> This page is for Unified. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. The `BalanceSheet` object shows a company’s assets, liabilities, and equity. Assets should be equal to liability and equity combined. This shows the company’s financial health at a specific point in time. ### The BalanceSheet Object ```json { "id": "string", "remote_id": "string", "created_at": "2023-01-01T00:00:00Z", "modified_at": "2023-01-01T00:00:00Z", "name": "string", "currency": "XUA", "company": "string", "date": "2023-01-01T00:00:00Z", "net_assets": 1, "assets": [ { "remote_id": "string", "created_at": "2023-01-01T00:00:00Z", "modified_at": "2023-01-01T00:00:00Z", "name": "string", "value": 1, "sub_items": { "string": {} }, "company": "string", "remote_was_deleted": true } ], "liabilities": [ { "remote_id": "string", "created_at": "2023-01-01T00:00:00Z", "modified_at": "2023-01-01T00:00:00Z", "name": "string", "value": 1, "sub_items": { "string": {} }, "company": "string", "remote_was_deleted": true } ], "equity": [ { "remote_id": "string", "created_at": "2023-01-01T00:00:00Z", "modified_at": "2023-01-01T00:00:00Z", "name": "string", "value": 1, "sub_items": { "string": {} }, "company": "string", "remote_was_deleted": true } ], "remote_generated_at": "2023-01-01T00:00:00Z", "remote_was_deleted": true, "field_mappings": { "organization_defined_targets": { "string": {} }, "linked_account_defined_targets": { "string": {} } }, "remote_data": [ { "path": "string", "data": {} } ] } ``` ### Schema (`BalanceSheet`) ```yaml components: schemas: TransactionCurrencyEnum: type: string enum: - XUA - AFN - AFA - ALL - ALK - DZD - ADP - AOA - AOK - AON - AOR - ARA - ARS - ARM - ARP - ARL - AMD - AWG - AUD - ATS - AZN - AZM - BSD - BHD - BDT - BBD - BYN - BYB - BYR - BEF - BEC - BEL - BZD - BMD - BTN - BOB - BOL - BOV - BOP - BAM - BAD - BAN - BWP - BRC - BRZ - BRE - BRR - BRN - BRB - BRL - GBP - BND - BGL - BGN - BGO - BGM - BUK - BIF - XPF - KHR - CAD - CVE - KYD - XAF - CLE - CLP - CLF - CNX - CNY - CNH - COP - COU - KMF - CDF - CRC - HRD - HRK - CUC - CUP - CYP - CZK - CSK - DKK - DJF - DOP - NLG - XCD - DDM - ECS - ECV - EGP - GQE - ERN - EEK - ETB - EUR - XBA - XEU - XBB - XBC - XBD - FKP - FJD - FIM - FRF - XFO - XFU - GMD - GEK - GEL - DEM - GHS - GHC - GIP - XAU - GRD - GTQ - GWP - GNF - GNS - GYD - HTG - HNL - HKD - HUF - IMP - ISK - ISJ - INR - IDR - IRR - IQD - IEP - ILS - ILP - ILR - ITL - JMD - JPY - JOD - KZT - KES - KWD - KGS - LAK - LVL - LVR - LBP - LSL - LRD - LYD - LTL - LTT - LUL - LUC - LUF - MOP - MKD - MKN - MGA - MGF - MWK - MYR - MVR - MVP - MLF - MTL - MTP - MRU - MRO - MUR - MXV - MXN - MXP - MDC - MDL - MCF - MNT - MAD - MAF - MZE - MZN - MZM - MMK - NAD - NPR - ANG - TWD - NZD - NIO - NIC - NGN - KPW - NOK - OMR - PKR - XPD - PAB - PGK - PYG - PEI - PEN - PES - PHP - XPT - PLN - PLZ - PTE - GWE - QAR - XRE - RHD - RON - ROL - RUB - RUR - RWF - SVC - WST - SAR - RSD - CSD - SCR - SLL - XAG - SGD - SKK - SIT - SBD - SOS - ZAR - ZAL - KRH - KRW - KRO - SSP - SUR - ESP - ESA - ESB - XDR - LKR - SHP - XSU - SDD - SDG - SDP - SRD - SRG - SZL - SEK - CHF - SYP - STN - STD - TVD - TJR - TJS - TZS - XTS - THB - XXX - TPE - TOP - TTD - TND - TRY - TRL - TMT - TMM - USD - USN - USS - UGX - UGS - UAH - UAK - AED - UYW - UYU - UYP - UYI - UZS - VUV - VES - VEB - VEF - VND - VNN - CHE - CHW - XOF - YDD - YER - YUN - YUD - YUM - YUR - ZWN - ZRN - ZRZ - ZMW - ZMK - ZWD - ZWR - ZWL description: The currency code in ISO 4217 format. title: TransactionCurrencyEnum ReportItem: type: object properties: remote_id: type: - string - 'null' description: The third-party API ID of the matching object. created_at: type: string format: date-time description: The datetime that this object was created by Merge. modified_at: type: string format: date-time description: The datetime that this object was modified by Merge. name: type: - string - 'null' description: The report item's name. value: type: - number - 'null' format: double description: The report item's value. sub_items: type: object additionalProperties: description: Any type company: type: - string - 'null' format: uuid description: The company the report item belongs to. remote_was_deleted: type: boolean description: >- Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](https://docs.merge.dev/integrations/hris/supported-features/). description: >- # The ReportItem Object ### Description The `ReportItem` object is used to represent a report item for a Balance Sheet, Cash Flow Statement or Profit and Loss Report. ### Usage Example Fetch from the `GET BalanceSheet` endpoint and view the balance sheet's report items. title: ReportItem BalanceSheetFieldMappings: type: object properties: organization_defined_targets: type: object additionalProperties: description: Any type linked_account_defined_targets: type: object additionalProperties: description: Any type title: BalanceSheetFieldMappings RemoteData: type: object properties: path: type: string description: The third-party API path that is being called. data: description: >- The data returned from the third-party for this object in its original, unnormalized format. required: - path description: >- # The RemoteData Object ### Description The `RemoteData` object is used to represent the full data pulled from the third-party API for an object. ### Usage Example TODO title: RemoteData BalanceSheet: type: object properties: id: type: string format: uuid remote_id: type: - string - 'null' description: The third-party API ID of the matching object. created_at: type: string format: date-time description: The datetime that this object was created by Merge. modified_at: type: string format: date-time description: The datetime that this object was modified by Merge. name: type: - string - 'null' description: The balance sheet's name. currency: oneOf: - $ref: '#/components/schemas/TransactionCurrencyEnum' - type: 'null' description: The balance sheet's currency. The currency code in ISO 4217 format. company: type: - string - 'null' format: uuid description: '`Company` object for the given `BalanceSheet` object.' date: type: - string - 'null' format: date-time description: >- The balance sheet's date. The balance sheet data will reflect the company's financial position this point in time. net_assets: type: - number - 'null' format: double description: The balance sheet's net assets. assets: type: array items: $ref: '#/components/schemas/ReportItem' liabilities: type: array items: $ref: '#/components/schemas/ReportItem' equity: type: array items: $ref: '#/components/schemas/ReportItem' remote_generated_at: type: - string - 'null' format: date-time description: The time that balance sheet was generated by the accounting system. remote_was_deleted: type: boolean description: >- Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](https://docs.merge.dev/integrations/hris/supported-features/). field_mappings: oneOf: - $ref: '#/components/schemas/BalanceSheetFieldMappings' - type: 'null' remote_data: type: - array - 'null' items: $ref: '#/components/schemas/RemoteData' title: BalanceSheet ```