Reports

Read-only accounting reports for connected apps.

LedgerLine turns posted accounting activity into summary reports, A/R summaries, A/P summaries, ledger-based reports where implemented, 1099 support views, and public report APIs.

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Report summary APIs give connected apps an accounting-backed snapshot.

A/R summaries reflect posted invoices less payments.

A/P summaries reflect posted bills less posted vendor payment allocations.

1099 summaries use posted, non-reversed vendor payments for tax-support review.

Workflow

From posted activity to read-only insight.

Reports are designed for dashboards, operations tooling, developer checks, and app-builder visibility without changing ledger state.

  1. Step 1

    Post money-in and money-out records through supported workflows.

  2. Step 2

    Record payments and vendor payments against posted records.

  3. Step 3

    Read summary, A/R, A/P, and 1099 support reports.

  4. Step 4

    Use dashboard reports and public APIs for controlled smoke testing.

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Sample-data demo

Reports sample-data demo

Preview fake summary, A/R, A/P, source record, and 1099-support report framing.

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Accounting Truth

Reports are not accounting mutations.

  • Reports are read-only.
  • A/R uses posted invoices less payments.
  • A/P uses posted bills less posted vendor payment allocations.
  • 1099 summary is tax-support reporting, not filing.
  • Reports do not mutate accounting.
  • Advanced analytics, bank reconciliation, provider reconciliation, and live provider data sync remain future maturity.
  • Production still requires setup/testing before relying on target-environment results.

Developer Workflow

Server-side report API path.

  • Use summary, accounts receivable, accounts payable, and 1099 summary report endpoints.
  • Keep API keys server-side and separate test/live environments.
  • Use reports as smoke checks after default accounts and sample records exist.
  • Use the read-only API Reference for examples; it does not send live requests.
  • Production still requires setup, migrations, private buckets, RLS/Storage dry-run, and QA.

Related Docs

Keep moving through the product and API path.

Reports sample-data demo

Preview fake summary, A/R, A/P, source record, and 1099-support report framing.

Open resource

Invoices

See how invoice posting and payments feed A/R reports.

Open resource

Bills And A/P

See how bills and vendor payments feed A/P reports.

Open resource

Build with AI

Generate a guided setup plan, fake env placeholders, implementation prompt, and smoke checklist.

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Developer Docs

Open the technical lane for exact API, auth, webhooks, OpenAPI, and implementation details.

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API Recipes

Browse practical server-side workflows for LedgerLine's accounting API.

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Accounting Model

Understand operational records, posting, reversals, A/R, A/P, and reports.

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API Reference

Review read-only request and SDK examples with fake placeholders only.

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OpenAPI YAML

Inspect the manual OpenAPI source for the public API surface.

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Related Features

Explore adjacent LedgerLine modules.

Invoices And Money-In

Customers, estimates, invoice posting, payments, and A/R workflows.

Open feature

Bills And A/P

Vendors, bills, posting, vendor payments, reversals, and A/P reporting.

Open feature

Documents And Evidence

Private evidence files, Document Center workflows, shares, portals, and CPA support.

Open feature

1099 Support

Vendor metadata and posted payment summaries for CPA/tax-support review.

Open feature

Product Truth

Built foundation, honest boundaries.

Early accessRead-onlyServer-side onlyProduction review required
  • API Reference is read-only and never asks for real API keys.
  • Core accounting does not require Stripe, SendGrid, Plaid, OCR/AI, IRS e-filing, or payroll providers.
  • Provider integrations, active billing, IRS e-filing, and payroll/HR remain deferred unless implemented later.
  • Setup/testing is available from the code side; production rollout requires review.
  • LedgerLine does not claim SOC 2, PCI, certification, tax advice, legal advice, accounting advice, or affiliation with Stripe.

Next Steps

Explore LedgerLine

Move from product overview to use cases, API docs, and the developer setup path.

Read The Product Overview

See what LedgerLine handles for connected apps.

Explore Use Cases

Map LedgerLine to SaaS, marketplace, operations, and document-heavy apps.

Browse The Accounting API

Review public API workflows, OpenAPI, recipes, SDK helpers, and console links.

Review Pricing Strategy

See early-access plan packaging, module boundaries, and billing guardrails.

Build with AI

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