Company

Get the portal overview dashboard

One-call summary of the company's current state: the active period, headline metrics, items needing attention, filing readiness, connection health, import status, and document intake.

get/overview

Request

Query parameters

customer_idstring

Target company. Optional — API keys are pinned to one company, and single-company sessions default to it.

Response

Overview payload.

periodobject
metricsobject
attention_itemsobject[]
readinessobject
connectionsobject
importsobject
intakeobject

Changes

No recorded changes to this operation across all 1 revision of this API.