Reporting

VINR reporting gives you the financial visibility to understand your business, close your books, and satisfy your auditors. Use prebuilt reports for everyday analysis, revenue recognition for accrual accounting, bank reconciliation to match payouts to your bank statement, and scheduled exports to automate your reporting workflow.

Prebuilt reportsAskCopy

VINR ships a set of prebuilt reports that cover the most common financial analysis needs. View them in the Dashboard or download as CSV for your accounting tool.

curl https://api.vinr.com/v1/reports/balance \
  -H "X-Api-Key: $VINR_SECRET_KEY" \
  -d "period_start=2026-05-01" \
  -d "period_end=2026-05-31" \
  -d "format=csv"

Each report accepts period_start, period_end, currency, and format (csv or json). Reports are generated asynchronously and delivered via webhook or polled from a report URL.

Revenue recognitionAskCopy

Revenue recognition translates billing activity — invoices, refunds, and credit notes — into recognized and deferred revenue over time, in line with ASC 606 / IFRS 15. See Revenue recognition for the full reference.

import { Vinr } from '@vinr/sdk';
const vinr = new Vinr({ secretKey: process.env.VINR_SECRET_KEY });

const schedule = await vinr.revenue.schedules.retrieve('inv_8Qz1Kp');
console.log(schedule.recognized);  // Earned to date
console.log(schedule.deferred);    // Still a liability

Key recognition methods:

• Ratable — spreads revenue evenly across the service period (default for subscriptions)
• Immediate — recognizes the full amount at finalization (for one-off fees)
• Milestone — recognizes on explicit completion events

Refunds, credit notes, and mid-cycle proration generate their own schedule entries automatically — you never edit recognized revenue by hand.

Bank reconciliationAskCopy

Bank reconciliation automates comparing your VINR financial records to your actual bank statement, so closing your books does not require manual matching.

VINR produces a payout-level statement that breaks every payout down to individual transactions, fees, and adjustments — in the same order they appear in your bank feed.

curl https://api.vinr.com/v1/reports/payout-reconciliation \
  -H "X-Api-Key: $VINR_SECRET_KEY" \
  -d "payout_id=po_4Vk9Mx"

The response includes:

Scheduled reportsAskCopy

Automate report delivery on a recurring cadence so your finance team always has fresh data without manually triggering exports.

await vinr.reports.schedules.create({
  reportType: 'balance_change_from_activity',
  frequency: 'monthly',
  deliveryMethod: {
    type: 'email',
    recipients: ['finance@example.com'],
  },
  format: 'csv',
});

Supported frequencies: daily, weekly, monthly. Scheduled reports can be delivered by email or pushed to an S3-compatible bucket via webhook. Each run creates an immutable snapshot — rerunning the same period produces the same numbers.

Accounting integrationsAskCopy

VINR exports are compatible with the major accounting tools. Pull transaction-level data from the API and import into:

• Xero — use the VINR Xero connector for automatic sync
• QuickBooks — use the VINR QuickBooks app
• NetSuite — import CSV exports or use the REST connector
• Any accounting tool — download standard CSV exports from the Dashboard

Next stepsAskCopy