Create a provider statement Run in API Explorer

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Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}
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POST /api/v1/provider-statement
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string
application/json

Body

  • statement_uuid string(uuid) Required

    Payment period statement UUID

  • provider_uuid string(uuid) Required

    Provider UUID

  • date string(date) Required

    Statement date

  • name string

    Optional title to name the provider statement. If null an auto generated name will be created as provider name and statement date.

  • reference string

    Statement reference given by provider

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • number integer
    • name string
    • date string
    • reference string
    • filename string
    • origin string
    • provider object
      Hide provider attributes Show provider attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
    • statement object
      Hide statement attributes Show statement attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • start_date string
      • end_date string
      • locked boolean
      • locked_at string
      • locked_by object
        Hide locked_by attributes Show locked_by attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • total_expectations object
        Hide total_expectations attributes Show total_expectations attributes object
        • amount string
        • currency string
        • formatted string
      • total_statement_transactions object
        Hide total_statement_transactions attributes Show total_statement_transactions attributes object
        • amount string
        • currency string
        • formatted string
      • total_bank_transactions object
        Hide total_bank_transactions attributes Show total_bank_transactions attributes object
        • amount string
        • currency string
        • formatted string
      • total_expectation_amount_reconciled_to_bank object
        Hide total_expectation_amount_reconciled_to_bank attributes Show total_expectation_amount_reconciled_to_bank attributes object
        • amount string
        • currency string
        • formatted string
      • total_expectation_percentage_reconciled_to_bank object
        Hide total_expectation_percentage_reconciled_to_bank attributes Show total_expectation_percentage_reconciled_to_bank attributes object
        • amount string
        • currency string
        • formatted string
      • expectations_count integer
      • statement_transactions_count integer
      • statement_transactions object
        Hide statement_transactions attributes Show statement_transactions attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • client_name

          Client name

        • transaction_reference

          Unique statement transactions reference assigned by the provider

        • policy_number

          Provider reference of the plan the statement transactions belongs to

        • date

          Date of when the provider received the statement transactions

        • gross_amount

          Gross amount

        • net_amount

          Net amount

        • category

          Expected payment category for accurate reporting

        • payment_origin

          Who is expected to pay this statement transactions

        • agency_number

          Agency number

        • product_reference

          Product reference

        • adviser_name

          Adviser name

        • sender_id_sib_number

          Sender id sib number

        • reason

          Reason

        • auto_reconciliation_message

          Reason why this statement transaction could not be auto reconciled against an expectation. Cleared once it is reconciled.

        • scheme_name

          Scheme name

        • scheme_number

          Scheme number

        • customer_number

          Customer number

        • policy_market_value

          Policy market value

        • provider

          Provider this statement transaction belongs to if provided

        • metadata

          Any metadata that was saved during a CSV import for statement transactions

    • statement_transactions_count integer
    • statement_transactions array[object]
      Hide statement_transactions attributes Show statement_transactions attributes object
      • uuid string
      • created_at string
      • updated_at string
      • client_name string
      • transaction_reference string
      • policy_number string
      • date string
      • gross_amount object
        Hide gross_amount attributes Show gross_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • net_amount object
        Hide net_amount attributes Show net_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • category string
      • payment_origin string
      • agency_number string
      • product_reference string
      • adviser_name string
      • sender_id_sib_number string
      • reason string
      • auto_reconciliation_message string
      • scheme_name string
      • scheme_number string
      • customer_number string
      • policy_market_value string
      • provider string
      • provider_statement object
        Hide provider_statement attributes Show provider_statement attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • number

          Provider statement number

        • name

          Provider name

        • date

          Provider statement date

        • reference

          provider statement reference given by provider

        • filename

          Filename if uploaded by CSV or automatically from EDI

        • origin

          how the provider statement was created. Values are edi, manual, upload and auto

        • statement_transactions_count

          Total number of statement transactions within provider statement

        • total_amount

          Total amount of all statement transactions within this provider statement

        • reconciled_expectations_amount

          Total amount reconciled against expectations

        • reconciled_expectations_percentage

          Total percentage reconciled against expectations

        • reconciled_bank_transactions_amount

          Total amount reconciled against bank transactions

        • reconciled_bank_transactions_percentage

          Total percentage reconciled against bank transactions

        • is_fully_reconciled_to_expectations

          Returns if all statement transactions are fully reconciled to expectations

      • metadata object
        Hide metadata attribute Show metadata attribute object
        • client_name string
      • expectation object
        Hide expectation attributes Show expectation attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • payment_origin

