Codat

Codat Financial statements API

Financial data and reports from a linked accounting software.

GitHub OpenAPI

Operations 7

GET /companies/{companyId}/reports/enhancedProfitAndLoss/accounts Get categorized profit and loss statement #
GET /companies/{companyId}/reports/enhancedBalanceSheet/accounts Get categorized balance sheet statement #
GET /companies/{companyId}/data/accounts List accounts #
GET /companies/{companyId}/data/accounts/{accountId} Get account #
GET /companies/{companyId}/data/financials/balanceSheet Get balance sheet #
GET /companies/{companyId}/data/financials/profitAndLoss Get profit and loss #
GET /companies/{companyId}/data/financials/cashFlowStatement Get cash flow statement #

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-financial-statements-api-openapi.yml

Other Resources

🔗
OpenAPI Source
https://github.com/codatio/oas
🔗
GraphQL
https://raw.githubusercontent.com/api-evangelist/codat/refs/heads/main/graphql/codat-graphql.md

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OpenAPI Specification

codat-financial-statements-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Lending Financial 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. It also includes features to help providers verify the accuracy of data and process it more efficiently.


    The Lending solution is built on top of the latest accounting, commerce, and banking data, providing you with the most important data points you need to get a full picture of SMB creditworthiness and make a comprehensive assessment of your customers.


    [Explore solution](https://docs.codat.io/lending/overview) | [See OpenAPI spec](https://github.com/codatio/oas)


    <!-- Start Codat Tags Table -->

    ## Endpoints


    | Endpoints | Description |

    | :- |:- |

    | Companies | Create and manage your SMB users'' companies. |

    | Connections | Create new and manage existing data connections for a company. |

    | Bank statements | Retrieve banking data from linked bank accounts. |

    | Sales | Retrieve standardized sales data from a linked commerce software. |

    | Financial statements | Financial data and reports from a linked accounting software. |

    | Liabilities | Debt and other liabilities. |

    | Accounts payable | Data from a linked accounting software representing money the business owes money to its suppliers. |

    | Accounts receivable | Data from a linked accounting software representing money owed to the business for sold goods or services. |

    | Transactions | Data from a linked accounting software representing transactions. |

    | Company info | View company information fetched from the source platform. |

    | Data integrity | Match mutable accounting data with immutable banking data to increase confidence in financial data. |

    | Excel reports | Download reports in Excel format. |

    | Manage data | Control how data is retrieved from an integration. |

    | File upload | Endpoints to manage uploaded files. |

    | Loan writeback | Implement the [loan writeback](https://docs.codat.io/lending/guides/loan-writeback/introduction) procedure in your lending process to maintain an accurate position of a loan during the entire lending cycle. |

    <!-- End Codat Tags Table -->'
  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:
- name: Financial statements
  description: Financial data and reports from a linked accounting software.
paths:
  /companies/{companyId}/reports/enhancedProfitAndLoss/accounts:
    parameters:
    - $ref: '#/components/parameters/companyId'
    get:
      summary: Get categorized profit and loss statement
      description: 'The *Get categorized profit and loss statement* endpoint returns a list of categorized accounts that appear on a company’s Profit and Loss statement. It also includes a balance as of the financial statement date.


