API Documentation

import requests
import time

API_KEY = "YOUR_API_KEY"
BASE_URL = "https://api.balanzio.app/api/v1"
HEADERS = {"Authorization": f"Bearer {API_KEY}"}

# 1. Upload PDF
with open("statement.pdf", "rb") as f:
    files = {"files": f}
    response = requests.post(
        f"{BASE_URL}/bank-statement",
        headers=HEADERS,
        files=files
    )
    data = response.json()
    file_uuid = data[0]["uuid"]
    pdf_type = data[0]["pdfType"]
    print(f"Uploaded: {file_uuid} ({pdf_type})")

# 2. Poll status if OCR is needed
if pdf_type == "IMAGE_BASED":
    while True:
        response = requests.post(
            f"{BASE_URL}/bank-statement/status",
            headers=HEADERS,
            json={"uuids": [file_uuid]}
        )
        status = response.json()[0]
        if status["state"] == "COMPLETED":
            print("Processing complete!")
            break
        elif status["state"] == "ERROR":
            print("Processing failed:", status.get("error"))
            break
        print(f"Progress: {status.get('progress', 0)}%")
        time.sleep(3)

# 3. Convert to JSON
response = requests.post(
    f"{BASE_URL}/bank-statement/convert",
    headers=HEADERS,
    params={"format": "JSON"},
    json={"uuid": file_uuid}
)

transactions = response.json()
print(f"Found {len(transactions['transactions'])} transactions")
for txn in transactions["transactions"]:
    print(f"{txn['date']}: {txn['description']} - {txn['amount']} {txn['currency']}")

const FormData = require('form-data');
const fs = require('fs');
const fetch = require('node-fetch');

const API_KEY = 'YOUR_API_KEY';
const BASE_URL = 'https://api.balanzio.app/api/v1';
const HEADERS = { 'Authorization': `Bearer ${API_KEY}` };

async function convertBankStatement() {
  // 1. Upload PDF
  const form = new FormData();
  form.append('files', fs.createReadStream('statement.pdf'));

  let response = await fetch(`${BASE_URL}/bank-statement`, {
    method: 'POST',
    headers: HEADERS,
    body: form
  });

  const uploadData = await response.json();
  const fileUuid = uploadData[0].uuid;
  const pdfType = uploadData[0].pdfType;
  console.log(`Uploaded: ${fileUuid} (${pdfType})`);

  // 2. Poll status if OCR needed
  if (pdfType === 'IMAGE_BASED') {
    let completed = false;
    while (!completed) {
      response = await fetch(`${BASE_URL}/bank-statement/status`, {
        method: 'POST',
        headers: { ...HEADERS, 'Content-Type': 'application/json' },
        body: JSON.stringify({ uuids: [fileUuid] })
      });

      const statusData = await response.json();
      const status = statusData[0];

      if (status.state === 'COMPLETED') {
        console.log('Processing complete!');
        completed = true;
      } else if (status.state === 'ERROR') {
        throw new Error(`Processing failed: ${status.error}`);
      } else {
        console.log(`Progress: ${status.progress || 0}%`);
        await new Promise(resolve => setTimeout(resolve, 3000));
      }
    }
  }

  // 3. Convert to JSON
  response = await fetch(
    `${BASE_URL}/bank-statement/convert?format=JSON`,
    {
      method: 'POST',
      headers: { ...HEADERS, 'Content-Type': 'application/json' },
      body: JSON.stringify({ uuid: fileUuid })
    }
  );

  const transactions = await response.json();
  console.log(`Found ${transactions.transactions.length} transactions`);

  transactions.transactions.forEach(txn => {
    console.log(`${txn.date}: ${txn.description} - ${txn.amount} ${txn.currency}`);
  });
}

convertBankStatement().catch(console.error);