Cash flow benchmarking (CFB)

Retrieve benchmarking percentiles for an SMB Book. The endpoint ranks the Book against anonymized peers across four metrics: revenue, expenses, fintech inflows, and fintech outflows. Use optional query parameters to shape the peer group by time window, geography, and industry granularity.

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Early access!

This feature is available through early access. To enable either feature for your organization, contact your Account Manager.

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Peer-group validity

Results are returned only when the peer group contains 30 or more Books. Opted-out organizations are excluded before computation. The same inputs return identical results across the API and the Dashboard.

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Path Params
string
required

The unique identifier of the Book.

Query Params
integer
enum
Defaults to 90

Rolling window, in days, measured back from the Book's creation date. Sets the period over which the Book's metrics and the peer distribution are computed.

Allowed:
string
enum
Defaults to national

Geographic scope of the peer group. msa uses metropolitan statistical area codes.

Allowed:
string
enum
Defaults to ALL

Geographic identifier for the peer group: a state abbreviation (e.g., NY), an MSA code, or ALL. Must not be ALL when geography_type is state or msa.

string
enum
Defaults to naics4

NAICS granularity used to build the peer group.

Allowed:
string

NAICS code matching industry_level. Required as a 6-digit code when industry_level is naics6. Otherwise derived from the Book's NAICS data.

Responses

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OAuth2
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Response
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application/json