GET
/
v1
/
businesses
/
{business_id}
/
reports
/
profit-and-loss
curl -X GET 'https://sandbox.layerfi.com/v1/businesses/d2f6d97f-3345-4299-9ec2-468738c5d536/reports/profit-and-loss?start_date=2023-01-01T00:00:00-06:00&end_date=2023-12-01T00:00:00-06:00' \
  -H 'Authorization: Bearer <access_token>'
{
  "data": {
      "type": "Profit_And_Loss",
      "business_id": "d2f6d97f-3345-4299-9ec2-468738c5d536",
      "start_date": "2023-01-01T06:00:00Z",
      "end_date": "2023-12-01T06:00:00Z",
      "income": {
          "name": "REVENUE",
          "display_name": "Revenue",
          "value": 49397,
          "line_items": [
              {
                  "name": "SERVICES_REVENUE",
                  "display_name": "Service Revenue",
                  "value": 46897,
                  "line_items": null
              },
              {
                  "name": "GOODS_REVENUE",
                  "display_name": "Sale of Goods Revenue",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "DISCOUNTS",
                  "display_name": "Discounts & Refunds",
                  "value": 2500,
                  "line_items": null
              }
          ]
      },
      "cost_of_goods_sold": {
          "name": "COGS",
          "display_name": "Cost of Goods Sold",
          "value": 8026,
          "line_items": [
              {
                  "name": "JOB_SUPPLIES",
                  "display_name": "Job supplies",
                  "value": 8026,
                  "line_items": null
              }
          ]
      },
      "gross_profit": 41371,
      "expenses": {
          "name": "OPERATING_EXPENSES",
          "display_name": "Operating Expenses",
          "value": 0,
          "line_items": [
              {
                  "name": "INSURANCE",
                  "display_name": "Insurance",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "RENT_EXPENSE",
                  "display_name": "Rent",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "UTILITIES",
                  "display_name": "Utilities",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "EQUIPMENT",
                  "display_name": "Equipment & Tools",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "ADVERTISING",
                  "display_name": "Advertising",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "VEHICLE_EXPENSES",
                  "display_name": "Vehicle Expenses",
                  "value": 0,
                  "line_items": null
              }
          ]
      },
      "profit_before_taxes": 41371,
      "taxes": {
          "name": "TAXES",
          "display_name": "Taxes",
          "value": 0,
          "line_items": null
      },
      "net_profit": 41371,
      "other_outflows": null,
      "personal_expenses": null,
      "fully_categorized": true
  }
}
business_id
string
required

ID of the Business to generate a Profit and Loss report for.

start_date
ISO8601 timestamp

The start date for the Profit and Loss report in ISO-8601 format. Either start_date and end_date or year and month must be provided.

end_date
ISO8601 timestamp

The end date for the Profit and Loss report in ISO-8601 format. Either start_date and end_date or year and month must be provided.

year
integer

The year for the Profit and Loss report. Either start_date and end_date or year and month must be provided.

month
integer

The month for the Profit and Loss report. Either start_date and end_date or year and month must be provided.

reporting_basis
string

The reporting basis for the report (e.g., “CASH” or “ACCRUAL”).

tag_key
string

Filter the report by specific tags. If tag_key is provided, tag_values must also be provided.

tag_values
string

Filter the report by specific tags. Multiple values can be specified, separated by commas. If tag_values is provided, tag_key must also be provided.

Response

Returns the generated Profit and Loss report.

curl -X GET 'https://sandbox.layerfi.com/v1/businesses/d2f6d97f-3345-4299-9ec2-468738c5d536/reports/profit-and-loss?start_date=2023-01-01T00:00:00-06:00&end_date=2023-12-01T00:00:00-06:00' \
  -H 'Authorization: Bearer <access_token>'
{
  "data": {
      "type": "Profit_And_Loss",
      "business_id": "d2f6d97f-3345-4299-9ec2-468738c5d536",
      "start_date": "2023-01-01T06:00:00Z",
      "end_date": "2023-12-01T06:00:00Z",
      "income": {
          "name": "REVENUE",
          "display_name": "Revenue",
          "value": 49397,
          "line_items": [
              {
                  "name": "SERVICES_REVENUE",
                  "display_name": "Service Revenue",
                  "value": 46897,
                  "line_items": null
              },
              {
                  "name": "GOODS_REVENUE",
                  "display_name": "Sale of Goods Revenue",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "DISCOUNTS",
                  "display_name": "Discounts & Refunds",
                  "value": 2500,
                  "line_items": null
              }
          ]
      },
      "cost_of_goods_sold": {
          "name": "COGS",
          "display_name": "Cost of Goods Sold",
          "value": 8026,
          "line_items": [
              {
                  "name": "JOB_SUPPLIES",
                  "display_name": "Job supplies",
                  "value": 8026,
                  "line_items": null
              }
          ]
      },
      "gross_profit": 41371,
      "expenses": {
          "name": "OPERATING_EXPENSES",
          "display_name": "Operating Expenses",
          "value": 0,
          "line_items": [
              {
                  "name": "INSURANCE",
                  "display_name": "Insurance",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "RENT_EXPENSE",
                  "display_name": "Rent",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "UTILITIES",
                  "display_name": "Utilities",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "EQUIPMENT",
                  "display_name": "Equipment & Tools",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "ADVERTISING",
                  "display_name": "Advertising",
                  "value": 0,
                  "line_items": null
              },
              {
                  "name": "VEHICLE_EXPENSES",
                  "display_name": "Vehicle Expenses",
                  "value": 0,
                  "line_items": null
              }
          ]
      },
      "profit_before_taxes": 41371,
      "taxes": {
          "name": "TAXES",
          "display_name": "Taxes",
          "value": 0,
          "line_items": null
      },
      "net_profit": 41371,
      "other_outflows": null,
      "personal_expenses": null,
      "fully_categorized": true
  }
}