Integrations
Concept overview and key details
In Codat, an integration represents a third-party data sourceData source An external platform (such as QuickBooks, Xero, or a bank) that Codat integrates with to pull or push financial data. that you can connect a company to (using a data connection) so that you can access that companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.'s business data.
You can connect a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. to a single accounting source and a single bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. source, and multiple commerce and banking platforms.
Integration categories
Accounting
Read up-to-date accounting data from your customers' accounting software as well as write data to their software using Codat's standard accounting data model.
Banking
Read up-to-date account and transaction data from your customers' banks using Codat's standard banking data model.
Commerce
Read up-to-date eCommerce, payment and point-of-sale data from your customers' commerce software using Codat's standard commerce data model.
Bank feeds
Allow accounting software users to easily reconcile bank transactions against accounting entries for our bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. integrations.
See our Bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. integrations →
File upload
Enable your customers to share any documentation you require them to provide. This may include personal identity documents, pitch decks, contracts, or files with accounting and banking data.
Read next
- Next concept: Data type settings