SaaSFlow
DevelopersAPIReferencetransactions

List transactions

List transactions, paginated, with their categorizations attached. This is the simple listing: filter by account, or by `status: "uncategorized"` for rows with no categorization at all. For anything richer (date ranges, amounts, counterparties, categories, free text, sorting) use `POST /transactions/search`, whose `open` status is also broader than `uncategorized` here. Do not aggregate by paging through this endpoint; the `data` slices compute totals server-side.

Authentication

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GET
/companies/{companyId}/transactions

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

Query Parameters

limit?integer

Number of transactions to return (1-5000, default 100).

Range1 <= value <= 5000
Default100
offset?|

Number of transactions to skip (default 0).

Range0 <= value
Default0
accountId?string

Filter by account ID.

status?"uncategorized"

"uncategorized" returns only transactions with NO categorizations yet (strictly open: excludes partially categorized and incomplete-transfer rows, which the POST /search "open" status includes). Deterministic, server-side scope for bulk categorization tooling.

Value in

  • "uncategorized"
excludeIntegrationOwnedAccounts?string

When true, omits transactions on accounts whose categorizations are owned by their managing integration (Stripe, Finway, Pleo, DATEV Payroll): those rows are categorized by the integration, not by this tooling. Composes with any status. Defaults to false.

Value in

  • "true"
  • "false"

Response Body

application/json

curl -X GET "https://example.com/companies/string/transactions"
{  "items": [    {      "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"        }      },      "inTransit": true    }  ],  "totalCount": 0}

Search

Search customers and vendors together by name or domain, returning a light record (id, name, type, domains, logo, default categorization) rather than the full entity. Built for pickers and autocomplete. `q` matches names and domains case-insensitively and may be omitted to get the first `limit` counterparties alphabetically. Narrow the result with `types=customer` or `types=vendor`; the caller still only sees types their permissions allow, so a grant with `customers:read` alone never returns vendors.

Create transaction

Create a single transaction on an account. `amountValue` is a signed decimal string: negative for money leaving the account, positive for money arriving. `categorizations` can be supplied inline to book it in one call, and their amounts must sum to the transaction amount or the row counts as open. Accounts owned by an integration that does not allow manual edits reject this with 422, and an account that already has an opening balance rejects a second initial-balance row with 409. For more than a handful of rows, use `/transactions/import`.