Take your first steps through the information and support available to you
Begin with our core concepts, or press
Ctrl-Kto bring up the quick search bar to find the information you need.
Jump in and start using the Codat API endpoints through our interactive API references.
Use our client library SDKs to get building quickly.
First steps guide
A practical introduction to Codat's Portal and API.
Video guide: Your first 10 minutes
From signing up to syncing data in 10 minutes.
Lend against invoices leveraging our Accounting API
Streamline your customers' Accounts Payable processes
Bank feeds reconciliation with QuickBooks Online
Save your customers' time by automating bank transaction reconciliation
Building a prototype dashboard with Retool
Ingest and visualize Codat data in a custom Retool dashboard in 10 minutes
Follow our best practices to correctly account for a loan programmatically
See how Codat helps check a loan applicant’s finances and automate decision-making