DayZeroAI-native accounting firm

Run the booksBookkeepingAI categorization, AP inbox, anomalies, auto-graded close Accounts PayableAI bill capture, approvals, payments, vendor tracking Invoicing & ARSend invoices, get paid online, recurring billing Order to CashQuotes, contracts, e-sign checkout, deferred revenue, auto-draft invoices AI ReportingBoard-ready reports, AI commentary, PDF/PPT exports

Plan aheadCash Flow Forecast13-week forecast unifying books, inventory, POs, debt Demand PlannerCash what-ifs on your 13-week forecast — PO timing, spend, draws Inventory & COGSSupply chain, BOMs, 3-way match, true landed cost

For accounting firmsCFO PortalWeekly Pulse, board decks, unit economics, flux — from your ledger Client PortalClient access, questions, document requests, reports Practice ManagementMulti-client workspace, teams, approvals, controls AI Workflows638 tools across 24 specialized agents Developer PlatformREST API + MCP server — dry-run writes, approval gates, OAuth

For accounting firmsMulti-client workspace, client portals, and AI workflows at scale For growing businessesClose-ready books, cash flow, and reporting without the overhead For bookkeepersAI categorization, auto-graded close, and multi-client controls

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Run the booksBookkeeping Accounts Payable Invoicing & AR Order to Cash AI Reporting

Plan aheadCash Flow Forecast Demand Planner Inventory & COGS

For accounting firmsCFO Portal Client Portal Practice Management AI Workflows Developer Platform

SolutionsFor accounting firms For growing businesses For bookkeepers

Features Integrations Pricing Docs

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Overview Guides API Reference

/

API Reference/consolidated-reports

consolidated-reports

2 endpoints.

GET/api/v1/advisory-firms/{firm_id}/consolidated-reports/balance-sheetGet consolidated balance sheet
GET/api/v1/advisory-firms/{firm_id}/consolidated-reports/pnlGet consolidated P&L

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Product

Bookkeeping Accounts Payable Invoicing & AR Order to Cash AI Reporting Cash Flow Forecast Demand Planner Inventory & COGS CFO Portal Client Portal Practice Management AI Workflows Developer Platform Integrations Pricing

Solutions

For accounting firms For growing businesses For bookkeepers

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