Financial reports

Start with get_financial_report, then use specialized P&L, ledger, export, and tax tools.

Agents should start with get_financial_report. It is always-load in both platform and business mode. Specialized tools exist when the response shape differs (trends, comparisons, line items, general ledger, data-sync validation).

Amounts are integer cents. Convert before presenting.

For HTTP payload shapes and embedded reporting, see Accounting reports.

Sequence

1. Set business context if needed

   In platform mode, call set_active_business first. See Platform session.

2. Fetch the report

   Call get_financial_report with report_type. Use start_date and end_date for P&L and cash flow. Use effective_date for balance sheet.

3. Use a specialized tool only when the shape differs

   Month-range trends use get_profit_and_loss_summaries (this is not renamed to “trends”). Side-by-side periods use compare_profit_and_loss. File downloads use export_financial_report.

get_financial_report

Always-load. Group: reporting. Modes: platform and business.

report_type values: profit_and_loss, balance_sheet, cash_flow, trial_balance, ap_aging, ar_aging.

The tool returns a shared envelope: report_type, fetched_at, amounts_unit: cents, and report (the Layer payload).

report_type	Dates	HTTP	Tag filter
profit_and_loss	start_date + end_date required	GET …/reports/profit-and-loss	Yes
balance_sheet	effective_date required	GET …/reports/balance-sheet	Yes
cash_flow	start_date + end_date required	GET …/reports/cashflow-statement	No
trial_balance	dates optional	GET …/ledger/balances	No
ap_aging	—	GET …/reports/unified/ap-aging	Yes
ar_aging	—	GET …/invoices/ar-aging	No

Tag filters are only sent when Layer applies them before aggregation (P&L, balance sheet, AP aging). Do not invent tag filters for cash flow, AR aging, trial balance, tax, or Schedule C.

Optional reporting_basis: ACCRUAL or CASH. P&L also accepts structure.

Specialized report tools

Keep these when you need their distinct shapes:

• get_profit_and_loss_summaries — month-range P&L summaries for trends, charts, and performance comparisons (GET …/profit-and-loss-summaries). Search phrases: reports, P&L, profit and loss, trends.
• compare_profit_and_loss — POST …/profit-and-loss-comparison
• get_profit_and_loss_details — GET …/profit-and-loss-details
• get_profit_and_loss_line_items — GET …/profit-and-loss/lines
• get_balance_sheet — same resource as unified report_type: balance_sheet
• get_general_ledger — GET …/ledger/entries
• get_data_sync_validation — backfill / data-sync checks
• get_chart_of_accounts — nested chart; always-load on business (GET …/ledger/chart)

Exports

export_financial_report returns a presigned download URL for csv or xlsx.

Report	Formats
P&L, balance sheet	csv or xlsx
cash flow, trial balance	csv only
AP aging	xlsx only
AR aging	no file export

Async billing jobs are platform-only: create_billing_report_export then list_exports / get_export. See Platform session.

Tax (reporting group)

Tax tools live in reporting. Prefer Tax for the full sequence.

• get_tax_estimate — view: overview | summary | details | payments. No tag filter.
• get_tax_checklist, get_tax_profile, update_tax_profile (business write)
• get_schedule_c_report — GET …/reports/tax/schedule-c
• create_tax_packet, list_tax_packets
• export_tax_documents — TAX_PACKET | SCHEDULE_C | PAYMENT_HISTORY