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Supported data types

Lending API lets you explore the financial data underpinning the enhanced reports.

Supported data types

Accounting

Accounts ·

chartOfAccounts

Accounts are the categories a business uses to record accounting transactions.

Account transactions ·

accountTransactions

Account transactions represent bank activity within an accounting platform.

Attachments ·

attachments

File attachments for invoices, bills, direct costs, and direct incomes.

Bank accounts ·

bankAccounts

Bank accounts associated with a company and a specific data connection.

Bank transactions ·

bankTransactions

Transactional banking data for a specific company and account.

Bills ·

bills

Bills, including line items.

Bill credit notes ·

billCreditNotes

A bill credit note is issued by a supplier for the purpose of recording credit.

Bill payments ·

billPayments

Bill payments include all accounts payable transaction data.

Company info ·

company

Standard details about a linked company such as their address, phone number, and company registration.

Credit notes ·

creditNotes

Reductions that can be applied against one or multiple invoices

Customers ·

customers

People or organisations that have purchased goods or services from the company.

Direct costs ·

directCosts

A type of account transaction.

Direct incomes ·

directIncomes

A type of account transaction.

Invoices ·

invoices

An invoice is an itemized record of goods sold or services provided to a customer.

Items ·

items

Items allow your customers to save and track details of the products and services that they buy and sell.

Journals ·

journals

Journals are used to record all the financial transactions of a company.

Journal entries ·

journalEntries

The entries made in a company's general ledger, or accounts, when transactions are approved.

Payments ·

payments

Payments include all accounts receivable transaction data. This includes invoices and credit notes.

Payment methods ·

paymentMethods

A Payment Method represents the payment method(s) used to pay a Bill.

Suppliers ·

suppliers

Suppliers to the company of goods and services.

Tax rates ·

taxRates

A rate of tax, e.g. UK sales VAT,

Tracking categories ·

trackingCategories

Details of a category used for tracking transactions.

Transfers ·

transfers

A type of transaction, recording the movement of money between two bank accounts, or between a bank account and a nominal account.

Report: Aged creditors ·

agedCreditor

The total balance owed by a business to its suppliers over time.

Report: Aged debtors ·

agedDebtor

The total outstanding balance due from customers to the business over time.

Report: Balance sheet ·

balanceSheet

A snapshot of a company's accounts at a single point in time that provides a statement of the assets, liabilities and equity of an organization.

Report: Cash flow statement ·

cashFlowStatement

A report of all cash that is received or spent by a company during a given period.

Report: Profit and loss ·

profitAndLoss

A report of the financial performance of a company over a specified time period.

Commerce

Company info ·

commerce-companyInfo

Details of a company, such as their address, phone number, and company registration.

Customers ·

commerce-customers

Customers who have placed orders with the company.

Disputes ·

commerce-disputes

Transactions that customers have challenged.

Locations ·

commerce-locations

Geographic locations where product variant inventory is held.

Orders ·

commerce-orders

Orders received by a company, including payments, service charges, and refunds.

Payments ·

commerce-payments

Amounts reserved against the customer's funding source.

Payment methods ·

commerce-paymentMethods

Represents the payment methods used by customers to make payments.

Products ·

commerce-products

Items in the company's inventory.

Product categories ·

commerce-productCategories

Categories of products.

Tax components ·

commerce-taxComponents

Tax rates data from the commerce platform.

Transactions ·

commerce-transactions

Financial transactions recorded in the system.

Banking

Accounts ·

banking-accounts

The SMB's bank accounts, with rich data like balances, account numbers and institutions holding the accounts.

Account balances ·

banking-accountBalances

Balances for a bank account including end-of-day batch balance or running balances per transaction.

Transactions ·

banking-transactions

Transactions incurred by the bank account.

Transaction categories ·

banking-transactionCategories

Hierarchical categories associated with a transaction for greater contextual meaning to transaction activity.



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