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.

  • 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.

  • API reference

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

  • Support

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

  • 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.


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

  • 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.

  • 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.

  • Banking API

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

    See our banking integrations.

  • 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.

  • 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.

  • Companies

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

  • 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.

  • Data model

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

  • 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.

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