APIProfit Loss Statements

The Profit Loss Statement object

An extracted profit loss statement.

The retrieve endpoint returns this object on its own. The list endpoint returns one per document, wrapped as { "borrower_id": …, "statements": [ { "extracted_document_id", "document_category", "report_data" } ] }.

Attributes

  • entity: the company the statement is for, when the document states it.
  • title: the statement’s printed title.
  • cpa_engagement: the CPA engagement the statement was prepared under, as an integer: 0 none, 1 compiled or prepared, 2 reviewed, 3 audited. cpa_engagement_label carries the matching display string. A statement extracted from a CPA-prepared package arrives with its accountant’s letter’s level here.
  • period and periods: the reporting period or periods, each with a label and its coverage.
  • columns: how many value columns the statement carries.
  • lines: the statement’s rows in print order, each with its label, a depth reflecting the document’s own indentation, and per-column values.

Typical document_category value: profit_and_loss.

Money and date values follow the export value conventions, documented under Getting Started.