Financial statements

Generate P&L, balance sheet, and cash flow reports via API.

Financial statements

Generate P&L, balance sheet, and cash flow reports via API.

Include acting-client headers on product API calls: X-Workspace-Id and X-Acting-Company-Id. See Act as a client.

Prerequisites

• Posted journal entries for the period

Required permissions: books:reports:read.

Steps

1. Fetch statements

   Use reporting endpoints in Books API reference. Export PDFs via Utils document patterns.

Related

books overview