Codat Get Accounting Balance Sheet Example is an example object payload from Codat, with 6 top-level fields. It illustrates the shape of data this provider's APIs accept or return.
Top-level fields
operationIdmethodpathsummaryrequestExamplesresponseExamples
Example Payload
{
"operationId": "get-accounting-balance-sheet",
"method": "GET",
"path": "/companies/{companyId}/data/financials/balanceSheet",
"summary": "Get balance sheet",
"requestExamples": [],
"responseExamples": [
{
"status": "200",
"contentType": "application/json",
"name": "Clear Books",
"example": {
"currency": "GBP",
"reports": [
{
"date": "2023-03-31T00:00:00",
"assets": {
"accountId": "",
"name": "Assets",
"value": 4643976.27,
"items": [
{
"accountId": "",
"name": "Fixed Assets",
"value": 3930291.27,
"items": [
{
"accountId": "724ca578-8b5d-4bdb-ad45-e3820eee9de9",
"name": "Office Equipment",
"value": 2354838.89,
"items": []
},
{
"accountId": "be3eb911-034b-42de-95db-0d58ac978b7f",
"name": "Computer Equipment",
"value": 1575452.38,
"items": []
}
]
},
{
"accountId": "",
"name": "Current Assets",
"value": 713685,
"items": [
{
"accountId": "1b6266d1-1e44-46c5-8eb5-a8f98e03124e",
"name": "Accounts Receivable",
"value": 66538.63,
"items": []
},
{
"accountId": "22de1660-d745-4809-a363-16b134607e66",
"name": "Prepayments",
"value": 27250.93,
"items": []
},
{
"accountId": "e5d7612c-1671-47b4-b733-5db48363fcd0",
"name": "Inventory",
"value": 113157.44,
"items": []
},
{
"accountId": "",
"name": "Bank",
"value": 506738,
"items": [
{
"accountId": "dbcaf288-2b39-4b95-8ab3-42202ab15918",
"name": "Business Current Account",
"value": 506738,
"items": []
}
]
}
]
}
]
},
"liabilities": {
"accountId": "",
"name": "Liabilities",
"value": 1183797.31,
"items": [
{
"accountId": "",
"name": "Current Liabilities",
"value": 544797.71,
"items": [
{
"accountId": "3a872b81-d1af-4d31-9bfa-a37280b8f68c",
"name": "VAT",
"value": 27683.3,
"items": []
},
{
"accountId": "d19852a2-e292-4eb9-a909-9dadb95c0e76",
"name": "Rounding",
"value": 0,
"items": []
},
{
"accountId": "9be6382f-6b33-402d-b448-0db1dbf67a98",
"name": "Historical Adjustment",
"value": 8985.44,
"items": []
},
{
"accountId": "53bf27a7-7497-4c61-9887-dfaad5c6d80a",
"name": "Accounts Payable",
"value": 36981.83,
"items": []
},
{
"accountId": "8852a857-aa9d-4706-839f-638e9d6b5a66",
"name": "Unpaid Expense Claims",
"value": 0,
"items": []
},
{
"accountId": "3b58f7ff-fa16-453a-9931-f020816d76e7",
"name": "Interest Payables",
"value": 1193.59,
"items": []
},
{
"accountId": "8636effc-50fb-45ba-8b2b-18336fa29b6b",
"name": "John Smith",
"value": 1147.11,
"items": []
},
{
"accountId": "e2530acd-91c8-48f8-a35f-935dbd7432e2",
"name": "Accruals",
"value": 439935.82,
"items": []
},
{
"accountId": "62060aae-e5a6-4db5-a3bb-6abec6d47959",
"name": "Credit Card Control Account",
"value": 28870.62,
"items": []
}
]
},
{
"accountId": "",
"name": "Long Term Liability",
"value": 638999.6,
"items": [
{
"accountId": "55008233-40e7-41ac-84af-2255fa028c2e",
"name": "Loan",
"value": 638999.6,
"items": []
}
]
}
]
},
"netAssets": 3460178.96,
"equity": {
"accountId": "",
"name": "Equity",
"value": 3460178.96,
"items": [
{
"accountId": "39225d6f-3722-4508-ac3f-a2f6ec96ad31",
"name": "Retained Earnings",
"value": 3405201.39,
"items": []
},
{
"accountId": "78828dd9-6008-4662-b43c-e9d87907fd2b",
"name": "Current Year Earnings",
"value": 54977.57,
"items": []
}
]
}
},
{
"date": "2023-02-28T00:00:00",
"assets": {
"accountId": "",
"name": "Assets",
"value": 4599890.71,
"items": [
{
"accountId": "",
"name": "Fixed Assets",
"value": 3882793.51,
"items": [
{
"accountId": "724ca578-8b5d-4bdb-ad45-e3820eee9de9",
"name": "Office Equipment",
"value": 2036803.36,
"items": []
},
{
"accountId": "be3eb911-034b-42de-95db-0d58ac978b7f",
"name": "Computer Equipment",
"value": 1845990.15,
"items": []
}
]
},
{
"accountId": "",
"name": "Current Assets",
"value": 717097.2,
"items": [
{
"accountId": "1b6266d1-1e44-46c5-8eb5-a8f98e03124e",
"name": "Accounts Receivable",
"value": 136245.44,
"items": []
},
{
"accountId": "22de1660-d745-4809-a363-16b134607e66",
"name": "Prepayments",
"value": 18719.25,
"items": []
},
{
"accountId": "e5d7612c-1671-47b4-b733-5db48363fcd0",
"name": "Inventory",
"value": 146898.62,
"items": []
},
{
"accountId": "",
"name": "Bank",
"value": 415233.89,
"items": [
{
"accountId": "dbcaf288-2b39-4b95-8ab3-42202ab15918",
"name": "Business Current Account",
"value": 415233.89,
"items": []
}
]
}
]
}
]
},
"liabilities": {
"accountId": "",
"name": "Liabilities",
"value": 1150262.51,
"items": [
{
"accountId": "",
"name": "Current Liabilities",
"value": 508579.57,
"items": [
{
"accountId": "3a872b81-d1af-4d31-9bfa-a37280b8f68c",
"name": "VAT",
"value": 22517.83,
"items": []
},
{
