Daily balance
Get the day-by-day cumulative balance across accounts, returned as `[date, balance]` tuples. Unlike the per-account balances endpoint, these are converted into the company's base currency and summed, so this is the series to plot as a cash curve. Restrict it to specific accounts with a comma-separated `accountIds`.
Authentication
sf_… API key in the bearerAuth field below.A SaaSFlow API key (format sf_…) or an OAuth bearer token. Paste only the key — the proxy adds the Bearer prefix. Create an API key in Settings → Company settings → API keys — see API keys.
In: header
Path Parameters
1 <= lengthQuery Parameters
Start date (YYYY-MM-DD).
^\d{4}-\d{2}-\d{2}$End date (YYYY-MM-DD).
^\d{4}-\d{2}-\d{2}$Comma-separated account IDs to filter by.
Response Body
application/json
curl -X GET "https://example.com/companies/string/accounts/daily_balance?startDate=string&endDate=string"[ [ "string", 0 ]]Balances
Get the balance of each account at two points in time and the change between them. Keyed by account id, `value` is the balance on `endDate` and `valuePreviousPeriod` the balance on `startDate`. Amounts are in each account's own currency, named in `defaultCurrency`, so do not sum across accounts without converting first. Narrow to specific accounts with a comma-separated `accountIds`. For a converted series over time rather than two snapshots, use `daily_balance`.
Remove history preview
Preview what cutting off history before a date would do, without changing anything. Returns per-account transaction counts and date ranges, plus `suggestedDate`: the earliest date from which every account has data, which is the point where the books stop having gaps. Loan accounts are ignored when computing it, since their data only spans payout to final repayment and a late loan is not a coverage gap. Only accounts with transactions are listed, and transit accounts are left out. Always run this before `remove_history`.