codat.io – accounting

Tools (129)

Extracted live via the executor SDK.

• accounts.createAccount

  Creates a new account for a given company.

  Required data may vary by integration. To see what data to post, first call Get create account model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating an account.

• accounts.getAccount

  Gets a single account corresponding to the given ID.

• accounts.getCreateChartOfAccountsModel

  Get create account model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating an account.

• accounts.listAccounts

  Gets the latest accounts for a company

• accountTransactions.getAccountTransaction

  Gets the account transactions for a given company.Gets the specified account transaction for a given company and connection.

• accountTransactions.listAccountTransactions

  Gets the account transactions for a given company.

• bankAccounts.createBankAccount

  Posts a new bank account to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call [blocked].

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating bank accounts.

• bankAccounts.getAllBankAccount

  Gets the bank account for given account ID.

• bankAccounts.getBankAccount

  Gets the bank account with a given ID

• bankAccounts.getCreateUpdateBankAccountsModel

  Get create/update bank account model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating and updating bank accounts.

• bankAccounts.listBankAccounts

  Gets the list of bank accounts for a given connection

• bankAccounts.updateBankAccount

  Posts an updated bank account to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call [blocked].

  Supported Integrations

  Check out our Knowledge UI for integrations that support updating bank accounts.

• bankAccountTransactions.createBankTransactions

  Posts bank transactions to the accounting package for a given company.

  Supported Integrations

  Check out our Knowledge UI for integrations that support POST methods.

• bankAccountTransactions.getCreateBankAccountModel

  Gets the options of pushing bank account transactions.

• bankAccountTransactions.listBankAccountTransactions

  Gets bank transactions for a given bank account ID

• bankAccountTransactions.listBankTransactions

  Gets the latest bank transactions for given account ID and company. Doesn't require connection ID.

• billCreditNotes.createBillCreditNote

  Posts a new billCreditNote to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create/update bill credit note model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating bill credit notes.

• billCreditNotes.getBillCreditNote

  Gets a single billCreditNote corresponding to the given ID.

• billCreditNotes.getCreateUpdateBillCreditNotesModel

  Get create/update bill credit note model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating and updating bill credit notes.

• billCreditNotes.listBillCreditNotes

  Gets a list of all bill credit notes for a company, with pagination

• billCreditNotes.updateBillCreditNote

  Posts an updated billCreditNote to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create/update bill credit note model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support updating bill credit notes.

• billPayments.createBillPayment

  Posts a new bill payment to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create bill payment model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating bill payments.

• billPayments.deleteBillPayment

  Deletes a bill payment from the accounting package for a given company.

  Supported Integrations

  This functionality is currently only supported for our Oracle NetSuite integration. Check out our public roadmap to see what we're building next, and to submit ideas for new features.

• billPayments.getBillPayments

  Get a bill payment

• billPayments.getCreateBillPaymentsModel

  Get create bill payment model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating and deleting bill payments.

• billPayments.listBillPayments

  Gets the latest billPayments for a company, with pagination

• bills.createBill

  Posts a new bill to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create/update bill model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating a bill.

• bills.deleteBill

  Deletes a bill from the accounting package for a given company.

  Supported Integrations

  This functionality is currently only supported for our Oracle NetSuite and QuickBooks Online integrations. Check out our public roadmap to see what we're building next, and to submit ideas for new features.

• bills.downloadBillAttachment

  Download bill attachment

• bills.getBill

  Get bill

• bills.getBillAttachment

  Get bill attachment

• bills.getBillAttachments

  Get bill attachments

• bills.getCreateUpdateBillsModel

  Get create/update bill model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating and updating a bill.

• bills.listBills

  Gets the latest bills for a company, with pagination

• bills.updateBill

  Posts an updated bill to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create/update bill model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support updating a bill.

• bills.uploadBillAttachments

  Upload bill attachments

• companyInfo.getCompanyInfo

  Gets the latest basic info for a company.

• companyInfo.postSyncInfo

  Initiates the process of synchronising basic info for a company

• creditNotes.createCreditNote

  Push credit note

  Required data may vary by integration. To see what data to post, first call Get create/update credit note model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating a credit note.

