company_books
Analyze a company's books from ledger reports: read income statement and balance sheet to assess margins, cost splits, cash, receivables, payables, tax, and book-health findings. Read-only; no ledger writes.
Instructions
Read the company's books from its ledger alone: from the income statement read for a window and, optionally, the balance sheet read at its end, seal the margin ladder, the split of cost into variable and fixed, cash, receivables, payables, tax owed and cash net of it, and the books-health findings (revenue against no cost, cost implausibly low, no labour cost, a loss, an overdraft, a suspense balance). The period is the one each report states for itself, the ladder must foot to the report's own totals and the balance sheet must balance, and a role the plan does not map stays unknown with its candidates named. Operations: build, record (persist under the window so a series accumulates and the weekly review reads it), list. payload_json carries sources [{kind, provenance, payload}] and an optional window_start and window_end. Read-only; nothing writes to the ledger.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| now | No | ||
| engine | No | ||
| operation | No | list | |
| entity_ref | No | ||
| project_id | Yes | ||
| bundle_json | Yes | ||
| payload_json | No | {} |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |