Statements for All Profile Accounts

This endpoint retrieves financial statements for every account linked to a specific user profile in the Netevia Banking platform. It aggregates transaction history, balances, and account status across all accounts into a single consolidated response. Statements can be returned in multiple file formats including PDF, CSV, QBO, and OFX.

Endpoint

POST /netevia/statements/all

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 partner or user needs a full financial overview across all accounts tied to a profile — for example, generating monthly reports, preparing audit records, or exporting data for accounting tools. This is especially useful for business customers who manage multiple financial accounts and need consolidated statements in a standard format (PDF, CSV, QBO, OFX).

Request Body

{
  "profileId": 1023,
  "userName": "jsmith_business",
  "email": "[email protected]",
  "period": "2025-04-01T00:00:00Z",
  "fileFormat": "PDF"
}

Response

200 OK

The response may be one of two shapes depending on context: a base boarding response or an extended response that also includes a financialAccountId.

Base response (boardingresponse):

Extended response (openfinancialaccountresponse):

Inherits all fields from the base response, plus:

Changelog entry fields:

{
  "profileId": 1023,
  "success": true,
  "errors": null,
  "changeLog": [
    {
      "requestType": 3,
      "changes": "Statement generated for period 2025-04-01"
    }
  ]
}

Error Codes

Common Mistakes

• Omitting the required period field — this is the only required field and the request will fail without it.
• Providing period in a non-ISO 8601 format (e.g., "04/2025" instead of "2025-04-01T00:00:00Z").
• Requesting a fileFormat that is not one of the four allowed values: PDF, CSV, QBO, OFX.
• Not providing any profile identifier (profileId, userName, or email) — at least one should be included to identify which profile's statements to retrieve.

Related Endpoints

• POST /netevia/statements — Retrieve statements for a single specific account rather than all accounts on a profile
• POST /api/auth/v2 — Obtain a Bearer token required to authenticate this request
• POST /api/auth/refresh — Refresh an expiring Bearer token

Example

curl -X POST https://api.banking.netevia.dev/netevia/statements/all \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "profileId": 1023,
    "userName": "jsmith_business",
    "email": "[email protected]",
    "period": "2025-04-01T00:00:00Z",
    "fileFormat": "PDF"
  }'