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Codat

Codat Bank statements API

Retrieve banking data from linked bank accounts.

Documentation Provider Profile APIs.io OpenAPI GitHub

Codat Bank statements API is one of 40 APIs that Codat publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Bank Statements. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, and an API reference.

This API exposes 16 operations across 15 paths, and defines 23 schemas. It is described by OpenAPI 3.2.0, at version 3.0.0.

Requests are made against a single base URL, https://api.codat.io.

16 operations 15 paths 23 schemas 12 GET4 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
3.0.0
Server
https://api.codat.io
Authentication
API Key
Contact
Codat
Terms of Service
View terms
Resource Areas
1

Authentication & Security 1

Codat Bank statements API declares 1 security scheme for authenticating requests. An API key is passed in the header as Authorization (auth_header). By default, every request must be authenticated.

  • auth_header — The word "Basic" followed by a space and your API key. [API keys](https://docs.codat.io/platform-api/schemas/ApiKeyDetails) are tokens used to control access t…

Paths & Operations 16

Across 15 paths, the API surfaces 16 operations — 12 GET, 4 POST. Each is listed below with its method, path, parameters, and response codes.

Bank statements 16

Retrieve banking data from linked bank accounts.

GET
/companies/{companyId}/reports/enhancedCashFlow/transactions
Get categorized bank statement
get-categorized-bank-statement 4 params → 200400401402403404429500
GET
/companies/{companyId}/connections/{connectionId}/data/banking-accountBalances
List account balances
list-banking-account-balances 6 params → 200400401402403404409429
GET
/companies/{companyId}/connections/{connectionId}/data/banking-accounts
List accounts
list-banking-accounts 6 params → 200400401402403404409429
GET
/companies/{companyId}/connections/{connectionId}/data/banking-accounts/{accountId}
Get account
get-banking-account 3 params → 200401402403404409429500
GET
/companies/{companyId}/connections/{connectionId}/data/banking-transactions
List transactions
list-banking-transactions 6 params → 200400401402403404409429
GET
/companies/{companyId}/connections/{connectionId}/data/banking-transactions/{transactionId}
Get bank transaction
get-banking-transaction 3 params → 200401402403404409429500
GET
/companies/{companyId}/connections/{connectionId}/data/banking-transactionCategories
List transaction categories
list-banking-transaction-categories 6 params → 200400401402403404409429
GET
/companies/{companyId}/connections/{connectionId}/data/banking-transactionCategories/{transactionCategoryId}
Get transaction category
get-banking-transaction-category 3 params → 200401402403404409429500
GET
/companies/{companyId}/connections/{connectionId}/bankStatements/upload/configuration
Get upload configuration
get-bank-statement-upload-configuration 2 params → 200400401402403404429500
POST
/companies/{companyId}/connections/{connectionId}/bankStatements/upload/configuration
Set upload configuration
set-bank-statement-upload-configuration 2 params body → 200400401402403404429500
POST
/companies/{companyId}/connections/{connectionId}/bankStatements/upload/startSession
Start upload session
start-bank-statement-upload-session 2 params body → 200400401402403404429500
POST
/companies/{companyId}/connections/{connectionId}/bankStatements/upload/dataset/{datasetId}/upload
Upload data
upload-bank-statement-data 4 params body → 200400401402403404429500
POST
/companies/{companyId}/connections/{connectionId}/bankStatements/upload/dataset/{datasetId}/endSession
End upload session
end-bank-statement-upload-session 3 params body → 200400401402403404429500
GET
/companies/{companyId}/reports/categorizedBankStatement/{reportId}/transactions
Get categorized bank statement transactions
get-categorized-bank-statement-transactions 7 params → 200400401402403404429500
GET
/companies/{companyId}/reports/categorizedBankStatement/{reportId}/accounts
List categorized bank statement accounts
list-categorized-bank-statement-accounts 7 params → 200400401402403404429500
GET
/companies/{companyId}/reports/categorizedBankStatement/{reportId}/excel
Download categorized bank statement Excel
download-categorized-bank-statement-excel 3 params → 200400401402403404429500

Schemas 23

The contract defines 23 schemas that model the data the API accepts and returns. The most detailed are PullOperation (12 properties), SourceAccount (10 properties), ErrorMessage (7 properties), PagingInfo (4 properties). Each schema is shown below with its type and property counts.

BankingAccount
object
This data type provides a list of all the SMB's bank accounts, with rich data like balances, account numbers, and institutions holding the accounts. Responses…
7 required
BankingTransactions
SourceAccount
object
The target bank account in a supported accounting software for ingestion into a bank feed.
10 properties 1 required
EnhancedCashFlowTransactions
object
Categorization engine The categorization engine uses machine learning and has been fully trained against Plaid and TrueLayer banking data sources. It is not fu…
3 properties
StartUploadSessionRequest
object
1 property
BankingAccounts
AccountingBankAccountType
string
The type of transactions and balances on the account. For Credit accounts, positive balances are liabilities, and positive transactions reduce liabilities. For…
ErrorMessage
object
7 properties
BankStatementUploadConfiguration
object
Configuration settings for uploading banking data to Codat
3 properties
BankingAccountBalance
object
The Banking Account Balances data type provides a list of balances for a bank account including end-of-day batch balance or running balances per transaction. R…
3 required
BankingTransactionCategories
EnhancedInvoicesReport
object
The enhanced invoices report takes the key elements of the Invoices report verifying those marked as paid in the accounting software have actually been paid by…
2 properties
DateTime
string
In Codat's data model, dates and times are represented using the ISO 8601 standard . Date and time fields are formatted as strings; for example: 2020-10-08T22:…
ThirdPartySchema
object
The format should be identical to the file format receieved from the third-party banking source (e.g. Plaid or TrueLayer).
PullOperation
object
Information about a queued, in progress or completed pull operation. Formally called dataset
12 properties 9 required
CategorizedBankStatementAccounts
Categorization engine The categorization engine uses machine learning and has been fully trained against Plaid and TrueLayer banking data sources. It is not fu…
BankingTransaction
object
The Banking Transactions data type provides an immutable source of up-to-date information on income and expenditure. Responses are paged, so you should provide…
3 required
PagingInfo
object
4 properties 4 required
BankingTransactionCategory
object
The Banking Transaction Categories data type provides a list of hierarchical categories associated with a transaction for greater contextual meaning to transac…
2 required
CommerceOrder
object
Orders contain the transaction details for all products sold by the company, and include details of any payments, service charges, or refunds related to each o…
CategorizedBankStatementTransactions
Categorization engine The categorization engine uses machine learning and has been fully trained against Plaid and TrueLayer banking data sources. It is not fu…
EndUploadSessionRequest
object
1 property
BankingAccountBalances

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

codat-bank-statements-api-openapi.yml Raw ↑

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#Bank Statements
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API Details
ID
codat:codat-bank-statements-api
Server
https://api.codat.io
Docs
https://docs.codat.io/using-the-api/overview
Provider
Codat
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