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FINANCIAL DATA API

Company financial data, delivered as structured JSON.

Use a fixed endpoint when your system already knows the company and the data it needs. Retrieve available historical company financials with the reporting period, currency, account scope and source context kept beside the figures.

Built for server-side integration. Token authentication and product entitlement required.

REQUESTapplication/json
GET /v2/kyb/29707645/financial
    ?include_provenance=true

{
  "years": ["2022-01-31", "2023-01-31"],
  "groups": [{
    "name": "Summary",
    "list": [
      { "name": "Currency", "list": {
        "2023-01-31": "GBP"
      }},
      { "name": "Total Assets", "list": {
        "2023-01-31": "45327.0"
      }}
    ]
  }],
  "source": { "name": "…", "url": "…" }
}

Example response shape · abridged

Fixed endpoint and response contractFinancial fields organised by periodOptional source provenance
PRODUCT OVERVIEW

A financial statements API for repeatable retrieval.

The deterministic API moves financial records into your application without adding a generated interpretation layer.

01

Structured financial records

Retrieve the available statement fields, ratios and company financial indicators in a machine-readable response organised by reporting date.

Use the returned years and groups rather than assuming every company has the same fields.
02

Known input, defined route

Resolve the legal entity once, retain its company ID and call the financial endpoint whenever your workflow needs the underlying data.

Veripoint retrieves the dataset through GET /kyb/{id}/financial.
03

Accounting context retained

Keep currency, reporting period, consolidated-account scope and optional provenance with every value you ingest or display.

A missing or null field is unavailable data. It is not zero.
THE DIFFERENCE

Known retrieval or planned research.

The AI API is not a newer version of the deterministic API. They solve different engineering problems and can sit in the same architecture.

DETERMINISTIC

You know the entity and the dataset.

Your application chooses the financial endpoint and receives the structured records.

View the financial data API
AI RESEARCH

You know the question, not the path.

The service resolves the entity, selects the tools and streams the result.

View the AI research API
DecisionDeterministic Financial APIAI Financial Research API
Best starting pointKnown company and known datasetA self-contained business question
ExecutionYour code calls one explicit endpointThe service selects and can chain data tools
TransportA structured JSON responseA live Server-Sent Events stream
OutputFinancial fields, periods and ratiosai: answer plus data · data: tool results only
ConsistencyFixed route and response contract; source records can updateRetrieved facts remain source-backed; tool path and prose can vary by question
Best workloadETL, models, dashboards, scheduled retrievalResearch assistants, investigations, unfamiliar questions
Main trade-offYour team defines the workflow and interpretationMore flexible input, but more streaming and review logic

Simple rule: use deterministic endpoints for repeatable system workloads; use the AI API when a person or agent starts with a question whose retrieval path is not known in advance.

HOW IT WORKS

From company identifier to financial records.

The integration stays explicit at every stage. Your application controls entity matching, storage, calculations and presentation.

  1. 01

    Resolve the legal entity

    If you do not already have the Global Database company ID, search by legal name, country, registration number, VAT number or another supported identifier. Confirm the entity before using its figures.

  2. 02

    Call the financial endpoint

    Request GET /v2/kyb/{id}/financial for the company dataset used by Veripoint. The Financials API also documents direct company-ID and ticker routes.

  3. 03

    Parse periods and statement groups

    Read the years array and the returned groups. Preserve the reporting date, currency and individual or consolidated account scope when normalising the response.

  4. 04

    Store the data and its evidence

    Add include_provenance=true when source metadata is required. Version the retrieved payload so later calculations can be reproduced against the same record.

WHERE IT FITS

Use it as financial-data infrastructure.

01

Financial models and valuation tools

Populate models with reported values and ratios without extracting figures from a generated narrative.

Best when formulas and mappings are already defined.
02

Warehouses, dashboards and portfolio workflows

Ingest company financial data into scheduled pipelines, internal dashboards and downstream scoring systems.

Best when schema control, caching and repeatability matter.
03

Customer-facing financial products

Display financial statements or derived metrics inside your product, subject to the agreed usage and redistribution rights.

Best when your application owns the presentation and analysis.
USE BOTH

Separate your system workload from your research workload.

Keep routine ingestion, calculations and dashboards on deterministic endpoints. Use the AI Financial Research API for open-ended questions, ambiguous entities and requests that need several data tools. This protects schema control without forcing users to understand the endpoint catalogue.

See the AI research layer
SYSTEM WORKLOADKnown entities → deterministic JSON
RESEARCH WORKLOADOpen question → planned tool calls
BEFORE PRODUCTION

What engineering and procurement should confirm.

The product choice affects transport, validation, cost controls and the evidence you need to retain.

  • Keep the Global Database company ID separate from the registration number. They are not interchangeable identifiers.
  • Expect numeric strings, null values and fields that vary by company, jurisdiction and reporting period.
  • The request path is deterministic; the underlying record can still change when a source filing is updated.
  • Confirm entitlements, usage limits and permitted storage or redistribution before designing production volumes.
PRODUCT QUESTIONS

Before you choose the API.

Direct answers for product, data and engineering review.

01What is a financial data API?

A financial data API lets software request company financial records in a machine-readable format. This product returns available company financial fields and statement groups for use in models, dashboards, applications and data pipelines.

02Why is it called deterministic?

Your application chooses the endpoint, company and parameters, and receives the endpoint’s defined response shape without generated commentary. Deterministic does not mean the source record is frozen; values can change when new filings or corrections become available.

03Which endpoint returns the financial data used by Veripoint?

After resolving the company, Veripoint pulls the dataset through GET /v2/kyb/{id}/financial. The wider Financials API also documents company-ID and ticker-based routes.

04What is the difference between the Financials API and Financial KYB?

Financials API is the product family for structured company financial data. Financial KYB is the entity-resolved route Veripoint uses to return years and statement groups for a known company ID, with optional provenance.

05Does it return full company financial statements?

It returns the financial fields available for that company and reporting period, organised into the groups provided by the source response. Availability varies by jurisdiction, company type, filing obligations and source coverage, so integrations must handle partial statements.

06Does it cover private and public companies?

The product is designed for company financial data across private and public companies where records are available. The exact fields, history and freshness depend on disclosure rules and the available source filings.

07Can the response include source information?

Yes. Supported KYB requests accept include_provenance=true. Preserve the returned source metadata with the figures when auditability or downstream evidence is required.

08How should missing financial fields be handled?

Keep null or absent values as unavailable. Do not convert them to zero or silently estimate them. Your application can show another relevant returned metric, but it should not relabel a different field as the missing one.

09Is this the right API for batch financial-data ingestion?

It is the better fit when the entity and required dataset are already known and your system needs a predictable schema. Confirm contracted limits and throughput before finalising a batch or scheduled architecture.

10When should I use the AI Financial Research API instead?

Use the AI API when the input is an open-ended question, the company still needs to be resolved, or the task may require several data tools. Use the deterministic API when your application already knows the route and needs structured values at scale.

BUILD WITH VERIPOINT

Choose the interface around the workload.

Tell us the companies, volume, output and usage rights your product requires.