This endpoint allows you to retrieve the financial statement of an Asaas account, returning transactions that impacted the account balance within the specified period.

The statement represents the financial history of the account and can be used for reconciliation processes, auditing, accounting, financial reporting, and synchronization with external systems.

Each returned record corresponds to a financial transaction effectively registered in the account, including payment receipts, fees, transfers, refunds, receivables anticipation, Pix transactions, and other financial events.

When to use

Statement retrieval is recommended when your integration needs to:

• Reconcile financial transactions with internal systems.
• Identify incoming and outgoing balance movements.
• Generate financial reports.
• Audit transactions performed on the account.
• Monitor received payments, fees, and transfers.
• Synchronize the Asaas financial history with ERPs or management systems.

This endpoint is especially useful for integrations that need to track the consolidated financial flow of an account, regardless of the transaction origin.

Most relevant parameters

Although the technical reference presents all parameters accepted by the endpoint, the fields below are the most important for controlling statement queries.

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Important

For financial reconciliation integrations, it is recommended to query closed periods using startDate and finishDate.

For accounts with a large volume of transactions, use offset and limit to navigate through all result pages.

How the statement relates to other API resources

Several API resources may generate transactions in the statement.

Some examples:

For this reason, the statement is commonly used as a consolidated view of the account's financial transactions.

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Important

The statement does not replace detailed consultation of individual API resources.

If complete information about a payment, transfer, Pix transaction, or receivables anticipation is required, it is recommended to also query the specific endpoint responsible for the operation.

Integration best practices

For financial reconciliation integrations, it is recommended to:

• Query closed periods to avoid transactions that are still being processed.
• Persist internally the identifier of already processed transactions.
• Use pagination for large volumes of data.
• Perform periodic synchronizations instead of repeatedly querying long periods.
• Validate possible refunds or reversals of previously reconciled transactions.
• Send GET requests without a body, using only query parameters.

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Attention

GET requests to this endpoint must be sent with an empty body. If a request is sent with a populated body, the API may return a 403 Forbidden error.

Credit and debit transactions

The statement may contain both incoming and outgoing balance movements.

In general:

• Receipts and credits increase the available account balance.
• Fees, transfers, and debits reduce the available account balance.
• Refunds and reversals may offset previously recorded transactions.

When implementing reconciliation processes, it is important to consider that certain operations may generate multiple related entries.

For example:

Payment receipt
↓
PAYMENT_RECEIVED

Fee charged
↓
PAYMENT_FEE

Or:

Payment receipt
↓
PAYMENT_RECEIVED

Refund
↓
PAYMENT_REVERSAL

Practical query example

The example below demonstrates a statement query for a specific period.

Request

GET /v3/financialTransactions?startDate=2026-01-01&finishDate=2026-01-31&limit=100&offset=0

Response example

{
  "object": "list",
  "hasMore": false,
  "totalCount": 2,
  "limit": 100,
  "offset": 0,
  "data": [
    {
      "id": "ft_123456",
      "type": "PAYMENT_RECEIVED",
      "value": 150.00,
      "date": "2026-01-15"
    },
    {
      "id": "ft_123457",
      "type": "PAYMENT_FEE",
      "value": -2.99,
      "date": "2026-01-15"
    }
  ]
}

In this example, the response contains two transactions related to the receipt of a payment: the payment credit and the corresponding fee entry.

This behavior is common in financial operations, as a single operation may generate more than one transaction in the statement.

Available transaction types

The type field identifies the nature of the financial transaction recorded in the statement.

Possible values include operations related to:

• Payments
• Pix
• Transfers
• Receivables anticipation
• Asaas Card
• Asaas Money
• Fees
• Refunds
• Chargebacks
• Notifications
• Invoice issuance
• Judicial blocks
• Regulatory operations

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Attention

New transaction types may be added over time to support new products and platform features.

It is recommended that integrations do not implement restrictive validations that assume the existence of only a fixed set of transaction types.

Common use cases

Financial reconciliation

Query transactions daily to update balances and internal financial records.

Auditing

Validate which operations impacted the account balance during a specific period.

Financial reporting

Generate reports of revenue, expenses, fees, and account transactions.

ERP integration

Automatically synchronize financial transactions recorded in Asaas.

Next steps

Depending on your integration needs, the contents below may complement the implementation:

• Retrieve account balance.
• List payments.
• List transfers.
• List Pix transactions.
• Retrieve receivables anticipation.
• Financial webhooks.