        Codat suggests a category for each account automatically, but you can [change it](https://docs.codat.io/lending/features/financial-statements-overview#recategorizing-accounts) to a more suitable one.'
      tags:
      - Financial statements
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EnhancedFinancialReport'
              example:
                reportInfo:
                  currency: GBP
                  reportName: EnhancedProfitAndLossAccounts
                  companyName: Biscuits
                  generatedDate: '2023-03-24T16:40:59.0847354Z'
                reportItems:
                - date: '2022-08-31T00:00:00'
                  balance: 830.93
                  accountId: 04f7111b-55d4-4efc-b329-1bd5c791933a
                  accountName: Repairs & Maintenance
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 12000
                  accountId: 7f6a0e92-65be-4333-9a0a-d981b03bedd1
                  accountName: Wages
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: CostOfSales
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 28937.71
                  accountId: 7403e960-5b72-42ff-abf4-c870ad8910bd
                  accountName: Purchases
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: CostOfSales
                      confidence: 99.99
                    - levelName: Inventory
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 582.4
                  accountId: e8a0a24e-2dab-46b1-bfe1-6e92551c04e8
                  accountName: Purchase Discounts
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: CostOfSales
                      confidence: 99.99
                    - levelName: Inventory
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 350.44
                  accountId: cbf82e0d-87a7-464d-b567-9274ea94a1c0
                  accountName: Charitable and Political Donations
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: NonOperating
                      confidence: 99.99
                    - levelName: Donations
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 535.81
                  accountId: 78785fd7-f197-4c34-aa17-6e76b9255d34
                  accountName: Interest Paid (operating)
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: NonOperating
                      confidence: 99.99
                    - levelName: Interest
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 633.05
                  accountId: fb3210ef-edeb-48af-bb49-b85d40c1e6bb
                  accountName: Corporation Tax
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: NonOperating
                      confidence: 99.99
                    - levelName: Taxes
                      confidence: 99.99
                    - levelName: CorporationTaxes
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 782.61
                  accountId: f3aa84fe-5c31-4107-b207-7e0419f636d7
                  accountName: Bank Fees
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: BankCharges
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 8000
                  accountId: 9cbe5fe4-ca60-4792-8bf1-de01fb7010aa
                  accountName: Rent
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: Leases
                      confidence: 99.99
                    - levelName: BuildingRentLease
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 1090.68
                  accountId: 138a8eb3-5c08-4e59-a3bc-892119694447
                  accountName: Motor Vehicle Expenses
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: Leases
                      confidence: 99.99
                    - levelName: EquipmentRentLease
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 26307.02
                  accountId: 868591ad-f9c2-4956-a5ec-c32c1d48c6f3
                  accountName: Advertising & Marketing
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: Marketing
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 1128.85
                  accountId: 1734ff00-2a17-45b4-8db6-2dc2e832c460
                  accountName: Postage, Freight & Courier
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: Marketing
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 40
                  accountId: 7d8d0322-f452-47de-a8e8-54b0130e6f38
                  accountName: Subscriptions
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: Marketing
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 5.72
                  accountId: 4378ddba-36b4-4b35-9970-bd972b20d137
                  accountName: Amortization
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: NonCash
                      confidence: 99.99
                    - levelName: Amortization
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 1539.18
                  accountId: 940c8a59-3348-4a0b-a1b1-781d9f29cc8b
                  accountName: Depreciation Expense
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: NonCash
                      confidence: 99.99
                    - levelName: Depreciation
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 1416.05
                  accountId: e7ac3baa-cfbe-40c1-a172-83d22e84435b
                  accountName: Entertainment-100% business
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: Personnel
                      confidence: 99.99
                    - levelName: EmployeeBenefits
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 1465.61
                  accountId: b5e801e8-8dbc-4390-ac99-3b0fff54a89f
                  accountName: General Expenses
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: SalesGeneralAdministrative
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 7347.35
                  accountId: 5360066d-1474-49f6-a7a5-c66d5f6032ba
                  accountName: Light, Power, Heating
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: SalesGeneralAdministrative
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 1027.25
                  accountId: 7aa7988a-ff61-4cb8-bef3-15395355d108
                  accountName: Printing & Stationery
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: SalesGeneralAdministrative
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 45
                  accountId: 043b6bcb-dfe6-4c97-9b4c-f9b300fe3f03
                  accountName: Telephone & Internet
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: SalesGeneralAdministrative
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 0
                  accountId: eef78ed1-dfed-447c-bdba-3a49fb2c044b
                  accountName: Audit & Accountancy fees
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: SalesGeneralAdministrative
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 130
                  accountId: c16f5c35-8283-47da-9d09-5fecb183b0cb
                  accountName: Cleaning
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: SalesGeneralAdministrative
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 860.02
                  accountId: df62060b-41cc-4bf2-9de7-c7e537b5663a
                  accountName: Travel - National
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Expense
                      confidence: 99.99
                    - levelName: Operating
                      confidence: 99.99
                    - levelName: Travel
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 850.22
                  accountId: 68794a8f-b22d-4520-b97b-025b7cb10f94
                  accountName: Other Revenue
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Income
                      confidence: 99.99
                    - levelName: Revenue
                      confidence: 99.99
                    - levelName: Online
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 138457.98
                  accountId: 72df89d2-512b-4455-af51-a6b563733842
                  accountName: Sales
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Income
                      confidence: 99.99
                    - levelName: Revenue
                      confidence: 99.99
                    - levelName: Wholesale
                      confidence: 99.99
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '402':
          $ref: '#/components/responses/Payment-Required'
        '403':
          $ref: '#/components/responses/Forbidden'
        '404':
          $ref: '#/components/responses/Not-Found'
        '429':
          $ref: '#/components/responses/Too-Many-Requests'
        '500':
          $ref: '#/components/responses/Internal-Server-Error'
        '503':
          $ref: '#/components/responses/Service-Unavailable'
      operationId: get-categorized-profit-and-loss-statement
      x-speakeasy-name-override: get-categorized-accounts
      x-speakeasy-group: financial-statements.profit-and-loss
      parameters:
      - $ref: '#/components/parameters/reportDate'
      - $ref: '#/components/parameters/numberOfPeriods'
  /companies/{companyId}/reports/enhancedBalanceSheet/accounts:
    parameters:
    - $ref: '#/components/parameters/companyId'
    get:
      summary: Get categorized balance sheet statement
      operationId: get-categorized-balance-sheet-statement
      x-speakeasy-name-override: get-categorized-accounts
      x-speakeasy-group: financial-statements.balance-sheet
      description: 'The *Get categorized balance sheet statement* endpoint returns a list of categorized accounts that appear on a company’s Balance Sheet along with a balance per financial statement date.


