Reports

Balance sheet (assets, liabilities, equity)

Snapshot as-of a single date. asOfDate (or endDate) selects the point in time; the latest posted month is used when omitted. comparePeriod=prior-year compares to the same date 12 months earlier; prior-period compares to the previous month-end.

get/companies/{companyId}/reports/balance-sheet

Request

  • Base URL: https://api.medianfi.com/api/v1
  • URL: https://api.medianfi.com/api/v1/companies/{companyId}/reports/balance-sheet
  • Auth: HTTP bearer

Query parameters

entityIdstring uuid

Concrete legal entity to read. Mutually exclusive with reportingScopeId/scopeAsOf. Omission is accepted only when the actor is authorized to exactly one concrete entity.

reportingScopeIdstring uuid

Immutable within-company consolidated reporting-scope identity. Must be supplied with scopeAsOf and cannot be combined with entityId.

scopeAsOfstring date

ISO date used to pin the effective sealed reporting-scope hierarchy version. Must be supplied with reportingScopeId.

asOfDatestring date

As-of date (YYYY-MM-DD). Falls back to endDate, then month, then latest posted balance.

endDatestring date

Alias for asOfDate when the client already models a date range.

comparePeriod'none' | 'prior-period' | 'prior-year'

Comparison mode. prior-period shifts back by the range length (snapped to full calendar months when the range is month-aligned). prior-year shifts both dates back 12 months. none (default) returns no comparison.

monthstring

Legacy month param (YYYY-MM). Prefer asOfDate.

Response

Balance sheet payload. Includes additive self-check totals (totalAssets, totalLiabilities, totalEquity, totalLiabilitiesAndEquity, differenceCents, isBalanced). When a comparison is requested, an optional comparison object with the same shape plus mode, asOfDate and hasData is included on the payload.

successboolean

Changes

No recorded changes to this operation across all 1 revision of this API.