> ## Documentation Index > Fetch the complete documentation index at: https://entendre.ai/docs/llms.txt > Use this file to discover all available pages before exploring further. # Get financial insights > Returns selected financial metrics and their formulas, including revenue, profit, expenses, spending, burn rate, runway and cash flow. ## OpenAPI ````yaml openapi-public-preview.json GET /v1/reports/financial-insights openapi: 3.1.0 info: title: Entendre API version: 1.0.0 description: Programmatic access to crypto-native accounting and treasury operations. servers: - url: https://api.entendre.finance description: Production API. security: - ApiKey: [] tags: - name: Organization description: Read your organization profile and find members for agent assignments. - name: Transactions description: Find transactions, inspect their details and create manual records. - name: Sources description: >- Manage wallets, exchange accounts, bank accounts and other transaction sources. - name: Assets description: Inspect asset acquisitions, remaining quantities and cost basis. - name: Journals description: >- Create and post journal entries, correct eligible entries and sync posted journals to a connected general ledger. - name: Documents description: >- Upload documents, check processing status and link supporting evidence to transactions. - name: Legal Entities description: Manage the legal entities used in your accounting records. - name: Ledger Accounts description: Manage your chart of accounts and find accounts for journal entries. - name: Tags description: Create and manage tags to classify your records. - name: Accruals description: >- Create and post accruals, inspect their status and reverse eligible entries. - name: Cash Application description: Match deposits to invoices and manage the resulting cash applications. - name: Classification description: >- Classify transactions in a batch, post eligible entries and inspect the results. - name: Revaluation description: Run asset revaluations for an accounting period and check their results. - name: Accounting Periods description: Check whether a period is ready to close, then close or reopen it. - name: Income Statement description: View revenue, expenses and net income for a reporting period. - name: Balance Sheet description: View assets, liabilities and equity as of a reporting date. - name: Trial Balance description: Review ledger account balances and debit and credit totals. - name: Closing Positions description: View asset positions at the end of a reporting period. - name: Treasury Balances description: Review treasury balances by asset and source. - name: Realized Gains & Losses description: Review realized gains and losses from asset dispositions. - name: Asset Tax Lots description: Inspect asset tax lots, remaining quantities and cost basis. - name: Schedule of Dispositions description: >- Review asset dispositions and their proceeds, cost basis and gains or losses. - name: Financial Insights description: Review financial insights for your selected reporting context. - name: Agents description: Create agents, schedule their work and inspect their runs. - name: Memory description: Read, search and maintain the memory files your agents use. - name: Connections description: Connect providers, manage authorization and disconnect. - name: GL Mapping description: >- Map ledger accounts and legal entities to your ERP. Import legal entities, tags and chart of accounts. - name: Request description: Request information, documents or connections from a client. - name: Client description: Manage your firm’s client relationships. - name: Team description: Invite team members and manage their access to your firm. - name: Settings description: Read and update your firm settings. paths: /v1/reports/financial-insights: get: tags: - Financial Insights summary: Get financial insights description: >- Returns selected financial metrics and their formulas, including revenue, profit, expenses, spending, burn rate, runway and cash flow. Not paginated — this is a computed report, not a resource list; request only the metrics a question needs. operationId: get_financial_insights parameters: - name: legal_entity_id in: query required: false description: Legal entity ID (`le_…`). Can be combined with `legal_entity_ids`. schema: type: string example: le_507f1f77bcf86cd799439011 - name: legal_entity_ids in: query required: false schema: type: array items: type: string description: Legal entity ID (`le_…`). example: le_507f1f77bcf86cd799439011 maxItems: 100 uniqueItems: true style: form explode: true description: Legal entities to include (`le_…`). Omit to include all. - name: account_ids in: query required: false description: >- Comma-separated fac_ financial account IDs. Ignored when `basis=ledger`; `meta.account_ids_ignored` is then set. schema: type: array items: type: string style: form explode: false - name: start_date in: query required: true description: Inclusive interval start. schema: type: string format: date-time example: '2026-08-31T12:00:00Z' - name: end_date in: query required: true description: Inclusive interval end; start must not exceed end. schema: type: string format: date-time example: '2026-08-31T12:00:00Z' - name: metrics in: query required: true schema: type: array items: type: string description: Metric identifier. enum: - revenue - profit - expenses - spending - burn_rate - runway - cash_flow minItems: 1 maxItems: 7 style: form explode: true description: Metrics to return. - name: basis in: query required: true description: >- Required. `ledger` for the posted books, or `transactions` for observed cash movements. schema: type: string enum: - ledger - transactions - name: granularity