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Get consolidated balance sheet

GET/api/v1/advisory-firms/{firm_id}/consolidated-reports/balance-sheet

Uneliminated balance sheet roll-up across all businesses assigned to the advisory firm.

Operation ID: get_consolidated_balance_sheet_api_v1_advisory_firms__firm_id__consolidated_reports_balance_sheet_get·View as markdown·OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Parameters

Path

firm_idstringrequired

Query

as_of_datestringrequired

Point-in-time date (YYYY-MM-DD)

apply_eliminationsbooleandefault: False

Remove intercompany due-to / due-from positions recorded by the cleanup engine from assets and liabilities

entity_group_idstring

Optional entity group to scope the roll-up to; defaults to all active firm client businesses

Responses

200Successful Response

Schema: SuccessEnvelope_GetConsolidatedBalanceSheetResponse_

successboolean
messagestring
codestring
dataGetConsolidatedBalanceSheetResponse

400Bad Request - Invalid input

401Unauthorized - Authentication required

403Forbidden - Insufficient permissions

404Not Found - Resource does not exist

422Validation Error

Schema: HTTPValidationError

detailarray · ValidationErrorValidationError
5 fields
locarray · string | integerrequired
msgstringrequired
typestringrequired
inputobject
ctxobject