cfo-portal
38 endpoints.
-
GET
/api/v1/businesses/{business_id}/cfo-portal/alertsGet CFO financial alerts -
GET
/api/v1/businesses/{business_id}/cfo-portal/ap-agingGet CFO AP aging -
GET
/api/v1/businesses/{business_id}/cfo-portal/ar-agingGet CFO AR aging -
POST
/api/v1/businesses/{business_id}/cfo-portal/askAsk the CFO portal AI assistant a question -
GET
/api/v1/businesses/{business_id}/cfo-portal/benchmarksGet CFO benchmarks -
GET
/api/v1/businesses/{business_id}/cfo-portal/board-deckGet CFO board deck summary -
POST
/api/v1/businesses/{business_id}/cfo-portal/board-deck/memoGenerate an AI board memo/report from CFO board-deck data -
POST
/api/v1/businesses/{business_id}/cfo-portal/board-deck/memo/exportExport AI board memo as PDF or HTML -
GET
/api/v1/businesses/{business_id}/cfo-portal/board-deck/pdfDownload board deck summary as PDF -
GET
/api/v1/businesses/{business_id}/cfo-portal/bucketsList all managerial buckets (default + custom) -
POST
/api/v1/businesses/{business_id}/cfo-portal/bucketsCreate a custom managerial bucket -
DELETE
/api/v1/businesses/{business_id}/cfo-portal/buckets/{bucket_key}Delete or disable a managerial bucket -
PUT
/api/v1/businesses/{business_id}/cfo-portal/buckets/{bucket_key}Update a managerial bucket -
GET
/api/v1/businesses/{business_id}/cfo-portal/budget-vs-actualGet CFO budget vs actual -
GET
/api/v1/businesses/{business_id}/cfo-portal/cash-forecastGet CFO 13-week cash forecast -
PUT
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/settingsUpdate Cash Forecast configuration -
GET
/api/v1/businesses/{business_id}/cfo-portal/configurationGet CFO configuration -
GET
/api/v1/businesses/{business_id}/cfo-portal/debt-scheduleGet CFO debt schedule -
POST
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/approve-contractApprove parsed debt contract and create debt instrument -
POST
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/parse-contractParse debt contract into a draft payment schedule -
GET
/api/v1/businesses/{business_id}/cfo-portal/fluxGet CFO flux analysis -
GET
/api/v1/businesses/{business_id}/cfo-portal/landed-cogsGet CFO landed COGS -
GET
/api/v1/businesses/{business_id}/cfo-portal/managerial-plGet CFO managerial P&L -
GET
/api/v1/businesses/{business_id}/cfo-portal/monthly-closeGet CFO monthly close status -
GET
/api/v1/businesses/{business_id}/cfo-portal/purchase-ordersGet CFO purchase order pipeline -
GET
/api/v1/businesses/{business_id}/cfo-portal/recipe-bookGet CFO recipe book -
POST
/api/v1/businesses/{business_id}/cfo-portal/recipe-book/auto-assignAI auto-assign ledgers to managerial buckets -
PUT
/api/v1/businesses/{business_id}/cfo-portal/recipe-book/managerial-buildersUpsert managerial builder line account selections -
PUT
/api/v1/businesses/{business_id}/cfo-portal/recipe-book/managerial-mappingsUpsert managerial bucket assignments for GL accounts -
GET
/api/v1/businesses/{business_id}/cfo-portal/reports-documentsGet CFO reports and documents -
GET
/api/v1/businesses/{business_id}/cfo-portal/shipping-analysisGet CFO shipping analysis -
GET
/api/v1/businesses/{business_id}/cfo-portal/shopifyGet CFO Shopify metrics -
GET
/api/v1/businesses/{business_id}/cfo-portal/statementsGet CFO statement bundle -
GET
/api/v1/businesses/{business_id}/cfo-portal/summaryGet CFO portal summary -
GET
/api/v1/businesses/{business_id}/cfo-portal/unit-economicsGet CFO unit economics -
PUT
/api/v1/businesses/{business_id}/cfo-portal/unit-economics/settingsUpdate Unit Economics configuration -
GET
/api/v1/businesses/{business_id}/cfo-portal/valuationGet CFO valuation inputs -
GET
/api/v1/businesses/{business_id}/cfo-portal/vendor-spendGet CFO vendor spend