COcodatio
Financial summary

Get financial summary insights

Changed on

Available as beta release

This endpoint is part of a beta release. Please contact your account manager if you want to enable it.

Financial summary insights provide high-level indicators about the accuracy and completeness of a business’s financial data. These insights include:

  • Closed Books Indicator – An estimate of the most recent accounting period officially closed by a business
  • Accounting Score – An evaluation of the quality and completeness of a business’s bookkeeping

Before accessing this endpoint, you must call the Generate report endpoint of type creditModel.

Please note that missing elements might be disabled for the account. Please contact account manager for more details.

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

Request

Response

OK

Example response

{
  "booksClosedDate": {
    "date": "2025-05-31T00:00:00Z",
    "reason": [
      "One or more accounts show a deviation from expected movements for March 2025",
      "One of the marketing accounts haven't been booked for February 2025",
      "One of the inventory accounts haven't been booked for March 2025"
    ]
  },
  "accountingScore": {
    "score": 90,
    "reason": [
      "Balance sheet is unbalanced.",
      "Negative Tangible Assets on Balance Sheet",
      "Negative Accounts Receivable on Balance Sheet"
    ]
  }
}

Changes

  • e480d9c8ce50Revision 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

  • 043b6316864fRevision 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