SaaSFlow
DevelopersAPIReferenceaccounts

List accounts

List a company's accounts (bank, cash, credit card, loan, transit, other) with the integration managing each one, where there is one. `includeInCashBalance` decides whether an account counts towards the cash position, so a loan or a holding account can be excluded from it. Archived accounts are included; filter on `archived` for the live ones. Transaction counts and last-transaction dates only appear for callers with `transactions:read`.

Authentication

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GET
/companies/{companyId}/accounts

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

Response Body

application/json

curl -X GET "https://example.com/companies/string/accounts"
[  {    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",    "companyId": "8bb73d03-06b4-47c7-80c7-59301f770eda",    "type": "bank",    "name": "string",    "accountNumber": "string",    "includeInCashBalance": true,    "accountGroupId": "f194f9ff-275e-46c2-af22-f5c47e7a5be2",    "archived": true,    "expectedAnnualReturn": -8388608,    "order": -8388608,    "defaultCurrency": "EUR",    "defaultCategoryId": "string",    "importType": "manual",    "transitCurrency": "EUR",    "importSettings": {      "csv": null    },    "bankConnection": {      "type": "finApi",      "countryCode": "string",      "status": "active",      "integrationId": "string",      "expireTime": "2019-08-24T14:15:22Z",      "lastSyncTime": "2019-08-24T14:15:22Z",      "balanceMismatchReportedBalances": [        0      ],      "balanceMismatchCalculatedBalance": 0,      "balanceMismatchSince": "2019-08-24T14:15:22Z",      "finApiAccount": {        "id": 0,        "iban": "string",        "institution": {          "id": 0,          "name": "string",          "bic": "string",          "logoStored": true        },        "createdUserId": "string"      }    },    "createdTime": "2019-08-24T14:15:22Z",    "createdUserId": "string",    "lastUpdatedTime": "2019-08-24T14:15:22Z",    "lastUpdatedUserId": "string",    "transactionCount": 0,    "openTransactionCount": 0,    "lastTransactionDate": "2019-08-24T14:15:22Z",    "integration": {      "name": "string",      "externalAccountId": "string",      "status": "active",      "initialSetupComplete": true,      "createdTime": "2019-08-24T14:15:22Z",      "createdUserId": "string",      "lastUpdatedTime": "2019-08-24T14:15:22Z",      "lastUpdatedUserId": "string",      "type": "stripe",      "stripeMode": "test",      "lastAccountSyncTime": "2019-08-24T14:15:22Z",      "lastSubscriptionSyncTime": "2019-08-24T14:15:22Z",      "missingPermissionObjectTypes": [        "string"      ],      "id": "string"    }  }]

Update account group

Rename an account group or archive it. Archiving hides the group in the app without touching the accounts inside it.

Create account

Create an account. Use `importType: "manual"` for one you will fill by hand or by CSV; accounts fed by a bank connection are created by the integration itself. `includeInCashBalance` decides whether it counts towards the cash position, which is usually false for loans. Pass `initialBalance` to seed the opening balance so the running balance is right from day one, dated before any transaction you then import. `order` is required and sets its position in the list.