Developer resources

Demo apps, tutorials, sample code, starter projects, and other tools to help you build your Codat solution

Build guides

• Invoice finance - Go through the invoice financing process flow, from establishing a connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. with a borrower's accounting software to issuing a decision on selected invoices.
• Bill pay - Streamline and automate the Accounts Payable (AP) process for your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customers.
• Bank transactions reconcilliation - Reconciling bank transactions with QuickBooks Online using Codat's Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. solution.
• Loan writeback - Simplify your implementation with our loan writeback best practices guide and correctly account for a loan programmatically.
• Loan qualification - See how Codat helps check a loan applicant’s finances and automate decision-making.
• Prototype dashboard with Retool - Ingest and visualize Codat data in a custom Retool dashboard in 10 minutes.

Demo apps

Examples of user experiences you can build with Codat. Inspiration only - this is opinionated code you should be cautious of using in your own app.

• Invoice finance - Integrate Codat into an automated underwriting web application.
• Bill pay - Build a bill pay solution with Codat.
• Digital lending auth flow demo - See how Codat's auth flow might fit into an indicative digital lending website.

SDKs

Tools you can use within your code.

• Link SDK: a React SDK to allow you to authorize with Link within your app
• Client libraries: save time building to our APIsAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. using our client libraries

Sample projects

Examples of what you can do with Codat with code you can use in your app.

• Link SDK sample project - See how to quickly use our React LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. SDK.

Starter projects

Minimal code to quickly start building something with Codat.

• Next.js starter - You're 5 minutes away from your first Codat APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. call with this simple Next.js app starter.