Use our API
An introduction to Codat's APIs
While the Portal provides a simple way of exploring data, you'll need to use the Codat APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. to get the most out of your companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. data.
APIsAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.
We've packaged up Codat's functionality mainly by solution, with our Platform APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. providing core functionalities used across our solution. You can explore each APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. and its endpoints in our APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. references.
| Solution APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. | Description |
|---|---|
| Bank Feeds | Set up bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. from accounts in your application to supported accounting software. |
| Lending | Make credit decisions backed by enhanced financials, metrics, reports, and data integrity features. |
| Expenses | Streamline expense reconciliation from the corporate card and expense management systems to your customers' accounting software. |
| Bill Pay (async), Bill Pay (sync) | Make it easier for your customers to manage and pay suppliers from a single interface. |
Explore the underlying OpenAPI Spec.
Don't see what you're looking for?
We've recently reorganized our solutions. You can find the OpenAPI specifications you may have been using before here:
Utilities
| APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. | Description |
|---|---|
| Platform API | Manage the building blocks of Codat, including companies, connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform., and more. Prev. 'Common APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.' |
| Files API | Capture your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million.'s business documents with our file upload functionality. |