---
title: "Resolve Balance"
method: POST
path: "/onboarding/resolve-balance"
tags: ["onboarding"]
---

# Resolve Balance

`POST /onboarding/resolve-balance`

## Request

- Base URL: `https://app.zeno-works.ch` (the document declares no server; this is the origin it was published from)
- URL: `https://app.zeno-works.ch/onboarding/resolve-balance`
- Auth: none declared

Call the accountant balance-sheet-resolve for the in-progress sheet (eligible).

Stateless. **503** when the accountant is unreachable/failed. Rate-limited per user
(LLM call).

## Headers

- `authorization` string, nullable

## Cookies

- `access_token` string, nullable

## Request body

- ResolveBalanceRequest: Inputs for a stateless balance-sheet resolution (no company needed).
  - `settings` OnboardingSettingsIn: The accounting settings the wizard collects (defaults applied in the service).
    - `fiscal_year_start_month` integer
    - `base_currency` string
    - `opening_balance_account_number` string
    - `ar_revenue_default_account_code` string, nullable
    - `vat_liable` boolean, nullable
    - `settlement_method` 'effective' | 'net_tax_rate' | 'flat_tax_rate' | 'unknown'
    - `timing_basis` 'agreed' | 'collected' | 'unknown'
    - `filing_period_type` 'monthly' | 'quarterly' | 'semi_annual' | 'annual' | 'unknown'
    - `uid` string, nullable
    - `canton` string, nullable
    - `vat_period_start` string, date, nullable
    - `vat_period_end` string, date, nullable
    - `ar_default_due_days` integer, nullable
  - `language` 'de' | 'en' | 'fr' | 'it'
  - `industry` string, nullable
  - `chart_accounts` OnboardingChartAccountIn[]
    - `account_number` string, required
    - `account_name` string, nullable
    - `category` 'asset' | 'liability' | 'equity' | 'income' | 'expense' | 'tax' | 'other' | 'unknown': The account-type axis of a ledger account (Swiss-KMU chart of accounts). Distinct from — but derived from — ``LineRole`` (the journal-line semantic role). ``unknown`` is the conservative default when classification can't decide; ``other`` covers genuinely ambiguous / closing (9xxx) accounts.
    - `is_profit_loss` boolean
    - `is_contra` boolean
    - `is_intentional` boolean
    - `account_number_guess` string, nullable
    - `journal_usage_count` integer
    - `prior_year_turnover_cents` integer, nullable
    - `prior_year_turnover_fiscal_year` integer, nullable
  - `snapshot` OnboardingBalanceSnapshotIn, required: A balance-sheet snapshot (analyze output and create input). On analyze output ``resolution_json`` / ``equity_roles`` / ``source_document_ref`` are unset; the wizard fills them after the resolve-balance step and resends them.
    - `fiscal_year` integer, required
    - `as_of_date` string, date, nullable
    - `currency` string, required
    - `lines` OnboardingBalanceLineIn[]
      - `line_id` string, nullable
      - `account_number` string, required
      - `account_name` string, nullable
      - `category` 'asset' | 'liability' | 'equity' | 'income' | 'expense' | 'tax' | 'other' | 'unknown': The account-type axis of a ledger account (Swiss-KMU chart of accounts). Distinct from — but derived from — ``LineRole`` (the journal-line semantic role). ``unknown`` is the conservative default when classification can't decide; ``other`` covers genuinely ambiguous / closing (9xxx) accounts.
      - `side` 'credit' | 'debit', required
      - `amount_cents` integer, required
      - `sign_display` string, nullable
      - `needs_review` boolean
      - `is_contra` boolean
      - `comparative_amount_cents` integer, nullable
    - `totals` object
    - `resolution_json` object, nullable
    - `equity_roles` object, nullable
    - `source_document_ref` string, nullable
    - `comparative_period_label` string, nullable
    - `founding` boolean, nullable: ZET-395: the answer to 'founding balance sheet (Gründungsbilanz) or closing sheet?'. true = the company's founding balance sheet: stored as its own kind (status 'founding') under its fiscal_year, which must be the create's first year, and that year's opening is generated from it on its as_of_date. false = the year's closing sheet (the historical behaviour). Asked for when as_of_date lies inside the company's first fiscal year before its end: left unset, the sheet is held for the question under Settings -> Opening (a pending change set with summary.founding_question) instead of becoming the year's closing sheet, and opening entries are refused (422). Not needed for a sheet dated on the year-end. Unset on analyze output.

## Response `200`

Successful Response

- ResolveBalanceResponse: The raw accountant resolution payload (corrected_lines + equity_roles + …).
  - `resolution` object, required

## Other responses

- `422`: Validation Error

---

[API](https://skmtc.dev/zeno-works/apis/zeno-api.md) · [All operations](https://skmtc.dev/zeno-works/apis/zeno-api/llms.txt) · [OpenAPI document](https://skmtc.dev/zeno-works/apis/zeno-api/revisions/1eb93dde146c?raw)