Balance sheet

A balance sheet is a financial statement detailing a company's assets or liabilities at a specific point in time. It is one of the main financial statements used for evaluating the performance of a business.

The form_type parameter BALANCE_SHEET for the Upload PDF endpoint is required for this Form Type.

Field descriptions

The following fields are available on this form type:

JSON AttributeData TypeDescription
balance_sheet-PartI-General:companyNameTextCompany Name
balance_sheet-PartI-General:documentDateDateDocument Date
balance_sheet-PartIi-Assets:currentAssets-Cash&CashEquivalents(CurrentYear)MoneyCurrent Assets - Cash & Cash Equivalents (Current Year)
balance_sheet-PartIi-Assets:currentAssets-Cash&CashEquivalents(PreviousYear)MoneyCurrent Assets - Cash & Cash Equivalents (Previous Year)
balance_sheet-PartIi-Assets:currentAssets-ShortTermInvestments(CurrentYear)MoneyCurrent Assets - Short Term Investments (Current Year)
balance_sheet-PartIi-Assets:currentAssets-ShortTermInvestments(PreviousYear)MoneyCurrent Assets - Short Term Investments (Previous Year)
balance_sheet-PartIi-Assets:currentAssets-AccountsReceivable(CurrentYear)MoneyCurrent Assets - Accounts Receivable (Current Year)
balance_sheet-PartIi-Assets:currentAssets-AccountsReceivable(PreviousYear)MoneyCurrent Assets - Accounts Receivable (Previous Year)
balance_sheet-PartIi-Assets:totalCurrentAssets-CurrentYearMoneyTotal Current Assets - Current Year
balance_sheet-PartIi-Assets:totalCurrentAssets-PreviousYearMoneyTotal Current Assets - Previous Year
balance_sheet-PartIi-Assets:propertyPlantAndEquipmentNet-CurrentYearMoneyProperty Plant And Equipment Net - Current Year
balance_sheet-PartIi-Assets:propertyPlantAndEquipmentNet-PreviousYearMoneyProperty Plant And Equipment Net - Previous Year
balance_sheet-PartIi-Assets:otherCurrentAssets-CurrentYearMoneyOther Current Assets - Current Year
balance_sheet-PartIi-Assets:otherCurrentAssets-PreviousYearMoneyOther Current Assets - Previous Year
balance_sheet-PartIi-Assets:otherNon-CurrentAssets-CurrentYearMoneyOther Non-Current Assets - Current Year
balance_sheet-PartIi-Assets:otherNon-CurrentAssets-PreviousYearMoneyOther Non-Current Assets - Previous Year
balance_sheet-PartIi-Assets:otherAssets-CurrentYearMoneyOther Assets - Current Year
balance_sheet-PartIi-Assets:otherAssets-PreviousYearMoneyOther Assets - Previous Year
balance_sheet-PartIi-Assets:totalAssets-CurrentYearMoneyTotal Assets - Current Year
balance_sheet-PartIi-Assets:totalAssets-PreviousYearMoneyTotal Assets - Previous Year
balance_sheet-PartIii-Liabilities&Equities:accountsPayableLiabilities-CurrentYearMoneyAccounts Payable Liabilities - Current Year
balance_sheet-PartIii-Liabilities&Equities:accountsPayableLiabilities-PreviousYearMoneyAccounts Payable Liabilities - Previous Year
balance_sheet-PartIii-Liabilities&Equities:otherCurrentLiabilities-CurrentYearMoneyOther Current Liabilities - Current Year
balance_sheet-PartIii-Liabilities&Equities:otherCurrentLiabilities-PreviousYearMoneyOther Current Liabilities - Previous Year
balance_sheet-PartIii-Liabilities&Equities:otherNon-CurrentLiabilities-CurrentYearMoneyOther Non-Current Liabilities - Current Year
balance_sheet-PartIii-Liabilities&Equities:otherNon-CurrentLiabilities-PreviousYearMoneyOther Non-Current Liabilities - Previous Year
balance_sheet-PartIii-Liabilities&Equities:otherLiabilities-CurrentYearMoneyOther Liabilities - Current Year
balance_sheet-PartIii-Liabilities&Equities:otherLiabilities-PreviousYearMoneyOther Liabilities - Previous Year
balance_sheet-PartIii-Liabilities&Equities:payrollLiabilities-CurrentYearMoneyPayroll Liabilities - Current Year
balance_sheet-PartIii-Liabilities&Equities:payrollLiabilities-PreviousYearMoneyPayroll Liabilities - Previous Year
balance_sheet-PartIii-Liabilities&Equities:taxesPayable-CurrentYearMoneyTaxes Payable - Current Year
balance_sheet-PartIii-Liabilities&Equities:taxesPayable-PreviousYearMoneyTaxes Payable - Previous Year
balance_sheet-PartIii-Liabilities&Equities:currentLiabilitiesTotal-CurrentYearMoneyCurrent Liabilities Total - Current Year
balance_sheet-PartIii-Liabilities&Equities:currentLiabilitiesTotal-PreviousYearMoneyCurrent Liabilities Total - Previous Year
balance_sheet-PartIii-Liabilities&Equities:long-termLiabilitiesTotal-CurrentYearMoneyLong-Term Liabilities Total - Current Year
balance_sheet-PartIii-Liabilities&Equities:long-termLiabilitiesTotal-PreviousYearMoneyLong-Term Liabilities Total - Previous Year
balance_sheet-PartIii-Liabilities&Equities:totalLiabilities-CurrentYearMoneyTotal Liabilities - Current Year
balance_sheet-PartIii-Liabilities&Equities:totalLiabilities-PreviousYearMoneyTotal Liabilities - Previous Year
balance_sheet-PartIii-Liabilities&Equities:retainedEarnings-CurrentYearMoneyRetained Earnings - Current Year
balance_sheet-PartIii-Liabilities&Equities:retainedEarnings-PreviousYearMoneyRetained Earnings - Previous Year
balance_sheet-PartIii-Liabilities&Equities:totalShareholdersEquity-CurrentYearMoneyTotal Shareholders Equity - Current Year
balance_sheet-PartIii-Liabilities&Equities:totalShareholdersEquity-PreviousYearMoneyTotal Shareholders Equity - Previous Year
balance_sheet-PartIii-Liabilities&Equities:totalLiabilitiesAndShareholdersEquity-CurrentYearMoneyTotal Liabilities And Shareholders Equity - Current Year
balance_sheet-PartIii-Liabilities&Equities:totalLiabilitiesAndShareholdersEquity-PreviousYearMoneyTotal Liabilities And Shareholders Equity - Previous Year

