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DISPLAY_NAME

API actions for the DISPLAY_NAME integration.

DISPLAY_NAME

Automated bookkeeping and financial reporting for US startups. Provides read-only access to the company profile, income statement, balance sheet, cash flow statement, chart of accounts, transactions, and journal entries.

Get Finta balance sheet

Retrieves a point-in-time balance sheet (assets, liabilities, equity, retained earnings) as of a single date. IMPORTANT: the per-row money field on this endpoint is named 'balance_cents' (not 'amount_cents' like the other reports), because this is a point-in-time snapshot rather than period activity. Use this to inspect cash on hand, total assets, equity, or month-end close summaries.

Parameters

ParameterTypeRequiredDescription
datestringNoAs-of date for the snapshot (YYYY-MM-DD). Defaults to today. NOTE: this is a SINGLE date, not a range — the balance sheet endpoint does not accept start_date/end_date.

Response

{
  "assets": {
    "categories": [
      {
        "balance_cents": 9800000,
        "category_id": "cat_cash_operating",
        "name": "Cash",
        "parent_category_id": null,
        "position": 1
      },
      {
        "balance_cents": 1850000,
        "category_id": "cat_accounts_receivable",
        "name": "Accounts Receivable",
        "parent_category_id": null,
        "position": 2
      },
      {
        "balance_cents": 425000,
        "category_id": "cat_prepaid_expenses",
        "name": "Prepaid Expenses",
        "parent_category_id": null,
        "position": 3
      },
      {
        "balance_cents": 425000,
        "category_id": "cat_fixed_assets",
        "name": "Fixed Assets",
        "parent_category_id": null,
        "position": 4
      }
    ],
    "total_cents": 12500000
  },
  "cash_cents": 9800000,
  "currency": "USD",
  "date": "2026-03-31",
  "equity": {
    "categories": [
      {
        "balance_cents": 100000,
        "category_id": "cat_common_stock",
        "name": "Common Stock",
        "parent_category_id": null,
        "position": 1
      },
      {
        "balance_cents": 4910000,
        "category_id": "cat_preferred_stock",
        "name": "Series Seed Preferred Stock",
        "parent_category_id": null,
        "position": 2
      },
      {
        "balance_cents": 0,
        "category_id": "cat_apic",
        "name": "Additional Paid-in Capital",
        "parent_category_id": null,
        "position": 3
      }
    ],
    "retained_earnings": {
      "beginning_balance_cents": 3315000,
      "ending_balance_cents": 6640000,
      "net_income_cents": 3325000
    },
    "total_cents": 11650000
  },
  "liabilities": {
    "categories": [
      {
        "balance_cents": 615000,
        "category_id": "cat_accounts_payable",
        "name": "Accounts Payable",
        "parent_category_id": null,
        "position": 1
      },
      {
        "balance_cents": 235000,
        "category_id": "cat_credit_card_payable",
        "name": "Credit Card Payable",
        "parent_category_id": null,
        "position": 2
      }
    ],
    "total_cents": 850000
  },
  "liabilities_and_equity_cents": 12500000,
  "object": "balance_sheet"
}

Get Finta cash flow statement

Retrieves a cash flow statement for a date range, partitioned into operating, investing, and financing activities, with beginning/ending cash and net change. Use this for burn rate, runway, or board-ready cash reports. NOTE: operating activities may include synthetic presentation groupings with 'grp_' id prefixes (e.g. 'grp_non_cash_expenses') that CANNOT be passed back to list_journal_entries as a category_id filter — they are presentation-only and not queryable.

Parameters

ParameterTypeRequiredDescription
start_datestringNoInclusive start of the reporting period (YYYY-MM-DD). Defaults to the beginning of the current quarter.
end_datestringNoInclusive end of the reporting period (YYYY-MM-DD). Defaults to today.

