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We have built deep integrations to all the major financial software used by your customers
Focus on your product and let Codat handle the heavy lifting of building and maintaining multiple integrations
Reliable integrations that have the coverage you need
Our API provides access to the data sets you need across accounting, banking, payments, and eCommerce software
Intuitive documentation to get started quickly
Our docs are simple and easy to understand, helping you to get started quickly and bring your product to market
FAQs
How can I build to SMB accounting software API?
By building to Codat’s universal API, you will be able to access standardised customer data from the following accounting packages:
Xero, Zoho Books, QuickBooks Online, QuickBooks Desktop, ClearBooks, Exact, FreeAgent, FreshBooks, Oracle NetSuite, Sage 50, Sage 200cloud, Sage Business Accounting, Sage Intacct, Pandle, MYOB Essentials, MYOB AccountRight, Microsoft Dynamics 365, Kashoo, KashFlow, and Wave.
How can I build to SMB commerce software API?
By building to Codat’s universal API, you will be able to access standardised customer data from the following commerce packages:
Amazon Seller Central, PayPal, Zettle by PayPal, Zettle Food & Drink, Square, Shopify, Stripe, SumUp, Clover, WooCommerce, and PrestaShop.
How can I build to SMB bank data API?
By building to Codat’s universal API, you will be able to access standardised SMB banking data via our partners Plaid and Truelayer.
How do I pull/extract data points from my SMB customers’ software to make an assessment for lending or insurance?
Via Codat’s API, you can access multiple data points in real-time in order to assess your customers' financial health on an ongoing basis.
Data points that you can pull/ extract include:
Balance Sheet, Profit and Loss, Cashflow, Customers, Invoices, Credit Notes, Payments, Aged Debtor, Suppliers, Bills, Credit Notes, Purchase Orders, Aged Creditor, Direct Costs, Income, Transfers, Bank Accounts, Transactions, Statements, Journal Entries, Chart of Accounts, Tax Rates, and Tracking Categories.
How do I sync sales data from my SMB customers’ software?
Via Codat’s API, you can reconcile/synchronise standardised SMB data from within your application into your customers' financial software in real time.
Data points that you can reconcile/synchronise include:
Bank Accounts, Transactions, Orders, Payments, Disputes, Products, and Customers.
How do I reconcile accounts receivable and/or payable from my customers software
Via Codat’s API, customers will be able to reconcile standardized customer data from within your application into your customers financial software in real time.
Data points that you will be able to reconcile include:
Customer invoices, Credit notes, Aged debtor, Suppliers, Bills, Bill credit notes, Bill payments, Purchase Orders, Aged Creditor report