Financial Statements API
Give your customers the granular insights and real-time access they need to make more informed, data-driven business decisions.
Full-Service Features
Automated General Ledger
A double-entry GL is automatically maintained on the back end of your customers’ operations.
Seamless Data Integrations
Plaid and other integrations ensure direct connections to existing data sources.
Flexible Formats
Formats include HTML for in-app display, XLS for exports, PDF for sharing, and JSON for custom reports.
Customizable Reports
Use simple POST calls with adjustable parameters to adapt reports to customer needs.
Instant Report Display
Statements are embedded directly into your app’s interface for easy customer access.
Secure File Sharing
Reports are downloaded and shared safely via temporary links or server-side file hosting
Detailed Documentation
Comprehensive API docs outline all available reports, parameters, and integration steps
Reliable Support
A dedicated team of experts is ready to assist you through integration and customization
Outshine the Market
Tight differentiates your platform by embedding financial reporting capabilities directly into your product offering—so you can stay true to your brand while taking your customers’ finances to the next level.
Enable real-time visibility
Empower your customers with accurate, up-to-the-minute financial insights and updates, so they can work with sharper data and make smarter decisions.
Ease system overload
Allow your customers fast, frictionless access to all the information they need right from your platform—so they don’t need to juggle multiple apps just to close their books.
Edge ahead of the industry curve
Tight carries out regular updates, new features, and improvements within our API, so you can stay effortlessly in tune with the latest trends and regulations.
All the Business Benefits, Without All the Complexity
Say goodbye to generic, inflexible software and burdensome in-house builds.
We’ve developed the infrastructure for you, and we customize it to your needs—so you can quickly launch best-in-class experiences and start seeing results.
Boost your revenue
Tight’s embedded reporting helps you expand your product roadmap, amplify customer engagement and retention, and unlock new cash streams.
Sprint to market
Our simple, off-the-shelf API can be integrated with little development time and effort—so you can launch reporting solutions in a matter of weeks.
Scale without limits
As your customer base grows, our API grows with you, providing additional financial reporting capabilities without the need to invest in additional infrastructure.
Rest secured
Tight complies with all privacy and security standards—and you’ll never need to store your customers’ card or account data on your platform.
Build on your terms
Unlike other solutions, Tight’s API is fully white-labeled and endlessly customizable—so you can design experiences that fit your brand and business.
Proven Results
Firstbase uses Tight’s API to generate hyper-specialized, multi-period financial statements in a variety of formats—with more endpoints and customization options than any other solution.
Featured Articles
Learn more about how financial data API solutions are changing the game for banks, fintechs, and SaaS providers.
Frequently Asked Questions
What is a financial statements API?
A financial statements API is a tool that allows financial service providers—like banks, fintechs, and vertical and horizontal SaaS platforms—to integrate advanced financial reporting capabilities into their applications without building the required infrastructure in-house. That enables their customers or end users to generate and access essential financial statements on an ongoing, real-time basis.
What are the benefits of using a financial statements API?
For your customers, using an API for financial statements can help streamline financial reporting processes, reduce human errors, and provide real-time access to critical financial documents and data. This enables heightened efficiency, enhanced visibility, and better decision making.
For you, leveraging a financial statements API—instead of building related capabilities yourself—means your business can quickly launch and scale new product features and tap into new revenue opportunities with minimal effort.
Are API financial statements secure?
Reputable financial data API providers carry out robust security measures and compliance programs to protect sensitive personal data. These may include encryption practices, secure data transmission protocols, and certifications for top industry standards like PCI DSS and SOC 2. It’s essential to choose a provider that prioritizes data privacy and security in this manner.
Can financial statement APIs integrate with my existing accounting software?
Many financial statement APIs, including Tight’s, are designed to integrate with popular accounting platforms like QuickBooks, Xero, and NetSuite. However, specific coverage will vary. It’s important to check with a provider to ensure compatibility with your particular accounting system before implementation
How much technical skill is required to implement a financial statements API?
The level of skill can vary depending on the provider, the level of support their team offers, and the complexity of your integration. Some API providers feature low- or no-code, user-friendly SDKs and extensive documentation to simplify the process. That said, it’s generally recommended to have a development team with API experience at the ready to ensure smooth onboarding.
What is the pricing model for a financial statements API?
Different API providers charge different rates depending on a variety of factors. Some may charge based on the number of API calls, while others may offer tiered pricing plans that are based on the volume of data processed or the total number of users.
What types of reports can be generated using Tight's Financial Statements API?
Tight's API supports various report types, including balance sheets, income statements, cash flow statements, and more. Plus, they can be generated in a wide range of formats, including HTML, PDF, XLS, and JSON.
How does Tight's automated general ledger work?
Tight's API automatically maintains a general ledger behind the scenes in real time for all of your customers, eliminating the need for manual bookkeeping. This ensures that financial statements are always accurate and up to date without requiring end users to have accounting expertise.
Can I customize Tight's financial reports to match my company’s branding?
Yes, Tight's solution is fully white-labeled, and our team can work with you to customize all financial reports generated through our API—ensuring a seamless, on-brand experience for all of your customers.
How can I integrate my data sources withTight's Financial Statements API?
Integrating your existing data sources is simple. We offer a number of native integrations (including Plaid) as well as customized integration options. Our dedicated API team can guide you through the process to ensure a smooth implementation.
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