curl --request GET \
--url https://ai.wisepilot.app/api/v1/finance/summary \
--header 'Authorization: Bearer <token>'{
"success": true,
"data": {
"summaries": [
{
"entity": {
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"xero_tenant_id": "<string>",
"owner_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"created_at": "2023-11-07T05:31:56Z"
},
"activeMrr": 123,
"activeClientCount": 123,
"nextRenewalDate": "2023-12-25",
"monthlyCostCents": 123,
"monthlyAiCostCents": 123
}
],
"invoiceAlerts": [
{
"revenueRecord": {
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"entity_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"website_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"client_name": "<string>",
"type": "recurring",
"amount_cents": 123,
"currency": "USD",
"billing_frequency": "monthly",
"next_invoice_date": "2023-12-25",
"last_invoiced_at": "2023-11-07T05:31:56Z",
"status": "active",
"renewal_date": "2023-12-25",
"payment_terms": "<string>",
"started_at": "2023-11-07T05:31:56Z",
"ended_at": "2023-11-07T05:31:56Z",
"notes": "<string>",
"product_line_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
},
"entityName": "<string>",
"daysUntilDue": 123,
"isOverdue": true
}
]
}
}Aggregated finance summary across all business entities owned by the authenticated user. Returns MRR, active client count, monthly costs, AI costs, and upcoming invoice alerts.
curl --request GET \
--url https://ai.wisepilot.app/api/v1/finance/summary \
--header 'Authorization: Bearer <token>'{
"success": true,
"data": {
"summaries": [
{
"entity": {
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"xero_tenant_id": "<string>",
"owner_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"created_at": "2023-11-07T05:31:56Z"
},
"activeMrr": 123,
"activeClientCount": 123,
"nextRenewalDate": "2023-12-25",
"monthlyCostCents": 123,
"monthlyAiCostCents": 123
}
],
"invoiceAlerts": [
{
"revenueRecord": {
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"entity_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"website_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"client_name": "<string>",
"type": "recurring",
"amount_cents": 123,
"currency": "USD",
"billing_frequency": "monthly",
"next_invoice_date": "2023-12-25",
"last_invoiced_at": "2023-11-07T05:31:56Z",
"status": "active",
"renewal_date": "2023-12-25",
"payment_terms": "<string>",
"started_at": "2023-11-07T05:31:56Z",
"ended_at": "2023-11-07T05:31:56Z",
"notes": "<string>",
"product_line_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
},
"entityName": "<string>",
"daysUntilDue": 123,
"isOverdue": true
}
]
}
}