Returns the org's normalized bank transactions, newest first — every row the import and connector paths have ingested, with its amount in exact cents, its direction, and whether it has been matched to a voucher yet.
Returns the org's normalized bank transactions, newest first — every row the import and connector paths have ingested, with its amount in exact cents, its direction, and whether it has been matched to a voucher yet.
Returns the org's unmatched bank inflows and their open clarifying questions — the queue a human answers so an unexplained deposit is never guessed into revenue.
Returns the org's unmatched bank inflows and their open clarifying questions — the queue a human answers so an unexplained deposit is never guessed into revenue.
Returns the complete financial package for the caller's org over (from, to]: the trial balance, the P&L, the balance sheet, and the GL detail behind them — the four statements a tax preparer or an investor asks for, assembled from the one ledger in a single read so they cannot disagree with each other.
Returns the complete financial package for the caller's org over (from, to]: the trial balance, the P&L, the balance sheet, and the GL detail behind them — the four statements a tax preparer or an investor asks for, assembled from the one ledger in a single read so they cannot disagree with each other.
Returns the org's open document queue — everything uploaded but not yet booked, newest first, each with its extracted summary and the confidence the scanner resolved its category at.
Returns the org's open document queue — everything uploaded but not yet booked, newest first, each with its extracted summary and the confidence the scanner resolved its category at.
Metrics returns the org's deterministic SaaS-metrics snapshot over an optional (from, to] window — MRR, ARR, revenue, COGS, burn, gross margin, net income, cash, deferred revenue, monthly burn and runway — as raw int64-cent figures AND the same figures already formatted.
Metrics returns the org's deterministic SaaS-metrics snapshot over an optional (from, to] window — MRR, ARR, revenue, COGS, burn, gross margin, net income, cash, deferred revenue, monthly burn and runway — as raw int64-cent figures AND the same figures already formatted.
Returns the org's accrual-basis Profit & Loss over an optional (from, to] window of RFC3339 posting times: recognized revenue, matched cost, and the net.
Returns the org's accrual-basis Profit & Loss over an optional (from, to] window of RFC3339 posting times: recognized revenue, matched cost, and the net.
Returns the clarifying questions the caller's own recent GL raises — the unusual postings a founder should look at (outliers, reversals, round-offs, uncosted revenue, an overdrawn wallet), sharpest first.
Returns the clarifying questions the caller's own recent GL raises — the unusual postings a founder should look at (outliers, reversals, round-offs, uncosted revenue, an overdrawn wallet), sharpest first.
Returns the org's booked ledger as a single-line register, newest first: one row per voucher, with its date, description, vendor, category, source and amount in exact cents.
Returns the org's booked ledger as a single-line register, newest first: one row per voucher, with its date, description, vendor, category, source and amount in exact cents.
Returns the org's trial balance over an optional from, to window of RFC3339 posting times, including the opening/closing columns and the TotalDebit == TotalCredit proof that the books balance.
Returns the org's trial balance over an optional from, to window of RFC3339 posting times, including the opening/closing columns and the TotalDebit == TotalCredit proof that the books balance.
Returns the org's vendor book: each canonical vendor, the alias spellings a receipt may print it under, and the expense account new bills from it default to.
Returns the org's vendor book: each canonical vendor, the alias spellings a receipt may print it under, and the expense account new bills from it default to.
Answers a plain-language question about the caller's own books — "what is my MRR?", "how long is my runway?" — with figures taken from their ledger, never a guessed number.
Answers a plain-language question about the caller's own books — "what is my MRR?", "how long is my runway?" — with figures taken from their ledger, never a guessed number.
Pulls every connected bank (Plaid/Teller) for the caller's org, maps each fetched transaction to a posting and books it idempotently, then advances that connector's cursor so the next sync resumes where this one stopped.
Pulls every connected bank (Plaid/Teller) for the caller's org, maps each fetched transaction to a posting and books it idempotently, then advances that connector's cursor so the next sync resumes where this one stopped.
Creates or updates one auto-categorization rule, keyed by its pattern — writing a pattern that already exists REPLACES that row's category and priority.
Creates or updates one auto-categorization rule, keyed by its pattern — writing a pattern that already exists REPLACES that row's category and priority.
Creates or updates one vendor in the org's vendor book, keyed by its canonical name — writing a canonical name that already exists REPLACES that row's aliases and default category.
Creates or updates one vendor in the org's vendor book, keyed by its canonical name — writing a canonical name that already exists REPLACES that row's aliases and default category.
