v1
latestOpenAPI 3.1.02026-07-22733584.5 KBCompany
Get the portal overview dashboard
One-call summary of the company's current state: the active period, headline metrics, items needing attention, filing readiness, connection health, import status, and document intake.
get/overview
Query parameters
customer_idstring
Target company. Optional — API keys are pinned to one company, and single-company sessions default to it.
Response
Overview payload.