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How to pull financial statements data
How to pull financial statements data

Pull balance sheets, cashflow statements, and income statements for a business

Athira Tomy avatar
Written by Athira Tomy
Updated over a week ago

Railz offers dedicated endpoints to retrieve balance sheets, cashflow statements, and income statements from the accounting service provider. You may find out the supported financial statements for each accounting service provider here.

Balance Sheets

From the /balanceSheets endpoint, you can retrieve the cash or accrual-based balance sheet of a business at a single point in time since inception. Here's a short video explaining how to pull balance sheets for a business:

Cashflow Statements

From the /cashflowStatements endpoint, you can retrieve the cashflow statement of a business at a single point in time since inception. Here's a short video explaining how to pull cashflow statements for a business:

Income Statements

From the /incomeStatements endpoint, you can retrieve the cash or accrual-based income statement of a business at a single point in time since inception. Here's a short video explaining how to pull income statements for a business:

Additionally, you can also access our visualization reports which provide aggregated & formatted financial statement reports based on the existing endpoints:

These formatted reports can be accessed through the Railz dashboard too and can be exported as PDF, JSON, XLSX, and CSV from the dashboard.

For more information:

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