Monto API (v1)

Download OpenAPI specification:Download

About this API

The API is built as a "RESTFUL" API with JSON as data transfer.

RateLimit

This API has a rate limit of 10 request / second for each unique IP-address. A status code of 429 (Too Many Requests) will be returned if breached.

Page size limit

For endpoints that supports pagination with page and size query parameters, there is a maximum page-size of 200. A status code of 422 (Unprocessable Entity) will be returned if max page size is breached.

DateTime fields

All date-time fields are using the ISO-8601 format (ex 2019-06-13T09:29:12+02:00). Usually specified in local time. Dates are specified in the Y-m-d format (ex 2001-03-10).

Postman

Postman supports open api, click on the download button above and import directly to postman.

Integration

An Integration represents a data source, that a Company can connect towards via Connection's.

Get integrations

Returns all integrations supported by Monto.

SecurityAPIKeyAuth

Responses

200

get/integrations

Response samples

application/json

{"integrations": [{"key": "FORTNOX",
"label": "Fortnox",
"sourceType": "ERP",
"authType": "REDIRECT",
"enabled": true,
"fields": [ ]
}
],
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Get integration

Returns a single integration.

SecurityAPIKeyAuth

Request

path Parameters

integration-key

required

string

The key of a specific Integration.

Example: FORTNOX

Responses

200

404

Not Found

get/integrations/{integration-key}

Response samples

application/json

{"key": "FORTNOX",
"label": "Fortnox",
"sourceType": "ERP",
"authType": "REDIRECT",
"enabled": true,
"fields": [ ]
}

Connection

A Connection represents a link between a Company and a third-party Integration.

Get connections

Get a list of all Connections.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/connections

Response samples

application/json

{"connections": [{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"status": "PENDING",
"connectUrl": "https://apps.fortnox.se/oauth-v1/login/...",
"integration": {"key": "FORTNOX",
"label": "Fortnox"
},
"lastUsedAt": null,
"createdAt": "2022-01-01T17:00:00Z"
}
]
}

Create connection

Creates a new Connection.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Request Body schema: application/json

integrationKey	string (IntegrationEnum) The `key` of the Integration. Enum: "FORTNOX" "SANDBOX" "VISMA_EEKONOMI" "PEACCOUNTING" "BJORNLUNDEN" "MS_DYNAMICS" "BILLOGRAM" "POWER_OFFICE" "VISMA_NET" "TRIPLETEX"
redirectUrl	string An redirect url to which the end user is redirected to after completing the auth steps. Only required on integrations with authType REDIRECT
	Array of objects An array of fields, specified on each Integration.

Responses

200

404

Not Found

422

Unprocessable Entity

post/companies/{company-uuid}/connections

Request samples

Payload

application/json

{"integrationKey": "FORTNOX",
"redirectUrl": "https://www.monto.ai",
"fields": [ ]
}

Response samples

application/json

{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"status": "PENDING",
"connectUrl": "https://apps.fortnox.se/oauth-v1/login/...",
"integration": {"key": "FORTNOX",
"label": "Fortnox"
},
"lastUsedAt": null,
"createdAt": "2022-01-01T17:00:00Z"
}

Update connection

Updates a Connection by UUID.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid required	string <uuid> Unique identifier of company Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
connection-uuid required	string <uuid> Unique identifier of connection. Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Request Body schema: application/json

status

string

The status of an Connection.

Enum: "ENABLED" "DISABLED_MANUALLY"

Responses

200

404

Not Found

422

Unprocessable Entity

patch/companies/{company-uuid}/connections/{connection-uuid}

Request samples

Payload

application/json

{"status": "DISABLED_MANUALLY"
}

Response samples

application/json

{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"status": "PENDING",
"connectUrl": "https://apps.fortnox.se/oauth-v1/login/...",
"integration": {"key": "FORTNOX",
"label": "Fortnox"
},
"lastUsedAt": null,
"createdAt": "2022-01-01T17:00:00Z"
}

Company

A Company represents a business, sharing access to their data via Connections.

Get companies

Returns a list of companies.

SecurityAPIKeyAuth

Request

query Parameters

search	string >= 2 Search for companies by `name`, `legalName`, or `businessId`.
syncStatus	string or null The sync status for the company's connections: PENDING: All the company's connections have the status pending. COMPLETED: All the company's connections has successfully completed a sync. FAILED: No connection has successfully completed a sync. IN_PROGRESS: At least one of the company's connection has an ongoing sync. Enum: "PENDING" "COMPLETED" "FAILED" "IN_PROGRESS"
status	string A company has one of the following statuses: NO_CONNECTION: If the company has no connections. PENDING_CONNECTION: If the company has a pending connection. SYNC_FAILED: If the initial or nightly sync has failed for this company. UP_TO_DATE: If the initial and nightly sync was completed. SYNC_IN_PROGRESS: If a sync is currently in progress. Enum: "NO_CONNECTION" "PENDING_CONNECTION" "SYNC_FAILED" "UP_TO_DATE" "SYNC_IN_PROGRESS"
page	integer <int32> Default: 1 The paginated page number.
size	integer <int32> Default: 50 The pagination page size.

