Increase Account Statements API

Account Statements are generated monthly for every active Account. You can access the statement's data via the API or retrieve a PDF with its details via its associated File.

OpenAPI Specification

increase-account-statements-api-openapi.yml Raw ↑
openapi: 3.1.0
info:
  description: Anything that you can achieve with PDFs, presence, and persistence in a bank branch you can do with our API. We've always wanted a fully programmatic bank so we built one. Our API faithfully exposes the data and capabilities of the Federal Reserve, Visa, The Clearing House, depository networks, and accounting tools. It's lovingly boring and exceptionally powerful. If you have any questions or want to get started, don't hesitate to ping us at sales@increase.com. We can't wait to see what you build!
  title: Increase Account Numbers Account Statements API
  version: 0.0.1
servers:
- url: https://api.increase.com
- url: https://sandbox.increase.com
security:
- bearerAuth: []
tags:
- description: Account Statements are generated monthly for every active Account. You can access the statement's data via the API or retrieve a PDF with its details via its associated File.
  name: Account Statements
paths:
  /account_statements:
    get:
      operationId: list_account_statements
      parameters:
      - in: query
        name: cursor
        required: false
        schema:
          description: Return the page of entries after this one.
          type: string
          x-documentation-priority: low
      - in: query
        name: limit
        required: false
        schema:
          description: Limit the size of the list that is returned. The default (and maximum) is 100 objects.
          minimum: 1
          type: integer
          x-documentation-priority: low
      - example: account_in71c4amph0vgo2qllky
        in: query
        name: account_id
        required: false
        schema:
          description: Filter Account Statements to those belonging to the specified Account.
          type: string
          x-documentation-priority: default
          x-id-reference-to: Accounts
      - in: query
        name: statement_period_start.after
        required: false
        schema:
          description: Return results after this [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) timestamp.
          format: date-time
          type: string
          x-documentation-priority: low
      - in: query
        name: statement_period_start.before
        required: false
        schema:
          description: Return results before this [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) timestamp.
          format: date-time
          type: string
          x-documentation-priority: low
      - in: query
        name: statement_period_start.on_or_after
        required: false
        schema:
          description: Return results on or after this [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) timestamp.
          format: date-time
          type: string
          x-documentation-priority: low
      - in: query
        name: statement_period_start.on_or_before
        required: false
        schema:
          description: Return results on or before this [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) timestamp.
          format: date-time
          type: string
          x-documentation-priority: low
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/account_statement_list'
          description: Account Statement List
        4XX:
          $ref: '#/components/responses/errorResponse'
        5XX:
          $ref: '#/components/responses/errorResponse'
      summary: List Account Statements
      x-sandbox-only: false
      x-tag: Account Statements
      tags:
      - Account Statements
  /account_statements/{account_statement_id}:
    get:
      operationId: retrieve_an_account_statement
      parameters:
      - example: account_statement_lkc03a4skm2k7f38vj15
        in: path
        name: account_statement_id
        required: true
        schema:
          description: The identifier of the Account Statement to retrieve.
          type: string
          x-documentation-priority: default
          x-id-reference-to: Account Statements
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/account_statement'
          description: Account Statement
        4XX:
          $ref: '#/components/responses/errorResponse'
        5XX:
          $ref: '#/components/responses/errorResponse'
      summary: Retrieve an Account Statement
      x-sandbox-only: false
      x-tag: Account Statements
      tags:
      - Account Statements
components:
  schemas:
    account_statement:
      additionalProperties: false
      description: Account Statements are generated monthly for every active Account. You can access the statement's data via the API or retrieve a PDF with its details via its associated File.
      example:
        account_id: account_in71c4amph0vgo2qllky
        created_at: '2020-01-31T23:59:59Z'
        ending_balance: 100
        file_id: file_makxrc67oh9l6sg7w9yc
        id: account_statement_lkc03a4skm2k7f38vj15
        loan: null
        starting_balance: 0
        statement_period_end: '2020-01-31T23:59:59Z'
        statement_period_start: '2020-01-31T23:59:59Z'
        type: account_statement
      properties:
        account_id:
          description: The identifier for the Account this Account Statement belongs to.
          type: string
          x-documentation-priority: default
          x-id-reference-to: Accounts
        created_at:
          description: The [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) time at which the Account Statement was created.
          format: date-time
          type: string
          x-documentation-priority: default
        ending_balance:
          description: The Account's balance at the end of its statement period.
          type: integer
          x-documentation-priority: default
        file_id:
          description: The identifier of the File containing a PDF of the statement.
          type: string
          x-documentation-priority: default
          x-id-reference-to: Files
        id:
          description: The Account Statement identifier.
          type: string
          x-documentation-priority: default
          x-id-reference-to: Account Statements
        loan:
          anyOf:
          - additionalProperties: false
            description: The loan balances.
            properties:
              due_at:
                anyOf:
                - description: The [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) time at which the loan payment is due.
                  format: date-time
                  type: string
                  x-documentation-priority: default
                - type: 'null'
              due_balance:
                description: The total amount due on the loan.
