Additional product descriptions
A breakdown of functionality and data type access by product.
Product variants
The product variants listed here are earlier implementations of a current product, applicable only to clients who onboarded and implemented with Codat on or before August 31st 2023.
- Sync for Commerce v1
- Sync for Expenses v1
Functionality
- Read & Write ongoing SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.
Data sourcesData source An external platform (such as QuickBooks, Xero, or a bank) that Codat integrates with to pull or push financial data.
- Accounting
Accounting data types
- Accounts Receivable
- Account Transactions
- Ref Data
- At request: Suppliers, Bills, Bill Credit Notes
Functionality
- Expense SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule.
- SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. Flow UI
- Config APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.
Data sourcesData source An external platform (such as QuickBooks, Xero, or a bank) that Codat integrates with to pull or push financial data.
- Accounting
Supported integrations
Xero, QuickBooks Online, NetSuite, Microsoft Dynamics 365
Accounting data types
- Accounts
- Customers
- Suppliers
Other products
- Assess
- Accounting API
- Banking API
- Commerce API
Functionality
- Read
- One time or ongoing SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule.
- APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.
- Lending write-back
Data sourcesData source An external platform (such as QuickBooks, Xero, or a bank) that Codat integrates with to pull or push financial data.
- Accounting
- Commerce
- Banking
Accounting data types
- CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. Info
- Financial Statements
- Accounts Receivable
- Accounts Payable
- Ref Data
Functionality
- Read
- Ongoing SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule.
- APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.
Data sourcesData source An external platform (such as QuickBooks, Xero, or a bank) that Codat integrates with to pull or push financial data.
- Accounting
Data types
- All
Functionality
- Read
- Ongoing SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule.
- APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.
Data sourcesData source An external platform (such as QuickBooks, Xero, or a bank) that Codat integrates with to pull or push financial data.
- Banking
Data types
- All
Functionality
- Read
- Ongoing SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule.
- APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.
Data sourcesData source An external platform (such as QuickBooks, Xero, or a bank) that Codat integrates with to pull or push financial data.
- Commerce
Data types
- All
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