Responses

200

get/companies

Response samples

application/json

{"companies": [{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"name": "Monto AB",
"legalName": "Monto AB",
"businessId": "559028-3601",
"contactFirstName": "Erik",
"contactLastName": "Steve",
"email": "contact@company.com",
"phone1": 123456789,
"phone2": 123456789,
"hasConnections": true,
"syncStatus": "PENDING",
"status": "NO_CONNECTION",
"addresses": [{"address": "Kungsgatan 12-14",
"zipCode": "111 35",
"city": "Stockholm",
"country": "Sweden",
"latitude": 59.328588,
"longitude": 18.006286,
"type": "VISIT"
}
]
}
],
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Create company

Create a new company.

SecurityAPIKeyAuth

Request

Request Body schema: application/json

name	string Name of the company

Responses

200

422

Unprocessable Entity

post/companies

Request samples

Payload

application/json

{"name": "Monto AB"
}

Response samples

application/json

{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"name": "Monto AB",
"legalName": "Monto AB",
"businessId": "559028-3601",
"contactFirstName": "Erik",
"contactLastName": "Steve",
"email": "contact@company.com",
"phone1": 123456789,
"phone2": 123456789,
"hasConnections": true,
"syncStatus": "PENDING",
"status": "NO_CONNECTION",
"addresses": [{"address": "Kungsgatan 12-14",
"zipCode": "111 35",
"city": "Stockholm",
"country": "Sweden",
"latitude": 59.328588,
"longitude": 18.006286,
"type": "VISIT"
}
]
}

Get company

Returns a single company.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}

Response samples

application/json

{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"name": "Monto AB",
"legalName": "Monto AB",
"businessId": "559028-3601",
"contactFirstName": "Erik",
"contactLastName": "Steve",
"email": "contact@company.com",
"phone1": 123456789,
"phone2": 123456789,
"hasConnections": true,
"syncStatus": "PENDING",
"status": "NO_CONNECTION",
"addresses": [{"address": "Kungsgatan 12-14",
"zipCode": "111 35",
"city": "Stockholm",
"country": "Sweden",
"latitude": 59.328588,
"longitude": 18.006286,
"type": "VISIT"
}
]
}

Delete company

Deletes a company

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

delete/companies/{company-uuid}

Response samples

application/json

{"status": "success"
}

Account Transaction

Account Transactions represents all activities within a Journal Entry.

Get account transactions

Returns a list of account transactions for a company.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

accounts	string A text explaining which account(s) to be included Example: accounts=1500-1599,1667,1200-1299
page	integer <int32> Default: 1 The paginated page number.
size	integer <int32> Default: 50 The pagination page size.

Responses

200

404

Not Found

get/companies/{company-uuid}/account-transactions

Response samples

application/json

{"accountTransactions": [{"accountNumber": 1790,
"accountName": "Övriga förutbetalda kostnader och upplupna intäkter",
"journalUuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"debet": {"amount": 100,
"currency": "SEK"
},
"debit": {"amount": 100,
"currency": "SEK"
},
"credit": {"amount": 0,
"currency": "SEK"
},
"date": "2022-01-01T17:00:00Z"
}
],
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Journal

A Journal represents all business activies registered as Journal Entries.

Get journal entries

Returns a list of all Journal Entries for a Company sorted by Journal date desc.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

page	integer <int32> Default: 1 The paginated page number.
size	integer <int32> Default: 50 The pagination page size.
fromDate	string Filter from specified Journal date Example: fromDate=2021-12-31

Responses

200

404

Not Found

get/companies/{company-uuid}/journals

Response samples

application/json

{"journalEntries": [{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"number": 14,
"currency": "SEK",
"series": "A",
"description": "Kassarapport 2022-01-01",
"date": "2022-01-01T17:00:00Z",
"registrationDate": "2022-01-01T17:00:00Z",
"fiscalYear": {"uuid": "14d1c2cc-372e-4a37-8da1-32a0aacf712a",
"from": "2021-05-01",
"to": "2022-04-30"
},
"accountTransactions": [{"accountNumber": 1790,
"accountName": "Övriga förutbetalda kostnader och upplupna intäkter",
"journalUuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"debet": {"amount": 100,
"currency": "SEK"
},
"debit": {"amount": 100,
"currency": "SEK"
},
"credit": {"amount": 0,
"currency": "SEK"
},
"date": "2022-01-01T17:00:00Z"
}
]
}
],
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Get journal entry

Returns a single Journal Entry for a Company.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid required	string <uuid> Unique identifier of company Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
journal-uuid required	string <uuid> Unique identifier of journal Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/journals/{journal-uuid}

Response samples

application/json

{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"number": 14,
"currency": "SEK",
"series": "A",
"description": "Kassarapport 2022-01-01",
"date": "2022-01-01T17:00:00Z",
"registrationDate": "2022-01-01T17:00:00Z",
"fiscalYear": {"uuid": "14d1c2cc-372e-4a37-8da1-32a0aacf712a",
"from": "2021-05-01",
"to": "2022-04-30"
},
"accountTransactions": [{"accountNumber": 1790,
"accountName": "Övriga förutbetalda kostnader och upplupna intäkter",
"journalUuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"debet": {"amount": 100,
"currency": "SEK"
},
"debit": {"amount": 100,
"currency": "SEK"
},
"credit": {"amount": 0,
"currency": "SEK"
},
"date": "2022-01-01T17:00:00Z"
}
]
}

Account

Accounts are used to register account transactions in Journal Entries.

