Overview
AccelBooks provides a sophisticated reporting feature that allows businesses to generate essential financial reports and leverage artificial intelligence to produce custom documents based on specific prompts. This enables insightful and predictive financial analysis.
Available Reports
AccelBooks supports several types of financial reports, including standard reports and custom AI-generated documents:
- Balance Sheets: Snapshot of the company’s financial position at a specific date.
- Profit and Loss Statements: Detailed account of revenues, costs, and expenses over a period.
- Cash Flow Reports: Analysis of cash inflows and outflows during a specific timeframe.
- Custom AI-Generated Reports: Customized reports generated using AI based on user-defined prompts for in-depth analysis.
API Endpoints
Below are the API endpoints available for generating and retrieving financial reports. These descriptions assume a RESTful API design.
Generate Balance Sheet
Generates a balance sheet for the specified date and company.
POST company/{company_id}/reports/balance-sheet
Content-Type: application/json
Authorization: Bearer {access_token}
{
"start_date": "2024-01-01",
"end_date": "2024-12-31"
}
Returns:
{
"report_id": "bs-123456",
"report_type": "balance_sheet",
"company_id": "company_123",
"start_date": "2024-01-01",
"end_date": "2024-12-31",
"generated_at": "2024-01-02T12:00:00Z",
"download_url": "https://api.accelbooks.com/reports/bs-123456.pdf"
}
Generate Profit and Loss Statement
Retrieves a profit and loss statement for a defined period for the specified company.
POST company/{company_id}/reports/profit-loss
Content-Type: application/json
Authorization: Bearer {access_token}
{
"start_date": "2024-01-01",
"end_date": "2024-12-31"
}
Returns:
{
"report_id": "pl-789012",
"report_type": "profit_and_loss",
"company_id": "company_123",
"start_date": "2024-01-01",
"end_date": "2024-12-31",
"generated_at": "2024-01-02T12:05:00Z",
"download_url": "https://api.accelbooks.com/reports/pl-789012.pdf"
}
Generate Cash Flow Report
Produces a cash flow report by comparing two periods for the selected company.
POST company/{company_id}/reports/cash-flow
Content-Type: application/json
Authorization: Bearer {access_token}
{
"current_period_start": "2024-01-01",
"current_period_end": "2024-06-30",
"previous_period_start": "2023-01-01",
"previous_period_end": "2023-06-30"
}
Returns:
{
"report_id": "cf-345678",
"report_type": "cash_flow",
"company_id": "company_123",
"current_period_start": "2024-01-01",
"current_period_end": "2024-06-30",
"previous_period_start": "2023-01-01",
"previous_period_end": "2023-06-30",
"generated_at": "2024-01-02T12:10:00Z",
"download_url": "https://api.accelbooks.com/reports/cf-345678.pdf"
}
Generate Custom AI-Generated Report
Creates a custom report using AI based on a user-defined prompt for predictive financial insights.
POST company/{company_id}/reports/custom-ai
Content-Type: application/json
Authorization: Bearer {access_token}
{
"start_date": "2024-01-01",
"end_date": "2024-12-31",
"prompt": "Provide a 12-month revenue forecast based on current trends and seasonal adjustments."
}
Returns:
{
"report_id": "ai-901234",
"report_type": "custom_ai",
"company_id": "company_123",
"start_date": "2024-01-01",
"end_date": "2024-12-31",
"prompt": "Provide a 12-month revenue forecast based on current trends and seasonal adjustments.",
"generated_at": "2024-01-02T12:15:00Z",
"download_url": "https://api.accelbooks.com/reports/ai-901234.pdf"
}
Retrieving Reports
Access previously generated reports using the following endpoint:
GET /reports/{report_id}
Authorization: Bearer {access_token}
Returns:
{
"report_id": "report_id",
"report_type": "balance_sheet|profit_and_loss|cash_flow|custom_ai",
"company_id": "company_123",
"generated_at": "2024-01-02T12:00:00Z",
"download_url": "https://api.accelbooks.com/reports/report_id.pdf",
// Additional fields depending on the report type
}
This endpoint allows you to retrieve any of the generated reports by providing the report’s unique identifier.
