# 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