Get accounts

Returns the account values, separated for each account of the selected accounts

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

accounts required	string A text explaining which account(s) to be included. This can either be a range of accounts (1500-1599) or a single account (1667). Example: accounts=1500-1599,1667,1200,1299
fromDate	string Default: "Default fromDate is 36 months back" Starting date Example: fromDate=2021-12-31
toDate	string ending date Example: toDate=2021-12-31
page	integer <int32> Default: 1 The paginated page number.
size	integer <int32> Default: 50 The pagination page size.

Responses

200

404

Not Found

422

Unprocessable Entity

get/companies/{company-uuid}/accounts

Response samples

application/json

{"accounts": [{"account": 1530,
"accountName": "Kontraktsfodringar.",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
}
],
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Get account bundles

Returns an aggregated bundle of Account Transactions for a Company.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

accounts required	string A text explaining which account(s) to be included. This can either be a range of accounts (1500-1599) or a single account (1667). Example: accounts=1500-1599,1667,1200-1299
fromDate	string Starting date Example: fromDate=2021-12-31
toDate	string ending date Example: toDate=2021-12-31

Responses

200

404

Not Found

422

Unprocessable Entity

get/companies/{company-uuid}/account-bundles

Response samples

application/json

{"accounts": "1500-1599,1667,1200-1299",
"name": "Aggregated values for selected accounts.",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
}

Account chart

An account chart is a list of all accounts that a company has in its general ledger.

Get account chart

Returns an account chart for a company.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

string

Search for an account by either its name or number.

Example: search=Patent

Responses

200

404

Not Found

get/companies/{company-uuid}/account-charts

Response samples

application/json

{"accountCharts": [{"account": 1030,
"name": "Patent"
}
]
}

Fiscal Year

A fiscal year of the company.

Get fiscal years

Returns a list of fiscal years.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/fiscal-years

Response samples

application/json

{"fiscalYears": [{"uuid": "14d1c2cc-372e-4a37-8da1-32a0aacf712a",
"from": "2021-05-01",
"to": "2022-04-30"
}
],
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Consistency

A Consistency date represents a date interval where a company's ERP accounting data contains noise, missing data, or is lagging with reporting.

Get consistency datesDeprecated

Returns consistency dates for a company. Deprecated, see Reliability dates instead.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of a company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/consistencies

Response samples

application/json

{"ranges": [{"from": "2022-01-01T17:00:00Z",
"to": "2022-01-31T17:00:00Z",
"case": "OK_DATA",
"indicator": "string",
"message": "string"
}
],
"updatedAt": "2022-01-01T17:00:00Z"
}

Reliability

Get reliability dates

Returns reliability dates for a company.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of a company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/reliabilities

Response samples

application/json

{"ranges": [{"from": "2022-01-01T17:00:00Z",
"to": "2022-01-31T17:00:00Z",
"case": "OK_DATA",
"indicator": "string",
"message": "string"
}
],
"updatedAt": "2022-01-01T17:00:00Z"
}

Liquidity

A Liquidity forecast contains predictions on a company's future liquidity position.

Get liquidity forecasts (alpha version)

This is an alpha version of the endpoint. It's subject to change and not recommended for production use. Returns liquidity forecasts for a company.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of a company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/liquidities

Response samples

application/json

{"predictionDate": "2022-01-01T17:00:00Z",
"forecast": {"cashAvailable": [{"amount": {"amount": 100,
"currency": "SEK"
},
"date": "2019-08-24"
}
],
"cashInflow": [{"amount": {"amount": 100,
"currency": "SEK"
},
"date": "2019-08-24"
}
],
"cashOutflow": [{"amount": {"amount": 100,
"currency": "SEK"
},
"date": "2019-08-24"
}
],
"customerInvoicesInflow": [{"amount": {"amount": 100,
"currency": "SEK"
},
"date": "2019-08-24"
}
],
"supplierInvoicesOutflow": [{"amount": {"amount": 100,
"currency": "SEK"
},
"date": "2019-08-24"
}
]
},
"history": {"cashAvailable": [{"amount": {"amount": 100,
"currency": "SEK"
},
"date": "2019-08-24"
}
],
"cashInflow": [{"amount": {"amount": 100,
"currency": "SEK"
},
"date": "2019-08-24"
}
],
"cashOutflow": [{"amount": {"amount": 100,
"currency": "SEK"
},
"date": "2019-08-24"
}
],
"customerInvoicesInflow": [{"amount": {"amount": 100,
"currency": "SEK"
},
"date": "2019-08-24"
}
],
"supplierInvoicesOutflow": [{"amount": {"amount": 100,
"currency": "SEK"
},
"date": "2019-08-24"
}
]
}
}

Balance Sheet

A Balance Sheet shows the monthly balances by pre-defined account groups.

