GEThttps://api.veriko.mx/v1/finance/statement

Monthly statement (PDF / XLSX / CSV / HTML)

Audience
public
Auth
API key
Permission
finance:generate_self
How-to guide →

Generates the month's financial statement in four formats:

  • format=pdf (default): bank-statement-style PDF with portfolio summary, verdict distribution, top counterparties and banks, daily breakdown and up to 1,000 transactions in the appendix.
  • format=xlsx: workbook with 6 sheets (Resumen, Detalle diario, Top contrapartes, Top bancos, Veredicto, Verificaciones). The Verificaciones sheet carries the month's full history with no cap.
  • format=csv: CSV partitioned into [HEADER], [KPIS], [TRANSACTIONS] and [TOTALS] sections. The section order is stable, which is what makes parsing by marker possible.
  • format=html: same content as the PDF, served inline for printing from the browser.

Every variant returns the X-Finance-Folio header with the period's deterministic folio.

Parameters
ParameterInTypeRequiredDescription
formatquerystringoptional

Requested file format for the download. Accepted: pdf, xlsx, csv or html.

Default: pdf

e.g. pdf
month*querystringrequired

Statement month in YYYY-MM format.

e.g. 2026-04
user_idquerystring (uuid)optional

Administrators only — UUID of the user to query.

e.g. f47ac10b-58cc-4372-a567-0e02b2c3d479
Request
curl -X GET 'https://api.veriko.mx/v1/finance/statement' \
  -H 'Authorization: Bearer veriko_••••'

Python example — coming soon.

JavaScript example — coming soon.

PHP example — coming soon.

Response status codesGET /v1/finance/statement
StatusClassDescriptionBody
2002xxStatement stream in the requested format.Body without schema
4004xxInvalid or missing month parameterErrorResponse
4014xxAuthentication is required or the provided credentials are invalid.ErrorResponse
4034xxInsufficient permissions.ErrorResponse
5005xxpdf_render_failed, xlsx_render_failed or csv_stream_failed: retry with another format.ErrorResponse
Response headers200
HeaderTypeDescription
Cache-ControlstringDisables intermediary caching of the download (deterministic folio, but sensitive content).
Content-DispositionstringSuggested filename for the download.
X-Finance-FoliostringDeterministic folio for the period. The same user+month pair always yields the same folio.
X-Frame-Optionsstring—
Errors from GET /v1/finance/statement
StatusCodeExample
400invalid_month

'month' is required and must be YYYY-MM.

Envelope
meta.request_id
d5e6f7a8b9c11c9b8a7f6e5d
401unauthorized

Invalid or missing authentication credentials.

Envelope
meta.request_id
c4d5e6f7a8b99b8a7f6e5d4c
403permission_denied

You do not have permission to access this resource.

Envelope
meta.request_id
d5e6f7a8b9c00c9b8a7f6e5d