Financial Reports

Generate financial reports as PDFs stored in S3 with presigned download URLs.

Available Reports

Report	Description	Input
Master Transactions	All transactions across accounts	Date range
Trial Balance	Debits/credits verification	Date range
General Ledger	Transactions per account	Date range
Profit & Loss	Income statement	Date range
Balance Sheet	Assets, liabilities, equity	Date range
Accounts Receivable	Invoice summaries and AR aging	None
Accounts Payable	Bill summaries and AP aging	None
COGS Report	Cost of goods sold	Date range

Generate a Report

bash

curl -X POST "https://api.ondayzero.com/api/v1/reports" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "report_type": "profit_and_loss",
    "start_date": "2026-01-01",
    "end_date": "2026-03-31"
  }'

Reports are generated asynchronously. The response includes the report ID.

Check Report Status

bash

curl "https://api.ondayzero.com/api/v1/reports/{report_id}" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

When complete, the response includes a download_url (presigned S3 URL, valid for 24 hours).

List Available Report Types

bash

curl "https://api.ondayzero.com/api/v1/reports/types" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"