v1
latestOpenAPI 3.0.32026-07-26362271803.3 KBGet Balance Sheet
Returns ending account balances for each period between start_date and end_date (both inclusive), split by cadence. This is the recommended endpoint for balance sheet ending balances.
How the date range works: start_date is not the date balances are calculated from. Account balances are always accumulated from the beginning of time through each period end. start_date, end_date, and cadence only determine how the report is split into periods (columns).
Retained earnings: included as its own row.
Breakdowns: the report can be broken down or filtered by entity, department, and tag dimensions via group_by (pass group with a tag group ID when grouping by tag).
Query parameters
Latest date (inclusive) for which to retrieve data. Defaults to end of current month
Entity ID(s) to scope the report. Can be repeated (?entity=1&entity=2) or JSON array
If true, includes all data of children entities in consolidation
Earliest period (inclusive) shown in the report. NOTE: balances are NOT calculated starting from this date - account balances are always accumulated from the beginning of time through each period end. start_date, end_date, and cadence only control how the report is split into periods (columns). Defaults to six months ago.