Retrieve and parse Increase account statements and transaction data for period-close reconciliation

domain: increase.com/documentation · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Query GET /transactions with account_id, created_at[gte], and created_at[lte] covering your close period; page through all results using the cursor parameter until the next_cursor in the response is null
  2. Separately retrieve GET /account_statements filtered by account_id and statement_period to get official statement objects for the same period; compare the statement's beginning_balance and ending_balance to your GL opening and closing balances
  3. For each transaction, extract the id, amount, currency, created_at, description, and route_id (the underlying payment rail object ID such as an ACH transfer or wire transfer ID)
  4. Enrich each transaction by fetching the route object (e.g., GET /ach_transfers/{id}) using the route_id to obtain full payment details including counterparty, SEC code, and trace number for ACH
  5. Build a period reconciliation: starting balance + sum of credits - sum of debits = ending balance; any discrepancy indicates either a missing transaction page or a timing difference on pending items
  6. Export the reconciled dataset to your accounting system with the Increase transaction ID as the external reference for idempotent re-import

Known gotchas

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