Consolidation analysis retrieval

Lists the current consolidation analysis of each expense that receives an invoice from the manager or the consultant: invoices to submit, under analysis, awaiting the manager's decision and already decided. The manager sees all of its funds; the consultant provides the fund.

For the analysis of a specific expense, use Retrieve the current analysis.

List analyses

Available on

Profile	Host	Required permission
Manager	manager-api	Read
Consultant	consultant-api	Read Consolidations

Base URL for each host: Environments (Hosts).

ENDPOINT

/expense/consolidation_analyses

METHOD

GET

Query parameters

Parameter	Type	Required	Description
status	string	No	Analysis status, multiple values comma-separated: pending_submission, in_manual_analysis, pending_manager_approval, approved, reproved, consolidated, canceled.
fund_class_key	string	Conditional	Restricts the result to one fund. Required for the consultant.
limit	integer	No	Items per page, from 0 to 200. Default: 10.
page	integer	No	Page, starting at 0. Default: 0.

• Analyses in pending_submission or reproved only appear when the expense is pre_approved or in_provision, that is, when the invoice can already be submitted.
• For the consultant, the list returns every expense of the given fund that receives an invoice, including those created by the manager and those calculated by QI Tech. Without Read Consolidations on that fund, the response is 403 (EXP000219).
• The list goes from the most recent analysis to the oldest.

STATUS

200

Response body

{
    "data": [
        {
            "consolidation_analysis_key": "e3f4a5b6-c7d8-4e9f-8a0b-1c2d3e4f5a6b",
            "analysis_number": 1,
            "status": "pending_submission",
            "payment_method": "transfer",
            "payment_date": "2026-11-20",
            "payment_value": 15000.0,
            "total_rebate_value": null,
            "reproval_reason": null,
            "reproval_details": null,
            "last_updated": "2026-11-09T14:10:00Z",
            "expense": {
                "expense_key": "b7f1c8e2-5a7d-4c7f-9a0e-2c3d4e5f6a7b",
                "status": "pre_approved",
                "type": "audit_tax",
                "description": "Auditoria do exercício 2026"
            }
        }
    ],
    "limit": 10,
    "page": 0,
    "is_last_page": true
}

• total_rebate_value is only filled on the management fee, as in the consolidation analysis.
• expense returns the expense with the fields of expense retrieval up to payment_confirmation. The example shows only some of them.

Errors

Status	code	When it happens
400	EXP000187	status with a value outside the list.
400	EXP000188	Consultant without fund_class_key.
403	EXP000124	Consultant without an active bond with the fund_class_key fund.
403	EXP000219	Consultant without Read Consolidations in the fund_class_key fund.
404	EXP000018	The manager has no funds in the expense service.
500	QIT000500	limit or page out of range. Validation of these parameters comes back as an internal error: fix the parameter and retry the call.

Authentication, permission and host errors: see API Errors.