---
title: "Get financial summary insights"
method: GET
path: "/companies/{companyId}/reports/creditModel/{reportId}/financialSummary"
tags: ["Financial summary"]
---

# Get financial summary insights

`GET /companies/{companyId}/reports/creditModel/{reportId}/financialSummary`

> **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](https://docs.codat.io/lending-api#/operations/generate-report) endpoint of type `creditModel`.

> Please note that missing elements might be disabled for the account. Please contact account manager for more details.

## Response `200`

OK

- FinancialSummary
  - `booksClosedDate` object — The date time in UTC the books closed.
    - `date` string, date-time — The date time in UTC the books closed.
    - `reason` string[] — List of reasons explaining the books closed date.
  - `accountingScore` object — A score based on data completeness, accuracy, consistency, and presentation of data and the reasons for the score.
    - `score` number — The accounting score value.
    - `reason` string[] — List of reasons explaining the accounting score.

## Other responses

- `204` — No content
- `400` — The request made is not valid.
- `401` — Your API request was not properly authorized.
- `402` — An account limit has been exceeded. The type of limit is described in the error property: - You have exceeded the 50-company limit that applies to a Free plan. Delete any companies you no longer need and retry the request. - The requested sync schedule is not allowed. You requested an hourly sync schedule but this functionality is not included in the Free plan. - Your Free account is older than 365 days and has expired. Contact support@codat.io.
- `403` — You are using an outdated API key or a key not associated with that resource.
- `404` — One or more of the resources you referenced could not be found. This might be because your company or data connection id is wrong, or was already deleted.
- `429` — Too many requests were made in a given amount of time. Wait a short period and then try again.
- `500` — There is a problem with our server. Please try again later.
- `503` — The Codat API is temporarily offline for maintenance. Please try again later.

---

[API](https://skmtc.net/codatio/apis/lending.md) · [All operations](https://skmtc.net/codatio/apis/lending/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/codatio/lending/revisions/791e242d1faf/schema)