Overview
Railz now supports a suite of reports endpoints that expose aggregated & formatted financial data based on existing endpoints. Customers will be able to access the following formatted reports
Overview - Invoices
From the Invoices endpoint, you can retrieve a summary of total paid, unpaid & overdue invoice amounts.
See Invoices endpoint for more details.
Overview - Bills
From the Bills endpoint, you can retrieve a summary of total paid, unpaid & overdue bill amounts.
See Bills endpoint for more details.
Overview - Revenue
From the Revenue endpoint, you can retrieve the top 3 revenue sources including amounts & percentage change between the start & end of the selected reporting period.
See Revenue endpoint for more details.
Overview - Expenses
From the Expenses endpoint, you can retrieve the top 3 expense categories including amounts & percentage change between the start & end of the selected reporting period.
See Expenses endpoint for more details.
Overview - Cashflow Statements
From the Cashflow Statements endpoint, you can retrieve the total cashflow statement amounts per selected period aggregated by section.
See Cashflow Statements endpoint for more details.
Overview - Income Statements
From the Income Statements endpoint, you can retrieve the income statement amounts per selected period aggregated by section & subSection.
See Income Statements endpoint for more details.
Overview - Balance Sheets
From the Balance Sheets endpoint, you can retrieve the balance sheet statement amounts per selected period aggregated by section & subSection.
See Balance Sheets endpoint for more details.
Overview - Financial Ratios
From the Financial Ratios endpoint, you can retrieve the breakdown of financial ratios by selected period & percentage change between the start & end of the selected reporting period.
See Financial Ratios endpoint for more details.
Overview - Credit Score
From the Credit Score endpoint, you can retrieve the combined credit score & rating for a business.
See Credit Score endpoint for more details.