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.

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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 chart

Profit & Loss table 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.

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API

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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.

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Supported reports

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

Transaction CategorizationJSON Data