Returns the balances on a company's financial accounts on the provided dates. A balance is the balance on the account at the start of the day provided.
If we have an official institution account balance for that date, we will use the institution's provided account balance. If the institution has not provided an account balance for the requested date, we will calculate the balance by summing transactions in the account that have occurred between the target data and the closest balance we have available.
Note that Puzzle stores all account balances trending towards positive, regardless of account type. Additional details can be found here.
If any of the company accounts are currently syncing or processing, this endpoint will return a 409 error.
You can check the status of an account in the company object on the FinancialInstitutionAccount object. If the status is UpToDate then these balances can be retrieved without error.
Required scope: read:company