Get balance sheets

Returns bundled account balances for a Company.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

fromDate	string Starting date Example: fromDate=2021-12-31
toDate	string ending date Example: toDate=2021-12-31
classic	boolean A classic balance sheet will not include the following account groups: longTermLiabilitiesToCreditInstitutions, otherLongTermLiabilities, accountPayables, totalLiabilities Example: classic=true

Responses

200

404

Not Found

get/companies/{company-uuid}/balance-sheets

Response samples

application/json

{"intangibleFixedAssets": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"tangibleFixedAssets": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"financialFixedAssets": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"capitalAssets": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"inventoriesEtc": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"receivables": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"shortTermInvestments": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"cashAndBank": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"currentAssets": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"totalAssets": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"equity": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"untaxedReserves": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"provisions": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"longTermLiabilities": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"longTermLiabilitiesToCreditInstitutions": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"otherLongTermLiabilities": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"shortTermLiabilities": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"accountPayables": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"totalLiabilities": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"equityAndLiabilities": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
},
"calculatedResult": {"accounts": "E.g. 1000-1099",
"name": "E.g. Immateriella anläggningstillgångar",
"history": [{"breakDate": "2022-01-01",
"label": "2022 January",
"balance": {"amount": 100,
"currency": "SEK"
},
"change": {"amount": 100,
"currency": "SEK"
}
}
]
}
}

Get balance sheets PDF

Returns bundled account balances for a Company, in a PDF file.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

fromDate	string Starting date Example: fromDate=2021-12-31
toDate	string Ending date Example: toDate=2021-12-31

Responses

200

404

Not Found

422

Unprocessable Entity

get/companies/{company-uuid}/balance-sheets/pdf

Income Statement

An Income Statement shows the aggregated operating income and operating costs, by pre-defined account groups.

Get income statements

Returns bundled account results for a Company.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

resultType	string Default: "MONTHLY36" Monthly results for the latest 36 months or aggregated rolling results per 12 months. Enum: "MONTHLY36" "ROLLING12"
fromDate	string Starting date Example: fromDate=2021-12-31
toDate	string ending date Example: toDate=2021-12-31
classic	boolean A classic income statement will not include the following account groups: interestToCreditInstitutions, otherFinancialExpenses and financialIncome Example: classic=true

Responses

200

404

Not Found

422

Unprocessable Entity

get/companies/{company-uuid}/income-statements

Response samples

application/json

{"netSales": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"ownWorkCapitalized": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"otherOperatingIncome": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"totalRevenue": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"purchaseGoodsMaterials": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"unspecifiedAccounts": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"changeInInventories": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"grossProfit": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"otherExternalOperatingExpenses": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"personnelCosts": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"ebitda": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"writeDowns": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"depreciations": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"otherOperatingExpenses": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"ebit": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"financialAndOtherIncomes": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"extraordinaryIncomeAndExpenses": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"appropriations": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"taxes": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"financialYearResult": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"earningsAfterTaxes": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"operatingCosts": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
},
"calculatedResult": {"accounts": "E.g. 3000-3799",
"name": "E.g. Nettoförsäljning",
"results": [{"periodStart": "2021-12-01",
"periodEnd": "2021-12-31",
"label": "2021 December",
"result": {"amount": 100,
"currency": "SEK"
}
}
]
}
}

Get income statements PDF

Returns bundled account results for a Company, in a PDF file.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

fromDate	string Starting date Example: fromDate=2021-12-31
toDate	string Ending date Example: toDate=2021-12-31

Responses

200

404

Not Found

422

Unprocessable Entity

get/companies/{company-uuid}/income-statements/pdf

Metrics

A financial KPI or metric is a measurable value that indicates a company’s financial results and performance, provides information about expenses, sales, profit, and cash flow, in order to optimize and achieve business’ financial goals and objectives.

Get metrics

Returns metrics for a Company.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

fromDate	string Starting date Example: fromDate=2021-12-31
toDate	string ending date Example: toDate=2021-12-31