Sample form

Sample JSON result

{
   "status":200,
   "response":{
      "pk":30312507,
      "uuid":"ad7d9833-f583-46b0-b837-1d771b68639c",
      "name":"Balance sheet",
      "created":"2023-03-06T16:23:46Z",
      "created_ts":"2023-03-06T16:23:46Z",
      "verified_pages_count":2,
      "book_status":"ACTIVE",
      "id":30312507,
      "forms":[
         {
            "pk":44712185,
            "uuid":"8696e86c-af6c-4249-96c3-1735298fa869",
            "uploaded_doc_pk":52501970,
            "form_type":"BALANCE_SHEET",
            "raw_fields":{
               "balance_sheet-PartI-General:companyName":{
                  "value":"A SAMPLE, INC.",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartI-General:documentDate":{
                  "value":"12/31/2022",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:otherAssets-CurrentYear":{
                  "value":"240031.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:totalAssets-CurrentYear":{
                  "value":"6858029.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:otherAssets-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:totalAssets-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:otherCurrentAssets-CurrentYear":{
                  "value":"274321.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:totalCurrentAssets-CurrentYear":{
                  "value":"5356120.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:otherCurrentAssets-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:totalCurrentAssets-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:otherNon-CurrentAssets-CurrentYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:otherNon-CurrentAssets-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:propertyPlantAndEquipmentNet-CurrentYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:propertyPlantAndEquipmentNet-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:currentAssets-AccountsReceivable(CurrentYear)":{
                  "value":"3593607.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:currentAssets-AccountsReceivable(PreviousYear)":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:currentAssets-Cash&CashEquivalents(CurrentYear)":{
                  "value":"898401.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:currentAssets-ShortTermInvestments(CurrentYear)":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:currentAssets-Cash&CashEquivalents(PreviousYear)":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIi-Assets:currentAssets-ShortTermInvestments(PreviousYear)":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:currentLiabilitiesTotal-CurrentYear":{
                  "value":"2016260.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:otherCurrentLiabilities-CurrentYear":{
                  "value":"500636.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:currentLiabilitiesTotal-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:otherCurrentLiabilities-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:accountsPayableLiabilities-CurrentYear":{
                  "value":"548642.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:accountsPayableLiabilities-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:taxesPayable-CurrentYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:taxesPayable-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:otherLiabilities-CurrentYear":{
                  "value":"267463.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:retainedEarnings-CurrentYear":{
                  "value":"3758200.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:totalLiabilities-CurrentYear":{
                  "value":"2887230.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:otherLiabilities-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:retainedEarnings-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:totalLiabilities-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:payrollLiabilities-CurrentYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:payrollLiabilities-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:totalShareholdersEquity-CurrentYear":{
                  "value":"3970799.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:totalShareholdersEquity-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:long-termLiabilitiesTotal-CurrentYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:long-termLiabilitiesTotal-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:otherNon-CurrentLiabilities-CurrentYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:otherNon-CurrentLiabilities-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:totalLiabilitiesAndShareholdersEquity-CurrentYear":{
                  "value":"6858029.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               },
               "balance_sheet-PartIii-Liabilities&Equities:totalLiabilitiesAndShareholdersEquity-PreviousYear":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"API Balance Sheet (1).pdf"
               }
            },
            "form_config_pk":170283,
            "tables":[
               
            ]
         }
      ],
      "book_is_complete":true
   },
   "message":"OK"
}