Modules
Reports
Financial statement JSON available to LedgerHQ integrations.
Reports are documented around the current public integration contract. The primary LedgerHQ handoff is JSON; LedgerHQ owns PDF or HTML packet rendering.
Financial Packet
| Method | Path | Purpose |
|---|---|---|
GET | /api/v1/reports/financial-packet | Generate LedgerHQ-ready packet JSON |
Query parameters:
| Parameter | Description |
|---|---|
startDate | Optional start date in YYYY-MM-DD format |
endDate | Optional end date in YYYY-MM-DD format |
include | Optional comma-separated report list |
generalLedgerLimit | Optional max general-ledger lines before truncation warning |
Packet output includes:
- Organization metadata
- Period and generated timestamp
amountUnit: "integer_cents"- Profit and loss
- Balance sheet
- Trial balance
- General ledger lines
- Bank reconciliation status
- Warnings, including general ledger truncation
Supported Statement Routes
| Method | Path | Purpose |
|---|---|---|
GET | /api/v1/reports/trial-balance | Trial balance |
GET | /api/v1/reports/balance-sheet | Balance sheet |
GET | /api/v1/reports/profit-and-loss | Profit and loss |
GET | /api/v1/reports/general-ledger | General ledger |
GET | /api/v1/reports/bank-reconciliation-status | Bank reconciliation status |
MCP Tool
generate_financial_packet_json
Other MCP report tools remain available, but this page documents only the LedgerHQ-ready report contract.