• creditNotes.getCreateUpdateCreditNotesModel

  Get create/update credit note model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating and updating a credit note.

• creditNotes.getCreditNote

  Gets a single creditNote corresponding to the given ID.

• creditNotes.listCreditNotes

  Gets a list of all credit notes for a company, with pagination

• creditNotes.updateCreditNote

  Posts an updated credit note to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create/update credit note model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support updating a credit note.

• customers.createCustomer

  Posts an individual customer for a given company.

  Required data may vary by integration. To see what data to post, first call Get create/update customer model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating customers.

• customers.downloadCustomerAttachment

  Download customer attachment

• customers.getCreateUpdateCustomersModel

  Get create/update customer model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating and updating customers.

• customers.getCustomer

  Gets a single customer corresponding to the given ID.

• customers.getCustomerAttachment

  Get customer attachment

• customers.getCustomerAttachments

  Get customer attachments

• customers.getCustomers

  Gets the latest customers for a company, with pagination

• customers.updateCustomer

  Posts an updated customer for a given company.

  Required data may vary by integration. To see what data to post, first call Get create/update customer model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support updating customers.

• directCosts.createDirectCost

  Posts a new direct cost to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create direct cost model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating direct costs.

• directCosts.downloadDirectCostAttachment

  Downloads an attachment for the specified direct cost for a given company.

• directCosts.getCreateDirectCostsModel

  Get create direct cost model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating direct costs.

• directCosts.getDirectCost

  Gets the specified direct cost for a given company.

• directCosts.getDirectCostAttachment

  Gets the specified direct cost attachment for a given company.

• directCosts.getDirectCosts

  Gets the direct costs for the company.

• directCosts.listDirectCostAttachments

  Gets all attachments for the specified direct cost for a given company.

• directCosts.uploadDirectCostAttachment

  Posts a new direct cost attachment for a given company.

• directIncomes.createDirectIncome

  Posts a new direct income to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create direct income model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating direct incomes.

• directIncomes.downloadDirectIncomeAttachment

  Downloads an attachment for the specified direct income for a given company.

• directIncomes.getCreateDirectIncomesModel

  Get create direct income model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating direct incomes.

• directIncomes.getDirectIncome

  Gets the specified direct income for a given company and connection.

• directIncomes.getDirectIncomeAttachment

  Gets the specified direct income attachment for a given company.

• directIncomes.getDirectIncomes

  Gets the direct incomes for a given company.

• directIncomes.listDirectIncomeAttachments

  Gets all attachments for the specified direct income for a given company.

• directIncomes.uploadDirectIncomeAttachment

  Posts a new direct income attachment for a given company.

• financials.getBalanceSheet

  Gets the latest balance sheet for a company.

• financials.getCashFlowStatement

  Gets the latest cash flow statement for a company.

• financials.getProfitAndLoss

  Gets the latest profit and loss for a company.

• invoices.createInvoice

  Posts a new invoice to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create/update invoice model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating invoices.

• invoices.deleteInvoice

  Deletes an invoice from the accounting package for a given company.

  Supported Integrations

  This functionality is currently only supported for our QuickBooks Online integration. Check out our public roadmap to see what we're building next, and to submit ideas for new features.

• invoices.downloadInvoiceAttachment

  Download invoice attachments

• invoices.downloadInvoicePdf

  Get invoice as PDF

• invoices.getCreateUpdateInvoicesModel

  Get create/update invoice model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating and updating invoices.

• invoices.getInvoice

  Get invoice

• invoices.getInvoiceAttachment

  Get invoice attachment

• invoices.getInvoiceAttachments

  Get invoice attachments

• invoices.listInvoices

  Gets the latest invoices for a company, with pagination

• invoices.updateInvoice

  Posts an updated invoice to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create/update invoice model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support updating invoices.

• invoices.uploadInvoiceAttachment

  Push invoice attachment

• items.createItem

  Posts a new item to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create item model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating items.

• items.getCreateItemsModel

  Get create item model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating items.

• items.getItem

  Gets the specified item for a given company.

• items.listItems

  Gets the items for a given company.

• journalEntries.createJournalEntry

  Posts a new journalEntry to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create journal entry model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating journal entries.