"accountId": "d19852a2-e292-4eb9-a909-9dadb95c0e76",
"name": "Rounding",
"value": 0,
"items": []
},
{
"accountId": "9be6382f-6b33-402d-b448-0db1dbf67a98",
"name": "Historical Adjustment",
"value": 5994.86,
"items": []
},
{
"accountId": "53bf27a7-7497-4c61-9887-dfaad5c6d80a",
"name": "Accounts Payable",
"value": 49993.06,
"items": []
},
{
"accountId": "8852a857-aa9d-4706-839f-638e9d6b5a66",
"name": "Unpaid Expense Claims",
"value": 0,
"items": []
},
{
"accountId": "3b58f7ff-fa16-453a-9931-f020816d76e7",
"name": "Interest Payables",
"value": 1424.88,
"items": []
},
{
"accountId": "8636effc-50fb-45ba-8b2b-18336fa29b6b",
"name": "John Smith",
"value": 1863.01,
"items": []
},
{
"accountId": "e2530acd-91c8-48f8-a35f-935dbd7432e2",
"name": "Accruals",
"value": 399839.88,
"items": []
},
{
"accountId": "62060aae-e5a6-4db5-a3bb-6abec6d47959",
"name": "Credit Card Control Account",
"value": 26946.05,
"items": []
}
]
},
{
"accountId": "",
"name": "Long Term Liability",
"value": 641682.94,
"items": [
{
"accountId": "55008233-40e7-41ac-84af-2255fa028c2e",
"name": "Loan",
"value": 641682.94,
"items": []
}
]
}
]
},
"netAssets": 3449628.2,
"equity": {
"accountId": "",
"name": "Equity",
"value": 3449628.19,
"items": [
{
"accountId": "39225d6f-3722-4508-ac3f-a2f6ec96ad31",
"name": "Retained Earnings",
"value": 3405201.39,
"items": []
},
{
"accountId": "78828dd9-6008-4662-b43c-e9d87907fd2b",
"name": "Current Year Earnings",
"value": 44426.8,
"items": []
}
]
}
}
],
"mostRecentAvailableMonth": "2023-03-31T00:00:00",
"earliestAvailableMonth": "2018-04-01T00:00:00"
}
},
{
"status": "200",
"contentType": "application/json",
"name": "Dynamics 365 Business Central",
"example": {
"currency": "GBP",
"reports": [
{
"date": "2023-03-27T00:00:00",
"assets": {
"name": "Assets",
"value": 260454.26,
"items": [
{
"name": "",
"value": 27.34,
"items": [
{
"accountId": "c0861a65-c69f-ec11-80f1-0022481b4546",
"name": "10 - Account no cat Balance Sheet",
"value": 27.34,
"items": []
},
{
"accountId": "9cc90e3e-843d-ed11-97e8-0022481b89f2",
"name": "12345 - Income Statement and Asset",
"value": 0,
"items": []
}
]
},
{
"name": "Equipment",
"value": 5504.37,
"items": [
{
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"name": "1350 - Iana test",
"value": 16,
"items": []
},
{
"accountId": "6c1217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40800 - Equipment",
"value": 5488.37,
"items": []
}
]
},
{
"name": "Cash",
"value": 36998.49,
"items": [
{
"accountId": "5e1217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40100 - Checking account",
"value": -35824.11,
"items": []
},
{
"accountId": "601217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40200 - Savings account",
"value": 2802.59,
"items": []
},
{
"accountId": "621217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40300 - Petty Cash",
"value": 70020.01,
"items": []
},
{
"accountId": "5c062318-3c59-ed11-8c36-002248c5e6c0",
"name": "4544 - cash bal",
"value": 0,
"items": []
}
]
},
{
"name": "Accounts Receivable",
"value": 189399.22,
"items": [
{
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"value": 129008.09,
"items": []
},
{
"accountId": "9cb05c6f-9fbd-ed11-9a88-000d3a7ea13c",
"name": "40450 - test3",
"value": 0,
"items": []
},
{
"accountId": "7a1217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "46200 - Purchase VAT 20 % EU",
"value": -11635.12,
"items": []
},
{
"accountId": "7c1217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "46210 - Purchase VAT 5 % EU",
"value": 0,
"items": []
},
{
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"name": "46300 - Purchase VAT 20 %",
"value": 71992.44,
"items": []
},
{
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"name": "46310 - Purchase VAT 5 %",
"value": 9.35,
"items": []
},
{
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"value": 10,
"items": []
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"value": 14.46,
"items": []
},
{
"accountId": "1bd1222e-94bd-ed11-9a88-6045bd0f961f",
"name": "9999 - BaleSales",
"value": 0,
"items": []
}
]
},
{
"name": "Prepaid Expenses",
"value": -1040,
"items": [
{
"accountId": "661217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40500 - Prepaid Rent",
"value": 0,
"items": []
},
{
"accountId": "681217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40600 - Prepaid Insurance",
"value": -1040,
"items": []
},
{
"accountId": "781217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "41000 - Vendor Prepayments",
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"items": []
}
]
},
{
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"items": [
{
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"items": []
}
]
},
{
"name": "Accumulated Depreciation",
"value": 3499,
"items": [
{
