Score books health
score_books_healthScore a books health check from the statuses you actually evidenced. Returns the weighted score, the band, a per-dimension breakdown and the findings ranked worst first. Two rules a plain average does not give you: a confirmed critical caps the grade, and the band is WITHHELD entirely when too little was evidenced, because a flattering number off three checks is the part people quote. Report the withheld state rather than supplying a band yourself.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| basis | No | Cash or accrual, printed at the top of most profit and loss reports. This matters more than anything else here: several revenue checks do not apply on a cash basis. | |
| ledger | No | Which ledger the books live in. Visible in the header of any export. | |
| results | Yes | One entry per check you actually worked. Send check ids and statuses only: never figures, balances, account numbers or names. | |
| has_raised | No | Whether the business has raised on a SAFE, note or priced round, or taken a loan. | |
| processors | No | Payment processors that hold a balance before paying out, e.g. ['stripe','paypal']. Names only. Drives the single most-missed check. | |
| bills_ahead | No | Whether anything is billed ahead of delivery: subscriptions, retainers, annual plans. | |
| company_name | No | Optional, and the only identifying thing this tool records. Median stores it to see which businesses use this tool and may follow up. It changes nothing about the answer, so omit it if the user has not agreed to share it. Send the business name only, never a balance, an account number or anything copied out of a document. | |
| payroll_model | No | How people are paid. | |
| has_contractors | No | Whether 1099 contractors are paid. | |
| charges_sales_tax | No | Whether sales tax is charged anywhere. | |
| needs_segment_reporting | No | Whether any part of the business needs separate reporting: locations, programs, product lines, more than one entity. |