POST
/api/v1/bank-statement
curl \
--request POST 'https://api.plannrcrm.com/api/v1/bank-statement' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"statement_uuid":"53f8c54c-3205-4257-9612-f5df09c1c5bd","date":"2025-08-07","name":"Natwest Statement #8434","reference":"BAT#8434"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"statement_uuid": "53f8c54c-3205-4257-9612-f5df09c1c5bd",
"date": "2025-08-07",
"name": "Natwest Statement #8434",
"reference": "BAT#8434"
}
Response examples (201)
{
"date": "2025-08-07",
"name": "Aviva",
"uuid": "ecbdb0c6-eb69-4905-896a-5be3c57ba421",
"number": 23,
"reference": "SW#8434",
"statement": {
"name": "01/06/2022 - 30/06/2022",
"uuid": "6aabf7fc-3830-4aee-b768-84910f2d5c19",
"locked": false,
"end_date": "2022-06-01",
"locked_at": "2025-08-07T13:41:45+01:00",
"locked_by": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-08-07T13:41:45+01:00",
"start_date": "2022-06-30",
"updated_at": "2025-08-07T13:41:45+01:00",
"expectations_count": 6,
"total_expectations": {
"amount": "124585",
"currency": "GBP",
"formatted": "£1,245.85"
},
"statement_transactions": "App\\Http\\Resources\\StatementTransactionResource",
"total_bank_transactions": {
"amount": "125599",
"currency": "GBP",
"formatted": "£1,255.99"
},
"statement_transactions_count": 6,
"total_statement_transactions": {
"amount": "125599",
"currency": "GBP",
"formatted": "£1,255.99"
},
"total_expectation_amount_reconciled_to_bank": {
"amount": "125599",
"currency": "GBP",
"formatted": "£1,255.99"
},
"total_expectation_percentage_reconciled_to_bank": {
"amount": "8570",
"currency": "GBP",
"formatted": "£85.70"
}
},
"created_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+01:00",
"total_amount": {
"amount": "345895",
"currency": "GBP",
"formatted": "£3,458.95"
},
"bank_transactions": [
{
"date": "2022-07-15",
"firm": "App\\Http\\Resources\\FirmResource",
"uuid": "838ceb54-ff0e-4970-bd84-249dbd6c9e3b",
"amount": {
"amount": "12399",
"currency": "GBP",
"formatted": "£123.99"
},
"account": "App\\Http\\Resources\\AccountResource",
"filename": "Natwest June 2022 Statement.xlsx",
"metadata": {
"client_name": "Gareth Thompson"
},
"reference": "VitalityLtd",
"statement": "App\\Http\\Resources\\StatementResource",
"created_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+01:00",
"bank_statement": "App\\Http\\Resources\\BankStatementResource"
}
],
"reconciled_amount": {
"amount": "12849",
"currency": "GBP",
"formatted": "£128.49"
},
"reconciled_percentage": 95.68,
"bank_transactions_count": 6
}