Available types

In the response, the type field may contain the following values:

• ASAAS_CARD_RECHARGE - Asaas card recharge
• ASAAS_CARD_RECHARGE_REVERSAL - Asaas card recharge refund
• ASAAS_CARD_TRANSACTION - Transaction performed using the Asaas card
• ASAAS_CARD_CASHBACK - Cashback received through the Asaas card
• ASAAS_CARD_TRANSACTION_FEE - Fee charged for an Asaas card transaction
• ASAAS_CARD_TRANSACTION_FEE_REFUND - Refund of the fee charged for an Asaas card transaction
• ASAAS_CARD_TRANSACTION_PARTIAL_REFUND - Partial refund of an Asaas card transaction
• ASAAS_CARD_TRANSACTION_PARTIAL_REFUND_CANCELLATION - Cancellation of a partial refund of an Asaas card transaction
• ASAAS_CARD_TRANSACTION_REFUND - Refund of an Asaas card transaction
• ASAAS_CARD_TRANSACTION_REFUND_CANCELLATION - Cancellation of an Asaas card transaction refund
• ASAAS_MONEY_PAYMENT_ANTICIPATION_FEE_REFUND - Refund of Asaas Money installment fee
• ASAAS_MONEY_PAYMENT_COMPROMISED_BALANCE - Balance hold related to an Asaas Money payment
• ASAAS_MONEY_PAYMENT_COMPROMISED_BALANCE_REFUND - Release of balance hold related to an Asaas Money payment
• ASAAS_MONEY_PAYMENT_FINANCING_FEE - Asaas Money financing fee
• ASAAS_MONEY_PAYMENT_FINANCING_FEE_REFUND - Refund of Asaas Money financing fee
• ASAAS_MONEY_TRANSACTION_CASHBACK - Asaas Money cashback
• ASAAS_MONEY_TRANSACTION_CASHBACK_REFUND - Refund of Asaas Money cashback
• ASAAS_MONEY_TRANSACTION_CHARGEBACK - Asaas Money transaction chargeback
• ASAAS_MONEY_TRANSACTION_CHARGEBACK_REVERSAL - Reversal of an Asaas Money transaction chargeback
• BILL_PAYMENT - Bill payment
• BILL_PAYMENT_CANCELLED - Bill payment cancellation
• BILL_PAYMENT_REFUNDED - Bill payment refund
• BILL_PAYMENT_FEE - Bill payment fee
• BILL_PAYMENT_FEE_CANCELLED - Bill payment fee cancellation
• CHARGEBACK - Balance hold due to a payment chargeback
• CHARGEBACK_REVERSAL - Release of balance hold due to a payment chargeback
• CHARGED_FEE_REFUND - Refund of collection or Pix fee
• CONTRACTUAL_EFFECT_SETTLEMENT - Reserved receivable amount
• CONTRACTUAL_EFFECT_SETTLEMENT_REVERSAL - Refund of reserved receivable amount
• CREDIT - Credit
• CREDIT_BUREAU_REPORT - Credit bureau consultation fee
• CUSTOMER_COMMISSION_SETTLEMENT_CREDIT - Partner commission settlement credit
• CUSTOMER_COMMISSION_SETTLEMENT_DEBIT - Partner commission settlement debit
• DEBIT - Debit
• DEBIT_REVERSAL - Debit refund
• DEBT_RECOVERY_NEGOTIATION_FINANCIAL_CHARGES - Debt renegotiation charges
• FREE_PAYMENT_USE - Promotional fee refund
• INTERNAL_TRANSFER_CREDIT - Transfer received from another Asaas account
• INTERNAL_TRANSFER_DEBIT - Transfer sent to another Asaas account
• INTERNAL_TRANSFER_REVERSAL - Internal transfer reversal
• INVOICE_FEE - Service invoice issuance fee
• PARTIAL_PAYMENT - Partially received payment
• PAYMENT_DUNNING_CANCELLATION_FEE - Fee for cancelling a debt collection request
• PAYMENT_DUNNING_RECEIVED_FEE - Debt collection fee
• PAYMENT_DUNNING_RECEIVED_IN_CASH_FEE - Cash debt collection fee
• PAYMENT_DUNNING_REQUEST_FEE - Debt collection request fee
• PAYMENT_FEE - Payment fee (boleto, card, or Pix)
