Metrics
Financial analytics and reports
Get profit/loss statement
Session JWT or OAuth2 access token
In: header
Query Parameters
Start date (YYYY-MM-DD)
End date (YYYY-MM-DD)
Response Body
application/json
application/json
curl -X GET "https://api.expensicat.com/api/v1/metrics/profit-loss?start_date=string&end_date=string"{
"data": [
{
"period": "string",
"total_revenue": 0,
"total_expenses": 0,
"net_profit_loss": 0
}
]
}{
"error": {
"code": "string",
"message": "string",
"details": {
"property1": null,
"property2": null
}
}
}Get cash flow breakdown
Session JWT or OAuth2 access token
In: header
Query Parameters
Start date (YYYY-MM-DD)
End date (YYYY-MM-DD)
Response Body
application/json
application/json
curl -X GET "https://api.expensicat.com/api/v1/metrics/cash-flow?start_date=string&end_date=string"{
"data": [
{
"period": "string",
"operating_cash_flow": 0,
"investing_cash_flow": 0,
"financing_cash_flow": 0,
"net_cash_flow": 0
}
]
}{
"error": {
"code": "string",
"message": "string",
"details": {
"property1": null,
"property2": null
}
}
}Get cash projection
Session JWT or OAuth2 access token
In: header
Query Parameters
Number of days ahead for projection
90Response Body
application/json
application/json
curl -X GET "https://api.expensicat.com/api/v1/metrics/cash-projection"{
"data": [
{
"projection_date": "string",
"expected_inflows": 0,
"expected_outflows": 0
}
]
}{
"error": {
"code": "string",
"message": "string",
"details": {
"property1": null,
"property2": null
}
}
}Get invoice aging
Session JWT or OAuth2 access token
In: header
Response Body
application/json
application/json
curl -X GET "https://api.expensicat.com/api/v1/metrics/invoice-aging"{
"data": {
"total_outstanding": 0,
"invoice_count": 0,
"current_amount": 0,
"overdue_0_to_30": 0,
"overdue_31_to_60": 0,
"overdue_60_plus": 0,
"expected_14_days": 0,
"expected_30_days": 0,
"expected_60_days": 0
}
}{
"error": {
"code": "string",
"message": "string",
"details": {
"property1": null,
"property2": null
}
}
}Get top spending categories
Session JWT or OAuth2 access token
In: header
Query Parameters
Start date (YYYY-MM-DD)
End date (YYYY-MM-DD)
Response Body
application/json
application/json
curl -X GET "https://api.expensicat.com/api/v1/metrics/top-categories?start_date=string&end_date=string"{
"data": [
{
"category_id": "string",
"category_name": "string",
"category_slug": "string",
"category_color": "string",
"total_amount": 0,
"transaction_count": 0
}
]
}{
"error": {
"code": "string",
"message": "string",
"details": {
"property1": null,
"property2": null
}
}
}Get spend variance
Session JWT or OAuth2 access token
In: header
Query Parameters
Month (YYYY-MM-DD, first day of month)
Response Body
application/json
application/json
curl -X GET "https://api.expensicat.com/api/v1/metrics/spend-variance?month=string"{
"data": [
{
"category_id": "string",
"category_name": "string",
"category_slug": "string",
"category_color": "string",
"actual_spend": 0,
"budget_amount": 0,
"variance": 0,
"variance_pct": 0,
"last_month_spend": 0,
"mom_change": 0,
"mom_change_pct": 0,
"is_over_budget": true,
"is_anomaly": true
}
]
}{
"error": {
"code": "string",
"message": "string",
"details": {
"property1": null,
"property2": null
}
}
}Get cash events
Session JWT or OAuth2 access token
In: header
Query Parameters
Start date (YYYY-MM-DD)
End date (YYYY-MM-DD)
Response Body
application/json
application/json
curl -X GET "https://api.expensicat.com/api/v1/metrics/cash-events?start_date=string&end_date=string"{
"data": [
{
"event_id": "string",
"organization_id": "string",
"event_date": "string",
"direction": "inflow",
"amount": 0,
"currency": "string",
"type": "string",
"reference_table": "string",
"reference_id": "string",
"probability": 0,
"description": "string",
"metadata": {
"property1": null,
"property2": null
}
}
]
}{
"error": {
"code": "string",
"message": "string",
"details": {
"property1": null,
"property2": null
}
}
}Get recurring series
Session JWT or OAuth2 access token
In: header
Response Body
application/json
application/json
curl -X GET "https://api.expensicat.com/api/v1/metrics/recurring-series"{
"data": [
{
"series_id": "string",
"organization_id": "string",
"counterparty_name": "string",
"direction": "inflow",
"average_amount": 0,
"currency": "string",
"frequency": "string",
"category_id": "string",
"category_name": "string",
"last_seen_date": "string",
"next_expected_date": "string",
"status": "active",
"transaction_count": 0
}
]
}{
"error": {
"code": "string",
"message": "string",
"details": {
"property1": null,
"property2": null
}
}
}Get financial snapshot
Session JWT or OAuth2 access token
In: header
Response Body
application/json
application/json
curl -X GET "https://api.expensicat.com/api/v1/metrics/financial-snapshot"{
"data": {
"cash_balance": 0,
"burn_rate": 0,
"monthly_revenue": 0,
"recurring_monthly_revenue": 0,
"currency": "string",
"runway_months": 0
}
}{
"error": {
"code": "string",
"message": "string",
"details": {
"property1": null,
"property2": null
}
}
}Get recent transactions
Session JWT or OAuth2 access token
In: header
Response Body
application/json
application/json
curl -X GET "https://api.expensicat.com/api/v1/metrics/recent-transactions"{
"data": [
{
"id": "string",
"booking_date": "string",
"amount": 0,
"base_amount": 0,
"currency": "string",
"description": "string",
"name": "string",
"category_id": "string",
"category_name": "string",
"category_slug": "string",
"category_color": "string"
}
]
}{
"error": {
"code": "string",
"message": "string",
"details": {
"property1": null,
"property2": null
}
}
}