• journalEntries.deleteJournalEntry

  Deletes a journal entry from the accounting package for a given company.

  Supported Integrations

  This functionality is currently only supported for our QuickBooks Online integration. Check out our public roadmap to see what we're building next, and to submit ideas for new features.

• journalEntries.getCreateJournalEntriesModel

  Get create journal entry model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating journal entries.

• journalEntries.getJournalEntry

  Gets a single JournalEntry corresponding to the given ID.

• journalEntries.listJournalEntries

  Gets the latest journal entries for a company, with pagination

• journals.getCreateJournalsModel

  Get create journal model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating journals.

• journals.getJournal

  Gets a single journal corresponding to the given ID.

• journals.listJournals

  Gets the latest journals for a company, with pagination

• journals.pushJournal

  Posts a new journal to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create journal model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating journals.

• paymentMethods.getPaymentMethod

  Gets the specified payment method for a given company.

• paymentMethods.listPaymentMethods

  Gets the payment methods for a given company.

• payments.createPayment

  Posts a new payment to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create payment model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating payments.

• payments.getCreatePaymentsModel

  Get create payment model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating payments.

• payments.getPayment

  Get payment

• payments.listPayments

  Gets the latest payments for a company, with pagination

• purchaseOrders.createPurchaseOrder

  Posts a new purchase order to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create/update purchase order model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating purchase orders.

• purchaseOrders.getCreateUpdatePurchaseOrdersModel

  Get create/update purchase order model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating and updating purchase orders.

• purchaseOrders.getPurchaseOrder

  Get purchase order

• purchaseOrders.listPurchaseOrders

  Get purchase orders

• purchaseOrders.updatePurchaseOrder

  Posts an updated purchase order to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call [blocked].

  Supported Integrations

  Check out our Knowledge UI for integrations that support updating purchase orders.

• reports.getAgedCreditorsReport

  Returns aged creditors report for company that shows the total balance owed by a business to its suppliers over time.

• reports.getAgedDebtorsReport

  Returns aged debtors report for company that shows the total outstanding balance due from customers to the business over time.

• reports.isAgedCreditorsReportAvailable

  Indicates whether the aged creditor report is available for the company.

• reports.isAgedDebtorReportAvailable

  Indicates whether the aged debtor report is available for the company.

• salesOrders.getSalesOrder

  Get sales order

• salesOrders.listSalesOrders

  Get sales orders

• suppliers.createSupplier

  Push suppliers

  Required data may vary by integration. To see what data to post, first call Get create/update supplier model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating suppliers.

• suppliers.downloadSupplierAttachment

  Download supplier attachment

• suppliers.getCreateUpdateSuppliersModel

  Get create/update supplier model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating and updating suppliers.

• suppliers.getSupplier

  Gets a single supplier corresponding to the given ID.

• suppliers.getSupplierAttachment

  Get supplier attachment

• suppliers.listSupplierAttachments

  Get supplier attachments

• suppliers.listSuppliers

  Gets the latest suppliers for a company, with pagination

• suppliers.putSupplier

  Push supplier

  Required data may vary by integration. To see what data to post, first call Get create/update supplier model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support updating suppliers.

• taxRates.getTaxRate

  Gets the specified tax rate for a given company.

• taxRates.listTaxRates

  Gets the latest tax rates for a given company.

• trackingCategories.getTrackingCategory

  Gets the specified tracking categories for a given company.

• trackingCategories.listTrackingCategories

  Gets the latest tracking categories for a given company.

• transfers.createTransfer

  Posts a new transfer to the accounting package for a given company.

  Required data may vary by integration. To see what data to post, first call Get create transfer model.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating transfers.

• transfers.getCreateTransfersModel

  Get create transfer model. Returns the expected data for the request payload.

  See the examples for integration-specific indicative models.

  Supported Integrations

  Check out our Knowledge UI for integrations that support creating transfers.

• transfers.getTransfer

  Gets the specified transfer for a given company.

• transfers.listTransfers

  Gets the transfers for a given company.

• openapi.previewSpec

  Preview an OpenAPI document before adding it as a source

• openapi.addSource

  Add an OpenAPI source and register its operations as tools