• PAYMENT_FEE_REVERSAL - Refund of payment fee (boleto, card, or Pix)
• PAYMENT_MESSAGING_NOTIFICATION_FEE - Payment messaging fee
• PAYMENT_RECEIVED - Payment received
• PAYMENT_CUSTODY_BLOCK - Balance hold due to custody
• PAYMENT_CUSTODY_BLOCK_REVERSAL - Release of balance hold due to custody
• PAYMENT_REFUND_CANCELLED - Cancellation of a payment refund
• PAYMENT_REVERSAL - Payment refund
• PAYMENT_SMS_NOTIFICATION_FEE - Payment SMS notification fee
• PAYMENT_INSTANT_TEXT_MESSAGE_FEE - Payment instant message notification fee
• PHONE_CALL_NOTIFICATION_FEE - Voice notification fee
• PIX_TRANSACTION_CREDIT - Pix transfer received
• PIX_TRANSACTION_CREDIT_FEE - Fee for received Pix transfer
• PIX_TRANSACTION_CREDIT_REFUND - Refund of a received Pix transfer
• PIX_TRANSACTION_CREDIT_REFUND_CANCELLATION - Cancellation of a received Pix transfer refund
• PIX_TRANSACTION_DEBIT - Pix transaction
• PIX_TRANSACTION_DEBIT_FEE - Pix fee
• PIX_TRANSACTION_DEBIT_REFUND - Refund of a Pix transaction
• POSTAL_SERVICE_FEE - Fee for sending boletos by mail
• PRODUCT_INVOICE_FEE - Product invoice issuance fee through Base ERP
• CONSUMER_INVOICE_FEE - Consumer invoice issuance fee through Base ERP
• PROMOTIONAL_CODE_CREDIT - Fee discount
• PROMOTIONAL_CODE_DEBIT - Reversal of fee discount
• RECEIVABLE_ANTICIPATION_GROSS_CREDIT - Receivables or installment anticipation credit
• RECEIVABLE_ANTICIPATION_DEBIT - Settlement of an anticipated receivable or installment
• RECEIVABLE_ANTICIPATION_FEE - Receivables or installment anticipation fee
• RECEIVABLE_ANTICIPATION_PARTNER_SETTLEMENT - Settlement of an anticipated receivable or installment
• REFUND_REQUEST_CANCELLED - Cancellation of a payment refund
• REFUND_REQUEST_FEE - Payment refund processing fee
• REFUND_REQUEST_FEE_REVERSAL - Cancellation of the payment refund processing fee
• REVERSAL - Reversal
• TRANSFER - Bank transfer
• TRANSFER_FEE - Bank transfer fee
• TRANSFER_REVERSAL - Bank transfer reversal
• MOBILE_PHONE_RECHARGE - Mobile phone recharge
• REFUND_MOBILE_PHONE_RECHARGE - Mobile phone recharge refund
• CANCEL_MOBILE_PHONE_RECHARGE - Mobile phone recharge cancellation
• INSTANT_TEXT_MESSAGE_FEE - WhatsApp notification fee
• ASAAS_CARD_BALANCE_REFUND - Asaas card balance refund
• ASAAS_MONEY_PAYMENT_ANTICIPATION_FEE - Asaas Money installment fee
• BACEN_JUDICIAL_LOCK - Judicial block
• BACEN_JUDICIAL_UNLOCK - Judicial unblock
• BACEN_JUDICIAL_TRANSFER - Judicial transfer
• ASAAS_DEBIT_CARD_REQUEST_FEE - Elo debit card issuance fee
• ASAAS_PREPAID_CARD_REQUEST_FEE - Elo prepaid card issuance fee
• EXTERNAL_SETTLEMENT_CONTRACTUAL_EFFECT_BATCH_CREDIT - Credit of amounts for contractual effect settlement
• EXTERNAL_SETTLEMENT_CONTRACTUAL_EFFECT_BATCH_REVERSAL - Reversal of amounts related to contractual effect settlement
• ASAAS_CARD_BILL_PAYMENT - Asaas card bill payment
• ASAAS_CARD_BILL_PAYMENT_REFUND - Refund of an Asaas card bill payment
• CHILD_ACCOUNT_KNOWN_YOUR_CUSTOMER_BATCH_FEE - Child account creation fee
• CONTRACTED_CUSTOMER_PLAN_FEE - Asaas plan monthly fee
• ACCOUNT_INACTIVITY_FEE - Inactive account fee