Financial balance

Monthly income / cost / VAT per company.

Write tools

Mutates customer data

Calls under this heading change the SaldeoSMART account. Confirm intent before invoking from an autonomous agent.

Tool	Summary
merge_financial_balance	Set the monthly financial balance (income, cost, VAT) for a company (SSK01).

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API reference

merge_financial_balance

merge_financial_balance(company_program_id: str, balance: FinancialBalanceMergeInput) -> MergeResult | ErrorResponse

Set the monthly financial balance (income, cost, VAT) for a company (SSK01).

Used by accounting firms to record the closing aggregates for a given (year, month) folder. Single record per call — Saldeo answers with MERGED when the folder already had a balance, CREATED when it didn't.

Optional attachments carry source-of-truth files (the source spreadsheet, a scanned report, etc.). Each attachment is read at tool invocation time and uploaded as a separate attmnt_N form field.