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Comprehensive Financial View

This report provides a single view with all key financial metrics including Income Statement, Cash Flow, Balance Sheet, Equity, Asset Analysis, and Credit Analysis.
Optional - Defaults to 1 year before end date
Optional - Defaults to current date

Balance Sheet (sanity check)

Credit Metrics v2

Optional - Report will show FY-2, FY-1, and LTM

Assets Analysis

Optional - Defaults to current date

Income Statement

If left empty, defaults to 2 years prior to end date

Inventory Valuation

Optional - Defaults to 1900-01-01
Optional - Defaults to current date

Legacy Reports

Kraidit Consolidated Report

Optional - For date range context
Optional - Defaults to current date

This report consolidates data from Company Credit Metrics, Asset Analysis, and Debt Metrics into a single comprehensive view.

AR Details Summary (Kr Data)

This report uses the internal Transaction model data instead of making direct API calls to QuickBooks.

AR Details Summary (from QBO Report)

Credit Metrics Report (old)

If left empty, defaults to 1 year prior to end date

Company Debt Metrics

This report shows bank loans and other debts with historical data for FY-2, FY-1, and LTM periods.
Optional - Defaults to current date

Fetch Tx Lines via General Ledger Report

Optional

Logger Output: