Reports
Financial statement JSON available to LedgerHQ integrations.
Reports are documented around the current public integration contract and the current LedgerHQ report export behavior. Partner routes primarily return JSON. LedgerHQ app and MCP workflows can also render PDF or spreadsheet outputs using the server-side report exporter.
Financial Packet
| Method | Path | Purpose |
|---|---|---|
GET | /api/v1/reports/financial-packet | Generate financial packet JSON |
Query parameters:
| Parameter | Description |
|---|---|
startDate | Optional start date in YYYY-MM-DD format |
endDate | Optional end date in YYYY-MM-DD format |
include | Optional comma-separated report list |
generalLedgerLimit | Optional max general-ledger lines before truncation warning |
Packet output includes:
- Organization metadata
- Period and generated timestamp
amountUnit: "integer_cents"- Profit and loss
- Balance sheet
- Trial balance
- General ledger lines
- Bank reconciliation status
- Warnings, including general ledger truncation
Supported Statement Routes
| Method | Path | Purpose |
|---|---|---|
GET | /api/v1/reports/trial-balance | Trial balance |
GET | /api/v1/reports/balance-sheet | Balance sheet |
GET | /api/v1/reports/profit-and-loss | Profit and loss |
GET | /api/v1/reports/general-ledger | General ledger |
GET | /api/v1/reports/bank-reconciliation-status | Bank reconciliation status |
Exports
Core report pages support polished PDF and spreadsheet exports where the app workflow exposes them. PDF exports use LedgerHQ's report template with title, date context, firm branding when available, pagination, and clean amount formatting. The Management Financial Statements PDF packet combines the main financial statements into a client-ready export.
Excel exports remain report-specific and are better for analysis or follow-up work outside LedgerHQ.
MCP Tools
generate_financial_packet_jsonget_report_pdfget_report_export_urlbalance_sheetprofit_and_losstrial_balancecash_flow_statement
Use get_report_pdf when an agent needs actual PDF bytes to save, inspect, or
validate. Use get_report_export_url when the goal is a browser or user
download link with the required headers.