Create a statement for a date range

curl --request POST \
  --url https://api.panoflow.io/v1/accounts/{account_id}/statements \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "period_start": "2026-07-01",
  "period_end": "2026-09-30"
}
'

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({period_start: '2026-07-01', period_end: '2026-09-30'})
};

fetch('https://api.panoflow.io/v1/accounts/{account_id}/statements', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://api.panoflow.io/v1/accounts/{account_id}/statements"

payload = {
    "period_start": "2026-07-01",
    "period_end": "2026-09-30"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

{
  "id": "stm_01JC2BZ220J3Z9QYP1SZG6R40D",
  "object": "statement",
  "created_at": "2026-10-28T08:30:00Z",
  "updated_at": "2026-10-28T08:30:00Z",
  "account_id": "acc_01JCNND0RKATSR2MYBK8VQ3468",
  "kind": "custom",
  "period_start": "2026-07-01",
  "period_end": "2026-09-30",
  "status": "processing",
  "available_on": null,
  "transaction_count": null,
  "opening_balance": null,
  "closing_balance": null,
  "formats": [],
  "requested_by": {
    "type": "user",
    "id": "usr_01JCC3128TMRXGSNHYMZYCF4FZ",
    "name": "Adaeze Okafor"
  },
  "completed_at": null
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

POST

accounts

{account_id}

statements

Create a statement for a date range

curl --request POST \
  --url https://api.panoflow.io/v1/accounts/{account_id}/statements \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "period_start": "2026-07-01",
  "period_end": "2026-09-30"
}
'

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({period_start: '2026-07-01', period_end: '2026-09-30'})
};

fetch('https://api.panoflow.io/v1/accounts/{account_id}/statements', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://api.panoflow.io/v1/accounts/{account_id}/statements"

payload = {
    "period_start": "2026-07-01",
    "period_end": "2026-09-30"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

{
  "id": "stm_01JC2BZ220J3Z9QYP1SZG6R40D",
  "object": "statement",
  "created_at": "2026-10-28T08:30:00Z",
  "updated_at": "2026-10-28T08:30:00Z",
  "account_id": "acc_01JCNND0RKATSR2MYBK8VQ3468",
  "kind": "custom",
  "period_start": "2026-07-01",
  "period_end": "2026-09-30",
  "status": "processing",
  "available_on": null,
  "transaction_count": null,
  "opening_balance": null,
  "closing_balance": null,
  "formats": [],
  "requested_by": {
    "type": "user",
    "id": "usr_01JCC3128TMRXGSNHYMZYCF4FZ",
    "name": "Adaeze Okafor"
  },
  "completed_at": null
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

{
  "error": {
    "response_code": "00",
    "type": "invalid_request",
    "code": "invalid_json",
    "message": "<string>",
    "request_id": "<string>",
    "param": "<string>",
    "doc_url": "<string>",
    "details": {}
  }
}

Authorizations

Authorization

string

header

required

Server API key, scoped. pk_test_ keys hit the sandbox tenant.

Headers

X-Request-Id

string

Optional client correlation id, up to 128 characters. It is not echoed: the response's X-Request-Id is always our own req_… id. We log your value with the request as client_request_id, so support can find a request by either id. A longer value is refused with 400 parameter_invalid.

Maximum string length: 128

Idempotency-Key

string

Optional on non-money POSTs; honoured when sent.

Required string length: 1 - 255

Path Parameters

account_id

string

required

Account.

Pattern: ^acc_[0-9A-HJKMNP-TV-Z]{26}$

Body

application/json

"Create statement" for a custom range. Both PDF and CSV are produced.

period_start

string<date>

required

"From".

Example:

"2026-11-07"

period_end

string<date>

required

"To" (inclusive). Not in the future; at most 12 months after period_start.

Example:

"2026-11-07"

Response

Accepted.

An account statement (AccountStatements). Generated asynchronously.

string

required

Statement id.

Pattern: ^stm_[0-9A-HJKMNP-TV-Z]{26}$

object

string

required

Always statement.

Allowed value: "statement"

created_at

string<date-time>

required

When it was created.

Example:

"2026-10-27T08:41:00Z"

updated_at

string<date-time>

required

When it was created.

Example:

"2026-10-27T08:41:00Z"

account_id

string

required

Account.

Pattern: ^acc_[0-9A-HJKMNP-TV-Z]{26}$

kind

enum<string>

required

Monthly statements are made automatically on the 1st; custom ones on request ("Custom range").

Available options:

monthly,

custom

period_start

string<date>

required

First day covered.

Example:

"2026-11-07"

period_end

string<date>

required

Last day covered (inclusive).

Example:

"2026-11-07"

status

enum<string>

required

scheduled: the month is not over ("Ready on 1 November"). processing: being made ("In progress"). ready: downloadable.

Available options:

scheduled,

processing,

ready,

failed

transaction_count

integer | null

required

"41 transactions". Null until ready.

Required range: x >= 0

formats

enum<string>[]

required

Formats available to download.

File format.

Available options:

pdf,

csv

requested_by

object

required

Who asked for it (system for monthly ones).

Show child attributes

available_on

string<date> | null

For scheduled: the date it will be ready.

opening_balance

object | null

Ledger balance at the start. Null until ready.

Show child attributes

closing_balance

object | null

Ledger balance at the end. Null until ready.

Show child attributes

completed_at

string<date-time> | null

When it became ready.

Accounts & transactions

Payments

Collections

Payroll

Approvals

Webhooks & events

OAuth

Create a statement for a date range

Authorizations

Headers

Path Parameters

Body

Response