Codat Order Form

Products FeaturesFunctionalityData Sources Data PermissionsAccounting Data Types1
OnboardVisualise
Insights
Pull
One time Sync
API
Lending write-back
Accounting
Commerce
Banking*
N/ACompany Info
Financial Statements
DecisionVisualise
Insights
Pull
One time Sync
API
Lending write-back
Accounting
Commerce
Banking*
N/ACompany Info
Financial Statements
Accounts Receivable
Accounts Payable
Ref Data
MonitorVisualise
Insights
Pull
Ongoing Sync
API
Lending write-back
Accounting
Commerce
Banking*
N/ACompany Info
Financial Statements
Accounts Receivable
Accounts Payable
Ref Data
DashboardInsightsPull
Ongoing Sync
API
Accounting
Commerce
Banking*
Data can’t be used as a
factor in credit decisioning
Company Info
Financial Statements
Accounts Receivable
Accounts Payable
Ref Data
PayablesN/APull & Push
Ongoing Sync
API
AccountingN/AAccounts Payable
Account Transactions
Ref Data
ReceivablesN/APull & Push
Ongoing Sync
API
AccountingN/AAccounts Receivable
Account Transactions
Ref Data
At request: Suppliers, Bills, Bill Credit Notes
Reconcile – CommerceSync (Managed Service as extra)Pull & Push
Ongoing Sync
API
AccountingN/AAccounts Receivable
Accounts Payable
Account Transactions
Ref Data
Reconcile – ExpensesSync (Managed Service as extra)Pull & Push
Ongoing Sync
API
AccountingN/AAccounts Payable
Account Transactions
Ref Data
Reconcile – PaymentsSync (Managed Service as extra)Pull & Push
Ongoing Sync
API
AccountingN/AAccounts Receivable
Account Transactions
Ref Data
At request: Suppliers, Bills, Bill Credit Notes
Reconcile – BankingSync (Managed Service as extra)Pull & Push
Ongoing Sync
API
AccountingN/ABank Data
Account Transactions
Ref Data

Bespoke Access Available

Core APIN/APull & Push
Ongoing Sync
API
All N/AAll
Core – AccountingN/APull & Push
Ongoing Sync
API
AccountingN/AAll
Core – Commerce N/APull & Push
Ongoing Sync
API
Commerce N/AN/A 

All items listed include access to Codat’s Core and Link Product

1) Specific Data Fields are available upon request

* Additional charges apply for Banking data.