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The Financial Reporting endpoints expose read-only monetary and transaction data used by finance teams, operations staff, and merchant-facing UIs.

What’s included

Deposits

EndpointDescription
List depositsRetrieve a paginated list of deposits
Get depositRetrieve a single deposit by ID
List deposit detailsRetrieve line-item details for a deposit
Get deposit detailRetrieve a single deposit detail line item

Chargebacks

EndpointDescription
List chargebacksRetrieve a paginated list of chargebacks
Get chargebackRetrieve a single chargeback by ID
List related chargebacksRetrieve chargebacks related to a given dispute

Residuals

Summaries & metrics

EndpointDescription
List residualsRetrieve ISO residual historical summaries
Get residualRetrieve a single residual period summary
Get residual metricsRetrieve aggregated metrics across all residual periods
List gross detailsRetrieve gross fee details across residuals

Merchant summaries

EndpointDescription
List all merchant summariesRetrieve merchant-level summaries across all residuals
List merchant summariesRetrieve merchant summaries for a specific residual
Get merchant summaryRetrieve a single merchant-level residual summary
List merchant detailsRetrieve fee category details for a merchant residual summary
Get merchant detailRetrieve a single fee category detail record

Overrides

EndpointDescription
List all overridesRetrieve residual overrides across all periods
List overridesRetrieve overrides for a specific residual period
Get overrideRetrieve a single residual override

Transactions

EndpointDescription
List transactionsRetrieve a paginated list of transactions
Get transactionRetrieve a single transaction by ID
List by referenceRetrieve transactions by an external reference ID
List notesRetrieve all notes on a transaction
Create noteAdd a note to a transaction
Get noteRetrieve a single transaction note

Transaction batches

EndpointDescription
List batchesRetrieve a paginated list of transaction batches
Get batchRetrieve a single transaction batch by ID
List batch notesRetrieve all notes on a transaction batch
Create batch noteAdd a note to a transaction batch
Get batch noteRetrieve a single batch note

Statements

EndpointDescription
List statementsRetrieve a paginated list of statements
Get statementRetrieve a single statement by ID
Get statement documentDownload a document attached to a statement
List statement notesRetrieve all notes on a statement
Create statement noteAdd a note to a statement
Get statement noteRetrieve a single statement note