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Product and service descriptions

A breakdown of functionality and data type access by product.


Access to Codat platform for the given products required.

This includes:

  • Portal: User interface for setup, configuration, and customization of a Codat solution, and viewing of Company data.
  • Link: User interface and associated APIs allowing Company users to grant Codat access to their Accounting systems.
  • Common API: Base set of APIs allowing Client programmatic creation of Companies, and other core functionalities.


Implementation period, covering Implementation Specialists and associated resources to ensure successful implementation and activation with Codat.



  • Commerce to accounting synchronization
  • Client connector
  • Config UI (Sync Flow)
  • Config API

Supported integrations

See supported intergrations in our documentation.

Note: A separate Add on is required to access ERP integrations and Desktop platforms.

Feature definitions

Commerce to Accounting synchronisation
Synchronisation of data from commerce data source(s) into accounting package(s).

Client connector
Codat built and owned connector, which pulls Company data from and/or pushes Company data to the Client’s system, to enable Commerce to Accounting synchronization to function.

Config UI (Sync Flow)
White labelled user interface enabling a Company to configure Commerce to Accounting synchronization.

Config API
API endpoints allowing Codat Clients to configure Commerce Sync (typically via client-built Company interface).

This product will appear as Sync for Commerce (v2) on your order form.

Product description referenced in your order form not listed above?


  • ERP integrations

    Required for access to NetSuite, Sage Intacct or Microsoft Dynamics 365

  • Desktop platforms

    Required for access to Quickbooks Desktop and Sage 50 (UK & Ireland)

  • Enterprise security

    Security features relevant for larger enterprises:

    • Enterprise SSO
    • Mutual TLS
    • IP Filtering

Additional services

  • Support

    Basic, Standard, Advanced or Premium

  • Professional Services

    Statement of work based resourcing to deliver defined projects. Includes dedicated Codat engineering and implementation resources.

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