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GET
/
v1
/
platform
/
businesses
/
{business_id}
/
insights
/
financial-summary
Get financial summary with trends
curl --request GET \
  --url https://sandbox.thredfi.com/v1/platform/businesses/{business_id}/insights/financial-summary/ \
  --header 'Authorization: Bearer <token>'
[
  {
    "business_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "start_date": "2023-12-25",
    "end_date": "2023-12-25",
    "currency": "<string>",
    "granularity": "monthly",
    "summary": {
      "total_revenue_cents": 123,
      "total_expenses_cents": 123,
      "net_profit_cents": 123
    },
    "trends": [
      {
        "period_start": "2023-12-25",
        "period_end": "2023-12-25",
        "revenue_cents": 123,
        "expenses_cents": 123,
        "net_profit_cents": 123
      }
    ]
  }
]

Authorizations

​
Authorization
string
header
required

Partner-level JWT token (unscoped). Token payload includes partner_id. Business access is validated via partner ownership. Format: Bearer <your-jwt-token>

Use this for: Multi-business operations where the business_id is specified in the URL and partner has access to multiple businesses.

Path Parameters

​
business_id
string<uuid>
required

Business UUID

Query Parameters

​
end_date
string<date>
required

Report period end date (YYYY-MM-DD)

​
granularity
enum<string>
default:monthly

Period granularity: 'monthly', 'quarterly', or 'yearly'

Available options:
monthly,
quarterly,
yearly
​
start_date
string<date>
required

Report period start date (YYYY-MM-DD)

Response

​
business_id
string<uuid>
required

Business UUID

​
start_date
string<date>
required

Report period start

​
end_date
string<date>
required

Report period end

​
currency
string
required

Business base currency (e.g., EUR, GBP, USD)

​
granularity
enum<string>
required

Period granularity: 'monthly', 'quarterly', or 'yearly'

  • monthly - monthly
  • quarterly - quarterly
  • yearly - yearly
Available options:
monthly,
quarterly,
yearly
​
summary
object
required

Overall totals for entire date range

​
trends
object[]
required

Period-by-period breakdown