Accounting

ClearBooks

ClearBooks is a cloud-based accounting system, expense management, and financial reporting tool for small businesses and accounting practices. Via Codat’s ClearBooks API integration you can access a wide range of data types including Accounts, Customers, and Suppliers.

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FAQs

How can I use a ClearBooks integration?

The data produced by accounting packages, such as ClearBooks, offers a highly contextual and valuable source of real-time information that can be used in isolation or alongside other data sources to power a wide range use cases across sectors, from lending and payments to SMB software.

How does a ClearBooks integration work?

We provide consented access to the data found in your business customers’ ClearBooks account via the official Application Programming Interface (API). Your customers control this access at all times and we never see their login credentials.

What data types are available to push and pull?

Codat supports a wide range of data types from ClearBooks, including Accounts, Customers, and Suppliers. To gain a full understanding of exactly which data sets are available, please visit our docs.

How does Codat enable integration with ClearBooks?

With ClearBooks supported by Codat’s universal API, clients building with Codat can access data from the software in the same standardised format as 18+ other accounting platforms that SMBs use. Simply start building with Codat for free today.

How long does it take to get started?

You can get up and running today via our Free Trial or Start-Up plans. Visit pricing to find out more.

Is the data secure?

Your customers’ data is held to the highest level of bank grade data security protocols and is encrypted end-to-end. Codat has passed all requisite penetration tests and is ISO27001, SOC 2, and GDPR compliant.

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Market research

Learn more about the accounting software market

Download our guide to the accounting software market to better understand Codat’s coverage and the changing global landscape