount_cents": -175000,
        "position": 3,
        "parent_category_id": "cat_z9i0j1k2l3m4n5"
      },
      {
        "category_id": "cat_a0j1k2l3m4n5o6",
        "name": "Depreciation & Amortization",
        "amount_cents": -15000,
        "position": 6,
        "parent_category_id": null
      },
      {
        "category_id": "cat_a1amortiz0001",
        "name": "Amortization Expense",
        "amount_cents": -15000,
        "position": 1,
        "parent_category_id": "cat_a0j1k2l3m4n5o6"
      }
    ]
  },
  "uncategorized_expenses": {
    "total_cents": 0,
    "categories": []
  },
  "operating_income_cents": 3300000,
  "non_operating_income": {
    "total_cents": 25000,
    "categories": [
      {
        "category_id": "cat_b1k2l3m4n5o6p7",
        "name": "Interest Income",
        "amount_cents": 25000,
        "position": 1,
        "parent_category_id": null
      }
    ]
  },
  "taxes": {
    "total_cents": 0,
    "categories": []
  },
  "net_income_cents": 3325000
}

API Reference

Onboarding

Sheets

Taxes

Files

Company

Plans & billing

Team

Categories

Rules

Tags

Departments

Integrations

Inbox

Aggregations

Transactions

Forms

Reconciliation

Journal Entries

Invoices

Parties

Metrics

Reports

Feedback

Tax Credits

Retrieve income statement

Authorizations

Query Parameters

Response