GetAccountSummary

API Method = GetAccountSummary

The "GetAccountSummary" endpoint is a feature we provide to our customers for efficiently accessing their financial history in a consolidated manner. With this service, it's possible to get a summarization of transactions within a specified period, encompassing both inflows and outflows.

Important: For successful utilization of this endpoint, it is necessary to first complete the parameterization process with our customer service team.

{ 
"method": "GetAccountSummary", 
"partnerId": 420, 
"businessUnitId": 10935, 
"taxNumber": "77758516009", 
"startDate": "2023-10-02", 
"endDate": "2023-10-02", 
"bank": "", 
"bankBranch": "", 
"bankAccount": "", 
"bankAccountDigit": "", 
"pageIndex": 0, 
"pageSize": 3, 
"operationtype": 58 
}

{
"success": true,
"entry": [
{
"date": "2023-10-02T00:00:00",
"description": "Devolução de pagamento Pix",
"quantity": 209,
"value": 173.13
},
{
"date": "2023-10-02T00:00:00",
"description": "Transferência",
"quantity": 186,
"value": 74.59
}
],
"balance": 20368.00,
"TotalRows": 100
}

Definition of request fields

Parameter	Type	Description
Method	String	Method name
PartnerId	Integer	Information provided by FitBank
BusinessUnitId	Integer	Information provided by FitBank
TaxNumber	String	Taxnumber account holder.
StartDate	String	Field used to perform the start date filter to delimit the statement.
EndDate	String	Field used to perform the end date filter to delimit the statement.
Bank	String	Bank Code (Ex.: “450”)
BankBranch	String	Bank Agency Code (Ex.: “0001”)
BankAccount	String	Bank Account (Ex.: “146492”)
BankAccountDigit	String	Account Digit (Ex.: “1”)
PageIndex	Integer	This field is responsible for specifying which page will be returned
PageSize	Integer	This field is responsible for specifying the number of entries per page to be returned.
OperationType	String	Type of Operation

Definition of response fields

Parameter	Type	Description
Date	String	Date of summarization. (Ex. 2023-10-02T00:00:00)
Description	String	Description of the summarized transaction type
Quantity	String	Number of summarized transactions
Value	String	Value of summarized transactions
Balance	String	Account Balance
TotalRows	String	Number of records resulting from the search