Insights
Get financial summary with trends
Retrieve financial summary with revenue, expenses, and profit trends.
**Returns:**
- Overall summary: Total revenue, expenses, and profit for the entire period
- Trends: Period-by-period breakdown (monthly, quarterly, or yearly)
**Granularity options:**
- `monthly` (default): Show data per month
- `quarterly`: Show data per quarter (Q1, Q2, Q3, Q4)
- `yearly`: Show data per year
All values are in cents. Currency is the business's base currency.
get/v1/platform/businesses/{business_id}/insights/financial-summary/
Request
- Base URLhttps://docs.thredfi.com (the document declares no server; this is the origin it was published from)
- Auth
- HTTP bearer
- or HTTP bearer
- or HTTP basic
- or HTTP bearer
- or HTTP bearer
Path parameters
business_idstring uuid required
Business UUID
Query parameters
end_datestring date required
Report period end date (YYYY-MM-DD)
granularity'monthly' | 'quarterly' | 'yearly'
Period granularity: 'monthly', 'quarterly', or 'yearly'
start_datestring date required
Report period start date (YYYY-MM-DD)
Response
Changes
No recorded changes to this operation across all 1 revision of this API.