codat.io – assess

Tools (29)

Extracted live via the executor SDK.

• categories.getAccountCategory

  Get category for specific nominal account.

• categories.listAccountsCategories

  Lists suggested and confirmed chart of account categories for the given company and data connection.

• categories.listAvailableAccountCategories

  Lists available account categories Codat's categorisation engine can provide.

• categories.updateAccountCategory

  Update category for a specific nominal account

• categories.updateAccountsCategories

  Comfirms the categories for all or a batch of accounts for a specific connection.

• dataIntegrity.getDataIntegrityDetails

  Gets record-by-record match results for a given company and datatype, optionally restricted by a Codat query string.

• dataIntegrity.getDataIntegrityStatus

  Gets match status for a given company and datatype.

• dataIntegrity.getDataIntegritySummaries

  Gets match summary for a given company and datatype, optionally restricted by a Codat query string.

• excelReports.downloadExcelReport

  Download the previously generated Excel report to a local drive.

• excelReports.generateExcelReport

  Generate an Excel report which can subsequently be downloaded.

• excelReports.getAccountingMarketingMetrics

  Request an Excel report for download.

• excelReports.getExcelReport

  Download the previously generated Excel report to a local drive.

• excelReports.getExcelReportGenerationStatus

  Returns the status of the latest report requested.

• reports.getAccountsForEnhancedBalanceSheet

  The Enhanced Balance Sheet Accounts endpoint returns a list of categorized accounts that appear on a company’s Balance Sheet along with a balance per financial statement date.

  Codat suggests a category for each account automatically, but you can change it to a more suitable one.

• reports.getAccountsForEnhancedProfitAndLoss

  The Enhanced Profit and Loss Accounts endpoint returns a list of categorized accounts that appear on a company’s Profit and Loss. It also includes a balance per the financial statement date.

  Codat suggests a category for each account automatically, but you can change it to a more suitable one.

• reports.getCommerceCustomerRetentionMetrics

  Gets the customer retention metrics for a specific company connection, over one or more periods of time.

• reports.getCommerceLifetimeValueMetrics

  Gets the lifetime value metric for a specific company connection, over one or more periods of time.

• reports.getCommerceOrdersMetrics

  Gets the order information for a specific company connection, over one or more periods of time.

• reports.getCommerceRefundsMetrics

  Gets the refunds information for a specific company connection, over one or more periods of time.

• reports.getCommerceRevenueMetrics

  Get the revenue and revenue growth for a specific company connection, over one or more periods of time.

• reports.getEnhancedBalanceSheet

  Gets a fully categorized balance sheet statement for a given company, over one or more period(s).

• reports.getEnhancedCashFlowTransactions

  The Enhanced Cash Flow Transactions endpoint provides a fully categorized list of banking transactions for a company. Accounts and transaction data are obtained from the company's banking data sources.

• reports.getEnhancedFinancialMetrics

  Gets all the available financial metrics for a given company, over one or more periods.

• reports.getEnhancedInvoicesReport

  Gets a list of invoices linked to the corresponding banking transaction

• reports.getEnhancedProfitAndLoss

  Gets a fully categorized profit and loss statement for a given company, over one or more period(s).

• reports.getRecurringRevenueMetrics

  Gets key metrics for subscription revenue.

• reports.requestRecurringRevenueMetrics

  Request production of key subscription revenue metrics.

• openapi.previewSpec

  Preview an OpenAPI document before adding it as a source

• openapi.addSource

  Add an OpenAPI source and register its operations as tools