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Take your first steps through the information and support available to you
Reference content
Documentation
Begin with our core concepts, or press
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API reference
Jump in and start using the Codat APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. endpoints through our interactive API references.
Libraries
Use our client library SDKs to get building quickly.
Beginner guides
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.
Tutorials
Invoice financing
Lend against invoices leveraging our Accounting APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.
Bill pay
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
Loan writeback
Follow our best practices to correctly account for a loan programmatically
Loan qualification
See how Codat helps check a loan applicant’s finances and automate decision-making