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Codat

Codat Financial statements API

Financial data and reports from a linked accounting software.

Documentation Provider Profile APIs.io OpenAPI GitHub

Codat Financial 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 Financial Statements. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, and an API reference.

This API exposes 7 operations across 7 paths, and defines 14 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.

7 operations 7 paths 14 schemas 7 GET

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 Financial 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 7

Across 7 paths, the API surfaces 7 operations — 7 GET. Each is listed below with its method, path, parameters, and response codes.

Financial statements 7

Financial data and reports from a linked accounting software.

GET
/companies/{companyId}/reports/enhancedProfitAndLoss/accounts
Get categorized profit and loss statement
get-categorized-profit-and-loss-statement 3 params → 200400401402403404429500
GET
/companies/{companyId}/reports/enhancedBalanceSheet/accounts
Get categorized balance sheet statement
get-categorized-balance-sheet-statement 3 params → 200400401402403404429500
GET
/companies/{companyId}/data/accounts
List accounts
list-accounting-accounts 5 params → 200400401402403404409429
GET
/companies/{companyId}/data/accounts/{accountId}
Get account
get-accounting-account 2 params → 200401402403404409429500
GET
/companies/{companyId}/data/financials/balanceSheet
Get balance sheet
get-accounting-balance-sheet 4 params → 200401402403404409429500
GET
/companies/{companyId}/data/financials/profitAndLoss
Get profit and loss
get-accounting-profit-and-loss 4 params → 200401402403404409429500
GET
/companies/{companyId}/data/financials/cashFlowStatement
Get cash flow statement
get-accounting-cash-flow-statement 4 params → 200401402403404409429500

Schemas 14

The contract defines 14 schemas that model the data the API accepts and returns. The most detailed are SourceAccount (10 properties), ErrorMessage (7 properties), AccountingCashFlowStatement (6 properties), AccountingProfitAndLossReport (5 properties). Each schema is shown below with its type and property counts.

SourceAccount
object
The target bank account in a supported accounting software for ingestion into a bank feed.
10 properties 1 required
SupplementalData
object
Supplemental data is additional data you can include in our standard data types. It is referenced as a configured dynamic key value pair that is unique to the…
1 property
AccountingAccount
object
 Language tip: Accounts are also referred to as chart of accounts, nominal accounts, and general ledger. Overview Accounts are the categories a business uses…
AccountingBalanceSheet
object
Overview The balance sheet is a snapshot of a company's accounts at a single point in time that provides a statement of the assets, liabilities and equity of a…
4 properties 1 required
EnhancedFinancialReport
object
2 properties
AccountingProfitAndLossReport
object
Language tip: Profit and loss statement is also referred to as income statement under US GAAP (Generally Accepted Accounting Principles). Overview The purpose…
5 properties 2 required
AccountingAccounts
AccountingCashFlowStatement
object
Operating activities only Currently, the cash flow statement shows cash that flows into and out of the company from operating activities only. Operating activi…
6 properties 3 required
ErrorMessage
object
7 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:…
PagingInfo
object
4 properties 4 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…
ReportLine
object
4 properties 1 required
Metadata
object
1 property

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

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

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