# Finta

- [Welcome](https://www.finta.com/docs/welcome.md)
- [Incorporation Basics](https://www.finta.com/docs/incorporation.md)
- [Incorporation Checklist](https://www.finta.com/docs/checklist.md)
- [Incorporation Mistakes](https://www.finta.com/docs/incorporation-mistakes.md)
- [Working with Lawyers](https://www.finta.com/docs/lawyers.md)
- [Captable Basics](https://www.finta.com/docs/captable.md)
- [Qualified Small Business Stock](https://www.finta.com/docs/qsbs.md)
- [Investors](https://www.finta.com/docs/investors.md)
- [Valuations](https://www.finta.com/docs/valuations.md)
- [Pitching](https://www.finta.com/docs/pitching.md)
- [Closing](https://www.finta.com/docs/closing.md)
- [Investor Updates](https://www.finta.com/docs/investor-updates.md)
- [Receipts](https://www.finta.com/docs/receipts.md)
- [Reimbursements](https://www.finta.com/docs/reimburse.md)
- [Expenses](https://www.finta.com/docs/expenses.md)
- [Requirements](https://www.finta.com/docs/requirements.md)
- [Deadlines](https://www.finta.com/docs/deadlines.md)
- [Form-1099s](https://www.finta.com/docs/1099.md)
- [Delaware Franchise Tax](https://www.finta.com/docs/delaware.md)
- [California Taxes](https://www.finta.com/docs/california.md)
- [Rhode Island Taxes](https://www.finta.com/docs/rhode-island.md)
- [R&D Tax Credits](https://www.finta.com/docs/credits.md)
- [Questions or Feedback](https://www.finta.com/docs/contact.md): Questions or feedback about the Finta Guide? Email andy@finta.com.
- [Introduction](https://www.finta.com/docs/api-reference/introduction.md): Get started with the Finta API
- [Data Model](https://www.finta.com/docs/api-reference/data-model.md): How transactions, journal entries, and reports fit together
- [Pagination](https://www.finta.com/docs/api-reference/pagination.md): Navigate large result sets with cursor-based pagination
- [Usage Limits](https://www.finta.com/docs/api-reference/usage-limits.md): Rate limits, monthly call limits, and how they are enforced
- [Errors](https://www.finta.com/docs/api-reference/errors.md): API error codes and how to resolve them
- [Retrieve company](https://www.finta.com/docs/api-reference/company/retrieve-company.md): Returns the authenticated company's metadata including legal details and address.
- [Retrieve team](https://www.finta.com/docs/api-reference/team/retrieve-team.md): Returns the company's team as one document: active and inactive members plus pending invitations, in the same order as the Settings team page. Deleted memberships and non-pending invitations are excluded. Finta support staff with a membership appear as ordinary members; there is no staff marker. Act…
- [List categories](https://www.finta.com/docs/api-reference/categories/list-categories.md): Returns all categories (tiers 1-3) for the authenticated company, ordered by tier, position, and name.
- [List departments](https://www.finta.com/docs/api-reference/departments/list-departments.md): Returns the authenticated company's department hierarchy in display order. Only leaf departments with `assignable: true` can be assigned to transactions.
- [List integrations](https://www.finta.com/docs/api-reference/integrations/list-integrations.md): Returns every integration available to the authenticated company with its connection status.
- [Retrieve total](https://www.finta.com/docs/api-reference/aggregations/retrieve-total.md): Calculates one signed total for the requested category and its descendants.
- [List transactions](https://www.finta.com/docs/api-reference/transactions/list-transactions.md): Returns a paginated list of transactions for the authenticated company, ordered by date descending.
- [Retrieve transaction](https://www.finta.com/docs/api-reference/transactions/retrieve-transaction.md): Returns one transaction available to the authenticated company.
- [Update transaction](https://www.finta.com/docs/api-reference/transactions/update-transaction.md): Updates one or more dashboard-editable fields. Send any non-empty subset of `merchant`, `category_id`, `department_id`, `accounting_date`, and `spread`.
- [List journal entries](https://www.finta.com/docs/api-reference/journal-entries/list-journal-entries.md): Returns a paginated list of journal entries for the authenticated company, ordered by date descending.
- [List merchants](https://www.finta.com/docs/api-reference/parties/list-merchants.md): Lists the distinct merchant and counterparty names recorded for the requested category and its descendants.
- [Retrieve income statement](https://www.finta.com/docs/api-reference/reports/retrieve-income-statement.md): Returns the income statement (profit & loss) for the given date range. Defaults to the current quarter.
- [Retrieve balance sheet](https://www.finta.com/docs/api-reference/reports/retrieve-balance-sheet.md): Returns the balance sheet as of the given date. Defaults to today.
- [Retrieve cash flow statement](https://www.finta.com/docs/api-reference/reports/retrieve-cash-flow-statement.md): Returns the cash flow statement for the given date range. Defaults to the current quarter.

## OpenAPI Specs

- [openapi](/docs/openapi.yaml)