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.
accountTransactions
Account transactions represent bank activity within an accounting platform.
attachments
File attachments for invoices, bills, direct costs, and direct incomes.
bankAccounts
Bank accounts associated with a company and a specific data connection.
bankTransactions
Transactional banking data for a specific company and account.
Bills ·
bills
Bills, including line items.
billCreditNotes
A bill credit note is issued by a supplier for the purpose of recording credit.
billPayments
Bill payments include all accounts payable transaction data.
company
Standard details about a linked company such as their address, phone number, and company registration.
creditNotes
Reductions that can be applied against one or multiple invoices
customers
People or organisations that have purchased goods or services from the company.
directCosts
A type of account transaction.
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.
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.
paymentMethods
A Payment Method represents the payment method(s) used to pay a Bill.
suppliers
Suppliers to the company of goods and services.
taxRates
A rate of tax, e.g. UK sales VAT,
trackingCategories
Details of a category used for tracking transactions.
transfers
A type of transaction, recording the movement of money between two bank accounts, or between a bank account and a nominal account.
agedCreditor
The total balance owed by a business to its suppliers over time.
agedDebtor
The total outstanding balance due from customers to the business over time.
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.
cashFlowStatement
A report of all cash that is received or spent by a company during a given period.
profitAndLoss
A report of the financial performance of a company over a specified time period.
Commerce
commerce-companyInfo
Details of a company, such as their address, phone number, and company registration.
commerce-customers
Customers who have placed orders with the company.
Disputes ·
commerce-disputes
Transactions that customers have challenged.
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.
commerce-paymentMethods
Represents the payment methods used by customers to make payments.
Products ·
commerce-products
Items in the company's inventory.
commerce-productCategories
Categories of products.
commerce-taxComponents
Tax rates data from the commerce platform.
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.
banking-accountBalances
Balances for a bank account including end-of-day batch balance or running balances per transaction.
banking-transactions
Transactions incurred by the bank account.
banking-transactionCategories
Hierarchical categories associated with a transaction for greater contextual meaning to transaction activity.