Search ledger transactions with flexible filters.

Filters combine with AND. entry_types accepts charge/payment/credit/ refund/adjustment. Amount bounds apply to the signed amount. Returns the matching transactions (newest first) and a count.

Get the running balance for an account, or the whole ledger.

Omit account for the overall outstanding balance. as_of (YYYY-MM-DD) limits to transactions on or before that date.

Sum a filtered set of transactions.

Returns net (signed total), outflow (charges) and inflow (payments/credits) magnitudes, and a count.

Total spending (charges/expenses) per calendar month.

Optionally restrict to a year and/or category.

Summarise activity per category, ordered by spending descending.

Accrual-basis income statement (profit & loss) for a period.

start/end are inclusive ISO dates; omit for all data.

Balance sheet (assets, liabilities, equity) as of a date.

List the chart of accounts with each account's type.

Get the lease terms extracted from the tenant's lease.

Returns rent, deposit, term dates, due day, late-fee policy, recurring fees and parties — each with a confidence level and the source excerpt it was read from. Low-confidence values should be verified with get_lease_text.

Read the raw lease text, or only the lines matching query (with context).

Use this to answer questions the structured terms don't cover (pet rules, subletting, maintenance) or to verify an extracted value against the source.

Compare each month's rent charges in the ledger to the lease's monthly rent.

Flags months that are overcharged, undercharged or missing a rent charge.

Audit every ledger charge category against the lease.

Classifies each category as expected (rent/deposit/named fee), referenced (mentioned in the lease text), amount_mismatch, or unexpected (not found in the lease at all), and lists lease items never charged.

Compare the security deposit charged in the ledger to the lease deposit.

Compare late fees charged in the ledger to the lease late-fee policy.

Full lease-vs-ledger cross-examination in one call.

Bundles the lease terms, rent check, charge audit, deposit and late-fee checks, plus a flags list of human-readable findings to relay to the user. Start here for open-ended questions like 'is my ledger consistent with my lease?'.