Financial Statements

Create on-demand statements for any time period

Each statement describes one entity and requires ledger:read. Entity-app tokens identify that entity automatically. Service-account and organization-app tokens must select an accessible entity:

curl --get 'https://connect.digits.com/v1/ledger/statement/profit-and-loss' \
  --data-urlencode 'entity.id=your_digits_entity_id' \
  --data-urlencode 'startDate=2026-01-01' \
  --data-urlencode 'endDate=2026-03-31' \
  --data-urlencode 'interval=Month' \
  --header 'Authorization: Bearer your_organization_access_token'

The response contains rows for the selected entity. Repeat for each entity and combine results in your integration for consolidated reporting. See Working across an organization.

The Digits Connect API supports six core statement types: Profit and Loss, Balance Sheet, Cash Flow, Trial Balance, A/P Aging, and A/R Aging.

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Our statement APIs are implemented with a common statement type to enable simpler integration.

Statement Nesting Hierarchy

API Reference: Profit and Loss

This hierarchy represents the parent/child dependency structure, with the final NetIncome as the top-level item. Each item's children are the elements used to calculate the respective parent.

  • NetIncome
    • NetOperatingIncome
      • GrossProfit
        • Income
        • CostOfGoodsSold
      • OperatingExpenses
    • NetOtherIncome
      • OtherIncome
      • OtherExpenses

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