get_kpi_report
Snapshot KPIs + 13-week liquidity forecast, from the GL (CompanyMember).
Cash/liability balances aggregate the FY window of posted/reversed journal lines;
aging + forecast read gl_open_item, pending salary batches and unpaid VAT
periods. Read-only. Explicit non-member company_id → 403.
fiscal_year optional → latest FY with journal data; FY figures as of that
year's end once past. Aging and forecast anchor to today.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| company_id | Yes | ||
| fiscal_year | No |