@get-asset/sdk
Headless components
Compound primitives shipped by @get-asset/sdk. Each one owns its data fetching, state machine, and retry logic — you own the markup. Compose the parts you need; asChild hands rendering off to your own components.
Every compound below renders inside an AssetProvider, which configures the API client and stores the shared dateFrom/dateTo reporting range that date-driven components fall back to.
Components
Accounts Connect →
Connect a new institution via Plaid, then assign accounts business/personal.
Accounts List →
Connected accounts grouped by institution, with balances and reconnect.
Aged Report →
Outstanding receivables or payables grouped into aging buckets.
Ask →
Free-text ask affordance — a chip that expands into an input; the host answers.
Balance Sheet Report →
Hierarchical balance sheet table — assets, liabilities, equity.
Cashflow Card →
Opening/closing balances across recent periods.
Cashflow Report →
Hierarchical cashflow table — operating, investing, financing.
Chat →
Streaming chat with the bookkeeping agent — asks questions about the books.
Contacts →
Customer and vendor directories — search, add, edit, disable. One compound, both kinds.
Date Picker →
Period grid and range calendar behind one mode switch, over the same provider range.
Documents →
Uploaded documents in a table — description, file, date, source, status, type.
Document Viewer →
The source document behind an invoice or bill — processing status, file preview, original link.
Bills →
Accounts payable — list, filter, expand a row to reconcile it, create a bill, and change status.
Book Health →
Months closed and verified across the year, with the open tasks blocking the rest.
Expenses Card →
Yearly expenses with year-over-year change. Decrease reads as positive.
Invoices →
Accounts receivable — list, filter, expand a row to reconcile it, raise a new invoice, change status.
Locked Upsell →
Shared teaser + upgrade prompt machinery behind every chart card's locked state.
Onboarding →
Self-contained wizard that creates a business, then connects accounts.
Operating Expenses Card →
Top expense categories with proportional bars.
Plaid Link →
Headless Plaid Link trigger for connecting and reconnecting accounts.
Profit & Loss Card →
Month-by-month revenue and expense bars.
Profit & Loss Report →
Hierarchical P&L table with subtotals and account-level lines.
Global Receipts Config →
The whole receipt-request setting — a threshold row per currency and one Save.
Receipts Config →
One business's own receipt rule — the threshold row and a Save that commits it.
Receipts Threshold →
Settings row for the receipt-request rule — a money threshold and an on/off switch.
Revenue Card →
Yearly revenue with year-over-year change.
Snapshot Card →
Revenue vs. expense snapshot with net profit.
Tasks →
Outstanding tasks grouped by type, with per-section counts and built-in row actions.
Transaction Match →
Settle an invoice or a bill against the bank — direction-filtered candidates, ranked by amount, attached one click at a time.
Transactions →
Journal entries as a reviewable table with confirm and context actions.
Similar Transactions →
Look-alike unconfirmed transactions ranked by group size, with confirm and correction actions.