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latestOpenAPI 3.0.12026-07-26222700728.0 KB

e9f0790a89af

Reports

Balance Sheet

Generate a Balance Sheet

post/v6/reports/balanceSheet

Request body

exportType'JSON' | 'CSV'

Export format for the report

accountingMethod'ACCRUAL' | 'CASH'

Accounting method to generate the report in. Defaults to the company's configured accounting method.

dateGrouping'DAILY' | 'MONTHLY' | 'QUARTERLY' | 'YEARLY' | 'NONE'

Example request

{
  "filter": {
    "beginDate": "2025-01-01",
    "endDate": "2025-12-31"
  },
  "grouping": {
    "period": "MONTHLY"
  }
}

Response

Success

result'SUCCESS' | 'FAILURE'

The result of the action performed.

Example response

{
  "data": {
    "json": [
      {
        "name": "Jan 2025",
        "assets": {
          "name": "Assets",
          "children": [
            {
              "name": "Shareholder Distributions",
              "accountNo": "37000"
            }
          ]
        },
        "liabilitiesAndEquity": {
          "name": "Liabilities and Equity",
          "liabilities": {
            "name": "Assets",
            "children": [
              {
                "name": "Shareholder Distributions",
                "accountNo": "37000"
              }
            ]
          },
          "equity": {
            "name": "Assets",
            "children": [
              {
                "name": "Shareholder Distributions",
                "accountNo": "37000"
              }
            ]
          }
        }
      }
    ],
    "meta": {
      "generatedBy": "John Doe",
      "footerLine": "Generated by Tight"
    }
  }
}