Generating accurate financial reports is essential for Businesses to file taxes, analyze performance, and make informed decisions. Asset’s APIs allow you to construct custom reports using Journal Entry and Ledger data. However, to streamline report generation and accelerate time to value, Asset provides pre-built endpoints for the following key financial reports:
  1. Profit and Loss Report (Income Statement) – Measures Business performance by summarizing revenue, expenses, and net profit over a given period.
  2. Simplified Cash Flow Report – A straightforward summary of cash inflows and outflows, helping Business Owners quickly assess their cash position.
  3. Ledger Statement – A Transaction-level view of all entries within a specific ledger over a defined period.
  4. Balance Sheet – A financial snapshot of assets, liabilities, and equity at a specific point in time.
Questions? Reach out via our Contact form.