        Codat suggests a category for each account automatically, but you can [change it](https://docs.codat.io/lending/features/financial-statements-overview#recategorizing-accounts) to a more suitable one.'
      tags:
      - Financial statements
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EnhancedFinancialReport'
              example:
                reportInfo:
                  currency: GBP
                  reportName: EnhancedBalanceSheetAccounts
                  companyName: Biscuits
                  generatedDate: '2023-03-24T16:42:09.2973105Z'
                reportItems:
                - date: '2022-08-31T00:00:00'
                  balance: 12973.03
                  accountId: 22de1660-d745-4809-a363-16b134607e66
                  accountName: Prepayments
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Asset
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: AccruedDeferredAssets
                      confidence: 99.99
                    - levelName: PrepaidExpenses
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 316065.92
                  accountId: dbcaf288-2b39-4b95-8ab3-42202ab15918
                  accountName: Business Current Account
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Asset
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: Bank
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 65945.07
                  accountId: e5d7612c-1671-47b4-b733-5db48363fcd0
                  accountName: Inventory
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Asset
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: Inventory
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 71937.95
                  accountId: 1b6266d1-1e44-46c5-8eb5-a8f98e03124e
                  accountName: Accounts Receivable
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Asset
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: Receivables
                      confidence: 99.99
                    - levelName: AccountsReceivables
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 2180148.56
                  accountId: 724ca578-8b5d-4bdb-ad45-e3820eee9de9
                  accountName: Office Equipment
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Asset
                      confidence: 99.99
                    - levelName: NonCurrent
                      confidence: 99.99
                    - levelName: AccumulatedDepreciationDepletionAmortization
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 1804674.9
                  accountId: be3eb911-034b-42de-95db-0d58ac978b7f
                  accountName: Computer Equipment
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Asset
                      confidence: 99.99
                    - levelName: NonCurrent
                      confidence: 99.99
                    - levelName: AccumulatedDepreciationDepletionAmortization
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 3417424.16
                  accountId: 39225d6f-3722-4508-ac3f-a2f6ec96ad31
                  accountName: Retained Earnings
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Equity
                      confidence: 99.99
                    - levelName: RetainedEarnings
                      confidence: 99.99
                    - levelName: CapitalIncomeReserve
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 44252.52
                  accountId: 78828dd9-6008-4662-b43c-e9d87907fd2b
                  accountName: Current Year Earnings
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Equity
                      confidence: 99.99
                    - levelName: ShareCapital
                      confidence: 99.99
                    - levelName: CommonStock
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 75835.64
                  accountId: 53bf27a7-7497-4c61-9887-dfaad5c6d80a
                  accountName: Accounts Payable
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Liability
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: AccountsPayable
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 208264.65
                  accountId: e2530acd-91c8-48f8-a35f-935dbd7432e2
                  accountName: Accruals
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Liability
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: AccruedLiabilities
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 0
                  accountId: d19852a2-e292-4eb9-a909-9dadb95c0e76
                  accountName: Rounding
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Liability
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: Bank
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 25184.57
                  accountId: 62060aae-e5a6-4db5-a3bb-6abec6d47959
                  accountName: Credit Card Control Account
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Liability
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: Debt
                      confidence: 99.99
                    - levelName: CreditCards