          Who you expect to be paying this expectation

        • type

          Expectation type, fee or commission

        • category

          Expectation category, used for accurate reporting

        • expected_payment_date

          Expected payment date of expectation

        • tax_exempt

          Denotes if this expectation is tax exempt

        • tax

          Tax percentage that was applied to this expectation

        • recurring

          Denotes if this expectation is from a recurring charge

        • is_balanced

          Denotes if the expected amount has been balanced to the reconciled amount

        • unbalanced_expected_amount

          The unbalanced amount the expectation is expected to received

        • expected_amount

          Amount the expectation is expected to be received

        • gross_amount

          Gross amount the expectation is expected to be received

        • net_amount

          Net amount the expectation is expected to be received

        • amount

          Amount that was entered for the charge

        • percentage

          Percentage of plans value that was entered for the charge

        • exclude_from_rmar

          Denotes if this expectation will be excluded from RMAR

        • rmar_type

          RMAR type

        • advice_type

          Advice type

        • service_type

          Service type

        • advice_area_gross

          RMAR advice area gross values.

        • advice_area_net

          RMAR advice area net values.

        • chargeable_type

          Model type this expectation belongs to

        • notes_count

          Notes count

      • bank_transactions object
        Hide bank_transactions attributes Show bank_transactions attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • date

          Transaction date on bank statement

        • amount

          Transaction amount

        • reference

          Transaction reference on bank statement

        • metadata

          Any metadata that was saved during a CSV import for transactions

        • filename

          Filename of the CSV import transactions

      • statement object
        Hide statement attributes Show statement attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Statement description

        • start_date

          End date of the statement

        • end_date

          Start date of the statement

        • locked

          Denotes whether the statement is locked or not

        • locked_at

          The time that the statement was locked at

        • total_expectations

          Total amount of expectations for the statement period

        • total_statement_transactions

          Total amount of statement transactions received for the statement period

        • total_bank_transactions

          Total amount of bank transactions received for the statement period

        • total_expectation_amount_reconciled_to_bank

          Total amount of expectations that have been reconciled to the bank received for the statement period

        • total_expectation_percentage_reconciled_to_bank

          Total percentage of expectations that have been reconciled to the bank received for the statement period

        • expectations_count

          Total number of expectations for the statement period

        • statement_transactions_count

          Total number of statement transactions received for the statement period

      • account object
        Hide account attributes Show account attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • permissions

          Permission map where keys are permission names and values are target arrays

      • firm object
        Hide firm attributes Show firm attributes object
        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Name of the firm

        • slug

          Slug of the firm

        • address_1

          First line of the address

        • address_2

          Second line of the address

        • town_city

          Town/City

        • county

          County

        • postcode

          Postcode

        • country

          Country

        • regulatory_text

          Regulatory text of the firm.

        • logo_icon

          URL of your firm logo icon.

        • brand_colours

          Firm branding colours.

        • is_subscribed

          Subscription status.

        • keep_deleted_files_for

          Number of days to keep deleted files for

        • tax

          Tax percent

        • month_end

          Date of the month for the monthly income reconciliation statements to end

        • statement_frequency

          The frequency of the income reconciliation statements

        • billing

          Firm invoice details for billing

        • ip_whitelist

          A list of IP Addresses a firm is allowed to log in from.

        • welcome_paragraph_html

          Custom welcome paragraph html for the branded auth welcome page

        • email_welcome_paragraph_html

          Custom welcome paragraph for the welcome/new user email

        • show_fact_find_illustrations

          Determines if the illustrations/graphics are displayed on the fact find.

        • cc_email_addresses

          Array of email cc addresses.

        • bcc_email_addresses

          Array of email bcc addresses.

        • reply_to_email_address

          Firm reply to email address.

        • mobile_app_support_number

          Firm mobile app support number.

        • mobile_app_support_email

          Firm mobile app support email address.

