The API for lending and embedded accounting automation
Codat makes it quicker and easier to build fintech products, like corporate cards, business dashboards, or SMB lending applications, that are integrated with the other systems small businesses use.
Beta Release
Exciting news! Our first TypeScript (Node) library beta release is here, simplifying your development workflow with an effortless build process.
Codat uses API keys to control access to the API. Learn more about authentication and managing API keys here.
You must keep the API key secret, so make sure it isn't available in publicly accessible areas, such as GitHub and client-side code. Codat recommends the API key is only inserted at release time, and the number of people at your organization with access to your API key is minimised.
Codat expects the API key to be included in all API requests to the server, Base64 encoded within an 'Authorization' header.
Authorization: Basic BASE_64_ENCODED(API_KEY)
To get your authorization header from the Codat Portal:
- In the navigation bar, click Developers > API keys.
- In the API Keys section, copy your authorization header rather than the API key itself.
Library | Description | npm |
---|---|---|
Platform | Manage the building blocks of Codat, including companies, connections, and more. | |
Bank Feeds | Set up bank feeds from accounts in your application to supported accounting platforms. | |
Sync for Commerce | Push merchants' data from your ecommerce or point-of-sale (POS) platform into your merchants' accounting platform. | |
Sync for Expenses | Push expenses to accounting platforms. | |
Lending | Make credit decisions backed by enhanced financials, metrics, reports, and data integrity features. | |
Sync for Payroll | Push payroll to accounting platforms. | |
Sync for Payables | Streamline your customers' accounts payable workflow. |
Library | Description | npm |
---|---|---|
Common | Manage the building blocks of Codat, including companies, connections, and more. | |
Accounting | Access standardized accounting data from our accounting integrations. | |
Banking | Access standardized banking data from our banking integrations. | |
Commerce | Access standardized commerce data from our commerce integrations. | |
Assess | Make credit decisions backed by enhanced financials, metrics, reports, and data integrity features. | |
Sync for Commerce version 1 | Push merchants' data from your ecommerce or point-of-sale (POS) platform into your merchants' accounting platform. | |
Sync for Expenses version 1 | Push expenses to accounting platforms. | |
Sync for Payables version 1 | Push expenses to accounting platforms. | |
Files | Use Codat's Files API to upload your SMB customers' files. |
If you encounter any challenges while utilizing our SDKs, please don't hesitate to reach out for assistance. You can raise any issues by contacting your dedicated Codat representative or reaching out to our support team. We're here to help ensure a smooth experience for you.