Get Balances
curl --request GET \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances \
--header 'Authorization: <api-key>'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances"
headers = {"Authorization": "<api-key>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: '<api-key>'}};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "<api-key>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances")
.header("Authorization", "<api-key>")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = '<api-key>'
response = http.request(request)
puts response.read_body{
"asOfDate": "2026-07-21",
"categories": [
{
"categoryId": "550e8400-e29b-41d4-a716-446655440100",
"name": "Indemnity",
"kind": "reserved",
"expectedDirection": "payable",
"deprecatedAt": null,
"reservesCents": -6000,
"owedCents": 6000,
"paidCents": -4000,
"expectedTotalCents": -10000,
"accounts": [
{
"accountId": "550e8400-e29b-41d4-a716-446655440101",
"key": "indemnity-unpaid-losses-1",
"displayName": "Indemnity Unpaid Losses",
"role": "unpaid",
"direction": "payable",
"lineItemTypeId": null,
"amountCents": -6000
},
{
"accountId": "550e8400-e29b-41d4-a716-446655440102",
"key": "indemnity-payable-1",
"displayName": "Indemnity Payable",
"role": "payable",
"direction": "payable",
"lineItemTypeId": "550e8400-e29b-41d4-a716-446655440110",
"amountCents": 6000
},
{
"accountId": "550e8400-e29b-41d4-a716-446655440103",
"key": "indemnity-legal-1",
"displayName": "Legal",
"role": "line_item",
"direction": "payable",
"lineItemTypeId": "550e8400-e29b-41d4-a716-446655440110",
"amountCents": -4000
}
]
}
],
"cash": {
"accountId": "550e8400-e29b-41d4-a716-446655440104",
"key": "cash-1",
"displayName": "Cash",
"role": "cash",
"direction": null,
"lineItemTypeId": null,
"amountCents": -4000
}
}Balances
Get Balances
Returns company-wide money totals for every transaction category (the
app’s invoice types, such as Indemnity or ALAE): reserves, owed, paid, and
expected total, which is the incurred figure. Use Get Entity Balances
(getFinancialsEntityBalances) for one claim, policy, or payee. For a
claim-by-claim loss run, start an event export with Start Entity Export
Run (startEntityExportRun) and pick its financial columns.
Returns the company’s financial balances as of today (asOfDate is
echoed): per-category rollups (reserves / owed / paid / expected total)
with per-account detail, account metadata embedded, and the one
category-less cash account top-level. Every posting account of the
chart appears, zero-filled, so the response is self-describing.
Amounts are raw signed integer cents in the ledger convention — the API
never display-orients; each account carries its role and provenance
direction (and each category its expectedDirection), and the carrying
side derives from role × direction, so clients orient displays
themselves.
Required permission: financials.view
GET
/
api
/
v1
/
companies
/
{companyId}
/
financials
/
balances
Get Balances
curl --request GET \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances \
--header 'Authorization: <api-key>'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances"
headers = {"Authorization": "<api-key>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: '<api-key>'}};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "<api-key>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances")
.header("Authorization", "<api-key>")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/balances")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = '<api-key>'
response = http.request(request)
puts response.read_body{
"asOfDate": "2026-07-21",
"categories": [
{
"categoryId": "550e8400-e29b-41d4-a716-446655440100",
"name": "Indemnity",
"kind": "reserved",
"expectedDirection": "payable",
"deprecatedAt": null,
"reservesCents": -6000,
"owedCents": 6000,
"paidCents": -4000,
"expectedTotalCents": -10000,
"accounts": [
{
"accountId": "550e8400-e29b-41d4-a716-446655440101",
"key": "indemnity-unpaid-losses-1",
"displayName": "Indemnity Unpaid Losses",
"role": "unpaid",
"direction": "payable",
"lineItemTypeId": null,
"amountCents": -6000
},
{
"accountId": "550e8400-e29b-41d4-a716-446655440102",
"key": "indemnity-payable-1",
"displayName": "Indemnity Payable",
"role": "payable",
"direction": "payable",
"lineItemTypeId": "550e8400-e29b-41d4-a716-446655440110",
"amountCents": 6000
},
{
"accountId": "550e8400-e29b-41d4-a716-446655440103",
"key": "indemnity-legal-1",
"displayName": "Legal",
"role": "line_item",
"direction": "payable",
"lineItemTypeId": "550e8400-e29b-41d4-a716-446655440110",
"amountCents": -4000
}
]
}
],
"cash": {
"accountId": "550e8400-e29b-41d4-a716-446655440104",
"key": "cash-1",
"displayName": "Cash",
"role": "cash",
"direction": null,
"lineItemTypeId": null,
"amountCents": -4000
}
}Authorizations
Response
Per-category balances plus the cash account
The one category-less cash account's balance with its metadata embedded, or null when there is nothing to show (no cash account on the global read; a zero cash balance on the entity read). amountCents is the raw signed balance in the ledger convention; cash sits in Assets (carries debit) and is the one account whose direction is null.
Show child attributes
Show child attributes