GET
https://api.veriko.mx/v1/finance/statementMonthly statement (PDF / XLSX / CSV / HTML)
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.
| Parameter | In | Type | Required | Description |
|---|---|---|---|---|
format | query | string | optional | Requested file format for the download. Accepted: Default: pdf |
month* | query | string | required | Statement month in 2026-04 |
user_id | query | string (uuid) | optional | Administrators only — UUID of the user to query. e.g.f47ac10b-58cc-4372-a567-0e02b2c3d479 |
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.
| Status | Class | Description | Body |
|---|---|---|---|
| 200 | 2xx | Statement stream in the requested format. | Body without schema |
| 400 | 4xx | Invalid or missing month parameter | ErrorResponse |
| 401 | 4xx | Authentication is required or the provided credentials are invalid. | ErrorResponse |
| 403 | 4xx | Insufficient permissions. | ErrorResponse |
| 500 | 5xx | pdf_render_failed, xlsx_render_failed or csv_stream_failed: retry with another format. | ErrorResponse |
| Header | Type | Description |
|---|---|---|
Cache-Control | string | Disables intermediary caching of the download (deterministic folio, but sensitive content). |
Content-Disposition | string | Suggested filename for the download. |
X-Finance-Folio | string | Deterministic folio for the period. The same user+month pair always yields the same folio. |
X-Frame-Options | string | — |
| Status | Code | Example |
|---|---|---|
| 400 | invalid_month | 'month' is required and must be YYYY-MM. Envelope
|
| 401 | unauthorized | Invalid or missing authentication credentials. Envelope
|
| 403 | permission_denied | You do not have permission to access this resource. Envelope
|