Accounting reports

Layer provides a full set of accounting charts and table reports that you can embed directly within your platform. You can use these reports to give your customers a clear picture of their business profitability, cash flows, and balance sheet. There are two ways to offer reporting within your platform:

Embedded UI components - Embed Layer’s charts and report UI components within your experience.
API - Call Layer’s API directly to build your own accounting reports.

Embedded components

Layer provides a variety of chart and table report UI components that you can download via npm and embed directly within your frontend. Below are some examples: Profit & Loss chart

Profit & Loss table

More detail on using Layer’s embedded UI components is available here. Reach out to your Layer contact for a full list of embedded reporting components.

API

Retrieving a Profit & Loss report

To build your own Profit & Loss report UI make a call to the retrieve a Profit and Loss Report endpoint.

The start_date query string parameter is required for all calls to the Retrieve a Profit and Loss Report endpoint.

Request

curl -X GET https://sandbox.layerfi.com/v1/businesses/{business_id}/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>"

The API will respond with the generated [Profit and Loss Report](/api-reference/pnl/pnl.

Response

{
  "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
  }
}

You can use this data to build your own profit and loss report UI within your platform.

Supported reports

A full list of supported reports is available in the API reference.

Async report exports

Some reports are generated asynchronously. Submit a request, poll (or wait for a webhook), then download the file. See Generating async reports.

Bookkeeping status reporting

For analytics and support visibility into books status across your platform, use the bookkeeping status reporting endpoints to list enrolled businesses, fetch a business status summary, and retrieve period history.

Get started

Integration steps

API details

Accounting reports

Embedded components

API

Retrieving a Profit & Loss report

Supported reports

Async report exports

Bookkeeping status reporting

​Embedded components

​API

​Retrieving a Profit & Loss report

​Supported reports

​Async report exports

​Bookkeeping status reporting

Embedded components

API

Retrieving a Profit & Loss report

Supported reports

Async report exports

Bookkeeping status reporting