Codat

Codat provides a business data API that connects small-business accounting, banking, and commerce platforms to lenders, fintechs, and B2B software providers. A single integration to api.codat.io standardizes data from QuickBooks, Xero, Sage, NetSuite, FreshBooks, and 30+ other systems - and can write bills, payments, and expenses back into them - powering underwriting, reconciliation, payables, and spend products.

9 APIs 0 Features

Business DataAccountingBankingCommerceFintechLendingFinancial Data

APIs

Codat Platform API

Core control plane for managing companies, data connections, refreshing and tracking pulled datasets, integrations, webhook consumers, API keys, and account settings across ever...

Codat Accounting API

Standardized read (and, for supported platforms, write) access to accounting data - accounts, chart of accounts, invoices, bills, bill payments, credit notes, customers, supplie...

Codat Banking API

Standardized banking data pulled from connected bank and accounting platforms - bank accounts, account balances, bank transactions, and transaction categories - for reconciliati...

Codat Commerce API

Standardized commerce and point-of-sale data from platforms such as Shopify, Square, and Stripe - customers, orders, payments, products, disputes, locations, and company info - ...

Codat Lending API

Purpose-built lending product combining standardized financial data with Assess features - enhanced/categorized balance sheet and profit-and-loss reports, financial metrics, acc...

Codat Bank Feeds API

Lets card issuers and neobanks push transaction data as a bank feed into customers' accounting platforms, creating and mapping bank/source accounts so transactions appear ready ...

Codat Sync for Payables API

Write bills, suppliers, bill payments, and bank accounts back into a customer's accounting platform, with mapping options - the engine behind accounts-payable and bill-pay autom...

Codat Sync for Expenses API

Reconcile card and expense transactions into a customer's accounting software - create expense, reimbursable, and transfer transactions, run syncs, track sync/transaction status...

Codat Sync for Commerce API

Turnkey product that syncs sales, payments, and fees from commerce and POS platforms into accounting software, with sync configuration, status, and supported-integration discovery.

Collections

Codat API

OPEN

Pricing Plans

Codat Io Plans Pricing

3 plans

PLANS

Rate Limits

Codat Io Rate Limits

3 limits

RATE LIMITS

FinOps

Codat Io Finops

FINOPS

Resources

GitHubOrganization

Sources

opencollection: 1.0.0
info:
  name: Codat API
  version: '3.0'
request:
  auth:
    type: basic
    basic:
      username: '{{apiKey}}'
      password: ''
items:
- info:
    name: Companies
    type: folder
  items:
  - info:
      name: List companies
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies
    docs: Returns a list of your companies with pagination, search, and ordering.
  - info:
      name: Create company
      type: http
    http:
      method: POST
      url: https://api.codat.io/companies
      body:
        type: json
        data: "{\n  \"name\": \"Acme Roofing\",\n  \"description\": \"Sandbox company\"\n}"
    docs: Creates a new company that represents one of your customers.
  - info:
      name: Get company
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}
    docs: Gets a single company by ID.
- info:
    name: Connections
    type: folder
  items:
  - info:
      name: List connections
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/connections
    docs: Lists the data connections for a company.
  - info:
      name: Create connection
      type: http
    http:
      method: POST
      url: https://api.codat.io/companies/{{companyId}}/connections
      body:
        type: json
        data: "{\n  \"platformKey\": \"gbol\"\n}"
    docs: Creates a connection for the company using a platform key.
- info:
    name: Manage data
    type: folder
  items:
  - info:
      name: Refresh all data
      type: http
    http:
      method: POST
      url: https://api.codat.io/companies/{{companyId}}/data/all
    docs: Queues a refresh of all data types for a company.
  - info:
      name: Refresh data type
      type: http
    http:
      method: POST
      url: https://api.codat.io/companies/{{companyId}}/data/queue/invoices
    docs: Queues a refresh of a single data type.
  - info:
      name: Get data status
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/dataStatus
    docs: Returns the sync status for each data type of a company.
- info:
    name: Accounting
    type: folder
  items:
  - info:
      name: List accounts
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/data/accounts
    docs: Gets the latest chart of accounts for a company.
  - info:
      name: List invoices
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/data/invoices
    docs: Lists invoices for a connection.
  - info:
      name: List bills
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/data/bills
    docs: Lists bills for a connection.
  - info:
      name: List journal entries
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/data/journalEntries
    docs: Lists journal entries for a connection.
  - info:
      name: Get profit and loss
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/data/financials/profitAndLoss
    docs: Gets the profit and loss report for a connection.
- info:
    name: Banking
    type: folder
  items:
  - info:
      name: List banking accounts
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/data/banking-accounts
    docs: Lists standardized banking accounts for a connection.
  - info:
      name: List banking transactions
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/data/banking-transactions
    docs: Lists standardized banking transactions for a connection.
- info:
    name: Commerce
    type: folder
  items:
  - info:
      name: List commerce orders
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/data/commerce-orders
    docs: Lists commerce orders for a connection.
  - info:
      name: List commerce payments
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/data/commerce-payments
    docs: Lists commerce payments for a connection.
- info:
    name: Lending
    type: folder
  items:
  - info:
      name: Get enhanced profit and loss accounts
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/reports/enhancedProfitAndLoss/accounts
    docs: Assess-categorized profit and loss accounts for a company.
  - info:
      name: Get data integrity status
      type: http
    http:
      method: GET
      url: https://api.codat.io/data/companies/{{companyId}}/assess/dataTypes/banking-transactions/dataIntegrity/status
    docs: Returns the match status for a data type used in Assess data integrity.
- info:
    name: Bank Feeds
    type: folder
  items:
  - info:
      name: List bank feed bank accounts
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/data/bankAccounts
    docs: Lists bank accounts available to receive a bank feed.
  - info:
      name: Create bank feed bank accounts
      type: http
    http:
      method: PUT
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/data/bankAccounts
      body:
        type: json
        data: '[]'
    docs: Maps source accounts to target bank accounts in the accounting platform.
- info:
    name: Payables
    type: folder
  items:
  - info:
      name: Create bill
      type: http
    http:
      method: POST
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/payables/bills
      body:
        type: json
        data: '{}'
    docs: Creates a bill in the connected accounting platform.
  - info:
      name: Create bill payment
      type: http
    http:
      method: POST
      url: https://api.codat.io/companies/{{companyId}}/connections/{{connectionId}}/payables/bills/{{billId}}/payment
      body:
        type: json
        data: '{}'
    docs: Records a payment against a bill.
- info:
    name: Expenses
    type: folder
  items:
  - info:
      name: Create expense transactions
      type: http
    http:
      method: POST
      url: https://api.codat.io/companies/{{companyId}}/sync/expenses/expense-transactions
      body:
        type: json
        data: '{}'
    docs: Creates an expense transaction to be reconciled into accounting software.
  - info:
      name: Get mapping options
      type: http
    http:
      method: GET
      url: https://api.codat.io/companies/{{companyId}}/sync/expenses/mappingOptions
    docs: Gets accounts, tracking categories, and tax rates for expense mapping.
- info:
    name: Sync for Commerce
    type: folder
  items:
  - info:
      name: Sync latest commerce data
      type: http
    http:
      method: POST
      url: https://api.codat.io/companies/{{companyId}}/sync/commerce/latest
      body:
        type: json
        data: '{}'
    docs: Runs a commerce sync from the last successful sync to the specified date.
  - info:
      name: Get commerce sync configuration
      type: http
    http:
      method: GET
      url: https://api.codat.io/config/companies/{{companyId}}/sync/commerce
    docs: Returns a company's commerce sync configuration.