Accounting Metrics

The AggregateMetric Object

Rutter performs various computations over your commerce data. The results of these computations are called aggregate metrics.

You can find the metrics we support, their corresponding metric name, and the formula used to compute them here.

Properties

start_datestring

The starting date from which we start aggregating activity (revenue, expenses, etc).

end_datestring

The date at which we stop aggregating activity (revenue, expenses, etc).

currencystring

If applicable, the currency used for the value returned.

valuestring

The value of the requested metric for the time range described by the start and end date.

Endpoints

GET

/accounting/metrics/:metricName

Fetch a Metric

GEThttps://production.rutterapi.com/versioned/accounting/metrics/:metricName

The object returned will use a key matching the value of the parameter "Metric Name". It will also have a connection and checkpoint key. All other keys will be undefined.

For example, if you send a request to '/versioned/accounting/metrics/ebitda', you will receive an object with values for the keys "ebitda", "connection", and "checkpoint", nothing else.

Request Parameters

metricNameenumpathRequired

The path of the accounting metric.

One ofebitda, ebitda_margin, net_operating_income, depreciation_expense, interest_expense, amortization_expense, gross_profit_margin, total_income, cost_of_goods_sold, current_ratio, working_capital, current_liabilities, current_assets, quick_ratio, inventory, unearned_revenues, prepaid_expenses, enterprise_free_cash_flow, change_in_working_capital, capital_expenditure, enterprise_free_cash_flow_formula_two, debt_service_coverage_ratio, debt_service_from_income_statement, debt_service_from_principal_paid, principal_paid, debt_service, rental_expense, total_revenue, total_expenses, net_income, net_profit_margin, debt_to_income_ratio, or cash_flow_to_debt_ratio.

access_tokenstringqueryRequired

The access token of the connection.

force_fetchenumqueryOptional

Used to force a response even if the underlying connection has not finished its initial sync.

One oftrue or false.

Response Body

Support by integration

QuickBooks
Xero
QuickBooks Desktop
NetSuite

Accounting Metrics Formula

Rutter supports the ability to fetch accounting metrics from an accounting connection. This can be used to compute metrics such as EBITDA without additional engineering work.

If you need a metric that is not currently supported, please contact us directly. We're happy to build new metrics as needed.

The metrics supported are listed below, along with the formula used to compute them:

Accounting Metric	Metric Name (Used as Param)	Formula
EBITDA	ebitda	Net Income + D & A + Interest
EBITDA Margin	ebitda_margin	EBITDA / Total Income
Net Operating Income	net_operating_income	Lifted from Income Statement
Depreciation Expense	depreciation_expense	Sum of accounts with “depreciation” in name
Amortization Expense	amortization_expense	Sum of accounts with “Amortization” in name
Interest Expense	interest_expense	Sum of accounts with “interest” in name
Gross Profit Margin	gross_profit_margin	(Total Income - Total Cost of Goods Sold) / (Total Income)
Total Income	total_income	Lifted from income statement
Cost of Goods Sold	cost_of_goods_sold	Lifted from income statement
Net Income	net_income	Lifted from income statement
Current Ratio	current_ratio	Current Assets / Current Liabilities
Working Capital	working_capital	Current Assets - Current Liabilities
Current Liabilities	current_liabilities	Lifted from Balance Sheet
Current Assets	current_assets	Lifted from Balance Sheets
Quick Ratio	quick_ratio	(Current Assets - Total Inventory - Total Prepaid Expenses) / (Current Liabilities - Total Unearned Revenue)
Inventory	inventory	Sum of asset accounts with “Inventory” in name
Unearned Revenues	unearned_revenues	Sum of Liability Accounts with “Unearned Revenue” in name
Prepaid Expenses	prepaid_expenses	Sum of asset accounts with “Prepaid” in name
Enterprise Free Cash Flow	enterprise_free_cash_flow	Net Income + Change in working Capital + Capex + interest expense * (1 - tax rate) + D&A
Change in working Capital	change_in_working_capital	Working capital of current period - working capital of prior period
Capex	capital_expenditure	Total Investing Activity from Cash flow Statement
Debt Service Coverage Ratio	debt_service_coverage_ratio	Enterprise Free Cash Flow / Total Debt Service
Debt Service	debt_service	Interest Paid from income statement + Rental Expense + Principal Paid

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