Get Financial Summary
get_financial_summaryGet a snapshot of your company's financial position: total assets across all accounts and year-to-date income and expenses.
Instructions
Return a snapshot of the company's financial position: total assets across all accounts, plus year-to-date income and expenses. Response includes a render field with tiered rendering guidance - check it before composing your reply.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| timezone | No | IANA timezone string (e.g. 'America/New_York'). When provided, the YTD start is computed in the user's local timezone rather than UTC. Affects ytdStart. |