Codat
Unified API that connects to small-business accounting, banking and commerce platforms and returns normalized financial data.
- Category
- Finance & ERP
- Type
- Unified finance API
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
- Docs
- Codat API docs
02Data
What you can sync.
- Invoices
- Bills
- Bank transactions
- Balance sheets
- Profit and loss
- Commerce orders
Join Codat invoices with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other Codat data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
Codat uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Codat if you need help.
04How it works
How it works in DataMind.
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Pick Codat.
Open Lake, pick Codat in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Codat API docs.
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Answer a few questions.
The AI reads the Codat documentation, then asks which credentials you will use, which data to sync (for example invoices and bills), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Codat data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
