Financial summary
Get financial summary insights
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
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"
]
}
}