SaaSFlow
DevelopersAPIReferenceaccounts

List initial balance

Get the account's initial-balance seed, the synthetic transaction that carries whatever the account held before its first imported transaction. Returns `{ transaction: null }` when no seed exists, which is the usual reason a running balance looks right in shape but wrong by a constant amount.

Authentication

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GET
/companies/{companyId}/accounts/{accountId}/initial_balance

Authorization

Authorization<token>

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

companyId*string
Length1 <= length
accountId*string
Length1 <= length

Response Body

application/json

curl -X GET "https://example.com/companies/string/accounts/string/initial_balance"
{  "transaction": {    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",    "companyId": "8bb73d03-06b4-47c7-80c7-59301f770eda",    "accountId": "3d07c219-0a88-45be-9cfc-91e9d095a1e9",    "date": "string",    "fromTo": "string",    "description": "string",    "amountValue": "string",    "amountCurrency": "EUR",    "categorizationsAutoAssigned": true,    "excludeFromAutoCategorization": true,    "notes": "string",    "source": "string",    "assignedUserId": "string",    "finApiTransactionId": "string",    "plaidTransactionId": "string",    "stripeBalanceTransactionId": "string",    "stripeInvoiceId": "string",    "stripeCreditNoteId": "string",    "stripePaymentIntentId": "string",    "stripeBillingEmail": "string",    "hubspotPortalId": "string",    "hubspotInvoiceId": "string",    "hubspotCategorizationResolved": true,    "finwayExpenseNumber": "string",    "finwayInvoiceNumber": "string",    "pleoExpenseId": "string",    "createdVendorId": "91002d41-22cb-48a3-bc93-148a8439ef7f",    "integrationId": "497a18ca-284e-40c0-985d-f72be35d468e",    "pending": true,    "createdTime": "2019-08-24T14:15:22Z",    "createdUserId": "string",    "lastUpdatedTime": "2019-08-24T14:15:22Z",    "lastUpdatedUserId": "string",    "categorizations": {      "property1": {        "counterparty": {          "type": "customer",          "id": "string"        },        "categoryId": "string",        "usingDateRule": {          "type": "transactionDate"        },        "computedStartDate": "2019-08-24",        "computedEndDate": "2019-08-24",        "plSplit": {          "revenue": 0,          "cogs": 0,          "cac": 0,          "pd": 0,          "ga": 0,          "no": 0,          "neutral": 0        },        "passThroughTax": 0,        "transferCounterPosition": {          "transactionId": "string",          "categorizationId": "string"        },        "internalTransitLink": {          "transactionId": "string",          "categorizationId": "string"        },        "sourceNote": "string",        "externalInvoiceUrn": "string"      },      "property2": {        "counterparty": {          "type": "customer",          "id": "string"        },        "categoryId": "string",        "usingDateRule": {          "type": "transactionDate"        },        "computedStartDate": "2019-08-24",        "computedEndDate": "2019-08-24",        "plSplit": {          "revenue": 0,          "cogs": 0,          "cac": 0,          "pd": 0,          "ga": 0,          "no": 0,          "neutral": 0        },        "passThroughTax": 0,        "transferCounterPosition": {          "transactionId": "string",          "categorizationId": "string"        },        "internalTransitLink": {          "transactionId": "string",          "categorizationId": "string"        },        "sourceNote": "string",        "externalInvoiceUrn": "string"      }    }  }}

Remove history

Permanently delete this one account's transactions before `beforeDate` and replace them with a single balance transaction, so the running balance stays correct while the detail goes away. Useful for trimming a long import back to the period the books actually start from. For the company-wide version that also sets the data start date, use `POST /accounts/remove_history`.

Update initial balance

Set or correct the account's opening balance, creating the seed transaction if there is none. `value` is the balance on `date` in the account's default currency, not a delta. The date has to fall strictly before every other transaction on the account: otherwise you get 422 with `initial_balance_not_first` and the `earliestDate` to go before. Accounts managed by an integration that does not allow hand-set balances are refused with `integration_managed`.