latestOpenAPI 3.0.02026-08-10233809957.8 KB

5cdfae3fa1fa

Reports

API to retrieve formatted financial ratios report

get/reports/financialRatios

Query parameters

businessNamestring required

Unique business name identifier.

serviceName'freshbooks' | 'quickbooks' | 'quickbooksDesktop' | 'xero' | 'oracleNetsuite' | 'sageBusinessCloud' | 'sageIntacct' | 'dynamicsBusinessCentral' | 'zohoBooks' | 'byod' required

Name of accounting service provider, reuse currently available enum used in the feeder

startDatestring required

The start date of the report frequency in the format: yyyy-MM-dd.

endDatestring required

The end date of the report frequency in the format: yyyy-MM-dd.

reportFrequency'month' | 'quarter' | 'year' required

The report snapshot frequency.

Response

Successfully returned financial ratios

Example response

{
  "meta": {
    "reportId": [
      "5fad8a342a88364234392fb5"
    ],
    "serviceName": "xero",
    "businessName": "Railz",
    "endDate": "2020-12-25T01:02:03Z",
    "startDate": "2020-11-25T01:02:03Z",
    "reportFrequency": "month"
  },
  "data": {
    "credit": {
      "distanceToDefault": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "probabilityOfDefault": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "liquidationValue": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      }
    },
    "efficiency": {
      "grossBurnRate": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "inventoryTurnoverRatio": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "assetTurnoverRatio": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      }
    },
    "leverage": {
      "equityToLTAssets": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "shortDebtToEquityRatio": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "debtToEquityRatio": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "interestBankLoan": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "interestCoverageRatio": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "debtToAssetsRatio": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "debtServiceCoverageRatio": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      }
    },
    "liquidity": {
      "quickRatio": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "absoluteLiquidity": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "currentRatio": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "grossBurn": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "runway": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "cashRatio": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "freeCashflowRatio": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      }
    },
    "profitability": {
      "returnOnAssets": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "ebitda": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "ebitdaMargin": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "workingCapital": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "freeCashFlow": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "grossMargin": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "netProfitMargin": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "operatingMargin": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "returnOnEquity": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      },
      "revenueConcentrationIndex": {
        "currentValue": 10,
        "percentageChange": 10,
        "timePeriodData": [
          {
            "period": {
              "year": 2020,
              "month": 8,
              "quarter": 3,
              "day": 31,
              "date": "2020-08-31T00:00:00.000Z"
            },
            "value": 1000
          }
        ]
      }
    }
  }
}