> ## Documentation Index > Fetch the complete documentation index at: https://docs.herondata.io/llms.txt > Use this file to discover all available pages before exploring further. # Get data source account summary > Get a list of data sources accounts & their summarised information for a company ## OpenAPI ````yaml https://app.herondata.io/swagger get /api/end_users/{end_user_id_or_heron_id}/data_source_account_summary openapi: 3.0.0 info: contact: email: support@herondata.io name: Support title: Heron Data API version: '2021-07-19' servers: - description: Production url: https://app.herondata.io security: - ApiKeyAuth: - key_XXX externalDocs: description: Read Tutorial url: https://docs.herondata.io/ paths: /api/end_users/{end_user_id_or_heron_id}/data_source_account_summary: get: tags: - EndUserDataSources summary: Get data source account summary description: > Get a list of data sources accounts & their summarised information for a company parameters: - in: path name: end_user_id_or_heron_id required: true schema: type: string responses: '200': content: application/json: schema: items: $ref: '#/components/schemas/DataSourceAccountSummaryPublicSchema' type: array description: Ok security: - ApiKeyAuth: [] components: schemas: DataSourceAccountSummaryPublicSchema: properties: data_source_account_summaries: items: $ref: '#/components/schemas/DataSourceAccountSummary' type: array end_user: $ref: '#/components/schemas/EndUser1' type: object DataSourceAccountSummary: properties: account: $ref: '#/components/schemas/EndUserDataSourceAccount' summary: allOf: - $ref: '#/components/schemas/BankStatementSummaryRow' nullable: true type: object EndUser1: properties: end_user_id: description: id defined by user; links to the end_user_id for transactions example: 2c098f79-9980-4d14-ab5c-0d0365acdb01 maxLength: 140 minLength: 1 type: string heron_id: description: Unique id for end user generated by Heron example: eus_4xsjLJRSaMXwecUyTNzJsG readOnly: true type: string name: description: Name of end user; may help to improve categorisation accuracy example: Company Name Inc. maxLength: 128 nullable: true type: string required: - end_user_id type: object EndUserDataSourceAccount: properties: account_id: description: Unique account id associated with the data source account example: '202348' type: string anomaly_reasons: description: >- Reasons associated with anomaly_score for pdf bank statement account sources example: - Statement metadata changed - Manual review flagged suspicious edits items: type: string nullable: true type: array anomaly_score: description: >- For pdf bank statement account sources, where the value is between 0 and 1000, with 1000 being the most anomalous example: 200 type: integer balances: description: List of balances associated with the account example: - closing_amount: 25000.45 currency: USD date: '2022-01-01' items: $ref: '#/components/schemas/AccountBalance' type: array currency: description: Currency of the account example: USD type: string display_account_id: description: >- Human-readable account label for display: the last four digits of the account number (falling back to the account title). Not unique and not a key; use account_id to join. example: '7505' nullable: true type: string end_date: description: End date of the account example: '2022-01-31' format: date type: string heron_id: description: Unique ID for data source generated by Heron example: dso_L9qGiJcaYxCfaAYzC5PaM5 type: string institution_name: description: Name of the institution example: Chase type: string is_enabled: description: >- Whether or not the account is enabled. If disabled, hides related transactions from analytics example: true type: boolean max_date: description: Latest date of transactions associated with the data source account example: '2022-01-31' format: date type: string min_date: description: >- Earliest date of transactions associated with the data source account example: '2022-01-01' format: date type: string name: description: Name of the account example: Checking Account type: string num_transactions: description: Number of transactions associated with the data source account example: 120 type: integer number: description: Number of the account example: '123456789' type: string owner_name: description: Name of the account owner example: John Doe type: string reference_id: description: This is the account ID provided as part of the transaction example: account-202348 type: string start_date: description: Start date of the account example: '2022-01-01' format: date type: string transactions_match_balances: description: >- For pdf bank statements, represents whether all transactions extracted match the balances extracted example: true type: boolean type: description: Type of the account example: Checking type: string required: - is_enabled type: object BankStatementSummaryRow: properties: actual_holdback_percentage: description: Actual MCA payments to revenue as % (raw repayment amounts) nullable: true type: number additional_no_od: description: >- Overdraft-item count a bank reports as a statement value (extracted from the statement), separate from the transaction-derived no_od above. Surfaced for banks (e.g. Chase Premium Business) that report overdrafts outside the transaction list. Null when the statement reports none. nullable: true type: integer average_balance: allOf: - $ref: '#/components/schemas/Money' description: Average balance average_balance_to_revenue_ratio: description: Average balance divided by total revenue type: number business_day_average_balance: allOf: - $ref: '#/components/schemas/Money' description: Average balance over weekdays excluding public holidays nullable: true dd_reversals: description: Number of DD Reversals type: integer ending_balance: allOf: - $ref: '#/components/schemas/Money' description: Ending balance expected_mca_debits: allOf: - $ref: '#/components/schemas/Money' description: Expected MCA debits amount holdback_percentage: description: Expected MCA payments to revenue as % (with frequency multiplier) nullable: true type: number is_mtd: description: Whether this row represents a month-to-date (MTD) partial statement type: boolean is_unreconcilable: description: >- True when the statement period has no usable balance data for reconciliation (e.g. an unreconciled partial-month statement) nullable: true type: boolean low_balance_days: description: >- Number of days where end of day balance falls below low balance threshold type: integer mca_credits: allOf: - $ref: '#/components/schemas/Money' description: MCA credits amount mca_debits: allOf: - $ref: '#/components/schemas/Money' description: MCA debits amount negative_balance_days: description: Number of days with negative balance type: integer no_deposits: description: Number of deposit transactions type: integer no_mca_credits: description: Number of MCA credit transactions type: integer no_mca_debits: description: Number of MCA debit transactions type: integer no_nsf: description: Number of NSF transactions (unambiguous NSF-only category labels). type: integer no_od: description: >- Number of overdraft transactions (unambiguous OD-only category labels). type: integer no_od_nsf: description: >- Total overdraft/NSF fees: overdraft fees + NSF fees + ambiguous fees. type: integer no_overdraft_transactions: description: Number of transactions where the resulting balance falls below 0 type: integer no_revenue: description: Number of revenue transactions type: integer no_withdrawals: description: Number of withdrawals transactions type: integer non_revenue: allOf: - $ref: '#/components/schemas/Money' description: Non-revenue amount period_end_date: description: >- The last day covered by the statement period (e.g. a partial April statement covering Apr 1–15 has period_end_date=Apr 15, while a full April statement with data only through Apr 15 would still show Apr 30) format: date nullable: true type: string period_start_date: description: >- The first day covered by the statement period (e.g. a partial April statement covering Apr 5–15 has period_start_date=Apr 5) format: date nullable: true type: string starting_balance: allOf: - $ref: '#/components/schemas/Money' description: Starting balance for the period total_deposits: allOf: - $ref: '#/components/schemas/Money' description: Total deposit amount total_revenue: allOf: - $ref: '#/components/schemas/Money' description: Total revenue amount total_withdrawals: allOf: - $ref: '#/components/schemas/Money' description: Total withdrawal amount type: object AccountBalance: properties: closing_amount: allOf: - $ref: '#/components/schemas/Money' description: The closing balance for the day example: 25000.45 currency: description: Currency of the balance example: USD type: string date: description: Date of the balance example: '2022-01-01' format: date type: string required: - closing_amount type: object Money: properties: amount: description: The amount of money example: '1234.56' type: number currency: description: The currency of the money example: USD type: string type: object securitySchemes: ApiKeyAuth: in: header name: x-api-key type: apiKey ````