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Financial statements

Get categorized balance sheet statement

The Get categorized balance sheet statement endpoint returns a list of categorized accounts that appear on a company’s Balance Sheet along with a balance per financial statement date.

Codat suggests a category for each account automatically, but you can change it to a more suitable one.

get/companies/{companyId}/reports/enhancedBalanceSheet/accounts

Query parameters

reportDatestring required
Example:29-09-2020

The date in which the report is created up to. Users must specify a specific date, however the response will be provided for the full month.

numberOfPeriodsinteger

The number of periods to return. If not provided, 12 periods will be used as the default value.

Response

OK

reportInfoEnhancedReportInfo — unresolved $ref

Example response

{
  "reportInfo": {
    "reportName": "EnhancedProfitAndLossAccounts",
    "companyName": "ABC LTD",
    "generatedDate": "2022-01-01"
  },
  "reportItems": [
    {
      "date": "2022-01-01",
      "balance": 70,
      "accountName": "Sales UK",
      "accountId": "13931cbf-ea06-4d6e-9538-a8457fa66011",
      "accountCategory": {
        "status": "Suggested",
        "levels": [
          {
            "levelName": "Income",
            "confidence": 0.95
          },
          {
            "levelName": "Revenue",
            "confidence": 0.9
          }
        ]
      }
    },
    {
      "date": "2022-01-01",
      "balance": 30,
      "accountName": "Sales US",
      "accountId": "13931cbf-ea06-4d6e-9538-a8457fa66011",
      "accountCategory": {
        "lastUpdated": "2022-01-02",
        "status": "Suggested",
        "levels": [
          {
            "levelName": "Income",
            "confidence": 0.95
          },
          {
            "levelName": "Revenue",
            "confidence": 0.9
          }
        ]
      }
    },
    {
      "date": "2022-01-01",
      "balance": 70,
      "accountName": "Amazon",
      "accountId": "13931cbf-ea06-4d6e-9538-a8457fa66011",
      "accountCategory": {
        "lastUpdated": "2022-01-02",
        "status": "Suggested",
        "levels": [
          {
            "levelName": "Income",
            "confidence": 0.95
          },
          {
            "levelName": "Revenue",
            "confidence": 0.95
          },
          {
            "levelName": "Online",
            "confidence": 0.8
          }
        ]
      }
    }
  ]
}