Puzzle Reports API

openapi: 3.0.3
info:
  title: Puzzle Accounting Accounts Reports API
  description: 'RESTful, JSON API for Puzzle''s real-time financial data hub and general ledger. Puzzle builds a continuously reconciled general ledger on top of a company''s connected Stripe, bank, card, and payroll data and exposes the resulting transactions, ledger accounts, journal entries, financial statements, and startup metrics over HTTPS.


    ACCURACY NOTE (API Evangelist, 2026-07-01): The Puzzle API is real, documented, and RESTful, but is in an active-development, partner-gated rollout. Full endpoint schemas are behind a partner login, so this specification models the confirmed base URL, security scheme, and resource surfaces. The confirmed endpoint pattern is `GET /rest/v0/company/{id}/transactions`; every resource is nested under `/rest/v0/company/{id}`. Paths marked with `x-puzzle-unverified: true` follow the documented resource sections and this confirmed pattern but the exact operation paths were not individually verified against the gated reference. Verify against https://puzzle-api.readme.io/reference before production use.'
  version: 0.19.0
  termsOfService: https://puzzle.io/terms
  contact:
    name: Puzzle API Support
    email: support@puzzle.io
    url: https://puzzle-api.readme.io/docs/welcome
servers:
- url: https://staging.southparkdata.com
  description: Documented Puzzle API server (Puzzle's underlying data platform is named South Park Data). Confirmed from the public API reference.
security:
- oauth2: []
- apiKey: []
tags:
- name: Reports
  description: Real-time financial statements.
paths:
  /rest/v0/company/{id}/reports/income-statement:
    get:
      operationId: getIncomeStatement
      tags:
      - Reports
      summary: Get income statement
      description: Generate a real-time income statement (profit and loss) for a company over a requested reporting period.
      x-puzzle-unverified: true
      parameters:
      - $ref: '#/components/parameters/CompanyId'
      - name: startDate
        in: query
        required: true
        schema:
          type: string
          format: date
      - name: endDate
        in: query
        required: true
        schema:
          type: string
          format: date
      - name: basis
        in: query
        description: Accounting basis for the report.
        schema:
          type: string
          enum:
          - cash
          - accrual
      responses:
        '200':
          description: An income statement report.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FinancialReport'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /rest/v0/company/{id}/reports/balance-sheet:
    get:
      operationId: getBalanceSheet
      tags:
      - Reports
      summary: Get balance sheet
      description: Generate a real-time balance sheet for a company as of a date.
      x-puzzle-unverified: true
      parameters:
      - $ref: '#/components/parameters/CompanyId'
      - name: asOf
        in: query
        required: true
        schema:
          type: string
          format: date
      responses:
        '200':
          description: A balance sheet report.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FinancialReport'
        '401':
          $ref: '#/components/responses/Unauthorized'
components:
  responses:
    Unauthorized:
      description: Missing or invalid credentials.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  schemas:
    Error:
      type: object
      properties:
        error:
          type: string
        message:
          type: string
    FinancialReport:
      type: object
      properties:
        type:
          type: string
          enum:
          - income-statement
          - balance-sheet
          - cash-activity
        periodStart:
          type: string
          format: date
        periodEnd:
          type: string
          format: date
        basis:
          type: string
          enum:
          - cash
          - accrual
        lines:
          type: array
          items:
            type: object
            properties:
              label:
                type: string
              amount:
                type: number
  parameters:
    CompanyId:
      name: id
      in: path
      required: true
      description: The company ID.
      schema:
        type: string
  securitySchemes:
    oauth2:
      type: oauth2
      description: OAuth 2.0 with scoped access (for example read:company, read:transactions, read:report). Partner credentials are issued after the Puzzle partner technical review.
      flows:
        clientCredentials:
          tokenUrl: https://puzzle-api.readme.io/reference
          scopes:
            read:company: Read company data
            read:transactions: Read transactions
            read:accounts: Read ledger accounts
            read:report: Read financial statements
    apiKey:
      type: apiKey
      in: header
      name: Authorization
      description: API key authentication via the Authorization header, as described in the Puzzle developer docs.