Businesses
- Business
- Financial Accounts
- Documents
- Scoped Authentication
- Configuration
- Tasks & Notifications
Financial Activity
- Accounts Receivable
- Accounts Payable
- Bank Transactions
- General Ledger
- Tags
Accounting Reports
Platform Configuration
- Plaid
- SMS
Activity Metrics
- Platform wide activity
- Business Activity
Retrieve a Profit and Loss
This endpoint retrieves a 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
}
}
ID of the Business to generate a Profit and Loss report for.
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.
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.
The year for the Profit and Loss report. Either start_date
and end_date
or year
and month
must be provided.
The month for the Profit and Loss report. Either start_date
and end_date
or year
and month
must be provided.
The reporting basis for the report (e.g., “CASH” or “ACCRUAL”).
Filter the report by specific tags. If tag_key
is provided, tag_values
must also be provided.
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
}
}
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
}
}