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))

}

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 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: company.payment:read

GET

api

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))

}

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

Authorization

string

header

required

API key authentication. Send your raw API key as the Authorization header value with NO scheme prefix — Authorization: YOUR-API-KEY. Do NOT prefix it with Bearer or ApiKey, and do not use an X-API-Key header; those are not accepted.

Path Parameters

companyId

string<uuid>

required

Company identifier

Response

Per-category balances plus the cash account

asOfDate

string<date>

required

The date the balances are summed as of (today)

Getting Started

User

Entities

Event Lifecycle

Policy Transactions

Financials

Rating

Notes

Tasks

Configuration Management

Company Files

Forms

Document Generation

Submission Parsing

Reference

Get Balances

Authorizations

Path Parameters

Response