Responses

200

404

Not Found

422

Unprocessable Entity

get/companies/{company-uuid}/metrics

Response samples

application/json

{"profitMargin": {"type": "Profitability ratio",
"name": "Profit margin",
"formatType": "PERCENTAGE",
"monthly": [{"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.34221",
"formattedValue": "34.22"
}
],
"latest12Mo": {"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.43211",
"formattedValue": "43.21"
}
},
"interestCoverageRatio": {"type": "Coverage ratio",
"name": "Interest coverage ratio",
"formatType": "PERCENTAGE",
"monthly": [{"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.34221",
"formattedValue": "34.22"
}
],
"latest12Mo": {"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.43211",
"formattedValue": "43.21"
}
},
"equityToAssetsRatio": {"type": "Leverage ratio",
"name": "Equity to assets ratio",
"formatType": "PERCENTAGE",
"monthly": [{"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.34221",
"formattedValue": "34.22"
}
],
"latest12Mo": {"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.43211",
"formattedValue": "43.21"
}
},
"returnOnAssets": {"name": "Return on assets (R12)",
"formatType": "PERCENTAGE",
"rolling12Mo": [{"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.34221",
"formattedValue": "34.22"
}
]
},
"returnOnEquity": {"name": "Return on equity (R12)",
"formatType": "PERCENTAGE",
"rolling12Mo": [{"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.34221",
"formattedValue": "34.22"
}
]
},
"currentRatio": {"type": "Liquidity ratio",
"name": "Current ratio",
"formatType": "PERCENTAGE",
"monthly": [{"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.34221",
"formattedValue": "34.22"
}
],
"latest12Mo": {"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.43211",
"formattedValue": "43.21"
}
},
"cashRatio": {"type": "Liquidity ratio",
"name": "Cash ratio",
"formatType": "PERCENTAGE",
"monthly": [{"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.34221",
"formattedValue": "34.22"
}
],
"latest12Mo": {"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.43211",
"formattedValue": "43.21"
}
},
"grossMargin": {"type": "Profitability ratio",
"name": "Gross margin",
"formatType": "PERCENTAGE",
"monthly": [{"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.34221",
"formattedValue": "34.22"
}
],
"latest12Mo": {"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.43211",
"formattedValue": "43.21"
}
},
"quickRatio": {"type": "Liquidity ratio",
"name": "Quick ratio",
"formatType": "PERCENTAGE",
"monthly": [{"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.34221",
"formattedValue": "34.22"
}
],
"latest12Mo": {"periodStart": "2022-04-01",
"periodEnd": "2022-04-30",
"label": "2022-04",
"value": "0.43211",
"formattedValue": "43.21"
}
}
}

Supplier

A supplier who has sent supplier invoice(s) to the company.

Get suppliers

Returns a list of suppliers.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

page	integer <int32> Default: 1 The paginated page number.
size	integer <int32> Default: 50 The pagination page size.

Responses

200

404

Not Found

get/companies/{company-uuid}/suppliers

Response samples

application/json

{"suppliers": [{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"name": "Monto AB",
"businessId": "559028-3601",
"amountTotalInvoices": {"amount": 10.12,
"currency": "SEK"
},
"amountNotDueNotPaid": {"amount": 10.12,
"currency": "SEK"
},
"amountOverdueNotPaid": {"amount": 10.12,
"currency": "SEK"
},
"amountCreditedInvoices": {"amount": 10.12,
"currency": "SEK"
}
}
],
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Supplier Insight

Insights regarding a company's suppliers.

Get supplier insights

Returns insights on a suppliers.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/supplier-insights

Response samples

application/json

{"supplierSpread": [{"name": "string",
"invoiceBalance": {"amount": 100,
"currency": "SEK"
},
"share": 0
}
]
}

Customer

A customer of the company.

Get customers

Returns a list of customers.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

search	string >= 1 Search for customer by its customer's `name`.
page	integer <int32> Default: 1 The paginated page number.
size	integer <int32> Default: 50 The pagination page size.
sortedBy	string Comma-separated list of columns to sort by. This parameter is required if `order` has a value. Available options: uuid name businessId Example: sortedBy=name, businessId
order	string Comma-separated list of sorting orders corresponding to the columns in `sortedBy`. Use 'asc' for ascending and 'desc' for descending. This parameter is required if `sortedBy` has a value. Example: order=desc, asc

Responses

200

404

Not Found

get/companies/{company-uuid}/customers

Response samples

application/json

{"customers": [{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"name": "Monto AB",
"businessId": "559028-3601",
"amountTotalInvoices": {"amount": 10.12,
"currency": "SEK"
},
"amountNotDueNotPaid": {"amount": 10.12,
"currency": "SEK"
},
"amountOverdueNotPaid": {"amount": 10.12,
"currency": "SEK"
},
"amountCreditedInvoices": {"amount": 10.12,
"currency": "SEK"
},
"annualRevenueShare": 10.12,
"firstTimeCustomer": true
}
],
"totalCount": 0,
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Customer Insight

Insights regarding a company's customers.

Get customer insights

Returns insights on a company's customers.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/customer-insights

Response samples

application/json

{"customerSpread": [{"name": "string",
"invoiceBalance": {"amount": 100,
"currency": "SEK"
},
"share": 0
}
]
}

Customer Invoice Payment

Payments made to the Customer Invoice.

Get payments

Returns a list of payments for a customer invoice.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid required	string <uuid> Unique identifier of company Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
invoice-uuid required	string <uuid> Unique identifier of customer invoice Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/customer-invoices/{invoice-uuid}/payments

Response samples

application/json

{"payments": [{"uuid": "e672230d-cd2b-4de2-b45c-9d37127a4603",
"date": "2022-01-01",
"amount": {"amount": 100,
"currency": "SEK"
}
}
]
}

Customer Invoice

A record of sold goods or provided services to a Customer with a payment in demand.

