Welcome to Codat's Docs

What is Codat?

Codat is the universal API for small business data. We provide real-time connectivity to enable software providers and financial institutions to build integrated products for their small business customers.

Small businesses run on many different platforms. Codat gives these platforms a standard way to connect with each other so they can move data around seamlessly at scale.

Get started

Take your first steps through the information and support available to you.

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  Explore the docs

  Begin with the Getting started guides for our Portal and API, or press Ctrl-K to bring up the quick search bar to find the information you need.

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  API reference

  Jump in and start using the Codat API endpoints through our interactive API reference.

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  Support

  Having trouble? Explore our troubleshooting articles, or click the "Support" icon in the bottom right to raise a case with our support team.

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  Free trial

  Click here to sign up for your free trial, or contact our sales team to schedule a demo and learn about Enterprise Pricing opportunities.

Products

Learn how Codat's products can help you make the most of the small business data.

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  Accounting API

  Standardize how you connect to your customers' accounts. View, create, update, and delete data in the same way for all the leading accounting platforms.

  See our accounting integrations.

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  Commerce API

  Connect to every payment, Point of Sale, eCommerce platform, and marketplace and see your customers' sales, orders, and payments data in a standardized format.

  See our commerce integrations.

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  Banking API

  Use Open Banking data for bank accounts and transactions alongside accounting and commerce data, all in one place.

  See our banking integrations.

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  Assess

  Make smarter credit decisions for your small business customers. Assess enriches your customer's accounting, commerce and banking data to surface actionable insights you didn't have before.

  Read our guide to getting started with Assess.

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  Sync for Commerce

  Building to lots of different APIs does not scale. With Sync for Commerce, you can send a merchant's data to their accounting platform without worrying about which one they use.

  Read more and find out how to get started.

Key concepts

Understand the key concepts & terminology used throughout our documentation.

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  Companies

  Companies and their data connections are at the heart of Codat - find out more about how to create and use them.

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  Integrations

  Learn how to set up and configure Codat's suite of over 30 integrations to connect to your customers Accounting, Sales and Banking data.

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  Data model

  Start exploring our accounting, commerce and banking data models, including invoices, bills, customers, suppliers, and more.

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  User management

  Learn about user administration with Codat: manage user accounts and user roles, invite additional users to your instance and configure SSO for your Codat Account.