    • total_amount object
      Hide total_amount attributes Show total_amount attributes object
      • amount string
      • currency string
      • formatted string
    • reconciled_expectations_amount object
      Hide reconciled_expectations_amount attributes Show reconciled_expectations_amount attributes object
      • amount string
      • currency string
      • formatted string
    • reconciled_expectations_percentage number
    • reconciled_bank_transactions_amount object
      Hide reconciled_bank_transactions_amount attributes Show reconciled_bank_transactions_amount attributes object
      • amount string
      • currency string
      • formatted string
    • reconciled_bank_transactions_percentage number
    • is_fully_reconciled_to_expectations boolean
POST /api/v1/provider-statement 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/provider-statement' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"statement_uuid":"762714e7-c31e-4f40-9e62-de3c808100a3","provider_uuid":"e929111a-7c26-4b7e-b71b-ebec8f749322","date":"2026-07-17","name":"Aviva Statement #3894","reference":"SW#8434"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "statement_uuid": "762714e7-c31e-4f40-9e62-de3c808100a3",
  "provider_uuid": "e929111a-7c26-4b7e-b71b-ebec8f749322",
  "date": "2026-07-17",
  "name": "Aviva Statement #3894",
  "reference": "SW#8434"
}
Response examples (201) 
{
  "uuid": "cef9646a-9321-427f-b05d-cf5081fabefc",
  "created_at": "2026-07-17T15:25:30+01:00",
  "updated_at": "2026-07-17T15:25:30+01:00",
  "number": 23,
  "name": "Aviva",
  "date": "2026-07-17",
  "reference": "SW#8434",
  "filename": "aviva-statement-may.csv",
  "origin": "upload",
  "provider": {
    "uuid": "0281ac3c-7709-43e3-a7c3-0387c0ac8bf8",
    "created_at": "2026-07-17T15:25:30+01:00",
    "updated_at": "2026-07-17T15:25:30+01:00",
    "name": "AJ Bell",
    "slug": "aj-bell"
  },
  "statement": {
    "uuid": "e4e14db8-4aa1-4b84-b044-47748f2a36db",
    "created_at": "2026-07-17T15:25:30+01:00",
    "updated_at": "2026-07-17T15:25:30+01:00",
    "name": "01/06/2022 - 30/06/2022",
    "start_date": "2022-06-30",
    "end_date": "2022-06-01",
    "locked": false,
    "locked_at": "2026-07-17T15:25:30+01:00",
    "locked_by": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "total_expectations": {
      "amount": "124585",
      "currency": "GBP",
      "formatted": "£1,245.85"
    },
    "total_statement_transactions": {
      "amount": "125599",
      "currency": "GBP",
      "formatted": "£1,255.99"
    },
    "total_bank_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"
    },
    "expectations_count": 6,
    "statement_transactions_count": 6,
    "statement_transactions": {
      "uuid": "8bdf229d-e491-4b5a-9d5a-51ee647447e5",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "client_name": "Gareth Thompson",
      "transaction_reference": "qjb8dQmzja",
      "policy_number": "AVIVA_00001",
      "date": "2026-07-17",
      "gross_amount": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "net_amount": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "category": "initial_fee",
      "payment_origin": "provider",
      "agency_number": "Agency number",
      "product_reference": "Product reference",
      "adviser_name": "Adviser name",
      "sender_id_sib_number": "Sender id sib number",
      "reason": "Reason",
      "auto_reconciliation_message": "No plans matching policy number AVIVA_00001.",
      "scheme_name": "Scheme name",
      "scheme_number": "Scheme number",
      "customer_number": "Customer number",
      "policy_market_value": "Policy market value",
      "provider": "Aviva",
      "metadata": {
        "client_name": "Gareth Thompson"
      }
    }
  },
  "statement_transactions_count": 6,
  "statement_transactions": [
    {
      "uuid": "ba001a81-e330-4613-a856-5386f0f26f5a",
      "created_at": "2026-07-17T15:25:30+01:00",
      "updated_at": "2026-07-17T15:25:30+01:00",
      "client_name": "Gareth Thompson",
      "transaction_reference": "UvKZdxZ6CK",
      "policy_number": "AVIVA_00001",
      "date": "2026-07-17",
      "gross_amount": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      },
      "net_amount": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      },
      "category": "initial_fee",
      "payment_origin": "provider",
      "agency_number": "Agency number",
      "product_reference": "Product reference",
      "adviser_name": "Adviser name",
      "sender_id_sib_number": "Sender id sib number",
      "reason": "Reason",
      "auto_reconciliation_message": "No plans matching policy number AVIVA_00001.",
