Accounting Reports

1. How it works

Hurdlr's Financial Reporting API makes it easy for you to provide your users with accounting reports. Take a look at our Financial Reporting docs for an overview on how to easily generate reports for your users.

2. Pick the most applicable accounting report

Depending on your target user's profile and your app's positioning, the best income report for your use case may vary. Hurdlr provides the following accounting reports, all of which can be customized to match your branding:

TitleAvailable FormatsName (for use in code)
Balance SheetHTML, PDF, XLS, JSONbalanceSheet
Cash Flow StatementHTML, PDF, JSONcashFlowStatement
Trial BalanceHTML, PDF, XLS, JSONtrialBalance

3. Populate the desired parameters

Each report has a varying list of available parameters, e.g. to filter data to a certain date range. The list of available parameters for each of the expense reports is listed below:

Report nameAvailable parameters
cashFlowStatementbeginDate, endDate
trialBalancebeginDate, endDate

The format for each parameter is listed below:

Parameter nameFormatExample

4. Generate your accounting report

Once you've decided on the desired report, you can build a report JSON object, including the name of your report, as well as any desired params. To generate the report, simply create a POST call, as shown below:

curl \
  --request POST \
  --url \
  --header 'Authorization: Bearer ${access_token}' \
  --header 'Content-Type: application/json' \
  --data '{
    "name": "balanceSheet",
    "params": {
      "endDate": "2021-08-31",
    "exportType": "PDF"