                type: integer
                x-documentation-priority: default
              past_due_balance:
                description: The amount past due on the loan.
                type: integer
                x-documentation-priority: default
            required:
            - due_balance
            - past_due_balance
            - due_at
            title: Account Statement Loan
            type: object
            x-documentation-priority: default
            x-event-categories: []
            x-stainless-empty-object: false
            x-title-plural: Loans
          - type: 'null'
        starting_balance:
          description: The Account's balance at the start of its statement period.
          type: integer
          x-documentation-priority: default
        statement_period_end:
          description: The [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) time representing the end of the period the Account Statement covers.
          format: date-time
          type: string
          x-documentation-priority: default
        statement_period_start:
          description: The [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) time representing the start of the period the Account Statement covers.
          format: date-time
          type: string
          x-documentation-priority: default
        type:
          description: A constant representing the object's type. For this resource it will always be `account_statement`.
          enum:
          - account_statement
          type: string
          x-documentation-priority: default
      required:
      - type
      - id
      - account_id
      - created_at
      - file_id
      - statement_period_start
      - statement_period_end
      - starting_balance
      - ending_balance
      - loan
      title: Account Statement
      type: object
      x-event-categories:
      - account_statement.created
      x-stainless-empty-object: false
      x-tag: Account Statements
      x-title-plural: Account Statements
    account_statement_list:
      additionalProperties: true
      description: A list of Account Statement objects.
      example:
        data:
        - account_id: account_in71c4amph0vgo2qllky
          created_at: '2020-01-31T23:59:59Z'
          ending_balance: 100
          file_id: file_makxrc67oh9l6sg7w9yc
          id: account_statement_lkc03a4skm2k7f38vj15
          loan: null
          starting_balance: 0
          statement_period_end: '2020-01-31T23:59:59Z'
          statement_period_start: '2020-01-31T23:59:59Z'
          type: account_statement
        next_cursor: v57w5d
      properties:
        data:
          description: The contents of the list.
          items:
            $ref: '#/components/schemas/account_statement'
          type: array
          x-documentation-priority: default
        next_cursor:
          anyOf:
          - description: A pointer to a place in the list. Pass this as the `cursor` parameter to retrieve the next page of results. If there are no more results, the value will be `null`.
            type: string
            x-documentation-priority: default
          - type: 'null'
      required:
      - data
      - next_cursor
      title: Account Statement List
      type: object
      x-event-categories: []
      x-stainless-empty-object: false
      x-title-plural: Account Statement Lists
    error:
      anyOf:
      - properties:
          detail:
            anyOf:
            - type: string
            - type: 'null'
          status:
            enum:
            - 404
            type: integer
          title:
            type: string
          type:
            enum:
            - api_method_not_found_error
            type: string
        required:
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            type: string
          type:
            enum:
            - environment_mismatch_error
            type: string
        required:
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        type: object
        x-event-categories: []
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          detail:
            anyOf:
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            - type: 'null'
          resource_id:
            description: ''
            type: string
            x-documentation-priority: default
          status:
            enum:
            - 409
            type: integer
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            type: string
          type:
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            - idempotency_key_already_used_error
            type: string
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              properties: {}
              title: ErrorsElement
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              x-stainless-empty-object: false
              x-title-plural: ErrorsElements
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          schema:
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  securitySchemes:
    bearerAuth:
      scheme: bearer
      type: http
x-tagGroups:
- name: Accounts
  tags:
  - Accounts
  - Account Numbers
  - Account Transfers
- name: Transactions
  tags:
  - Transactions
  - Pending Transactions
  - Declined Transactions
- name: Ach Transfers
  tags:
  - ACH Transfers
  - Inbound ACH Transfers
  - ACH Prenotifications
- name: Check Transfers
  tags:
  - Check Transfers
  - Inbound Check Deposits
- name: Real Time Payments Transfers
  tags:
  - Real-Time Payments Transfers
  - Inbound Real-Time Payments Transfers
- name: Fednow Transfers
  tags:
  - FedNow Transfers
  - Inbound FedNow Transfers
- name: Swift Transfers
  tags:
  - Swift Transfers
- name: Wire Transfers
  tags:
  - Wire Transfers
  - Inbound Wire Transfers
  - Wire Drawdown Requests
  - Inbound Wire Drawdown Requests
- name: Card Transfers
  tags:
  - Card Tokens
  - Card Push Transfers
  - Card Validations
- name: Check Deposits
  tags:
  - Check Deposits
  - Lockbox Addresses
  - Lockbox Recipients
  - Inbound Mail Items
- name: Cards
  tags:
  - Cards
  - Card Payments
  - Card Purchase Supplements
  - Card Disputes
  - Physical Cards
  - Digital Card Profiles
  - Physical Card Profiles
  - Digital Wallet Tokens
- name: Compliance
  tags:
  - Entities
  - Beneficial Owners
  - Supplemental Documents
  - Entity Onboarding Sessions
  - Programs
- name: Events and Webhooks
  tags:
  - Events
  - Event Subscriptions
  - Real-Time Decisions
- name: External Accounts
  tags:
  - Routing Numbers
  - External Accounts
- name: Files and Exports
  tags:
  - Account Statements
  - Files
  - File Links
  - Exports
- name: OAuth
  tags:
  - Groups
  - OAuth Applications
  - OAuth Connections
  - OAuth Tokens
- name: Intrafi
  tags:
  - IntraFi Account Enrollments
  - IntraFi Balances
  - IntraFi Exclusions