Product and service descriptions
A breakdown of functionality and data type access by product.
Platform
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 CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. data.
- LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat.: User interface and associated APIsAPI 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. allowing CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. users to grant Codat access to their Accounting systems.
- Common 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.: Base set of APIsAPI 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. allowing Client programmatic creation of Companies, and other core functionalities.
Implementation
Implementation period, covering Implementation Specialists and associated resources to ensure successful implementation and activation with Codat.
Products
- Sync for Commerce
- Sync for Expenses
- Sync for Payroll
- Sync for Payables
- Bank Feeds API
- Lending API
Features
- Commerce to accounting synchronization
- Client connector
- Config UI (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)
- 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.
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 sourceData source An external platform (such as QuickBooks, Xero, or a bank) that Codat integrates with to pull or push financial data.(s) into accounting software(s).
Client connector
Codat built and owned connector, which reads CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. data from and/or writes CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. data to the Client’s system, to enable Commerce to Accounting synchronization to function.
Config UI (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)
White labelled user interface enabling a CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. to configure Commerce to Accounting synchronization.
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.
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. endpoints allowing Codat Clients to configure Commerce SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. (typically via client-built CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. interface).
This product will appear as SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Commerce (v2) on your order form.
Features
- Expense to accounting synchronisation
- 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.
Supported integrations
See supported intergrations in our documentation.
Note: A separate Add on is required to access ERP integrations and Desktop platforms.
Feature definitions
Expense to accounting synchronisation
Synchronisation of expense data provided by a Codat Client into accounting software(s).
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.
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. endpoints allowing Codat Clients to configure 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. (typically via client-built CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. user interface).
This product will appear as SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Expenses (v2) on your order form.
Features
- Read accounting data
- Write accounting data
Supported integrations
See supported intergrations in our documentation.
Note: A separate Add on is required to access ERP integrations and Desktop platforms.
Feature definitions
Read accounting data
Read data from connected Accounting software.
Write accounting data
Read data from connected Accounting software.
See the documentation for a list of supported data types
This product will appear as SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Payroll on your order form.
Features
- Read accounting data
- Write accounting data
- Update accounting data
- Delete accounting data
Supported integrations
See supported intergrations in our documentation.
Note: A separate Add on is required to access ERP integrations and Desktop platforms.
Feature definitions
Read accounting data
Get data from connected Accounting software.
Write accounting data
Create data in connected Accounting software.
Update accounting data
Update data in connected Accounting software.
Delete accounting data
Delete data in connected Accounting software.
See the documentation for a list of supported data types
This product will appear as SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Payables on your order form.
Features
- Write bank transactions
- Config 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.
Supported integrations
See supported intergrations in our documentation.
Note: A separate Add on is required to access ERP integrations and Desktop platforms.
Feature definitions
Write bank transactions
Write Bank Transactions into connected accounting software as a bank statement
Config UI
White labelled user interface enabling a CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. to configure Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. (select accounting software accounts to which bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. should be written)
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.
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. endpoints allowing clients to configure bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. (typically via client-built CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. user interface)
This product will appear as Bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. on your order form.
Features
- Read accounting data
- Read commerce data
- Read banking data
- Bank statements
- Sales
- Financial statements
- Liabilities
- Accounts receivable
- Accounts payable
- Accounting software writeback
Supported integrations
See our Lending API documentation for our supported integrations.
Note: A separate Add on is required to access ERP integrations and Desktop platforms.
Open banking provider access is subject to separate access requirements.
Feature definitions
Read accounting data
Read the following data from connected Accounting software: Supported data types
Read commerce data
Read the following data from connected Commerce software: Supported data types
Read banking data
Read the following data from connected Open Banking provider: Supported data types
Bank statements
Review data from a linked companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.’s banking connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform.. Transactions are enriched with financial category and payment provider information. See full details of this feature.
Sales
Offers data sourced from a linked companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.'s commerce connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform.. Access valuable insights through aggregated metrics and a comprehensive breakdown of sales transactions from prominent eCommerce, PoS, and payment platforms. See the full details of this feature.
Financial statements
Provides a comprehensive view of a borrower's financial data, including profit and loss, balance sheet, and operating cash flow statements. Includes features previously known as "Enhanced Financial Report" and "Enhanced Cashflow Report". See the full details of this feature.
Liabilities
Our machine learning models automatically identify loans from connected sources and provide you with a clear overview of a borrower's outstanding loans and their repayment history. Includes features previously known as "Enhanced Liabilities Report". See the full details of this feature .
Accounts receivable
Provides a breakdown of a borrower's debtors ledger sourced from their accounting software. Includes features previously known as "Enhanced Invoices Report". See the full details of this feature.
Accounts payable
Provides a breakdown of a borrower's creditors ledger sourced from their accounting software. See the full details of this feature.
Accounting software writeback
Where mandated by the Accounting software, the ability to write back data pertaining to a loan or other credit facility that has been issued.
This product will appear as Lending 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. on your order form.
Product description referenced in your order form not listed above?
Add-ons
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.