Codat
Keep Codat in step with your orders, invoices and payments without re-keying, with the right person approving what changes.
105 ways to read, 13 ways to write, each write switched on by you.
Quality checks
Built and tested with example responses.
- Ready to connect: doneEvery listed action is built in.
- Built and tested with example responses: doneEach action is built from the provider’s published API and tested against example responses, errors, rate limits and paging.
Connected, approved, proven.
The things teams do most with Codat, an example flow with a person in the loop, and what Nexra keeps as proof.
Top actions
- Create bill
bills.createApproval by rule - Create company
companies.createApproval by rule - Get balance sheet
balance_sheet.getRead
Example flow
- Codat · Get balance sheet
balance_sheet.getDone - Codat · Create bill
bills.createMaker-checker - Nexra · Record the decision and result in the evidence chainProven
Example workflow. Routine runs go through on their own. Only a change your rules flag, such as one over a limit you set, waits for the right person, who sees the exact change and the rule before it reaches Codat.
What gets logged
- Whether it ran on its own or who approved it, and under which rule
- A fingerprint of the exact request sent to Codat
- Codat's reply: what it created or changed
- One entry in the evidence chain, linked to the one before
Try this in the sandbox
Run the whole flow with test data in your sandbox, then connect your own account when you are ready to go live.
For developers
Technical detail
Codat companies, connections, sync history, accounting data, financial statements, aged reports, banking and commerce reads, with draft and master-data push writes.
Codat API docs- Source actions
- 105
- Destination actions
- 13
- Data types
- 58
What you can map
Reads are always available. Writes are off until you switch them on for a connection, and governed writes follow your policies.
account transactions2
- Get account transactionSource
One account transaction by ID.
- List account transactionsSourceIncremental
Account transactions from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
accounts3
- Get accountSource
One account by ID.
- List accountsSourceIncremental
Accounts from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
- Search accountsSourceIncremental
Finds accounts with typed filters combined into Codat's query language (AND).
aged creditors1
- Get aged creditorsSource
Aged creditors report: outstanding balances per supplier, grouped by currency and age period.
aged debtors1
- Get aged debtorsSource
Aged debtors report: outstanding balances per customer, grouped by currency and age period.
balance sheet1
- Get balance sheetSource
Balance sheet from the company's last synced accounting data, one record per period.
bank accounts2
- Get bank accountSource
One bank account by ID.
- List bank accountsSourceIncremental
Bank accounts from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
bank transactions1
- List bank transactionsSourceIncremental
Bank account transactions recorded in the accounting platform for one bank account, with modifiedDate incremental filtering.
banking account balances1
- List banking account balancesSourceIncremental
Banking account balances from the company's connected bank as last synced by Codat, with modifiedDate incremental filtering.
banking accounts2
- Get banking accountSource
One banking account by ID.
- List banking accountsSourceIncremental
Banking accounts from the company's connected bank as last synced by Codat, with modifiedDate incremental filtering.
banking transaction categories2
- Get banking transaction categorySource
One banking transaction category by ID.
- List banking transaction categoriesSourceIncremental
Banking transaction categories from the company's connected bank as last synced by Codat, with modifiedDate incremental filtering.
banking transactions2
- Get banking transactionSource
One banking transaction by ID.
- List banking transactionsSourceIncremental
Banking transactions from the company's connected bank as last synced by Codat, with modifiedDate incremental filtering.
bill attachments1
- List bill attachmentsSource
Attachment metadata (name, type, size) for one bill. File contents are not downloaded.
bill credit notes2
- Get bill credit noteSource
One bill credit note by ID.
- List bill credit notesSourceIncremental
Bill credit notes from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
bill payments2
- Get bill paymentSource
One bill payment by ID.
- List bill paymentsSourceIncremental
Bill payments from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
bills5
- Create billDestinationNot retried automaticallyApproval before production
Pushes a new bill to the company's accounting platform through Codat.
- Get billSource
One bill by ID.
- List billsSourceIncremental
Bills from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
- Search billsSourceIncremental
Finds bills with typed filters combined into Codat's query language (AND).
- Update billDestinationProvider duplicate protectionApproval before production
Pushes a full replacement of an existing bill through Codat (PUT); send every field the platform needs.
cash flow statement1
- Get cash flow statementSource
Cash flow statement from the company's last synced accounting data, one record per period.
commerce customers2
- Get commerce customerSource
One commerce customer by ID.
- List commerce customersSourceIncremental
Commerce customers from the company's commerce platform as last synced by Codat, with modifiedDate incremental filtering.
commerce disputes2
- Get commerce disputeSource
One commerce dispute by ID.
- List commerce disputesSourceIncremental
Commerce disputes from the company's commerce platform as last synced by Codat, with modifiedDate incremental filtering.
commerce info1
- Get commerce infoSource
Merchant profile from the commerce platform: names, registration number, base currency and account balances.
commerce locations2
- Get commerce locationSource
One commerce location by ID.