      "scheme_name": "Scheme name",
      "scheme_number": "Scheme number",
      "customer_number": "Customer number",
      "policy_market_value": "Policy market value",
      "provider": "Aviva",
      "provider_statement": {
        "uuid": "ca953faf-f9e1-4dd6-976a-a60db95c271d",
        "created_at": "2026-07-17T15:25:36+01:00",
        "updated_at": "2026-07-17T15:25:36+01:00",
        "number": 23,
        "name": "Aviva",
        "date": "2026-07-17",
        "reference": "SW#8434",
        "filename": "aviva-statement-may.csv",
        "origin": "upload",
        "statement_transactions_count": 6,
        "total_amount": null,
        "reconciled_expectations_amount": null,
        "reconciled_expectations_percentage": 95.68,
        "reconciled_bank_transactions_amount": null,
        "reconciled_bank_transactions_percentage": 95.68,
        "is_fully_reconciled_to_expectations": true
      },
      "metadata": {
        "client_name": "Gareth Thompson"
      },
      "expectation": {
        "uuid": "1a9e57c8-c6e7-4914-9392-879556fdf822",
        "created_at": "2026-07-17T15:25:36+01:00",
        "updated_at": "2026-07-17T15:25:36+01:00",
        "payment_origin": "provider",
        "type": "fee",
        "category": "ongoing_fee",
        "expected_payment_date": "2026-07-17T15:25:36+01:00",
        "tax_exempt": true,
        "tax": 20.0,
        "recurring": true,
        "is_balanced": false,
        "unbalanced_expected_amount": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        },
        "expected_amount": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        },
        "gross_amount": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        },
        "net_amount": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        },
        "amount": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": null,
            "description": "Currency of the money"
          }
        },
        "percentage": 0.75,
        "exclude_from_rmar": true,
        "rmar_type": "adviser_charge",
        "advice_type": "independent",
        "service_type": "initial",
        "advice_area_gross": {
          "deposit": 7500,
          "non_regulated": 0,
          "non_rmar": 0,
          "non_investment_insurance": 0,
          "regulated_mortgage": 2500,
          "retail_investment": 0,
          "other_fca_regulated": 0,
          "unknown": 0
        },
        "advice_area_net": {
          "deposit": 7500,
          "non_regulated": 0,
          "non_rmar": 0,
          "non_investment_insurance": 0,
          "regulated_mortgage": 2500,
          "retail_investment": 0,
          "other_fca_regulated": 0,
          "unknown": 0
        },
        "chargeable_type": "plan",
        "notes_count": 5
      },
      "bank_transactions": {
        "uuid": "472e6c96-f7d1-40d1-85d9-e66c9bbfc886",
        "created_at": "2026-07-17T15:25:36+01:00",
        "updated_at": "2026-07-17T15:25:36+01:00",
        "date": "2022-07-15",
        "amount": null,
        "reference": "VitalityLtd",
        "metadata": {
          "client_name": "Gareth Thompson"
        },
        "filename": "Natwest June 2022 Statement.xlsx"
      },
      "statement": {
        "uuid": "d078e531-a8d5-410f-a6d7-0636f79de8d5",
        "created_at": "2026-07-17T15:25:36+01:00",
        "updated_at": "2026-07-17T15:25:36+01:00",
        "name": "01/06/2022 - 30/06/2022",
        "start_date": "2022-06-30",
        "end_date": "2022-06-01",
        "locked": false,
        "locked_at": "2026-07-17T15:25:36+01:00",
        "total_expectations": null,
        "total_statement_transactions": null,
        "total_bank_transactions": null,
        "total_expectation_amount_reconciled_to_bank": null,
        "total_expectation_percentage_reconciled_to_bank": null,
        "expectations_count": 6,
        "statement_transactions_count": 6
      },
      "account": {
        "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
        "created_at": "2026-07-17T15:25:36+01:00",
        "updated_at": "2026-07-17T15:25:36+01:00",
        "type": "client",
        "role": "client",
        "first_name": "Gareth",
        "last_name": "Thompson",
        "name": "Gareth Thompson",
        "email": "gareth@codepotato.co.uk",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "first_contact_date": "2026-07-17T15:25:36+01:00",
        "next_review_date": "2026-07-17T15:25:36+01:00",
        "previous_review_date": "2026-07-17T15:25:36+01:00",
        "anniversary_review_date": "2026-07-17T15:25:36+01:00",
