# Financial reporting & planning

Bring accounting actuals into a model your customers can inspect.

For FP&A, budgeting, and financial analytics products.

[API endpoints](https://developers.apideck.com/apis/accounting/reference?useCase=reporting) · [Build this workflow](https://developers.apideck.com/guides/fpa-with-accounting-api)

## What you can build

Bring actuals into your planning product for budgets, forecasts, and variance analysis.

Workflow: Connect financial data → Align reporting periods → Reconcile actuals

## Where your product takes over

Your product owns forecasts, budgets, consolidation, and analytical calculations. Report availability and supported period parameters vary by connector.

## From connection to a working integration

### 1. Agree the reporting scope

Confirm the accounting company, reporting period, currency, and accounting basis with the customer before requesting reports.

[Explore this step](https://developers.apideck.com/guides/fpa-with-accounting-api)

### 2. Read supported reports

Fetch supported profit and loss and balance sheet reports. Use journal entries and ledger accounts where transaction-level analysis is required.

[Explore this step](https://developers.apideck.com/apis/accounting/reference?useCase=reporting)

### 3. Refresh and reconcile

Record retrieval time and report parameters. Compare returned totals with the source system and expose incomplete or stale periods to users.

[Explore this step](https://developers.apideck.com/guides/syncing-accounting-data-at-scale)

## The API behind the workflow

Support, fields, and permissions vary by connector. Verify operation coverage and setup before implementation.

- [Profit and loss](https://developers.apideck.com/apis/accounting/reference/profit-and-loss?useCase=reporting)
- [Balance sheet](https://developers.apideck.com/apis/accounting/reference/balance-sheet?useCase=reporting)
- [Journal entries](https://developers.apideck.com/apis/accounting/reference/journal-entries?useCase=reporting)

[Select a connector and plan implementation](https://developers.apideck.com/integration-plan?useCase=reporting)

## Know when it works

- Reports reconcile with the same company, period, currency, and basis in the source.
- Pagination is complete for transaction-level inputs.
- Users can distinguish missing data from a genuine zero balance.

## Start building

- [Implementation guide](https://developers.apideck.com/guides/fpa-with-accounting-api)
- [API endpoints](https://developers.apideck.com/apis/accounting/reference?useCase=reporting)
- [Workflow context for your agent](https://developers.apideck.com/api/context/accounting/reporting.md)
- [Explore the demo](https://fpa.apideck.dev/)

The demo illustrates a product flow. Its data and connection setup depend on the demo; verify your target connector before implementation.