Balance Sheet

GET/v1/operations/reports.balance_sheet

The organisation's Balance Sheet, read live from Xero or QuickBooks: assets, liabilities and equity at a date. Give the date with asAt (yyyy-MM-dd), or a period preset (this_month, last_month, this_quarter, last_quarter, ytd, last_year) for its last day. To compare, set comparePeriods (1 to 12) and compareBy (month or year). The response lists the dates once (current first) and every section, group and account with one amount per date, in that order, plus Total Assets and Total Liabilities and Equity.

Scope: synced.read · reads only
Roles: Super admin, Admin, Submitter, Custom (by default; an admin can change this per operation)
MCP tool: reports_balance_sheet

Request

Send the token as Authorization: Bearer. A token approved for several organisations also sends Synced-Organisation: {id} (see Organisations).

Query parameters

Name	Type	Description
`asAt`	string	As atThe date the balances are at, yyyy-MM-dd. Overrides period.
`period`	string	PeriodBalances at the last day of this period, when asAt is not given. one of `this_month`, `last_month`, `this_quarter`, `last_quarter`, `ytd`, `last_year` · default `"this_month"`
`comparePeriods`	integer	Comparison periodsHow many earlier dates to compare with. default `0` · min 0 · max 12
`compareBy`	string	Compare bymonth: each comparison is the month end before. year: the same date a year earlier. one of `month`, `year` · default `"month"`

Response

200 with a JSON body. 401 without a valid token, 403 when the scope, role or organisation does not allow it, 429 when rate limited (see Errors and limits).

Name	Type	Description
`report`	string	Report
`organisation`	string	Organisation
`currency`	string	Currency
`period`	string	Period preset
`compareBy`	string	Compared by
`comparePeriods`	integer	Comparison periods
`periods`	object[]	Periods (current first)
`label`	string
`from`	string (date)
`to`	string (date)
`sections`	object[]	Sections
`title`	string
`total`	number[]
`groups`	object[]
`title`	string
`total`	number[]
`accounts`	object[]
`name`	string
`amounts`	number[]
`summary`	object[]	Summary lines
`label`	string
`amounts`	number[]

Example

curl -X GET 'https://api.syncedhq.com/v1/operations/reports.balance_sheet' \
  -H 'Accept: application/json' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN'

Try it

Sign in to send this request as yourself. You choose the organisations on Synced's consent screen; the token stays in this tab and expires within an hour.

asAtstring

The date the balances are at, yyyy-MM-dd. Overrides period.

periodstring

Balances at the last day of this period, when asAt is not given.

comparePeriodsinteger

How many earlier dates to compare with.

compareBystring

month: each comparison is the month end before. year: the same date a year earlier.

Request

curl -X GET 'https://api.syncedhq.com/v1/operations/reports.balance_sheet' \
  -H 'Accept: application/json'

Response

Sign in, then send the request.