Monthly statement (PDF / XLSX / CSV / HTML)

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

Audience: public
Auth: API key
Permission: finance:generate_self

Monthly financial statement in four formats:

format=pdf (default, application/pdf): bank-statement-style PDF with repeating header and "Page X of Y" footer, portfolio summary, verdict distribution, top counterparties and banks, daily breakdown, and up to 1000 appendix rows.
format=xlsx (application/vnd.openxmlformats-officedocument.spreadsheetml.sheet): workbook with 6 sheets (Resumen, Detalle diario, Top contrapartes, Top bancos, Veredicto, Verificaciones). The Verificaciones sheet carries the full monthly ledger uncapped.
format=csv (text/csv; charset=utf-8): UTF-8 BOM CSV partitioned into [HEADER], [KPIS], [TRANSACTIONS], and [TOTALS] sections. Keep the order if parsing by marker.
format=html (text/html; charset=utf-8): same content as the PDF, served inline for browser-side printing.

All variants return X-Finance-Folio with the deterministic period folio (SHA1(user_id|YYYY-MM|brand_slug)[:12] upper-case). Downloads include X-Frame-Options: DENY and Cache-Control: no-cache, no-store.

Scope: self by default. Admins with finance:generate_all may target another user via ?user_id=<uuid>. The KPIs rendered in the PDF/XLSX come from the same computation as GET /v1/finance/summary; for CEPs as a separate ZIP archive use GET /v1/finance/ceps.

Parameters
Parameter	In	Type	Required	Description
`format`	query	`string`	optional	Statement format. `pdf` is the document to file or send; `xlsx` and `csv` are the same movements as data; `html` returns the embeddable document, handy for viewing in the browser without downloading it. Default: `pdf` e.g. `pdf`
`month`*	query	`string`	required	Statement month in `YYYY-MM` format. e.g. `2026-04`
`user_id`	query	`string (uuid)`	optional	Admins with `finance:generate_all` only. UUID of the user to query. e.g. `f47ac10b-58cc-4372-a567-0e02b2c3d479`

Request

cURLPython•JavaScript•PHP•

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 codes**`GET /v1/finance/statement`
Status	Class	Description	Body
200	`2xx`	Statement stream in the requested format.	No body
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` when dompdf fails (OOM, missing font). `xlsx_render_failed` when phpspreadsheet fails. `csv_stream_failed` when `php://output` cannot be opened. For PDF/XLSX, try another format.	`ErrorResponse`

**Response headers**`200`
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 (12 upper-hex chars). The same user+month pair always yields the same folio.
`X-Frame-Options`	`string`	Anti-DoS: downloads do not embed in an iframe.

**Errors from `GET /v1/finance/statement`**
Status	Code	Example
400	`invalid_month`	'month' is required and must be YYYY-MM. Envelope meta.request_id `d5e6f7a8b9c1`
401	`unauthorized`	Invalid or missing authentication credentials. Envelope meta.request_id `c4d5e6f7a8b9`
403	`forbidden`	You do not have permission to access this resource. Envelope meta.request_id `d5e6f7a8b9c0`