- List commerce locationsSource
Commerce locations from the company's commerce platform as last synced by Codat (one response; Codat documents no paging for this data type).
commerce orders2
- Get commerce orderSource
One commerce order by ID.
- List commerce ordersSourceIncremental
Commerce orders from the company's commerce platform as last synced by Codat, with modifiedDate incremental filtering.
commerce payment methods2
- Get commerce payment methodSource
One commerce payment method by ID.
- List commerce payment methodsSourceIncremental
Commerce payment methods from the company's commerce platform as last synced by Codat, with modifiedDate incremental filtering.
commerce payments2
- Get commerce paymentSource
One commerce payment by ID.
- List commerce paymentsSourceIncremental
Commerce payments from the company's commerce platform as last synced by Codat, with modifiedDate incremental filtering.
commerce product categories2
- Get commerce product categorySource
One commerce product category by ID.
- List commerce product categoriesSourceIncremental
Commerce product categories from the company's commerce platform as last synced by Codat, with modifiedDate incremental filtering.
commerce products2
- Get commerce productSource
One commerce product by ID.
- List commerce productsSourceIncremental
Commerce products from the company's commerce platform as last synced by Codat, with modifiedDate incremental filtering.
commerce tax components2
- Get commerce tax componentSource
One commerce tax component by ID.
- List commerce tax componentsSourceIncremental
Commerce tax components from the company's commerce platform as last synced by Codat, with modifiedDate incremental filtering.
commerce transactions2
- Get commerce transactionSource
One commerce transaction by ID.
- List commerce transactionsSourceIncremental
Commerce transactions from the company's commerce platform as last synced by Codat, with modifiedDate incremental filtering.
companies5
- Create companyDestinationNot retried automaticallyApproval before production
Creates a Codat company and returns its redirect link for the SMB to connect.
- Get companySource
One company with its connections.
- List companiesSource
Companies (your SMB customers) in the Codat instance with their connections.
- Search companiesSource
Companies filtered by connection status and, or, a tag (key=value).
- Update companyDestinationProvider duplicate protectionApproval before production
Updates a company's name or description (PATCH).
company info1
- Get company infoSource
Company profile from the accounting platform: legal name, registration and tax numbers, base currency and financial year start.
connections2
- Get connectionSource
One data connection with status and errors.
- List connectionsSource
Data connections (accounting, banking, commerce) for a company.
credit notes2
- Get credit noteSource
One credit note by ID.
- List credit notesSourceIncremental
Credit notes from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
customers5
- Create customerDestinationNot retried automaticallyApproval before production
Pushes a new customer to the company's accounting platform through Codat.
- Get customerSource
One customer by ID.
- List customersSourceIncremental
Customers from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
- Search customersSourceIncremental
Finds customers with typed filters combined into Codat's query language (AND).
- Update customerDestinationProvider duplicate protectionApproval before production
Pushes a full replacement of an existing customer through Codat (PUT); send every field the platform needs.
data refresh1
- Refresh data typeDestinationProvider duplicate protectionApproval before production
Queues a sync of one data type from the company's platform and returns the pull operation.
data status1
- List data statusSource
Last successful sync and current status per data type for a company.
direct costs2
- Get direct costSource
One direct cost by ID.
- List direct costsSourceIncremental
Direct costs from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
direct incomes2
- Get direct incomeSource
One direct income by ID.
- List direct incomesSourceIncremental
Direct incomes from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
draft bills1
- Create draft billDestinationNot retried automaticallyApproval before production
Pushes a new draft bill (status Draft) to the company's accounting platform through Codat. Nothing is sent to the supplier or posted to the ledger as approved.
draft invoices1
- Create draft invoiceDestinationNot retried automaticallyApproval before production
Pushes a new draft invoice (status Draft) to the company's accounting platform through Codat. Nothing is sent to the customer or posted to the ledger as approved.
integrations2
- Get integrationSource
One platform by its four-letter key, including which data types support reads and pushes.
- List integrationsSource
Accounting, banking and commerce platforms available on the Codat instance, with per-data-type feature support.
invoice attachments1
- List invoice attachmentsSource
Attachment metadata (name, type, size) for one invoice. File contents are not downloaded.
invoices5
- Create invoiceDestinationNot retried automaticallyApproval before production
Pushes a new invoice to the company's accounting platform through Codat.
- Get invoiceSource
One invoice by ID.
- List invoicesSourceIncremental
Invoices from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
- Search invoicesSourceIncremental
Finds invoices with typed filters combined into Codat's query language (AND).
- Update invoiceDestinationProvider duplicate protectionApproval before production
Pushes a full replacement of an existing invoice through Codat (PUT); send every field the platform needs.
item receipts2
- Get item receiptSource
One item receipt by ID.
- List item receiptsSourceIncremental
Item receipts from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
items3
- Get itemSource
One item by ID.
- List itemsSourceIncremental
Items from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
- Search itemsSourceIncremental
Finds items with typed filters combined into Codat's query language (AND).
journal entries2
- Get journal entrySource
One journal entry by ID.
- List journal entriesSourceIncremental
Journal entries from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
journals2
- Get journalSource
One journal by ID.