Get customer invoices

Returns a list of customer invoices.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

search	string >= 1 Search for invoices by `invoice_number` or by its customer's `name`.
page	integer <int32> Default: 1 The paginated page number.
size	integer <int32> Default: 50 The pagination page size.
fromDate	string Filter on issueDate Example: fromDate=2021-12-31
toDate	string Filter on issueDate Example: toDate=2021-12-31
sortedBy	string Comma-separated list of columns to sort by. This parameter is required if `order` has a value. Available options: uuid, invoiceNumber, amount.amount, amount.currency, balance.amount, balance.currency, issueDate, dueDate, paidInFullDate, customer.name Example: sortedBy=amount, invoiceNumber
order	string Comma-separated list of sorting orders corresponding to the columns in `sortedBy`. Use 'asc' for ascending and 'desc' for descending. This parameter is required if `sortedBy` has a value. Example: order=desc, asc
createdAt	string Filter on createdAt Example: createdAt=2022-12-31
updatedAt	string Filter on updatedAt Example: updatedAt=2022-12-31

Responses

200

404

Not Found

get/companies/{company-uuid}/customer-invoices

Response samples

application/json

{"amountTotalInvoices": {"amount": 10.12,
"currency": "SEK"
},
"amountNotDueNotPaid": {"amount": 10.12,
"currency": "SEK"
},
"amountNotDueNotPaidRatio": 10.12,
"amountOverdueNotPaid": {"amount": 10.12,
"currency": "SEK"
},
"amountOverdueNotPaidRatio": 5.52,
"creditedInvoices": true,
"prepaymentInvoices": true,
"avgPaymentTerms": 30,
"avgOverdueDays": 10,
"invoices": [{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"invoiceNumber": "302",
"ocr": "72349263847",
"customer": {"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"name": "Monto AB",
"businessId": "559028-3601"
},
"amount": {"amount": 100,
"currency": "SEK"
},
"amountBaseCurrency": {"amount": 100,
"currency": "SEK"
},
"issueDate": "2019-08-24",
"dueDate": "2019-08-24",
"paidInFullDate": "2019-08-24",
"balance": {"amount": 100,
"currency": "SEK"
},
"balanceBaseCurrency": {"amount": 100,
"currency": "SEK"
},
"connection": {"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"name": "Fortnox"
},
"payments": [{"uuid": "e672230d-cd2b-4de2-b45c-9d37127a4603",
"date": "2022-01-01",
"amount": {"amount": 100,
"currency": "SEK"
}
}
],
"createdAt": "2019-08-24",
"updatedAt": "2019-08-24"
}
],
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Get customer invoice

Returns a single customer invoice.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid required	string <uuid> Unique identifier of company Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
invoice-uuid required	string <uuid> Unique identifier of customer invoice Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/customer-invoices/{invoice-uuid}

Response samples

application/json

{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"invoiceNumber": "302",
"ocr": "72349263847",
"customer": {"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"name": "Monto AB",
"businessId": "559028-3601"
},
"amount": {"amount": 100,
"currency": "SEK"
},
"amountBaseCurrency": {"amount": 100,
"currency": "SEK"
},
"issueDate": "2019-08-24",
"dueDate": "2019-08-24",
"paidInFullDate": "2019-08-24",
"balance": {"amount": 100,
"currency": "SEK"
},
"balanceBaseCurrency": {"amount": 100,
"currency": "SEK"
},
"connection": {"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"name": "Fortnox"
},
"payments": [{"uuid": "e672230d-cd2b-4de2-b45c-9d37127a4603",
"date": "2022-01-01",
"amount": {"amount": 100,
"currency": "SEK"
}
}
],
"createdAt": "2019-08-24",
"updatedAt": "2019-08-24",
"ourReference": "John Nilsson",
"yourReference": "string",
"deliveryDate": "2019-08-24",
"invoiceRows": [{"externalId": "string",
"currency": "string",
"amount": {"amount": 100,
"currency": "SEK"
},
"quantity": 0,
"name": "string",
"unit": "string",
"vatRate": 100
}
]
}

Supplier Invoice

A record of bought goods or received services to a Supplier with a payment in demand.