Response

{
  "beginning_cash_cents": 96300000,
  "change_in_cash_cents": 13500000,
  "currency": "USD",
  "end_date": "2026-03-31",
  "ending_cash_cents": 109800000,
  "financing_activities": {
    "categories": [],
    "total_cents": 0
  },
  "investing_activities": {
    "categories": [
      {
        "amount_cents": -480000,
        "category_id": "cat_equipment_purchases",
        "name": "Equipment Purchases",
        "parent_category_id": null,
        "position": 1
      }
    ],
    "total_cents": -480000
  },
  "object": "cash_flow",
  "operating_activities": {
    "categories": [
      {
        "amount_cents": 12665000,
        "category_id": null,
        "name": "Net Income",
        "parent_category_id": null,
        "position": 1
      },
      {
        "amount_cents": 410000,
        "category_id": "grp_non_cash_expenses",
        "name": "Non-Cash Expenses",
        "parent_category_id": null,
        "position": 2
      },
      {
        "amount_cents": 410000,
        "category_id": "cat_depreciation",
        "name": "Depreciation & Amortization",
        "parent_category_id": "grp_non_cash_expenses",
        "position": 1
      },
      {
        "amount_cents": 905000,
        "category_id": "grp_changes_in_working_capital",
        "name": "Changes in Working Capital",
        "parent_category_id": null,
        "position": 3
      },
      {
        "amount_cents": -650000,
        "category_id": "cat_accounts_receivable",
        "name": "Accounts Receivable",
        "parent_category_id": "grp_changes_in_working_capital",
        "position": 1
      },
      {
        "amount_cents": 1555000,
        "category_id": "cat_accounts_payable",
        "name": "Accounts Payable",
        "parent_category_id": "grp_changes_in_working_capital",
        "position": 2
      }
    ],
    "total_cents": 13980000
  },
  "start_date": "2026-01-01"
}

Get Finta company

Retrieves the company profile for the API key's Finta company, including the display name, legal name, entity type, EIN, Delaware file number, incorporation date/state, and registered legal address. Use this to populate tax forms, contract headers, or KYC payloads — not for financial figures.

Response

{
  "created": 1681315200,
  "delaware_file_number": "7234918",
  "entity_type": "c_corp",
  "federal_ein": "84-3927461",
  "id": "comp_a1b2c3d4e5f6g7",
  "incorporation": {
    "date": "2023-04-12",
    "state": "delaware"
  },
  "legal_address": {
    "city": "San Francisco",
    "country": "United States",
    "line_1": "548 Market Street",
    "line_2": "PMB 39381",
    "postal_code": "94104",
    "state": "california"
  },
  "legal_name": "Acme Robotics, Inc.",
  "name": "Acme Robotics",
  "object": "company"
}

Get Finta income statement

Retrieves a profit-and-loss (income) statement for a date range, broken down into revenue, expenses, non-operating income, and taxes with operating income and net income subtotals. All monetary values are integer cents. Revenue and income amounts are positive; expenses and taxes are negative. Use this for profitability analysis, monthly P&L digests, runway calculations, or board updates.

Parameters

ParameterTypeRequiredDescription
start_datestringNoInclusive start of the reporting period (YYYY-MM-DD). Defaults to the beginning of the current calendar quarter.
end_datestringNoInclusive end of the reporting period (YYYY-MM-DD). Defaults to today.

Response

{
  "currency": "USD",
  "end_date": "2026-03-31",
  "expenses": {
    "categories": [
      {
        "amount_cents": -8420000,
        "category_id": "cat_cogs",
        "name": "Cost of Goods Sold",
        "parent_category_id": null,
        "position": 1
      },
      {
        "amount_cents": -16800000,
        "category_id": "cat_payroll",
        "name": "Payroll & Benefits",
        "parent_category_id": null,
        "position": 2
      },
      {
        "amount_cents": -2155000,
        "category_id": "cat_software",
        "name": "Software & SaaS",
        "parent_category_id": null,
        "position": 3
      },
      {
        "amount_cents": -3400000,
        "category_id": "cat_marketing",
        "name": "Marketing & Advertising",
        "parent_category_id": null,
        "position": 4
      },
      {
        "amount_cents": -1700000,
        "category_id": "cat_office",
        "name": "Office & Operations",
        "parent_category_id": null,
        "position": 5
      }
    ],
    "total_cents": -32475000
  },
  "net_income_cents": 12665000,
  "non_operating_income": {
    "categories": [
      {
        "amount_cents": 215000,
        "category_id": "cat_interest_income",
        "name": "Interest Income",
        "parent_category_id": null,
        "position": 1
      }
    ],
    "total_cents": 215000
  },
  "object": "income_statement",
  "operating_income_cents": 15775000,
  "revenue": {
    "categories": [
      {
        "amount_cents": 41200000,
        "category_id": "cat_rev_subscriptions",
        "name": "Subscription Revenue",
        "parent_category_id": null,
        "position": 1
      },
      {
        "amount_cents": 7050000,
        "category_id": "cat_rev_services",
        "name": "Professional Services Revenue",
        "parent_category_id": null,
        "position": 2
      }
    ],
    "total_cents": 48250000
  },
  "start_date": "2026-01-01",
  "taxes": {
    "categories": [
      {
        "amount_cents": -3325000,
        "category_id": "cat_income_tax",
        "name": "Federal Income Tax",
        "parent_category_id": null,
        "position": 1
      }
    ],
    "total_cents": -3325000
  }
}

