Get Balance Sheet

A balance sheet is a financial report that shows a business’s assets, liabilities, and equity at a specific point in time. In an accounting platform, a balance sheet is typically generated automatically based on the financial transactions that have been recorded in the system.

Authorizations

api_key

string

header

required

Query Parameters

rootfi_updated_at[gte]

string | null

Filter by rootfi_updated_at Greater than or Equal To.

rootfi_company_id[eq]

integer | null

Filter by rootfi_company_id. You can filter by any field using this syntax field_name[operator]

include_deleted_records

string | null

Include deleted records. By default, deleted records are not included. Supported values are true and false

sort[period_end]

string | null

The period end date of the income statement

period_start[gte]

string | null

The period start date of the income statement

period_end[lte]

string | null

The period end date of the income statement

period

integer | null

The period of the income statement

Response

200 - application/json

The response object for the balance sheet endpoint.

data

object[]

required

data.platform_id

string

required

An unique custom RootFi ID made from platform's unique_id.

data.rootfi_company_id

number

required

The ID of the company in the accounting platform

data.rootfi_created_at

string

required

The date at which RootFi first synced this data

data.rootfi_id

number

required

The unique ID we assign for that data's information

data.rootfi_updated_at

string

required

The latest date at which RootFi updated this data

data.assets

object[] | null

The assets of the balance sheet.

data.currency_id

string | null

The currency id of the balance sheet.

data.data_hash

string | null

The hash of the data

data.equity

object[] | null

The equity of the balance sheet.

data.liabilities

object[] | null

The liabilities of the balance sheet.

data.net_assets

number | null

The net assets of the balance sheet.

data.period_end

string | null

The period end date of the balance sheet.

data.period_start

string | null

The period start date of the balance sheet.

data.platform_unique_id

string | null

The ID of the data in the accounting platform.

data.raw_data

object | null

A JSON containing fields that you can directly get from the accounting platform.

data.rootfi_deleted_at

string | null

The date at which the data was deleted in the accounting platform

data.updated_at

string | null

The date the balance sheet was last updated

string | null

The next page of objects to retrieve

string | null

The previous page of objects to retrieve

total_count

integer | null

The total count of the objects

General

Server Side SDKs

Core API

Unified API

Get Balance Sheet

Authorizations

Query Parameters

Response