Get supplier invoices

Returns a list of supplier invoices.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

query Parameters

search	string >= 1 Search for supplier invoices by `invoice_number` or by its supplier's `name`.
page	integer <int32> Default: 1 The paginated page number.
size	integer <int32> Default: 50 The pagination page size.
fromDate	string Filter on issueDate Example: fromDate=2021-12-31
toDate	string Filter on issueDate Example: toDate=2021-12-31
sortedBy	string Comma-separated list of columns to sort by. This parameter is required if `order` has a value. Available options: uuid, externalId, invoiceNumber, amount.amount, amount.currency, issueDate, dueDate, balance.amount, balance.currency, paidInFullDate, supplier.name Example: sortedBy=amount, invoiceNumber
order	string Comma-separated list of sorting orders corresponding to the columns in `sortedBy`. Use 'asc' for ascending and 'desc' for descending. This parameter is required if `sortedBy` has a value. Example: order=desc, asc
createdAt	string Filter on createdAt Example: createdAt=2022-12-31
updatedAt	string Filter on updatedAt Example: updatedAt=2022-12-31

Responses

200

404

Not Found

get/companies/{company-uuid}/supplier-invoices

Response samples

application/json

{"amountTotalInvoices": {"amount": 10.12,
"currency": "SEK"
},
"amountNotDueNotPaid": {"amount": 10.12,
"currency": "SEK"
},
"amountNotDueNotPaidRatio": 10.12,
"amountOverdueNotPaid": {"amount": 10.12,
"currency": "SEK"
},
"amountOverdueNotPaidRatio": 5.52,
"creditedInvoices": true,
"prepaymentInvoices": true,
"avgPaymentTerms": 30,
"avgOverdueDays": 10,
"invoices": [{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"externalId": "6",
"invoiceNumber": "8909",
"supplier": {"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"name": "Monto AB",
"businessId": "559028-3601"
},
"amount": {"amount": 100,
"currency": "SEK"
},
"amountBaseCurrency": {"amount": 100,
"currency": "SEK"
},
"issueDate": "2019-08-24",
"dueDate": "2019-08-24",
"balance": {"amount": 100,
"currency": "SEK"
},
"balanceBaseCurrency": {"amount": 100,
"currency": "SEK"
},
"connection": {"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"name": "Fortnox"
},
"paidInFullDate": "2019-08-24",
"payments": [{"date": "2022-01-01",
"amount": {"amount": 100,
"currency": "SEK"
}
}
],
"createdAt": "2019-08-24",
"updatedAt": "2019-08-24"
}
],
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Supplier Invoice Payment

Payments made to the Supplier Invoice.

Get payments

Returns a list of payments for a supplier invoice.

SecurityAPIKeyAuth

Request

path Parameters

company-uuid required	string <uuid> Unique identifier of company Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d
supplier-invoice-uuid required	string <uuid> Unique identifier of supplier invoice Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/supplier-invoices/{supplier-invoice-uuid}/payments

Response samples

application/json

{"payments": [{"date": "2022-01-01",
"amount": {"amount": 100,
"currency": "SEK"
}
}
]
}

Subscription

In order to avoid polling for changes, we allow you to register subscriptions that will notify you when certain event occurs.

Get subscriptions

Returns a list of your registered subscriptions.

SecurityAPIKeyAuth

Request

query Parameters

page	integer <int32> Default: 1 The paginated page number.
size	integer <int32> Default: 50 The pagination page size.

Responses

200

get/subscriptions

Response samples

application/json

{"subscriptions": [{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"protocol": "HTTPS",
"endpoint": "https://api.my-service.com/webhook",
"topics": ["*"
],
"verified": true
}
],
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Create subscription

Create a new subscription.

SecurityAPIKeyAuth

Request

Request Body schema: application/json

protocol	string (SubscriptionProtocolEnum) The `protocol` of the subscription. Enum: "HTTPS" "EMAIL" "EMAIL_JSON" "SQS" "APPLICATION" "LAMBDA"
endpoint	string The endpoint of the subscription. Make sure to verify the endpoint once created.
topics	Array of strings The specified topics of the subscription. Items Enum: "*" "CONNECTION_ESTABLISHED" "CUSTOMER_INVOICE_CREATED" "CUSTOMER_INVOICE_UPDATED" "SUPPLIER_INVOICE_CREATED" "SUPPLIER_INVOICE_UPDATED" "SYNC_COMPLETED" "SYNC_FAILED"

Responses

200

422

Unprocessable Entity

post/subscriptions

Request samples

Payload

application/json

{"protocol": "HTTPS",
"endpoint": "https://api.my-service.com/webhook",
"topics": ["*"
]
}

Response samples

application/json

{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"protocol": "HTTPS",
"endpoint": "https://api.my-service.com/webhook",
"topics": ["*"
],
"verified": true
}

Delete subscription

Delete an existing subscription.

SecurityAPIKeyAuth

Request

path Parameters

subscription-uuid

required

string <uuid>

Unique identifier of a subscription

Example: e9bb5e02-b2e1-46a3-93fb-82dbe277087e

Responses

200

404

Not Found

delete/subscriptions/{subscription-uuid}

Example webhook

The body described here of the webhook will included as a json string inside the field message. Full example of the actual webhook:

