The data model for banking data sources includes all the data types that you can retrieve or query from the Codat API.

Supported banking data types

The following banking data types are available via Codat's API:

  • Accounts - a list of all the SMB's bank accounts, with rich data like balances, account numbers and institutions holding the accounts.
  • Account balances - a list of balances for a bank account including end-of-day batch balance or running balances per transaction.
  • Transactions - a list of transactions incurred by the bank account.
  • Transaction categories - a list of hierarchical categories associated with a transaction for greater contextual meaning to transaction activity.

Integrations setup

For full instructions on how to set up an integration for a specific commerce platform see the Banking Integrations section.


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