> ## Documentation Index > Fetch the complete documentation index at: https://docs.thredfi.com/llms.txt > Use this file to discover all available pages before exploring further. # Get financial summary with trends > Retrieve financial summary with revenue, expenses, and profit trends. **Returns:** - Overall summary: Total revenue, expenses, and profit for the entire period - Trends: Period-by-period breakdown (monthly, quarterly, or yearly) **Granularity options:** - `monthly` (default): Show data per month - `quarterly`: Show data per quarter (Q1, Q2, Q3, Q4) - `yearly`: Show data per year All values are in cents. Currency is the business's base currency. ## OpenAPI ````yaml GET /v1/platform/businesses/{business_id}/insights/financial-summary/ openapi: 3.0.3 info: title: Thredfi Accounting Platform API version: 1.0.0 description: >- Comprehensive API for accounting, invoice management, open banking, and intelligence services. servers: [] security: [] paths: /v1/platform/businesses/{business_id}/insights/financial-summary/: get: tags: - Insights summary: Get financial summary with trends description: |2- Retrieve financial summary with revenue, expenses, and profit trends. **Returns:** - Overall summary: Total revenue, expenses, and profit for the entire period - Trends: Period-by-period breakdown (monthly, quarterly, or yearly) **Granularity options:** - `monthly` (default): Show data per month - `quarterly`: Show data per quarter (Q1, Q2, Q3, Q4) - `yearly`: Show data per year All values are in cents. Currency is the business's base currency. operationId: get_financial_summary parameters: - in: path name: business_id schema: type: string format: uuid description: Business UUID required: true - in: query name: end_date schema: type: string format: date description: Report period end date (YYYY-MM-DD) required: true - in: query name: granularity schema: type: string enum: - monthly - quarterly - yearly default: monthly description: 'Period granularity: ''monthly'', ''quarterly'', or ''yearly''' - in: query name: start_date schema: type: string format: date description: Report period start date (YYYY-MM-DD) required: true responses: '200': content: application/json: schema: type: array items: $ref: '#/components/schemas/FinancialSummary' description: '' '400': content: application/json: schema: $ref: '#/components/schemas/ValidationErrorResponse' description: Validation errors in request data '401': content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' description: Authentication required - missing or invalid API key '403': content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' description: Permission denied - insufficient privileges '404': content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' description: Resource not found '409': content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' description: Conflict - resource already exists or invalid state transition '422': content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' description: Unprocessable entity - business logic validation failed '500': content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' description: Internal server error security: - PartnerJWT: [] - BusinessScopedJWT: [] - BasicAuth: [] - BearerUnscoped: [] - BearerBusinessScoped: [] components: schemas: FinancialSummary: type: object description: |- Complete financial summary response with trends. Includes: - Business and period metadata - Summary totals for entire period - Period-by-period trends (monthly, quarterly, or yearly) properties: business_id: type: string format: uuid description: Business UUID start_date: type: string format: date description: Report period start end_date: type: string format: date description: Report period end currency: type: string description: Business base currency (e.g., EUR, GBP, USD) granularity: enum: - monthly - quarterly - yearly type: string x-spec-enum-id: 56f5599b29705c7b description: |- Period granularity: 'monthly', 'quarterly', or 'yearly' * `monthly` - monthly * `quarterly` - quarterly * `yearly` - yearly summary: allOf: - $ref: '#/components/schemas/FinancialSummarySummary' description: Overall totals for entire date range trends: type: array items: $ref: '#/components/schemas/PeriodTrend' description: Period-by-period breakdown required: - business_id - currency - end_date - granularity - start_date - summary - trends ValidationErrorResponse: type: object description: Validation error response with field-specific errors properties: error_code: type: string description: Error code (e.g., 'validation_error') message: type: string nullable: true description: Human-readable error message detail: type: object additionalProperties: {} description: Contains field_errors and additional context request_id: type: string description: Request ID for tracing required: - detail - error_code - message ErrorResponse: type: object description: Standard error response format properties: error_code: type: string description: Error code for programmatic handling message: type: string nullable: true description: Human-readable error message detail: type: object additionalProperties: {} description: Additional error details including field_errors and debug info request_id: type: string description: Request ID for tracing required: - error_code - message FinancialSummarySummary: type: object description: >- Overall financial summary totals for the entire date range. - total_revenue_cents: Sum of all revenue - total_expenses_cents: Sum of all expenses (direct_costs + operating_expenses + finance_costs + income_tax) - net_profit_cents: Revenue - Expenses properties: total_revenue_cents: type: integer description: Total revenue for entire period in cents total_expenses_cents: type: integer description: Total expenses for entire period in cents net_profit_cents: type: integer description: Net profit for entire period in cents required: - net_profit_cents - total_expenses_cents - total_revenue_cents PeriodTrend: type: object description: >- Financial metrics for a single period. Used in the trends array to show revenue, expenses, and profit per period. properties: period_start: type: string format: date description: Period start date period_end: type: string format: date description: Period end date revenue_cents: type: integer description: Total revenue for this period in cents expenses_cents: type: integer description: Total expenses for this period in cents net_profit_cents: type: integer description: Net profit for this period in cents required: - expenses_cents - net_profit_cents - period_end - period_start - revenue_cents securitySchemes: PartnerJWT: type: http scheme: bearer bearerFormat: JWT description: >- Partner-level JWT token (unscoped). Token payload includes `partner_id`. Business access is validated via partner ownership. Format: `Bearer ` **Use this for**: Multi-business operations where the business_id is specified in the URL and partner has access to multiple businesses. BusinessScopedJWT: type: http scheme: bearer bearerFormat: JWT description: >- Business-scoped JWT token. Token payload includes `business_id` to automatically scope requests. Format: `Bearer ` **Use this for**: Business-specific operations where the business context is embedded in the token. BasicAuth: type: http scheme: basic description: >- Basic authentication for OAuth2 token endpoint. Use partner_uuid:api_key as username:password. Example: Authorization: Basic base64(partner_uuid:api_key) BearerUnscoped: type: http scheme: bearer bearerFormat: JWT description: >- Partner (unscoped) JWT Bearer token. Obtain via POST /v1/platform/oauth2/token with Basic auth (partner_uuid:api_key). Use header: Authorization: Bearer {access_token} BearerBusinessScoped: type: http scheme: bearer bearerFormat: JWT description: >- Business-scoped JWT Bearer token. Obtain via POST /v1/platform/{business_id}/oauth2/token/ using a partner Bearer token. Only valid for endpoints whose URL contains that business_id. ````