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v1

latestOpenAPI 3.0.22026-08-061464031.4 MB
Financial Statements

Retrieve Financial Statements for a link

Retrieve the Financial Statements information for a specific fiscal link.

post/api/financial-statements/

Query parameters

omitstring

Omit certain fields from being returned in the response. For more information, see our <a href="https://developers.belvo.com/docs/searching-and-filtering" target="_blank">Filtering responses</a> DevPortal article.

fieldsstring

Return only the specified fields in the response. For more information, see our <a href="https://developers.belvo.com/docs/searching-and-filtering" target="_blank">Filtering responses</a> DevPortal article.

Headers

X-Belvo-Request-Mode'async'
Example:async

Recommended header parameter to make your POST request asynchronous (thus preventing timeouts and improving your data flow).

When you make an asynchronous request, Belvo responds with a 202 - Accepted payload, including the request_id. Once we have retrieved the requested information, you will receive a webhook with the link and request IDs.

Request body

linkstring uuid required

The link.id you want to retrieve information for.

save_databoolean

Indicates whether or not to persist the data in Belvo. By default, this is set to true and we return a 201 Created response.

When set to false, the data won't be persisted and we return a 200 OK response.

Example request

{
  "link": "c81a1dea-6dd6-4999-8b9f-541ee8197058",
  "save_data": true
}

Response

Ok (when save_data=false)

idstring uuid required

Belvo's unique identifier for the current item.

linkstring uuid nullable required

The link.id the data belongs to.

collected_atstring date-time required

The ISO-8601 timestamp when the data point was collected.

created_atstring date-time required

The ISO-8601 timestamp of when the data point was created in Belvo's database.

errorstring nullable required

In cases where issues arise during the extraction of financial statements from the fiscal institution, the following error messages may be provided to explain the encountered issues:

  • Unable to validate if the user has an available financial statement for the specified year.
  • No available financial statement found for the user for the specified year, preventing data extraction.
  • Unable to verify if the user has *conceptos vigentes* for the specified year.
  • The fiscal institution provided the financial statement in an unrecognized format.
yearstring required

The year of the financial statement.

currencystring required

The currency of the financial statement.

Example response

[
  {
    "id": "0d3ffb69-f83b-456e-ad8e-208d0998d71d",
    "link": "30cb4806-6e00-48a4-91c9-ca55968576c8",
    "collected_at": "2022-02-09T08:45:50.406032Z",
    "created_at": "2022-02-09T08:45:50.406032Z",
    "currency": "MXN",
    "balance_sheet": {
      "current_assets": {
        "cash_and_equivalents": 48572.01,
        "short_term_investments": 21345.01,
        "accounts_receivable": 154321.01,
        "notes_receivable": 31789.01,
        "other_debtors": 12345.01,
        "bad_debt_provision": 0.01,
        "tax_recoverable": 8976.01,
        "inventory": 65432.01,
        "prepaid_expenses": 14321.01,
        "assets_available_for_sale": 54321.01,
        "total": 372480.01
      },
      "non_current_assets": {
        "property_plant_and_equipment": 1123456.01,
        "accumulated_depreciation_and_amortization": 123456.01,
        "long_term_accounts_receivable": 10987.01,
        "prepayment_to_suppliers": 5432.01,
        "goodwill": 47654.01,
        "intangible_assets": 43210.01,
        "investments_in_associates": 65432.01,
        "long_term_financial_instruments": 32876.01,
        "total": 1346647.01
      },
      "current_liabilities": {
        "bank_loans": 49876.01,
        "accounts_payable": 103298.01,
        "notes_payable": 25643.01,
        "financial_instruments": 14321.01,
        "other_creditors": 21987.01,
        "income_tax_payable": 12765.01,
        "customer_advances": 18765.01,
        "provisions": 10987.01,
        "taxes_payable": 5321.01,
        "total": 260963.01
      },
      "non_current_liabilities": {
        "long_term_accounts_payable": 30876.01,
        "long_term_financial_instruments": 42310.01,
        "deferred_revenue": 21987.01,
        "contributions_for_future_capital_increases": 10987.01,
        "deferred_income_tax": 26543.01,
        "employee_benefits": 30218.01,
        "long_term_provisions": 15432.01,
        "total": 178353.01
      },
      "equity": {
        "stockholders_equity": 501234.01,
        "future_capital_contributions": 75000.01,
        "legal_reserve": 25000.01,
        "capital_update_excess": 15000.01,
        "capital_update_insufficiency": -5000.01,
        "capital_reserve": 10000.01,
        "share_premium_on_stock_sales": 50000.01,
        "retained_earnings": 202345.01,
        "other_comprehensive_income": 10987.01,
        "controlling_interest": 70876.01,
        "non_controlling_interest": 50321.01,
        "total": 836763.01
      }
    },
    "income_statement": {
      "net_revenue": 1212345.01,
      "domestic_sales": 1123456.01,
      "foreign_sales": 88987.01,
      "materials_used": 609876.01,
      "cost_of_goods_sold": 412345.01,
      "cost_of_services_sold": 101234.01,
      "gross_profit": 190890.01,
      "operating_expenses": 122345.01,
      "operating_income": 68545.01,
      "financial_result": 15098.01,
      "income_statement_financial_gains": 85000.01,
      "income_statement_financial_costs": -32000.01,
      "equity_in_earnings_of_affiliates": 5678.01,
      "income_before_taxes": 89321.01,
      "income_taxes": 20123.01,
      "income_from_continuing_operations": 69198.01,
      "discontinued_operations": 0.01,
      "net_income": 69198.01
    }
  }
]