Financial
Get revenue summary
Monthly revenue over a lookback window (default 12 months) grouped by classification (managed / other recurring / non-recurring), PSA provider or line type; one row per month and group. Useful for QBR prep and revenue trend analysis. Requires the linked user’s read_financial_reporting permission.
GET
Get revenue summary
Authorizations
Use your API key as a Bearer token. API keys can be generated in Settings → Integrations → API Access.
Query Parameters
Limit to these companies (repeat the key or comma-separate; at most 100)
Maximum array length:
100Lookback window in months
Required range:
1 <= x <= 36Available options:
classification, provider, line_type Limit to these PSA providers (repeat the key or comma-separate; at most 3)
Maximum array length:
3Available options:
halo, connectwise, autotask Response
Revenue by month and group