in: query required: false description: >- Bucket size. For `basis=ledger`, the response shows the monthly buckets used. schema: type: string enum: - daily - weekly - monthly responses: '200': description: The request succeeded. headers: X-Request-Id: description: Support correlation ID. schema: type: string content: application/json: schema: type: object description: >- Not paginated. Each item has its own `meta`. Burn rate and runway always use monthly buckets, whatever the `granularity`. properties: data: type: array items: $ref: '#/components/schemas/FinancialInsight' description: The records. required: - data additionalProperties: false example: data: - metric: expenses value: '100.00' unit: USD formula: sum(expense account balances) reason: null details: total: '100.00' by_category: - category: Software amount: '100.00' currency: USD time_series: - period_start: '2026-08-01T00:00:00Z' period_end: '2026-08-31T23:59:59.999Z' total: '100.00' categories: - category: Software amount: '100.00' meta: source: gl granularity: monthly start_date: '2026-08-01T00:00:00Z' end_date: '2026-08-31T23:59:59.999Z' currency: USD granularity_note: null period_snapped_note: null account_ids_ignored: false account_ids_ignored_reason: null basis: accrual cash_basis_caveat: null '400': description: >- The request is invalid. `error.fields` lists the fields to correct. Nothing was changed. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: VALIDATION_ERROR message: Invalid path, query or request body. request_id: req_example '401': description: The API key is missing, invalid or expired. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: UNAUTHORIZED message: Authentication is required. request_id: req_example '403': description: >- The API key does not have the required scope or is not associated with a user, or the action needs a review in the dashboard. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: FORBIDDEN message: Insufficient access to organization request_id: req_example '404': description: The resource does not exist, or your organization cannot access it. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: RESOURCE_NOT_FOUND message: Resource not found request_id: req_example '429': description: >- Too many requests. If the response has a `Retry-After` header, wait that many seconds before you retry. Otherwise, read `error.message`. headers: Retry-After: description: Seconds to wait before retrying. schema: type: integer minimum: 1 content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: RATE_LIMITED message: Rate limit exceeded. Retry after 30s. request_id: req_example '500': description: >- An unexpected error occurred. A write can still have taken effect; check the resource before you retry. Give the `request_id` to support. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: INTERNAL_ERROR message: Internal server error request_id: req_example '503': description: >- A service that this operation needs is unavailable. If the response has a `Retry-After` header, wait that many seconds. Check for earlier accepted work before you send the request again. headers: Retry-After: description: Seconds to wait before retrying. schema: type: integer minimum: 1 content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: SERVICE_UNAVAILABLE message: Service unavailable. request_id: req_example components: schemas: FinancialInsight: oneOf: - type: object properties: metric: type: string const: revenue description: Metric name. value: type: - string - 'null' description: >- Summary decimal value; null for unavailable or inapplicable metrics. unit: type: string description: Unit of the value, such as `USD` or `months`. formula: type: string description: Formula and effective calculation basis. reason: type: - string - 'null' description: Why a value is unavailable or qualified. details: type: object required: - total - currency - time_series properties: data_quality: $ref: '#/components/schemas/TransactionInsightDataQuality' total: type: string description: Total income over the window (decimal string). currency: type: string example: USD description: Currency of the amounts. time_series: type: array items: $ref: '#/components/schemas/V1FinancialInsightSeriesPoint' description: Values for each bucket. description: Values of the metric. meta: $ref: '#/components/schemas/V1FinancialInsightMeta' required: - metric - value - unit - formula - reason - details - meta additionalProperties: false - type: object properties: metric: type: string const: profit description: Metric name. value: type: - string - 'null' description: >- Summary decimal value; null for unavailable or inapplicable metrics. unit: type: string description: Unit of the value, such as `USD` or `months`. formula: type: string description: Formula and effective calculation basis. reason: type: - string - 'null' description: Why a value is unavailable or qualified. details: type: object required: - total_revenue - total_expenses - total_profit - currency - time_series properties: data_quality: $ref: '#/components/schemas/TransactionInsightDataQuality' total_revenue: type: string description: Total income (decimal string). total_expenses: type: string description: Total expenses (decimal string). total_profit: type: string description: total_revenue minus total_expenses (decimal string). currency: type: string example: USD description: Currency of the amounts. time_series: type: array items: type: object required: - period_start - period_end - revenue - expenses - profit properties: period_start: type: string format: date-time description: Start of the bucket. period_end: type: string format: date-time description: End of the bucket. revenue: type: string description: Revenue in the bucket (decimal string). expenses: type: string description: Expenses in the bucket (decimal string). profit: type: string description: Revenue minus expenses in the bucket (decimal string). description: Values for each bucket. description: Values of the metric. meta: $ref: '#/components/schemas/V1FinancialInsightMeta' required: - metric - value - unit - formula - reason - details - meta additionalProperties: false - type: object properties: metric: type: string const: expenses description: Metric name. value: type: - string - 'null' description: >- Summary decimal value; null for unavailable or inapplicable metrics. unit: type: string description: Unit of the value, such as `USD` or `months`. formula: type: string description: Formula and effective calculation basis. reason: type: - string - 'null' description: Why a value is unavailable or qualified. details: type: object required: - total - by_category - currency - time_series properties: data_quality: $ref: '#/components/schemas/TransactionInsightDataQuality' total: type: string description: Total expenses over the window (decimal string). by_category: type: array items: $ref: '#/components/schemas/V1FinancialInsightCategoryAmount' description: Totals by category. currency: type: string example: USD description: Currency of the amounts. time_series: type: array items: type: object required: - period_start - period_end - total - categories properties: period_start: type: string format: date-time description: Start of the bucket. period_end: type: string format: date-time description: End of the bucket. total: type: string description: Total in the bucket (decimal string). categories: type: array items: $ref: >- #/components/schemas/V1FinancialInsightCategoryAmount description: Totals by category in the bucket. description: Values for each bucket. description: Values of the metric. meta: $ref: '#/components/schemas/V1FinancialInsightMeta' required: - metric - value - unit - formula - reason - details - meta additionalProperties: false - type: object properties: metric: type: string const: spending description: Metric name. value: type: - string - 'null' description: >- Summary decimal value; null for unavailable or inapplicable metrics. unit: type: string description: Unit of the value, such as `USD` or `months`. formula: type: string description: Formula and effective calculation basis. reason: type: - string - 'null' description: Why a value is unavailable or qualified. details: type: object required: - total - by_source_type - by_classification - currency - time_series properties: data_quality: $ref: '#/components/schemas/TransactionInsightDataQuality' total: type: string description: Total spending over the window (decimal string). by_source_type: type: array items: $ref: '#/components/schemas/V1FinancialInsightSpendingEntry' description: Totals by source type. by_classification: type: array items: $ref: '#/components/schemas/V1FinancialInsightSpendingEntry' description: Totals by transaction type. currency: type: string example: USD description: Currency of the amounts. time_series: type: array items: type: object required: - period_start - period_end - total - by_source_type - by_classification properties: period_start: type: string format: date-time description: Start of the bucket. period_end: type: string format: date-time description: End of the bucket. total: type: string description: Total in the bucket (decimal string). by_source_type: type: array items: $ref: '#/components/schemas/V1FinancialInsightSpendingEntry' description: Totals by source type in the bucket. by_classification: type: array items: $ref: '#/components/schemas/V1FinancialInsightSpendingEntry' description: Totals by transaction type in the bucket. description: Values for each bucket. description: Values of the metric. meta: $ref: '#/components/schemas/V1FinancialInsightMeta' required: - metric - value - unit - formula - reason - details - meta additionalProperties: false - type: object properties: metric: type: string const: burn_rate description: Metric name. value: type: - string - 'null' description: >- Summary decimal value; null for unavailable or inapplicable metrics. unit: type: string description: Unit of the value, such as `USD` or `months`. formula: type: string description: Formula and effective calculation basis. reason: type: - string - 'null' description: Why a value is unavailable or qualified. details: type: object required: - average_monthly_burn - cash_flow_positive - total_expenses - total_income - months_analyzed - currency - trend - no_data properties: data_quality: $ref: '#/components/schemas/TransactionInsightDataQuality' average_monthly_burn: type: string description: >- Net burn (total outflows minus inflows) divided by months in the window (decimal string). Negative when the organization is net cash-flow positive. cash_flow_positive: type: boolean description: >- True when net burn is <= 0 (inflows cover outflows over the window). total_expenses: type: string description: Total expenses (outflows) over the window (decimal string). total_income: type: string description: Total income (inflows) over the window (decimal string). months_analyzed: type: integer description: >- Number of whole months in the window. Normally >= 1; 0 only when basis=ledger and the window overlaps no accounting period (see no_data). currency: type: string example: USD description: Currency of the amounts. trend: type: array description: >- Per-bucket net burn (outflows minus inflows) as single-amount series points. items: $ref: '#/components/schemas/V1FinancialInsightSeriesPoint' no_data: type: boolean description: >- `true` when `basis=ledger` and the window has no accounting periods. description: Values of the metric. meta: $ref: '#/components/schemas/V1FinancialInsightMeta' required: - metric - value - unit - formula - reason - details - meta additionalProperties: false - type: object properties: metric: type: string const: runway description: Metric name. value: type: - string - 'null' description: >- Summary decimal value; null for unavailable or inapplicable metrics. unit: type: string description: Unit of the value, such as `USD` or `months`. formula: type: string description: Formula and effective calculation basis. reason: type: - string - 'null' description: Why a value is unavailable or qualified. details: type: object required: - months_remaining - cash_flow_positive - current_cash - average_monthly_burn - currency - no_data properties: data_quality: $ref: '#/components/schemas/TransactionInsightDataQuality' months_remaining: type: - string - 'null' description: >- `current_cash` divided by `average_monthly_burn` (decimal string). `null` when the organization is cash-flow positive. cash_flow_positive: type: boolean description: >- True when net burn (outflows minus inflows) is <= 0. When true, months_remaining is null and runway is not applicable. current_cash: type: string description: Current cash position (decimal string). average_monthly_burn: type: string description: >- Net burn (total outflows minus inflows) divided by months in the window (decimal string). Negative when the organization is net cash-flow positive. currency: type: string example: USD description: Currency of the amounts. no_data: type: boolean description: >- `true` when `basis=ledger` and the window has no accounting periods, so runway cannot be calculated. description: Values of the metric. meta: $ref: '#/components/schemas/V1FinancialInsightMeta' required: - metric - value - unit - formula - reason - details - meta additionalProperties: false - type: object properties: metric: type: string const: cash_flow description: Metric name. value: type: - string - 'null' description: >- Summary decimal value; null for unavailable or inapplicable metrics. unit: type: string description: Unit of the value, such as `USD` or `months`. formula: type: string description: Formula and effective calculation basis. reason: type: - string - 'null' description: Why a value is unavailable or qualified. details: type: object required: - net_flow - total_inflows - total_outflows - currency - time_series properties: net_flow: type: string description: total_inflows minus total_outflows (decimal string). total_inflows: type: string description: Total income over the window (decimal string). total_outflows: type: string description: Total expenses over the window (decimal string). currency: type: string example: USD description: Currency of the amounts. time_series: type: array items: type: object required: - period_start - period_end - inflows - outflows - net - cumulative_net properties: period_start: type: string format: date-time description: Start of the bucket. period_end: type: string format: date-time description: End of the bucket. inflows: type: string description: Money in during the bucket (decimal string). outflows: type: string description: Money out during the bucket (decimal string). net: type: string description: Inflows minus outflows in the bucket (decimal string). cumulative_net: type: string description: >- Net flow from the window start through this bucket (decimal string). description: Values for each bucket. data_quality: $ref: '#/components/schemas/TransactionInsightDataQuality' description: Values of the metric. meta: $ref: '#/components/schemas/V1FinancialInsightMeta' required: - metric - value - unit - formula - reason - details - meta additionalProperties: false ErrorResponse: type: object required: - error properties: error: type: object required: - code - message - request_id properties: code: type: string description: Machine-readable error code. message: type: string description: Technical description for developers. fields: type: object additionalProperties: type: string description: >- Present only on VALIDATION_ERROR. Maps failing field paths to reason strings. details: type: object additionalProperties: true description: >- Optional redacted diagnostic details. Request validation uses fields or field_errors. suggested_action: type: string description: A suggested next step. documentation_url: type: string format: uri description: Link to documentation about this error. request_id: type: string description: Unique request ID for support escalation. description: Error details. TransactionInsightDataQuality: type: object description: >- Transactions that the figures exclude, and why. Bank removals and amounts without a USD value are excluded. required: - status - window_transaction_count - excluded_spam_count - excluded_spam_by_currency - excluded_non_pl_classification_count - excluded_non_pl_classification_by_currency - no_posted_journal_entry_count - warnings - excluded_bank_removed_count - excluded_bank_removed_by_currency - excluded_currency_valuation_count - excluded_currency_valuation_by_currency - bank_correction_review_count - plaid_enrichment properties: status: type: string enum: - ok - warnings - unavailable description: >- `ok`, `warnings`, or `unavailable` when the exclusions could not be calculated. window_transaction_count: type: integer description: Transactions in the window, including excluded ones. excluded_spam_count: type: integer description: Spam-flagged transactions excluded from the figures. excluded_spam_by_currency: type: array items: $ref: '#/components/schemas/TransactionInsightExclusionByCurrency' description: >- Excluded spam transactions, by currency. Amounts are decimal