Get profit and loss report

curl --request GET \
  --url https://sandbox.thredfi.com/v1/platform/businesses/{business_id}/reports/profit-and-loss/ \
  --header 'Authorization: Bearer <token>'

[
  {
    "business_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "start_date": "2023-12-25",
    "end_date": "2023-12-25",
    "currency": "<string>",
    "detail_level": "summary",
    "summary": {
      "net_revenue_cents": 123,
      "total_operating_income_cents": 123,
      "gross_profit_cents": 123,
      "total_operating_expenses_cents": 123,
      "operating_profit_cents": 123,
      "profit_before_tax_cents": 123,
      "net_profit_cents": 123
    },
    "revenue": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "other_operating_income": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "direct_costs": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "operating_expenses": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "finance_income": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "finance_costs": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "income_tax": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    }
  }
]

Profit & Loss

Get profit and loss report

Retrieve a Profit and Loss report for a business within a date range.

Important: Both posted and draft journal entries are included in the calculations.

Summary metrics returned:

net_revenue_cents: Sum of Revenue subtype accounts
total_operating_income_cents: Net revenue + Other Operating Income
gross_profit_cents: Total operating income - Direct Costs
operating_profit_cents: Gross profit - Operating Expenses
profit_before_tax_cents: Operating profit + Finance Income - Finance Costs
net_profit_cents: Profit before tax - Income Tax

Detail levels:

summary (default): Returns only summary metrics
detailed: Returns summary + line item breakdown by AccountSubtype

All values are in cents. Currency is the business’s base currency.

GET

platform

businesses

{business_id}

reports

profit-and-loss

Get profit and loss report

curl --request GET \
  --url https://sandbox.thredfi.com/v1/platform/businesses/{business_id}/reports/profit-and-loss/ \
  --header 'Authorization: Bearer <token>'

[
  {
    "business_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "start_date": "2023-12-25",
    "end_date": "2023-12-25",
    "currency": "<string>",
    "detail_level": "summary",
    "summary": {
      "net_revenue_cents": 123,
      "total_operating_income_cents": 123,
      "gross_profit_cents": 123,
      "total_operating_expenses_cents": 123,
      "operating_profit_cents": 123,
      "profit_before_tax_cents": 123,
      "net_profit_cents": 123
    },
    "revenue": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "other_operating_income": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "direct_costs": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "operating_expenses": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "finance_income": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "finance_costs": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_cents": 123
        }
      ]
    },
    "income_tax": {
      "display_name": "<string>",
      "total_cents": 123,
      "line_items": [
        {
          "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_code": "<string>",
          "account_name": "<string>",
          "value_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

detail_level

enum<string>

default:summary

Level of detail: 'summary' or 'detailed'

Available options:

detailed,

summary

end_date

string<date>

required

Report period end date (YYYY-MM-DD)

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

detail_level

enum<string>

required

'summary' or 'detailed'

summary - summary
detailed - detailed

Available options:

summary,

detailed

summary

object

required

Calculated P&L totals

Show child attributes

revenue

object