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Data types

A type of financial data

In Codat, each type of data you want to create, update, or retrieve for a given companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. from a data sourceData source An external platform (such as QuickBooks, Xero, or a bank) that Codat integrates with to pull or push financial data. is represented by a data type. It has a defined schema with known properties and validation rules.

The data types you use will depend on the Codat solution you use. For reference, our Lending solution offers the broadest range of data types.

Data types based on source​

  • Accounting software

    For example, invoices and bills from an accounting software.

  • Bank accounts

    For example, bank transactions from a bank account.

  • Commerce software

    For example, customers and payments from a POS system.

  • Bank feeds

    For example, bank feed bank accounts.

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