The BalanceSheet object
A Rutter Balance Sheet represents assets, liabilities, and shareholder equity of a business entity for a specific period. Accounting statements are presented on a monthly basis.
Properties
id
stringThe Rutter generated unique ID of the balance sheet.
start_date
stringThe ISO 8601 timestamp for the start date of the balance sheet.
end_date
stringThe ISO 8601 timestamp for the end date of the balance sheet.
currency_code
stringThe ISO 4217 currency code of the balance sheet.
total_assets
stringnullableThe total value of Assets.
total_equity
stringnullableThe total value of Equity.
total_liabilities
stringnullableThe total value of Liabilities.
assets
objectassets
attributesequity
objectequity
attributesliabilities
objectliabilities
attributescreated_at
stringnullableThe ISO 8601 timestamp that the balance sheet was created.
updated_at
stringnullableThe ISO 8601 timestamp that the balance sheet was last updated.
platform_data
objectoptionalThe raw platform data corresponding to the Rutter object.
platform_data
attributes{
"id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46",
"start_date": "2021-09-31T00:00:00Z",
"end_date": "2022-09-31T00:00:00Z",
"currency_code": "USD",
"total_assets": "500",
"total_equity": "1000",
"total_liabilities": "-500",
"assets": {
"account_id": "1",
"name": "Asset",
"value": "1000",
"items": [
{
"account_id": "1",
"name": "1000 Rutter Holding Account",
"value": "1000.00",
"items": [
{
"account_id": "1",
"name": "1000 Rutter Holding Account",
"value": "500.00",
"items": []
},
{
"account_id": "1",
"name": "1000 Rutter Holding Account",
"value": "500.00",
"items": []
}
]
}
]
},
"equity": {
"account_id": "4",
"name": "Equity",
"value": "1000",
"items": [
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "1000",
"items": [
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "400",
"items": []
},
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "600",
"items": []
}
]
}
]
},
"liabilities": {
"account_id": "11",
"name": "Liability",
"value": "-200",
"items": [
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "-200",
"items": [
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "-100",
"items": []
},
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "-100",
"items": []
}
]
}
]
},
"created_at": "2022-01-01T08:00:00.000Z",
"updated_at": "2022-01-09T08:00:00.000Z",
"platform_data": {
"id": 123,
"data": "Varies by platform"
}
}
List Balance Sheets
GET /accounting/balance_sheetsRequest Parameters
access_token
stringqueryThe access token of the connection.
cursor
stringoptionalqueryThe cursor to use for pagination. This value is passed in from next_cursor
field in a previous request.
end_date
stringoptionalqueryThe last date that you will receive a financial statement for. If you set a start date of Jan 1 2021 and an end date of Jan 1 2022, you will receive the 13 months between those dates, inclusive.
expand
enumoptionalqueryOptionally, include raw external platform data when fetching data.
force_fetch
enumoptionalqueryForce a response even if the underlying connection hasn't finished the initial sync.
limit
integeroptionalqueryThe limit on the number of entities returned.
start_date
stringoptionalqueryThe first date that you will receive a financial statement for. This means if you set a start date a year ago, you will receive 13 financial statements, one for each month.
Response Body
connection
objectconnection
attributesbalance_sheets
arraybalance_sheets
attributesnext_cursor
stringnullable{
"connection": {
"id": "00000000-0000-0000-0000-000000000000",
"orgId": "00000000-0000-0000-0000-000000000000",
"platform": "NETSUITE"
},
"balance_sheets": [
{
"id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46",
"start_date": "2021-09-31T00:00:00Z",
"end_date": "2022-09-31T00:00:00Z",
"currency_code": "USD",
"total_assets": "500",
"total_equity": "1000",
"total_liabilities": "-500",
"assets": {
"account_id": "1",
"name": "Asset",
"value": "1000",
"items": [
{
"account_id": "1",
"name": "1000 Rutter Holding Account",
"value": "1000.00",
"items": [
{
"account_id": "1",
"name": "1000 Rutter Holding Account",
"value": "500.00",
"items": []
},
{
"account_id": "1",
"name": "1000 Rutter Holding Account",
"value": "500.00",
"items": []
}
]
}
]
},
"equity": {
"account_id": "4",
"name": "Equity",
"value": "1000",
"items": [
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "1000",
"items": [
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "400",
"items": []
},
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "600",
"items": []
}
]
}
]
},
"liabilities": {
"account_id": "11",
"name": "Liability",
"value": "-200",
"items": [
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "-200",
"items": [
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "-100",
"items": []
},
{
"account_id": "11",
"name": "2000 Accounts Payable",
"value": "-100",
"items": []
}
]
}
]
},
"created_at": "2022-01-01T08:00:00.000Z",
"updated_at": "2022-01-09T08:00:00.000Z",
"platform_data": {
"id": 123,
"data": "Varies by platform"
}
}
],
"next_cursor": "MTY3NDgzMTk0Ml82MDY4ZDI0ZC02NGRmLTRmN2EtYTM0Ny0zN2ZmNjY5MGVmMjU="
}