Cfo portal
68 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 Regent a question from the CFO portal - 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 - POST
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/demand-planEvaluate a what-if cash forecast scenario - GET
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/one-time-itemsList one-time payment items applied to the cash forecast - POST
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/one-time-itemsCreate a one-time payment item - DELETE
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/one-time-items/{item_id}Delete a one-time payment item - PATCH
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/one-time-items/{item_id}Update a one-time payment item - DELETE
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/overridesClear all cash forecast overrides in a scope - GET
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/overridesList cell-level overrides for the cash forecast - PUT
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/overridesReplace all cash forecast overrides in a scope - DELETE
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/overrides/{override_id}Delete a single cash forecast override row - PUT
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/settingsUpdate Cash Forecast configuration - GET
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/timingList fixed-cost timing rows (lag and pay days per ledger) - PUT
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/timingSet fixed-cost timing rows (lag and pay days per ledger) - GET
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versionsList saved cash forecast versions - POST
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versionsSave the current cash forecast configuration as a named version - DELETE
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions/{version_id}Delete a saved cash forecast version - GET
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions/{version_id}Get a saved cash forecast version - PATCH
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions/{version_id}Rename or describe a saved version - POST
/api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions/{version_id}/applyRe-apply a saved version's config to the live forecast - 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 - DELETE
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/covenants/{covenant_id}Delete a debt covenant - DELETE
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}Soft-delete a debt instrument - PATCH
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}Update a debt instrument - GET
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/covenantsList covenants for a debt instrument - POST
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/covenantsAdd a covenant to a debt instrument - GET
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/payment-scheduleGet a loan's customizable paydown table - POST
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/payment-schedule/generateGenerate or rebuild a loan's paydown table - POST
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/payment-schedule/rowsAdd a row to a loan's paydown table - POST
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/paymentsRecord a payment against a debt instrument - POST
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/parse-contractParse debt contract into a draft payment schedule - DELETE
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/payment-schedule/rows/{row_id}Delete a loan paydown-table row - PATCH
/api/v1/businesses/{business_id}/cfo-portal/debt-schedule/payment-schedule/rows/{row_id}Edit a loan paydown-table row - 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-bsGet CFO managerial balance sheet - 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/po-forecast-settingsList open POs and which forecast column they flow through - 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