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Enhanced Financials

Introduction to Enhanced Financials

Our updated version of Enhanced Financials reduces the need for highly manual, time-consuming, and repetitive interpretation of SMB account names.

With Codat, lenders can automate financial statement analysis using our fully standardized profit and loss statement and balance sheet.

The Enhanced Profit and Loss Accounts and Enhanced Balance Sheet Accounts endpoints return a list of accounts enriched with the latest version of categorization.

Enhanced Profit and Loss Accounts

The Enhanced Profit and Loss Accounts endpoint returns a list of categorized accounts that appear on a company’s Profit and Loss. It also includes a balance per the financial statement date.

Codat suggests a category for each account automatically, but you can change it to a more suitable one.

Explore the Enhanced Profit and Loss Accounts endpoint in in our Assess API reference.

GET /companies/{companyId}/reports/enhancedProfitAndLoss/accounts

Enhanced Balance Sheet Accounts

The Enhanced Balance Sheet Accounts endpoint returns a list of categorized accounts that appear on a company’s Balance Sheet along with a balance per financial statement date.

Codat suggests a category for each account automatically, but you can change it to a more suitable one.

Explore the Enhanced Balance Sheet Accounts endpoint in our Assess API reference.

GET /companies/{companyId}/reports/enhancedBalanceSheet/accounts



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