Sync for Commerce

Automate your merchant's bookkeeping with native accounting integrations

Provide seamless reconciliation for every accounting platform. Give your customers the robust, configurable accounting integrations they expect.

Benefits

Meet rising expectations

Time-saving integrations that “just work” are now a basic requirement for merchants.

Own the relationship

Your customers are automating bookkeeping with your API. Capture value in a way that makes sense for you.

Retain more customers

Customers who integrate their accounting software are usually at least twice as sticky.

Protect your brand

Codat-powered integrations are proven at scale. Maintain a high-quality customer experience, with drastically fewer support tickets.

The problem


Merchants expect their eCommerce and Point-of-Sale systems to let them automate bookkeeping via accounting integrations, without the hassle and costs of third-party connectors.

The solution


Codat’s Sync for Commerce is the simplest way to provide robust, native, and configurable two-way integrations with all the leading accounting platforms.

Coverage

A universal API for all the leading accounting platforms

Data

A single data model for mapping transactions to accounting

Sales

Represent groups of sales and orders as invoices from your platform that are simultaneously reconciled against payments.

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Refunds

Group refunds into credit notes that are easy to reconcile as a form of negative revenue.

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Tax rates

Handle different tax rates with ease using separate line items on invoices and credit notes.

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Fees and fee refunds

Automatically reconcile your platform fees against an expense account. Handle fee refunds with credit notes marked paid.

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Gift cards

Record gift cards as liabilities on the sales invoice and reconcile redemptions as payments and bills.

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Payments

Payments are grouped together, linked to a sales invoice, and reconciled with Sales and Refunds.

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Gratuity

Gratuities are listed on sales invoices and recorded as nominal liabilities.

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Discounts

Discounts are grouped into sales invoice credit notes and recorded against a nominal account as negative revenue.

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Cashback

Cashback is recorded as a purchase invoice credit note, representing a reduction in fees.

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