Accounting bank data3

Accounts payable16

Accounts receivable23

Bank statements15

Companies6

Company info2

Connections5

Data integrity3

Excel reports3

File upload3

Financial statements7

Financial summary2

Liabilities4

Loan writeback19

Manage data5

Manage reports3

Sales23

Transactions13

Webhooks

Financial summary

Changes to Get financial summary insights

get/companies/{companyId}/reports/creditModel/{reportId}/financialSummary

Jan 21, 2026e480d9c8ce50 Revision changes
- breaking
  the response's property type changed from string to object for status
- info
  added the optional property / to the response with the status
- info
  added the optional property / to the response with the status
Nov 28, 2025043b6316864f Revision changes
- info
  api operation id get-closed-books-indicator removed and replaced with get-financial-summary
- info
  api tag Financial summary added
- info
  api tag Credit model removed
- info
  added the optional property to the response with the status
Jul 2, 2025683ddf83622a Revision changes
- info
  endpoint added