List Finta categories

Lists every chart-of-accounts category for the company as a flat array with hierarchy info (tier, parent_id, position) and accounting classification (account_type). Returns the complete tree in one call — there is no pagination. Call this once and cache the result when you need to resolve category names to 'cat_' ids for passing to list_transactions.

Response

{
  "data": [
    {
      "account_type": "asset",
      "created": 1681315200,
      "id": "cat_assets",
      "name": "Assets",
      "object": "category",
      "parent_id": null,
      "position": 1,
      "tier": 1
    },
    {
      "account_type": "asset",
      "created": 1681315200,
      "id": "cat_cash_operating",
      "name": "Cash",
      "object": "category",
      "parent_id": "cat_assets",
      "position": 1,
      "tier": 2
    },
    {
      "account_type": "income",
      "created": 1681315200,
      "id": "cat_revenue",
      "name": "Revenue",
      "object": "category",
      "parent_id": null,
      "position": 1,
      "tier": 1
    },
    {
      "account_type": "income",
      "created": 1681315200,
      "id": "cat_rev_subscriptions",
      "name": "Subscription Revenue",
      "object": "category",
      "parent_id": "cat_revenue",
      "position": 1,
      "tier": 2
    },
    {
      "account_type": "expense",
      "created": 1681315200,
      "id": "cat_expenses",
      "name": "Operating Expenses",
      "object": "category",
      "parent_id": null,
      "position": 1,
      "tier": 1
    },
    {
      "account_type": "expense",
      "created": 1681315200,
      "id": "cat_software",
      "name": "Software & SaaS",
      "object": "category",
      "parent_id": "cat_expenses",
      "position": 3,
      "tier": 2
    },
    {
      "account_type": "expense",
      "created": 1681315200,
      "id": "cat_payroll",
      "name": "Payroll & Benefits",
      "object": "category",
      "parent_id": "cat_expenses",
      "position": 2,
      "tier": 2
    }
  ],
  "object": "list"
}

List Finta journal entries

Lists individual journal-entry legs (debits and credits) for the company, optionally filtered by date, source type, or debit/credit side. IMPORTANT: Finta returns ONE ROW PER LEG, not one row per booked transaction with nested legs. amount_cents is ALWAYS POSITIVE on journal entries — the direction is encoded in the 'type' field ('debit' or 'credit'). There is no documented 'transaction_id' field linking a journal entry back to its originating transaction, and no 'entry_group_id' linking matched debit/credit legs. Use this for canonical accounting ledger views, GL exports, or reconciling a category to source activity.

Parameters

ParameterTypeRequiredDescription
start_datestringNoInclusive lower bound on the entry date (YYYY-MM-DD).
end_datestringNoInclusive upper bound on the entry date (YYYY-MM-DD).
source_typestringNoFilter by what created the entry. Enum: 'transaction', 'spread', 'csv_upload', 'capitalization', 'split', 'intercompany'.
typestringNoFilter by ledger side. Enum: 'debit', 'credit'.
limitnumberNoPage size. Default 100, min 1, max 500.
starting_afterstringNoCursor: pass the previous response's 'next_cursor'. Cursors are endpoint-local and not interchangeable with list_transactions.

