Statements for many accounts (will be sent a email)

Statements for Many Accounts (Email Delivery)

The POST /api/statements/v2/full endpoint allows authenticated users to request comprehensive financial statements for multiple accounts in a single call. Statements are generated for the specified period and delivered to the recipient's email address. Supported export formats include PDF, CSV, QBO, and OFX.

Endpoint

POST /api/statements/v2/full

Authentication

Bearer token required. Obtain via:

POST https://api.banking.netevia.dev/api/auth/v2

Include in header: Authorization: Bearer {token}
Token lifetime: 10 minutes. Refresh via POST /api/auth/refresh.

When to use

Use this endpoint when a user needs full account statements across multiple financial accounts for a given period — for example, month-end reporting, audit preparation, or multi-account reconciliation. This is particularly useful for business customers managing several accounts who want consolidated statements delivered directly to an email address without downloading files individually. If only a single account statement is needed, consider a single-account statement endpoint instead.

Request Body

{
  "period": "2025-05-01T00:00:00Z",
  "financialAccountIds": [
    "fa_abc123456789",
    "fa_def987654321"
  ],
  "email": "[email protected]",
  "fileFormat": "PDF"
}

Response

200 OK

A successful response confirms the statement generation request was accepted and that the statements will be emailed to the specified address. No statement data is returned in the response body itself — delivery is via email.

{}

Error Codes

Common Mistakes

• Providing an incorrectly formatted period value — ensure it is a valid ISO 8601 date-time string (e.g., 2025-05-01T00:00:00Z), not just a date string like 2025-05.
• Sending an empty financialAccountIds array — at least one account ID must be included since it is a required field.
• Expecting statement data in the response body — this endpoint triggers email delivery; the statements are not returned inline in the API response.
• Using an invalid fileFormat value — only PDF, CSV, QBO, and OFX are accepted; any other value will result in a 400 error.
• Sending a financialAccountIds list containing account IDs that belong to a different customer — only accounts accessible by the authenticated user are permitted.

Related Endpoints

• GET /api/statements/v2 — Retrieve a list of available statements for a single account
• GET /api/statements/v2/{statementId} — Download a specific statement by ID
• POST /api/statements/v2 — Request a statement for a single financial account

Example

curl -X POST https://api.banking.netevia.dev/api/statements/v2/full \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "period": "2025-05-01T00:00:00Z",
    "financialAccountIds": [
      "fa_abc123456789",
      "fa_def987654321"
    ],
    "email": "[email protected]",
    "fileFormat": "PDF"
  }'