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…
Authentication
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.
companyId*string1 <= lengthapplication/json- body
beforeDate?string^\d{4}-\d{2}-\d{2}$Per-account history stats for the remove-history flow. Only accounts that have transactions appear; transit accounts are excluded. suggestedDate is the first date on which every listed account has data, ignoring loan accounts (their data only spans payout to final repayment, so a late loan is not a coverage gap).
application/json- response
accounts*array<>suggestedDate*string|nulldataStartDate*string|nullcurl -X POST 'https://api.saasflow.com/companies/string/accounts/remove_history_preview' \ -H 'Content-Type: application/json' \ -d '{}'{ "accounts": [ { "accountId": "string", "accountType": "string", "earliestDate": "string", "transactionCount": 0, "openTransactionCount": 0, "removeCount": 0, "openRemoveCount": 0, "remainingCount": 0, "remainingOpenCount": 0, "newStartingBalance": "string", "hasInitialBalance": true } ], "suggestedDate": "string", "dataStartDate": "string"}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…
Bulk remove history
Permanently delete transactions before beforeDate on the listed accounts and set the company data start date, so reporting begins from a clean, fully…