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 9650.58
                  accountId: 9be6382f-6b33-402d-b448-0db1dbf67a98
                  accountName: Historical Adjustment
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Liability
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: Debt
                      confidence: 99.99
                    - levelName: LoansPayable
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 2022.41
                  accountId: 8636effc-50fb-45ba-8b2b-18336fa29b6b
                  accountName: John Smith
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Liability
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: Debt
                      confidence: 99.99
                    - levelName: LoansPayable
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 29034.75
                  accountId: 3a872b81-d1af-4d31-9bfa-a37280b8f68c
                  accountName: VAT
                  accountCategory:
                    status: Confirmed
                    levels:
                    - levelName: Liability
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: Personnel
                      confidence: 99.99
                    - levelName: PensionPayable
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 1076.55
                  accountId: 3b58f7ff-fa16-453a-9931-f020816d76e7
                  accountName: Interest Payables
                  accountCategory:
                    status: Confirmed
                    levels:
                    - levelName: Liability
                      confidence: 99.99
                    - levelName: Current
                      confidence: 99.99
                    - levelName: Personnel
                      confidence: 99.99
                    - levelName: PensionPayable
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 0
                  accountId: 8852a857-aa9d-4706-839f-638e9d6b5a66
                  accountName: Unpaid Expense Claims
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Liability
                      confidence: 99.99
                    - levelName: NonCurrent
                      confidence: 99.99
                - date: '2022-08-31T00:00:00'
                  balance: 638999.6
                  accountId: 55008233-40e7-41ac-84af-2255fa028c2e
                  accountName: Loan
                  accountCategory:
                    status: Suggested
                    levels:
                    - levelName: Liability
                      confidence: 99.99
                    - levelName: NonCurrent
                      confidence: 99.99
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '402':
          $ref: '#/components/responses/Payment-Required'
        '403':
          $ref: '#/components/responses/Forbidden'
        '404':
          $ref: '#/components/responses/Not-Found'
        '429':
          $ref: '#/components/responses/Too-Many-Requests'
        '500':
          $ref: '#/components/responses/Internal-Server-Error'
        '503':
          $ref: '#/components/responses/Service-Unavailable'
      parameters:
      - $ref: '#/components/parameters/reportDateRequired'
      - $ref: '#/components/parameters/numberOfPeriods'
  /companies/{companyId}/data/accounts:
    get:
      tags:
      - Financial statements
      summary: List accounts
      description: "\uFEFFThe *List accounts* endpoint returns a list of [accounts](https://docs.codat.io/lending-api#/schemas/Account) for a given company's connection.\n\n[Accounts](https://docs.codat.io/lending-api#/schemas/Account) are the categories a business uses to record accounting transactions.\n\nBefore using this endpoint, you must have [retrieved data for the company](https://docs.codat.io/lending-api#/operations/refresh-company-data)."
      operationId: list-accounting-accounts
      x-speakeasy-group: financial-statements.accounts
      parameters:
      - $ref: '#/components/parameters/companyId'
      - $ref: '#/components/parameters/page'
      - $ref: '#/components/parameters/pageSize'
      - $ref: '#/components/parameters/query'
      - $ref: '#/components/parameters/orderBy'
      responses:
        '200':
          description: Success
          content:
            application/json:
              x-speakeasy-usage-example: true
              schema:
                $ref: '#/components/schemas/AccountingAccounts'
              examples:
                Clear Books:
                  value:
                    results:
                    - id: 1b6266d1-1e44-46c5-8eb5-a8f98e03124e
                      nominalCode: '610'
                      name: Accounts Receivable
                      description: Invoices the business has issued but has not yet collected payment on.
                      fullyQualifiedCategory: Asset.Current
                      fullyQualifiedName: Asset.Current.Accounts Receivable
                      currency: GBP
                      currentBalance: 0
                      type: Asset
                      s

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