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Finta

App · Accounting & Finance · 7 actions

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.

Actions

ActionWhat it does
Get Finta balance sheetGet a balance sheet from Finta (assets, liabilities, equity, and retained earnings) as of a single date.
Get Finta cash flow statementGet 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.
Get Finta companyLook 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.
Get Finta income statementGet 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.
List Finta categoriesList 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.
List Finta journal entriesList 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.
List Finta transactionsList your company's bank and credit-card transactions from Finta, one page at a time, optionally filtered by date range and approval status.

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.

Inputs

Datedatetext
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.

Outputs

Point-in-time balance sheet. 'balance_cents' (NOT 'amount_cents') is the per-row cumulative balance at the report date. assets.total_cents should equal liabilities_and_equity_cents (the accounting equation).

assetsobject
Asset section.
cash_centsnumber
Convenience copy of the Cash entry inside assets.categories.
currencytext
ISO 4217 code.
datetext
As-of date (YYYY-MM-DD).
equityobject
Equity section including retained earnings subtotal.
liabilitiesobject
Liabilities section.
liabilities_and_equity_centsnumber
Sum of liabilities + equity; should equal assets.total_cents.
objecttext
Always 'balance_sheet'.
Example output
{
  "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.

Inputs

Start datestart_datetext
First day to include in the report, for example 2026-01-01. Defaults to the beginning of the current quarter.
End dateend_datetext
Last day to include in the report, for example 2026-03-31. Defaults to today.

Outputs

Cash flow statement. Signed amount_cents per row: inflows positive, outflows negative. Categories may include synthetic 'grp_*' rows for presentation groupings; these are NOT real categories and do NOT appear in list_categories.

beginning_cash_centsnumber
change_in_cash_centsnumber
ending_cash_cents - beginning_cash_cents.
currencytext
end_datetext
ending_cash_centsnumber
financing_activitiesobject
investing_activitiesobject
objecttext
Always 'cash_flow'.
operating_activitiesobject
start_datetext
Example output
{
  "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.

Inputs

None.

Outputs

Finta company profile. The API key is scoped to a single company, so this endpoint takes no parameters.

creatednumber
Unix epoch seconds when the company record was created.
delaware_file_numbertext
Delaware Division of Corporations file number. May be null.
entity_typetext
Legal entity type. Known values: 'c_corp', 's_corp', 'llc'. May be null.
federal_eintext
US Federal EIN, typically formatted as 'NN-NNNNNNN'. May be null.
idtext
Unique company identifier with 'comp_' prefix.
incorporationobject
Incorporation details. May be null.
legal_addressobject
Registered legal address. May be null.
legal_nametext
Registered legal name. May be null.
nametext
Preferred display name.
objecttext
Always 'company'.
Example output
{
  "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.

Inputs

Start datestart_datetext
First day to include in the report, for example 2026-01-01. Defaults to the beginning of the current calendar quarter.
End dateend_datetext
Last day to include in the report, for example 2026-03-31. Defaults to today.

Outputs

P&L broken into signed category totals. 'total_cents' per section is the sum of root-level entries (parent_category_id = null) only. All cent values are integers. Expenses and taxes are stored as negative numbers.

currencytext
ISO 4217 code (e.g. 'USD').
end_datetext
Period end (YYYY-MM-DD).
expensesobject
Expenses section. 'total_cents' is negative; per-row amount_cents are negative.
net_income_centsnumber
Operating income + non-operating income + taxes (signed).
non_operating_incomeobject
Interest income, FX gains/losses, other non-operating items.
objecttext
Always 'income_statement'.
operating_income_centsnumber
Revenue + uncategorized income + expenses + uncategorized expenses (signed).
revenueobject
Revenue section. 'total_cents' is positive; per-row amount_cents are positive.
start_datetext
Period start (YYYY-MM-DD).
taxesobject
Income tax expense; present when tax data exists.
uncategorized_expensesobject
Uncategorized expenses section. Present only if uncategorized expenses exist.
uncategorized_incomeobject
Uncategorized income section. Present only if uncategorized income exists.
Example output
{
  "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.

Inputs

None.

Outputs

Full chart of accounts. NOTE: the parent reference field is named 'parent_id' here (NOT 'parent_category_id' as it is on the report endpoints).

datalist
Flat array of all categories for the company.
objecttext
Always 'list'.
Example output
{
  "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.

Inputs

Start datestart_datetext
Only include entries on or after this date, for example 2026-01-01.
End dateend_datetext
Only include entries on or before this date, for example 2026-03-31.
Source typesource_typetext
Filter by what created the entry: 'transaction', 'spread', 'csv_upload', 'capitalization', 'split', or 'intercompany'. Leave blank to include everything.
Debit or credittypetext
Show only one side of the ledger: 'debit' or 'credit'. Leave blank to include both.
Limitlimitnumber
How many entries to return per page, from 1 to 500. Defaults to 100.
Continue fromstarting_aftertext
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.

Outputs

Paginated list of journal-entry LEGS (one row per debit or credit, NOT one row per booked transaction). amount_cents is ALWAYS POSITIVE; direction is in 'type'. No transaction_id or entry_group_id is exposed to correlate legs back to their source.

datalist
Array of journal entry leg objects.
has_moretrue/false
next_cursortext
Null when has_more is false.
objecttext
Always 'list'.
Example output
{
  "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). 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.

Inputs

Start datestart_datetext
Only include transactions on or after this date, for example 2026-01-01.
End dateend_datetext
Only include transactions on or before this date, for example 2026-03-31.
Statusstatustext
Filter by approval status: 'approved' or 'pending'. Leave blank to include both.
Limitlimitnumber
How many transactions to return per page, from 1 to 500. Defaults to 100.
Continue fromstarting_aftertext
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.

Outputs

Paginated list of transactions. 'next_cursor' is null when 'has_more' is false. Pass 'next_cursor' as 'starting_after' to fetch the next page. amount_cents is SIGNED (positive = inflow, negative = outflow).

datalist
Array of transaction objects for this page.
has_moretrue/false
True if at least one more page exists.
next_cursortext
Cursor for the next page, or null if no more pages.
objecttext
Always 'list'.
Example output
{
  "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"
}

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