Reports
Read-only aggregations covering the standard accounting reports + Indian GST returns. Every report respects the active org and optional branch_id scoping.
All responses follow the envelope { code: 0, message, <name>: {…} }. The internal success flag from the underlying handler is stripped. See Response envelope.
Financial statements
/reports/trial_balanceTrial balanceAIBooks.reports.READQuery: as_of_date (required), branch_id (optional).
GET /reports/trial_balance?as_of_date=2026-03-31T00:00:00/reports/profit_and_lossProfit & LossAIBooks.reports.READQuery: to_date (required), from_date (defaults to inception), branch_id (optional).
/reports/balance_sheetBalance SheetAIBooks.reports.READQuery: as_of_date (required), branch_id (optional). Returns assets / liabilities / equity trees with current-year P&L rolled in.
/reports/cash_flowCash Flow Statement (indirect)AIBooks.reports.READQuery: from_date + to_date (both required).
Receivables & Payables
/reports/ar_agingAR aging (0-30 / 31-60 / 61-90 / 90+)AIBooks.reports.READ/reports/ap_agingAP aging (same buckets)AIBooks.reports.READ/reports/outstanding_receivablesPer-customer unpaid invoicesAIBooks.reports.READ/reports/outstanding_payablesPer-vendor unpaid billsAIBooks.reports.READRegisters
/reports/sales_registerInvoices with HSN/SAC line breakdownAIBooks.reports.READ/reports/purchase_registerBills with HSN/SAC line breakdownAIBooks.reports.READ/reports/day_bookJournal entries by dateAIBooks.reports.READLedger
/reports/ledgerAccount ledger (single account)AIBooks.reports.READQuery: account_id (required), from_date, to_date, limit (max 10,000), branch_id.
GST returns
/reports/gstr1GSTR-1 (B2B + B2C + HSN summary)AIBooks.reports.READ/reports/gstr3bGSTR-3B (outward + inward + ITC + tax payable)AIBooks.reports.READQuery: from_date + to_date (typically the first and last day of the month being filed), branch_id (optional, for multi-GSTIN orgs).