Documentation

Everything you need to use Streamline Reports — from building your first report to automating your firm with the API.

For bookkeepers
Reports & Exports
Building reports with drag-and-drop blocks, exporting to Excel, and using the Custom Code block for fully custom layouts.
TEAM plan
API Reference
REST API for automating your firm — create reports, manage clients and templates, trigger PDF generation, and more.
TEAM plan
Webhooks
Receive real-time events when reports are sent, PDFs are generated, or clients are added. Includes signature verification examples.

What is Streamline Reports?

Streamline Reports turns your monthly close into a finished, branded report your clients actually want to read. Connect QuickBooks Online or Xero, build a report from drag-and-drop blocks, and send a polished PDF from your own Gmail or Outlook — in minutes, not hours.

On top of the dashboard, Streamline exposes a full REST API (TEAM plan) so you can automate report creation, integrate with tools like n8n, Zapier, or Claude Projects, and receive real-time events via webhooks.

Quick links

Building a reportBlocks, templates, and how to pull live data
Excel exportDownload report data as a multi-sheet .xlsx workbook
Custom Code blockWrite raw HTML/CSS for fully custom report sections
API authenticationCreate an API key and make your first request
API endpointsFull reference for all 20+ endpoints
WebhooksReceive events and verify signatures
OpenAPI specMachine-readable spec for Claude Projects, GPT Actions, n8n

Plans & access

FeatureFreeProTeamEnterprise
Report builderCore blocksAll blocksAll blocksAll blocks
PDF generation50/moUnlimitedUnlimitedUnlimited
Report sends5/moUnlimitedUnlimitedUnlimited
Excel export—✓✓✓
Custom Code block—✓✓✓
REST API access——✓✓
Webhook endpoints——520
API keys——3Unlimited
Rate limit——1,000/hr10,000/hr