        "terms_of_business_at": "2026-07-17T15:25:36+01:00",
        "client_agreement_at": "2026-07-17T15:25:36+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "ownership_percentage": 100.0,
        "inactive_at": "2026-07-17",
        "last_interaction_at": "2026-07-17 15:25:36",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        }
      },
      "firm": {
        "uuid": "91f29e51-ce21-4ef7-b20a-977e7ed8f32c",
        "created_at": "2026-07-17T15:25:36+01:00",
        "updated_at": "2026-07-17T15:25:36+01:00",
        "name": "Codepotato",
        "slug": "codepotato",
        "address_1": "Suite E, 5 The Briars",
        "address_2": "Waterberry Drive",
        "town_city": "Waterlooville",
        "county": "Hampshire",
        "postcode": "PO7 7YH",
        "country": "United Kingdom",
        "regulatory_text": "Regulatory text",
        "logo": "https://api.plannrcrm.com/images/plannr.jpg",
        "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
        "brand_colours": {
          "sidebar_background": "#0E0E56",
          "sidebar_accent": "#36367E",
          "sidebar_text": "#FFFFFF",
          "sidebar_hover": "#0A0A42",
          "sidebar_active": "#53DBB8",
          "sidebar_title_background": "#36367E",
          "sidebar_title_primary": "#FFC634",
          "sidebar_title_secondary": "#FFFFFF",
          "sidebar_title_secondary_hover": "#FFFFFF",
          "email_background": "#0E0E56",
          "email_logo_background_panel": "#36367E",
          "email_sub_text": "#FFFFFF",
          "email_button_background": "#36367E",
          "email_button_text": "#FFFFFF",
          "portal_sidebar_button_background": "#F6F6F6",
          "portal_sidebar_button_hover": "#FFFFFF",
          "portal_sidebar_button_active": "#FFFFFF",
          "portal_brand_title": "#323B4B",
          "portal_brand_sub_title": "#828994",
          "portal_sidebar_title": "#11151D",
          "portal_sidebar_text": "#323B4B",
          "portal_sidebar_text_hover": "#323B4B",
          "portal_sidebar_text_active": "#323B4B",
          "portal_sidebar_icon": "#828994",
          "portal_sidebar_icon_hover": "#828994",
          "portal_sidebar_icon_active": "#828994",
          "portal_background": "#F6F6F6",
          "portal_sidebar_account_title": "#11151D",
          "portal_sidebar_account_email": "#828994",
          "portal_sidebar_divider": "#E3E5E9",
          "portal_dashboard_bg_one": "#EF4583",
          "portal_dashboard_bg_two": "#FFC634",
          "portal_sidebar_collapse_button": "#828994",
          "portal_sidebar_collapse_button_hover": "#B3B9C4",
          "portal_sidebar_user_select_background": "#F6F6F6",
          "portal_sidebar_user_select_hover": "#F6F6F6",
          "portal_sidebar_user_select_text": "#323B4B",
          "portal_sidebar_user_select_text_hover": "#323B4B",
          "portal_sidebar_user_select_border": "#EEEEEE",
          "portal_sidebar_user_select_border_hover": "#828994"
        },
        "is_subscribed": true,
        "keep_deleted_files_for": 30,
        "tax": 17.5,
        "month_end": 25,
        "statement_frequency": "monthly",
        "billing": {
          "invoice_address_1": "Suite E, 5 The Briars",
          "invoice_address_2": "Waterberry Drive",
          "invoice_town_city": "Waterlooville",
          "invoice_county": "Hampshire",
          "invoice_postcode": "PO7 7YH",
          "invoice_country": "United Kingdom",
          "invoice_email": "gareth@codepotato.co.uk"
        },
        "ip_whitelist": [
          "192.168.0.1",
          "127.0.0.1"
        ],
        "welcome_paragraph_html": "<h1>Welcome.</h1>",
        "email_welcome_paragraph_html": "Welcome to Plannr!",
        "show_fact_find_illustrations": true,
        "cc_email_addresses": [
          "jack@example.com",
          "jill@example.com"
        ],
        "bcc_email_addresses": [
          "jack@example.com",
          "jill@example.com"
        ],
        "reply_to_email_address": "jack@example.com",
        "mobile_app_support_number": "01234 567890",
        "mobile_app_support_email": "support@example.com"
      }
    }
  ],
  "total_amount": {
    "amount": "345895",
    "currency": "GBP",
    "formatted": "£3,458.95"
  },
  "reconciled_expectations_amount": {
    "amount": "12849",
    "currency": "GBP",
    "formatted": "£128.49"
  },
  "reconciled_expectations_percentage": 95.68,
  "reconciled_bank_transactions_amount": {
    "amount": "22985",
    "currency": "GBP",
    "formatted": "£229.85"
  },
  "reconciled_bank_transactions_percentage": 95.68,
  "is_fully_reconciled_to_expectations": true
}