Book summary (JSON) (Beta)

This API is a request to retrieve the cash flow analytics summary of a book in JSON format. It provides daily balances, bank account PII, and time series for all transaction categories at the book and bank account level. This API offers the following benefits:

  • Quicker analytics generation
  • More granular and accurate transaction categories (including improved revenue and expense calculations)
  • More concise structure


    This endpoint is in beta!

    This page discusses functionality that is in beta.
    We'd greatly appreciate your feedback on this feature and its accompanying documentation.

To learn more about the summary attributes of cash flow analytics obtained from a book, expand the RESPONSES section below.

Click Try It! to start a request and see the response here!