SaaSFlow
DevelopersAPIReferencefinancial_categories

List financial categories

Category labels and P&L assignments for financial views, without transaction usage counts.

Authentication

Checking whether you're signed in…
GET
/companies/{companyId}/financial_categories

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/financial_categories"
[  {    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",    "companyId": "8bb73d03-06b4-47c7-80c7-59301f770eda",    "name": "string",    "emoji": "string",    "plTypes": [      "revenue"    ],    "system": true,    "systemKey": "string",    "order": -8388608,    "createdTime": "2019-08-24T14:15:22Z",    "createdUserId": "string",    "lastUpdatedTime": "2019-08-24T14:15:22Z",    "lastUpdatedUserId": "string"  }]

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…

List categories

List a company's transaction categories. Each category declares the P&L lines it can post to through plTypes (revenue, cogs, cac, pd, ga, no, neutral)…