Codat · Schema

Categorized bank statement transactions

> **Categorization engine** > > The categorization engine uses machine learning and has been fully trained against Plaid and TrueLayer banking data sources. It is not fully trained against the Basiq banking data source. The Enhanced Cash Flow Transactions endpoint provides a fully categorized list of banking transactions for a company. Accounts and transaction data are obtained from the company's banking data sources.

Unified-API
View JSON Schema on GitHub

JSON Schema

codat-categorizedbankstatementtransactions-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/CategorizedBankStatementTransactions",
  "title": "Categorized bank statement transactions",
  "description": "> **Categorization engine**\n>\n> The categorization engine uses machine learning and has been fully trained against Plaid and TrueLayer banking data sources. It is not fully trained against the Basiq banking data source.\n\nThe Enhanced Cash Flow Transactions endpoint provides a fully categorized list of banking transactions for a company. Accounts and transaction data are obtained from the company's banking data sources.",
  "allOf": [
    {
      "type": "object",
      "properties": {
        "results": {
          "type": "array",
          "items": {
            "$ref": "#/components/schemas/EnhancedCashFlowTransactions/definitions/enhancedCashFlowItem/properties/transactions/items"
          }
        }
      }
    },
    {
      "$ref": "#/components/schemas/PagingInfo"
    }
  ],
  "example": {
    "results": [
      {
        "sourceRef": {
          "sourceType": "Banking"
        }
      },
      {
        "accountRef": {
          "id": "4f78a6b0-e9bb-40f2-82fd-f3a2daa1fd0a",
          "name": "Business Current Account"
        },
        "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
        "date": "2023-01-25",
        "description": "Payment to supplier",
        "amount": 100,
        "currency": "USD",
        "transactionCategory": {
          "confidence": 92.7,
          "levels": [
            "Asset",
            "Current",
            "Bank"
          ],
          "confidences": [
            92.7,
            95,
            96
          ]
        },
        "platformName": "Plaid",
        "counterpartyNames": [
          "Counterparty"
        ],
        "modifiedDate": "2023-01-25T22:36:05.125Z",
        "isRecurring": true
      },
      {
        "sourceRef": {
          "sourceType": "Banking"
        }
      },
      {
        "accountRef": {
          "id": "12345678-1234-1234-1234-123456789012",
          "name": "Business Saving Account"
        },
        "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
        "date": "2023-01-25",
        "description": "Payment to supplier",
        "amount": 100,
        "currency": "USD",
        "transactionCategory": {
          "confidence": 92.7,
          "levels": [
            "Expense",
            "Operating"
          ],
          "confidences": [
            92.7,
            95
          ]
        },
        "platformName": "Plaid",
        "counterpartyNames": [],
        "modifiedDate": "2023-01-25T22:36:05.125Z",
        "isRecurring": false
      }
    ],
    "pageNumber": 1,
    "pageSize": 100,
    "totalResults": 2401,
    "_links": {
      "self": {
        "href": "/companies/82458839-6812-49e9-baac-7dcf8c32de1f/reports/categorizedBankStatement/latest/transactions"
      },
      "current": {
        "href": "/companies/82458839-6812-49e9-baac-7dcf8c32de1f/reports/categorizedBankStatement/latest/transactions?page=1&pageSize=100"
      },
      "next": {
        "href": "/companies/82458839-6812-49e9-baac-7dcf8c32de1f/reports/categorizedBankStatement/latest/transactions?page=2&pageSize=100"
      }
    }
  }
}

Work with this as data

Every JSON Schema here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for schemas

4 MCP tools reach this
  • find_json_schemasBrowse and filter every JSON Schema in the catalog.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

curl for this page
This JSON Schema
curl "https://apis.io/api/v1/json-schemas/codat-categorizedbankstatementtransactions"
All schemas
curl "https://apis.io/api/v1/json-schemas?limit=25"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

A second provider on the same verified email joins the account you already have.