> For the complete documentation index, see [llms.txt](https://docs.coupler.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coupler.io/sources/category/finance-and-accounting/bunny-inc/data-overview.md). # Data Overview Bunny, Inc. exposes a broad set of financial and billing data through Coupler.io. You can pull everything from high-level account and subscription data to granular invoice line items and individual transaction records. ## Available entities | Entity | What it contains | | -------------------- | ----------------------------------------------------------------------------- | | Accounts | Customer account records including status, contact links, and billing details | | Account balances | Current and historical balance per account | | Contacts | Names, emails, and other contact details for customers and prospects | | Entities | Business entity configurations used in your Bunny setup | | Invoices | Invoice headers including totals, dates, status, and linked accounts | | Invoice items | Line-level detail for each invoice — product, quantity, price | | Payments | Individual payment records with amounts, dates, and status | | Products | Product and service catalog with pricing info | | Plans | Subscription plan definitions and pricing tiers | | Quotes | Quote headers with totals and customer links | | Quote charges | Line items within quotes | | Subscriptions | Subscription records — active, cancelled, and historical | | Subscription charges | Recurring charge records tied to subscriptions | | Transactions | Raw financial transaction and payment processing records | | Tenants | Multi-tenant configuration data | ## Key fields by entity #### Accounts | Field | Description | | ------------ | ----------------------------------------- | | Account ID | Unique identifier for the account | | Account name | Name of the customer or business | | Status | Active, inactive, or other account states | | Created date | When the account was created | | Balance | Current account balance | #### Invoices & Invoice items | Field | Description | | ---------------- | ------------------------------------- | | Invoice ID | Unique invoice identifier | | Account ID | Linked customer account | | Invoice date | Date the invoice was generated | | Due date | Payment due date | | Total amount | Total billed amount | | Status | Draft, issued, paid, overdue, etc. | | Item description | Line item description (Invoice items) | | Unit price | Price per unit (Invoice items) | | Quantity | Number of units (Invoice items) | #### Payments & Transactions | Field | Description | | -------------- | -------------------------------------- | | Payment ID | Unique payment identifier | | Account ID | Linked customer account | | Amount | Payment amount | | Payment date | Date payment was received or processed | | Status | Successful, failed, pending, etc. | | Transaction ID | Raw transaction reference | | Payment method | How the payment was made | #### Subscriptions & Subscription charges | Field | Description | | --------------- | ---------------------------------------------- | | Subscription ID | Unique subscription identifier | | Plan ID | Linked plan | | Account ID | Linked customer account | | Start date | Subscription start date | | End date | Subscription end date or cancellation date | | Status | Active, cancelled, paused, etc. | | Charge amount | Amount billed per cycle (Subscription charges) | | Billing cycle | Frequency of billing (Subscription charges) | #### Plans & Products | Field | Description | | -------------------- | ----------------------------- | | Plan ID / Product ID | Unique identifier | | Name | Plan or product name | | Price | List price | | Billing interval | Monthly, annual, etc. (Plans) | | Description | Product or plan description | #### Quotes & Quote charges | Field | Description | | ------------------ | -------------------------------------- | | Quote ID | Unique quote identifier | | Account ID | Linked customer account | | Total amount | Total quoted amount | | Status | Draft, sent, accepted, expired, etc. | | Charge description | Line item detail (Quote charges) | | Charge amount | Amount per charge line (Quote charges) | ## Common entity combinations * **Invoices + Invoice items** — Join these to get full invoice detail with line-level breakdown. Useful for revenue attribution by product. * **Subscriptions + Subscription charges** — Join to see exactly what each subscriber is being billed and when. * **Accounts + Account balances** — Join for a complete customer financial health view. * **Payments + Transactions** — Append or join to reconcile payment records against raw transaction data. * **Plans + Subscriptions** — Join to analyze which plans are most popular and generating the most revenue. ## Use cases by role {% tabs %} {% tab title="Finance teams" %} * **Revenue reconciliation** — Pull Invoices, Payments, and Transactions into BigQuery or Google Sheets to reconcile billed vs. collected revenue * **Accounts receivable tracking** — Use Account balances and Invoices to monitor outstanding balances and overdue accounts * **MRR/ARR reporting** — Combine Subscriptions and Subscription charges to calculate monthly and annual recurring revenue over time {% endtab %} {% tab title="Sales ops" %} * **Quote-to-close tracking** — Pull Quotes and Quote charges to monitor conversion rates and average deal size * **Account health overview** — Join Accounts and Account balances to spot at-risk customers with declining balances or overdue invoices * **Product performance** — Link Invoice items and Products to see which products are driving the most revenue {% endtab %} {% tab title="Operations" %} * **Subscription lifecycle management** — Track active, paused, and cancelled subscriptions over time to understand churn patterns * **Multi-tenant reporting** — Use the Tenants entity to segment financial data by tenant in multi-tenant deployments * **Billing anomaly detection** — Send Transactions or Payments data to Claude or ChatGPT to flag unusual patterns automatically {% endtab %} {% endtabs %} ## Platform-specific notes * The **start date** parameter controls how far back historical data is pulled — set this carefully on first run if you have a long account history * **Account balances** are a snapshot entity — they reflect current state, not a historical ledger, so schedule frequent refreshes if you need balance trend data * **Tenants** is only relevant for multi-tenant Bunny configurations; skip it if you operate a single-tenant setup * Entities like **Contacts** and **Entities** are relatively static — you don't need to refresh these as frequently as Payments or Transactions --- # Agent Instructions This documentation is published with GitBook. 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