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
Get a balance sheet from Finta — assets, liabilities, equity, and retained earnings — as of a single date. Useful for checking cash on hand, total assets, equity, or month-end close summaries.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
date | string | No | The date to report balances as of, for example 2026-03-31. Defaults to today. This is a single date, not a range — a balance sheet is a snapshot of one day. |
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
Get a cash flow statement from Finta for a date range, split into operating, investing, and financing activities, with beginning and ending cash and the net change. Useful for burn rate, runway, or board-ready cash reports.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
start_date | string | No | First day to include in the report, for example 2026-01-01. Defaults to the beginning of the current quarter. |
end_date | string | No | Last day to include in the report, for example 2026-03-31. 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
Look up your company's profile in Finta, including its display name, legal name, entity type, federal tax ID (EIN), Delaware file number, incorporation date and state, and registered legal address. Useful for filling in tax forms, contract headers, or identity-verification (KYC) paperwork — 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
Get a profit-and-loss (income) statement from Finta for a date range, broken down into revenue, expenses, non-operating income, and taxes, with operating income and net income subtotals. Amounts are in cents — revenue and income are positive, while expenses and taxes are negative. Useful for profitability analysis, monthly P&L summaries, runway calculations, or board updates.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
start_date | string | No | First day to include in the report, for example 2026-01-01. Defaults to the beginning of the current calendar quarter. |
end_date | string | No | Last day to include in the report, for example 2026-03-31. 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
List every category in your company's Finta chart of accounts, including where each one sits in the hierarchy and whether it is an asset, liability, equity, income, or expense category. Returns the complete list in one call. Useful for matching category names to their IDs.
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
List the individual debit and credit lines (journal entries) from your company's ledger in Finta, optionally filtered by date, by what created the entry, or by debit or credit side. Each debit and each credit is returned as its own row, and there is no field linking the two sides of an entry back to the original transaction. Amounts are in cents and always positive — the debit or credit label shows the direction. Useful for accounting ledger reviews, general ledger exports, or tracing a category back to its underlying activity.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
start_date | string | No | Only include entries on or after this date, for example 2026-01-01. |
end_date | string | No | Only include entries on or before this date, for example 2026-03-31. |
source_type | string | No | Filter by what created the entry: 'transaction', 'spread', 'csv_upload', 'capitalization', 'split', or 'intercompany'. Leave blank to include everything. |
type | string | No | Show only one side of the ledger: 'debit' or 'credit'. Leave blank to include both. |
limit | number | No | How many entries to return per page, from 1 to 500. Defaults to 100. |
starting_after | string | No | To get the next page, enter the 'next_cursor' value from the previous page of results. Values from other Finta actions won't work here. |
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
List your company's bank and credit-card transactions from Finta, one page at a time, optionally filtered by date range and approval status. Amounts are in cents — positive for money in (deposits, income), negative for money out (payments, expenses) — and each transaction includes its category, source account, and approval status. Useful for line-by-line activity, such as listing Stripe payouts or spotting large vendor charges, rather than summary reports.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
start_date | string | No | Only include transactions on or after this date, for example 2026-01-01. |
end_date | string | No | Only include transactions on or before this date, for example 2026-03-31. |
status | string | No | Filter by approval status: 'approved' or 'pending'. Leave blank to include both. |
limit | number | No | How many transactions to return per page, from 1 to 500. Defaults to 100. |
starting_after | string | No | To get the next page, enter the 'next_cursor' value from the previous page of results. Values from other Finta actions won't work here. |
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"
}