- List journalsSourceIncremental
Journals from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
payment methods2
- Get payment methodSource
One payment method by ID.
- List payment methodsSourceIncremental
Payment methods from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
payments2
- Get paymentSource
One payment by ID.
- List paymentsSourceIncremental
Payments from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
profit and loss1
- Get profit and lossSource
Profit and loss from the company's last synced accounting data, one record per period.
pull operations3
- Get pull operationSource
One data sync with progress and status.
- List pull operationsSource
History of data syncs for a company.
- Search pull operationsSource
Data syncs for a company filtered by data type and, or, status.
purchase orders2
- Get purchase orderSource
One purchase order by ID.
- List purchase ordersSourceIncremental
Purchase orders from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
push operations3
- Get push operationSource
Status of one push operation, including validation errors and the created record ID.
- List push operationsSource
History of writes pushed to the company's platform.
- Search push operationsSource
Writes pushed to the company's platform filtered by data type and, or, status.
push options1
- Get push optionsSource
The create/update model for one data type on one connection: required fields and allowed values for that platform.
sales orders2
- Get sales orderSource
One sales order by ID.
- List sales ordersSourceIncremental
Sales orders from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
suppliers5
- Create supplierDestinationNot retried automaticallyApproval before production
Pushes a new supplier to the company's accounting platform through Codat.
- Get supplierSource
One supplier by ID.
- List suppliersSourceIncremental
Suppliers from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
- Search suppliersSourceIncremental
Finds suppliers with typed filters combined into Codat's query language (AND).
- Update supplierDestinationProvider duplicate protectionApproval before production
Pushes a full replacement of an existing supplier through Codat (PUT); send every field the platform needs.
sync settings1
- List sync settingsSource
Per-data-type sync schedule and history window for a company.
tax rates2
- Get tax rateSource
One tax rate by ID.
- List tax ratesSourceIncremental
Tax rates from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
tracking categories2
- Get tracking categorySource
One tracking category by ID.
- List tracking categoriesSourceIncremental
Tracking categories from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
transfers2
- Get transferSource
One transfer by ID.
- List transfersSourceIncremental
Transfers from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
Access and limits
- Authentication
- Codat API key (Basic, base64-encoded)
- Plans and access
- Codat client with the Accounting API (or a product that includes it) enabled; banking and commerce reads need the Banking and Commerce APIs. Write-back depends on each platform's support. The API key acts for the whole Codat instance. Data is the last synced copy; pushes write to the SMB's live accounting platform.
- Test environment
- Codat instances include a sandbox integration with synthetic company data; use a separate instance or companies for testing.
- Rate limits
- 1,000 × (1 + active connected companies) requests per day and 10 concurrent requests per active company; HTTP 429 with Retry-After. Underlying platform limits also apply.
- Pagination
- page and pageSize (up to 5,000; Nexra uses 500) with totalResults.
- Provider events
- Codat webhooks for company, connection, data sync completion, push operation and record change events. Flows run on demand, on a schedule, or when a scheduled check finds new or changed records.
Before you build a flow
- Deleting companies, connections, invoices, bills, bill payments, direct costs and journal entries, unlinking or deauthorising connections, connection authorisation updates, product enablement, API key, webhook, CORS, profile and sync-settings management are intentionally not automated.
- Payment, bill payment, transfer, bank account, bank transaction (bank feed), direct cost, direct income, journal, journal entry, credit note, item and purchase order pushes are not exposed; those records are read-only here.
- Draft update is not offered: Codat's update is a full replacement and Nexra cannot confirm the target is still a draft.
- Reads return Codat's last synced copy; queue a refresh and watch pull operations or webhooks for fresh data. Attachments are read live and need an authorised connection.
- Pushes are asynchronous and platform-dependent; a push can be Pending, then succeed or fail validation in the target platform. Track it with push_operations.get or push_operations.search.
- Updates are full replacements (PUT); omitted fields may be cleared by the platform. forceUpdate and timeoutInMinutes are not exposed.
- Codat documents no idempotency key for pushes or company creation; uncertain creates are not repeated automatically.
- Search builds Codat's query language only from typed filters. Codat documents no quoting or escaping, so text filters reject = ! ~ < > & | { } and quotes rather than escaping them, and email or phone filters are not offered.
- Attachment file downloads and uploads, invoice and purchase order PDFs, custom data types, supplemental data, read validation results, the enhanced financials and the Lending, Assess, Expenses, Bank Feeds and Sync products are not covered.
- Banking account reads return the masked account number only; full account identifiers are not mapped.
- Codat returns HTTP 402 when the product or plan does not include an endpoint; Nexra reports it as a permission error.
Developer reference
- Create the Codat credentials described above with the narrowest permissions your flows need.
- In Nexra, open Connect, then Connections, then New connection, choose Codat, enter its settings and credentials, and tick only the write actions you need. Connection guide
- Test the connection, then use its actions as flow sources and destinations. Flow guide
Machine-readable detail: GET /api/public/connect/connectors/codat and the Connections API.