Response

{
  "data": [
    {
      "amount_cents": 1248500,
      "category_id": "cat_cash_operating",
      "category_name": "Cash",
      "created": 1743206400,
      "currency": "USD",
      "date": "2026-03-28",
      "id": "je_01HPQK9V7T8E7Y2HJ7R0X4M3WB",
      "merchant": "Acme Robotics Customer ACH",
      "name": "Acme Robotics Customer ACH",
      "object": "journal_entry",
      "source_type": "transaction",
      "type": "debit"
    },
    {
      "amount_cents": 1248500,
      "category_id": "cat_rev_subscriptions",
      "category_name": "Subscription Revenue",
      "created": 1743206400,
      "currency": "USD",
      "date": "2026-03-28",
      "id": "je_01HPQK9V7T8E7Y2HJ7R0X4M3WA",
      "merchant": "Acme Robotics Customer ACH",
      "name": "Acme Robotics Customer ACH",
      "object": "journal_entry",
      "source_type": "transaction",
      "type": "credit"
    },
    {
      "amount_cents": 42999,
      "category_id": "cat_software",
      "category_name": "Software & SaaS",
      "created": 1743120000,
      "currency": "USD",
      "date": "2026-03-27",
      "id": "je_01HPQK9V7T8E7Y2HJ7R0X4M3W9",
      "merchant": "Notion Labs",
      "name": "Notion Labs",
      "object": "journal_entry",
      "source_type": "transaction",
      "type": "debit"
    },
    {
      "amount_cents": 42999,
      "category_id": "cat_credit_card_payable",
      "category_name": "Credit Card Payable",
      "created": 1743120000,
      "currency": "USD",
      "date": "2026-03-27",
      "id": "je_01HPQK9V7T8E7Y2HJ7R0X4M3W8",
      "merchant": "Notion Labs",
      "name": "Notion Labs",
      "object": "journal_entry",
      "source_type": "transaction",
      "type": "credit"
    }
  ],
  "has_more": true,
  "next_cursor": "je_01HPQK9V7T8E7Y2HJ7R0X4M3WC",
  "object": "list"
}

List Finta transactions

Lists raw bank and credit-card transactions for the company, optionally filtered by date range and approval status. Returns one page at a time using cursor pagination. Transaction amount_cents is SIGNED: positive for inflows (deposits, income), negative for outflows (payments, expenses). Each transaction carries its assigned category, source account, and approval status. Use this for line-item financial activity (e.g. listing Stripe payouts, alerting on large vendor charges) rather than aggregated reports.

Parameters

ParameterTypeRequiredDescription
start_datestringNoInclusive lower bound on the transaction date (YYYY-MM-DD).
end_datestringNoInclusive upper bound on the transaction date (YYYY-MM-DD).
statusstringNoFilter by status. Enum: 'approved', 'pending'. Omit to return both.
limitnumberNoPage size. Default 100, min 1, max 500.
starting_afterstringNoCursor: pass the previous response's 'next_cursor' to fetch the next page. Cursors are endpoint-local and not interchangeable with list_journal_entries.

Response

{
  "data": [
    {
      "accounting_date": "2026-03-28",
      "amount_cents": 1248500,
      "categorized": true,
      "category_id": "cat_rev_subscriptions",
      "category_name": "Subscription Revenue",
      "created": 1743206400,
      "currency": "USD",
      "date": "2026-03-28",
      "description": "ACH CREDIT STRIPE PAYOUT 8473",
      "id": "txn_01HPQK9V7T8E7Y2HJ7R0X4M3W4",
      "merchant": "Acme Robotics Customer ACH",
      "object": "transaction",
      "source": {
        "account_name": "Mercury Operating \u2022\u20223812",
        "type": "bank",
        "vendor": "mercury"
      },
      "spread": null,
      "status": "approved",
      "transaction_type": "standard",
      "transfer_id": null
    },
    {
      "accounting_date": "2026-03-27",
      "amount_cents": -42999,
      "categorized": true,
      "category_id": "cat_software",
      "category_name": "Software & SaaS",
      "created": 1743120000,
      "currency": "USD",
      "date": "2026-03-27",
      "description": "NOTION LABS NOTION.SO",
      "id": "txn_01HPQK9V7T8E7Y2HJ7R0X4M3W3",
      "merchant": "Notion Labs",
      "object": "transaction",
      "source": {
        "account_name": "Brex Card \u2022\u20224419",
        "type": "credit",
        "vendor": "brex"
      },
      "spread": 12,
      "status": "approved",
      "transaction_type": "standard",
      "transfer_id": null
    }
  ],
  "has_more": true,
  "next_cursor": "txn_01HPQK9V7T8E7Y2HJ7R0X4M3W5",
  "object": "list"
}

Craigslist

API actions for the Craigslist integration.

Databricks

API actions for the Databricks integration.

On this page

DISPLAY_NAMEGet Finta balance sheetGet Finta cash flow statementGet Finta companyGet Finta income statementList Finta categoriesList Finta journal entriesList Finta transactions