Codat

Codat Bank statements API

Retrieve banking data from linked bank accounts.

GitHub OpenAPI

Operations 16

GET /companies/{companyId}/reports/enhancedCashFlow/transactions Get categorized bank statement #
GET /companies/{companyId}/connections/{connectionId}/data/banking-accountBalances List account balances #
GET /companies/{companyId}/connections/{connectionId}/data/banking-accounts List accounts #
GET /companies/{companyId}/connections/{connectionId}/data/banking-accounts/{accountId} Get account #
GET /companies/{companyId}/connections/{connectionId}/data/banking-transactions List transactions #
GET /companies/{companyId}/connections/{connectionId}/data/banking-transactions/{transactionId} Get bank transaction #
GET /companies/{companyId}/connections/{connectionId}/data/banking-transactionCategories List transaction categories #
GET /companies/{companyId}/connections/{connectionId}/data/banking-transactionCategories/{transactionCategoryId} Get transaction category #
GET /companies/{companyId}/connections/{connectionId}/bankStatements/upload/configuration Get upload configuration #
POST /companies/{companyId}/connections/{connectionId}/bankStatements/upload/configuration Set upload configuration #
POST /companies/{companyId}/connections/{connectionId}/bankStatements/upload/startSession Start upload session #
POST /companies/{companyId}/connections/{connectionId}/bankStatements/upload/dataset/{datasetId}/upload Upload data #
POST /companies/{companyId}/connections/{connectionId}/bankStatements/upload/dataset/{datasetId}/endSession End upload session #
GET /companies/{companyId}/reports/categorizedBankStatement/{reportId}/transactions Get categorized bank statement transactions #
GET /companies/{companyId}/reports/categorizedBankStatement/{reportId}/accounts List categorized bank statement accounts #
GET /companies/{companyId}/reports/categorizedBankStatement/{reportId}/excel Download categorized bank statement Excel #

Documentation

📖
Documentation
https://docs.codat.io/using-the-api/overview
📖
APIReference
https://docs.codat.io/platform-api
📖
Documentation
https://docs.codat.io/lending/overview
📖
APIReference
https://docs.codat.io/lending-api
📖
Documentation
https://docs.codat.io/bank-feeds/overview
📖
APIReference
https://docs.codat.io/bank-feeds-api

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/codat/refs/heads/main/openapi/codat-bank-statements-api-openapi.yml

Other Resources

🔗
OpenAPI Source
https://github.com/codatio/oas

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OpenAPI Specification

codat-bank-statements-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Lending Bank statements API
  description: Our Lending solution helps you make smarter credit decisions on small businesses by enabling you to pull your customers' latest data from accounting, banking, and commerce software they are already using.
  version: 3.0.0
  contact:
    name: Codat
    email: support@codat.io
  termsOfService: https://www.codat.io/legals/
servers:
- description: Production
  url: https://api.codat.io
security:
- auth_header: []
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/codat/refs/heads/main/openapi/codat-bank-statements-api-openapi.yml