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
}
}
Profit and Loss
Retrieve a Profit and Loss
This endpoint retrieves a profit and loss.
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
}
}
string
required
ID of the Business to generate a Profit and Loss report for.
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.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.integer
The year for the Profit and Loss report. Either
start_date and end_date or year and month must be provided.integer
The month for the Profit and Loss report. Either
start_date and end_date or year and month must be provided.string
The reporting basis for the report (e.g., “CASH” or “ACCRUAL”).
string
Filter the report by specific tags. If
tag_key is provided, tag_values must also be provided.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.boolean
default:"true"
When set to
true (default), uncategorized transactions that have a suggested transfer match are excluded from the uncategorized inflows and outflows totals. Set to false to include those transactions in the uncategorized totals.This is excluded by default so that we don’t unnecessarily bloat your revenue and expenses.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
}
}
⌘I