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"name": "40900 - Accumulated Depreciation",
"value": 3499,
"items": []
}
]
},
{
"name": "Assets",
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"items": [
{
"accountId": "701217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40910 - WIP Job Sales",
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"items": []
},
{
"accountId": "721217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40920 - Invoiced Job Sales",
"value": 0,
"items": []
},
{
"accountId": "741217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40940 - Accrued Job Costs",
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"items": []
},
{
"accountId": "761217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40950 - WIP Job Costs",
"value": 0,
"items": []
}
]
}
]
},
"liabilities": {
"name": "Liabilities",
"value": 99721.85,
"items": [
{
"name": "Current Liabilities",
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"items": [
{
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"items": []
},
{
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"name": "50200 - Purchase Discounts",
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"items": []
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{
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"name": "50300 - Purchase Returns & Allowances",
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"items": []
},
{
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"name": "50400 - Deferred Revenue",
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{
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"name": "50500 - Credit Cards",
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{
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"items": []
},
{
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"items": []
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{
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{
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]
},
{
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"items": [
{
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{
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{
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"name": "51500 - Holiday Compensation Payable",
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{
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},
{
"name": "Long Term Liabilities",
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"items": [
{
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"name": "51900 - Notes Payable",
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]
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]
},
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"equity": {
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"items": [
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"items": [
{
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},
{
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}
]
},
{
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"name": "Earnings so far",
"value": 71020.55,
"items": []
}
]
}
},
{
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{
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"items": []
},
{
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},
{
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]
},
{
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},
{
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"name": "40450 - test3",
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"items": []
},
{
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"items": []
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{
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{
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{
"accountId": "821217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "46320 - Purchase Full VAT 5 %",
"value": 10,
"items": []
},
{
"accountId": "841217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "46330 - Purchase Full VAT 20 %",
"value": 14.46,
"items": []
},
{
"accountId": "1bd1222e-94bd-ed11-9a88-6045bd0f961f",
"name": "9999 - BaleSales",
"value": 0,
"items": []
}
]
},
{
"name": "Prepaid Expenses",
"value": -1040,
"items": [
{
"accountId": "661217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40500 - Prepaid Rent",
"value": 0,
"items": []
},
{
"accountId": "681217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "40600 - Prepaid Insurance",
"value": -1040,
"items": []
},
{
"accountId": "781217b3-89d1-ea11-bbaa-000d3a2b918
# --- truncated at 32 KB (215 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/codat/refs/heads/main/examples/codat-get-accounting-balance-sheet-example.json