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Overview

The Reports API provides access to standard financial reports generated from your General Ledger data.

Available Reports

Financial Statements

ReportDescription
Trial BalanceAccount balances for a period
General LedgerTransaction detail by account
Balance SheetAssets, liabilities, equity as of date
Income StatementRevenue and expenses for period
Cash Flow StatementCash movements for period

Operational Reports

ReportDescription
Pending ApprovalsDocuments awaiting approval
AP AgingAccounts payable aging by due date
AR AgingAccounts receivable aging by due date

Common Parameters

Most reports support these common parameters:
ParameterDescription
posting_period_idFilter by accounting period
start_dateBeginning of date range
end_dateEnd of date range
as_of_datePoint-in-time snapshot date

Report Format

All reports return JSON data that can be consumed directly or transformed for presentation.