{
  "Type": "Notification",
  "MessageId": "8e49fb24-d140-5026-80d5-a0d152c677b7",
  "TopicArn": "arn:aws:sns:eu-north-1:580873861511:capcito-CONNECTION_ESTABLISHED",
  "Message": "{\"topic\":\"CONNECTION_ESTABLISHED\",\"entityUuid\":\"3b097418-bdfe-4cb4-a7e4-a2274d8b9f3b\",\"companyUuid\":\"d5ab0237-815b-48a1-b6bb-2758a30b64ab\"}",
  "Timestamp": "2022-11-21T13:46:46.691Z",
  "SignatureVersion": "1",
  "Signature": "ryZrfmXzSjqLmK1pUiAZAAy2jg+jTTxDwIqZgB+pMXp2GBh0+wXznVrLDX6Y+qzFqruaPEtDEnci8qpvbzq3dbpFfkspXqTEnDPC5L+I9xPeMDEoQTqKvU6rLV4uLQEO+KvtQAZgcZEYnqzkY6VMnmIAvU6FP+5DZS84+kuL6epQYzUCRNFOEzVLY3sW0ieQX3d4hpOeZlD+0UaKe2RaVZaQd8L3mf7tsER6Vxkl7FkEvRCTy/6OgeZYaIwJGNqSefqnIJFCgE70UCPJ4HStSDlKoZ/vju8c6rKZdsz/iCHqyBC22PoWKi0QLF4X7KME3ZCYJMElALZ50LFuFtJW0w==",
  "SigningCertURL": "https://sns.eu-north-1.amazonaws.com/SimpleNotificationService-56e67fcb41f6fec09b0196692625d385.pem",
  "UnsubscribeURL": "https://sns.eu-north-1.amazonaws.com/?Action=Unsubscribe&SubscriptionArn=arn:aws:sns:eu-north-1:580873861511:capcito-CONNECTION_ESTABLISHED:323b0a2c-0a8e-4ccc-b606-7d96b29ff097"
}

SecurityAPIKeyAuth

Request

Request Body schema: application/json

entityUuid	string Unique identifier for the entity.
companyUuid	string Unique identifier for the affected company
topic	string The topic of the received event. Enum: "CONNECTION_ESTABLISHED" "CUSTOMER_INVOICE_CREATED" "CUSTOMER_INVOICE_UPDATED" "SUPPLIER_INVOICE_CREATED" "SUPPLIER_INVOICE_UPDATED" "SYNC_COMPLETED"

Responses

200

posthttps://api.your-service.com/webhook

Request samples

Payload

application/json

{"entityUuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"companyUuid": "d5ab0237-815b-48a1-b6bb-2758a30b64ab",
"topic": "CUSTOMER_INVOICE_CREATED"
}

Response samples

application/json

{"uuid": "9e0a58e5-60b5-4c15-ba2e-77b1bed4977d",
"protocol": "HTTPS",
"endpoint": "https://api.my-service.com/webhook",
"topics": ["*"
],
"verified": true
}

Message

A message notifies and highlights changes for a company.

Get messages

Returns a list of messages for a company

SecurityAPIKeyAuth

Request

path Parameters

company-uuid

required

string <uuid>

Unique identifier of company

Example: 9e0a58e5-60b5-4c15-ba2e-77b1bed4977d

Responses

200

404

Not Found

get/companies/{company-uuid}/messages

Response samples

application/json

{"messages": [{"uuid": "14d1c2cc-372e-4a37-8da1-32a0aacf712a",
"ruleUuid": "14d1c2cc-372e-4a37-8da1-32a0aacf712a",
"level": "WARNING",
"title": "Revenue drop",
"description": "This company has a drop in revenue (at least a 28% drop during last 12 reliable months compared to the previous 12 months)",
"validTo": "2022-01-01T17:00:00Z",
"createdAt": "2022-01-01T17:00:00Z"
}
],
"meta": {"currentPage": 1,
"totalPages": 2,
"pageSize": 50
},
"links": {"first": "https://api.monto.ai/...?page=1&size=50...",
"prev": null,
"next": "https://api.monto.ai/...?page=2&size=50...",
"last": "https://api.monto.ai/...?page=1&size=50..."
}
}

Monto API (v1)

About this API

RateLimit

Page size limit

DateTime fields

Postman

Integration

Get integrations

Get integration

path Parameters

Connection

Get connections

path Parameters

Create connection

path Parameters

Request Body schema: application/json

Update connection

path Parameters

Request Body schema: application/json

Company

Get companies

query Parameters

The sync status for the company's connections:

A company has one of the following statuses:

Create company

Request Body schema: application/json

Get company

path Parameters

Delete company

path Parameters

Account Transaction

Get account transactions

path Parameters

query Parameters

Journal

Get journal entries

path Parameters

query Parameters

Get journal entry

path Parameters

Account

Get accounts

path Parameters

query Parameters

Get account bundles

path Parameters

query Parameters

Account chart

Get account chart

path Parameters

query Parameters

Fiscal Year

Get fiscal years

path Parameters

Consistency

Get consistency datesDeprecated

path Parameters

Reliability

Get reliability dates

path Parameters

Liquidity

Get liquidity forecasts (alpha version)

path Parameters

Balance Sheet

Get balance sheets

path Parameters

query Parameters

Get balance sheets PDF

path Parameters

query Parameters

Income Statement

Get income statements

path Parameters

query Parameters

Get income statements PDF

path Parameters

query Parameters

Metrics

Get metrics

path Parameters