strings. excluded_non_pl_classification_count: type: integer description: >- Transactions excluded because their type is not income or expense, such as transfers and swaps. excluded_non_pl_classification_by_currency: type: array items: $ref: '#/components/schemas/TransactionInsightExclusionByCurrency' description: >- Excluded transfers and other non-income, non-expense transactions, by currency. no_posted_journal_entry_count: type: integer description: >- Transactions in the window with no posted journal. Same as the `has_posted_journal_entry=false` filter. warnings: type: array items: type: string description: >- [WARNING]-prefixed prose for each non-zero excluded bucket. Surface these whenever material. excluded_bank_removed_count: type: integer minimum: 0 description: Transactions excluded because the bank removed them. excluded_bank_removed_by_currency: type: array items: $ref: '#/components/schemas/TransactionInsightExclusionByCurrency' description: Bank removals grouped by currency. excluded_currency_valuation_count: type: integer minimum: 0 description: Transactions excluded because they have no USD value. excluded_currency_valuation_by_currency: type: array items: $ref: '#/components/schemas/TransactionInsightExclusionByCurrency' description: Transactions without a USD value, grouped by currency. bank_correction_review_count: type: integer minimum: 0 description: Transactions with a bank correction to review. plaid_enrichment: type: object description: Coverage of Plaid enrichment in the window. required: - transaction_count - merchant_identity_count - running_balance_count - category_versions - category_confidence properties: transaction_count: type: integer minimum: 0 description: Transactions with Plaid enrichment. merchant_identity_count: type: integer minimum: 0 description: Transactions with a Plaid merchant ID. running_balance_count: type: integer minimum: 0 description: Transactions with a running balance. category_versions: type: array items: type: object required: - version - transaction_count properties: version: type: string description: Plaid category version. transaction_count: type: integer minimum: 0 description: Transactions with this version. description: Transactions by Plaid category version. category_confidence: type: array items: type: object required: - confidence - transaction_count properties: confidence: type: string description: Plaid confidence level. transaction_count: type: integer minimum: 0 description: Transactions with this confidence. description: Transactions by Plaid category confidence. V1FinancialInsightSeriesPoint: type: object required: - period_start - period_end - amount description: >- One bucket of a single-amount financial-insight time series (used by revenue `time_series` and burn-rate `trend`). Monetary amounts are decimal strings. properties: period_start: type: string format: date-time description: Start of the bucket. period_end: type: string format: date-time description: End of the bucket. amount: type: string description: >- Decimal-string amount for the bucket (revenue: income; burn-rate: expenses). V1FinancialInsightMeta: type: object required: - source - granularity - start_date - end_date - currency properties: source: type: string enum: - gl - transactions description: >- Data source: `gl` for `basis=ledger`, `transactions` for `basis=transactions`. granularity: type: string enum: - daily - weekly - monthly description: Bucket size. start_date: type: string format: date-time description: Start of the window. end_date: type: string format: date-time description: End of the window. currency: type: string example: USD description: Currency of the amounts. granularity_note: type: - string - 'null' description: Note when the bucket size differs from the request. period_snapped_note: type: - string - 'null' description: >- Present when `basis=ledger` and the window is not whole months. The totals then cover the full accounting periods. account_ids_ignored: type: - boolean - 'null' description: '`true` when `account_ids` was ignored.' account_ids_ignored_reason: type: - string - 'null' description: Why `account_ids` was ignored. basis: type: string enum: - cash - accrual description: >- Accounting basis of the figures: cash (basis=transactions, settled cash movements) or accrual (basis=ledger, the posted double-entry ledger). cash_basis_caveat: type: - string - 'null' description: >- Present when `basis=transactions`. Expenses do not include unpaid bills, accruals or non-cash journals. V1FinancialInsightCategoryAmount: type: object required: - category - amount description: A named category total. `amount` is a decimal string. properties: category: type: string description: Category name. amount: type: string description: Category total (decimal string). V1FinancialInsightSpendingEntry: type: object required: - key - amount description: >- A keyed spending total (by source type or classification). `amount` is a decimal string. properties: key: type: string description: Source type or transaction type. amount: type: string description: Spending total (decimal string). TransactionInsightExclusionByCurrency: type: object required: - currency - transaction_count - amount properties: currency: type: string description: >- Currency code from the excluded transaction rows. `UNKNOWN` means the source row has no currency. transaction_count: type: integer description: Excluded transactions in this currency block. amount: type: string description: Gross value for this currency (decimal string, 2 decimal places). securitySchemes: ApiKey: type: apiKey in: header name: X-API-Key description: >- Your organization API key. Some operations also need a key that is associated with a user; their pages say so. ````