Codat Accounting API

Name: Accounting API
Brand: Accounting API
Availability: InStock

✓ Official Vendor SpecFinanceAccountingapiKey135 EndpointsREST

Install Jentic One Beta

Connect the Accounting API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Accounting API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Accounting API.

Pull standardised invoices, bills, and journal entries from QuickBooks, Xero, Sage, and 17 other accounting platforms

Push new invoices, bill payments, and credit notes back into a customer's linked accounting software

Retrieve customers, suppliers, and chart of accounts data normalised to the Codat schema

GET STARTED

Start building with Accounting API

Explore with Jentic

View OpenAPI Document

For Agents

Read and write standardised accounting data - invoices, bills, journal entries, customers, suppliers, and payments - across 20+ accounting platforms through a single unified interface.

Use for: I need to fetch a company's outstanding invoices from QuickBooks, I want to push a new bill payment into a customer's Xero account, Retrieve the latest profit and loss report for a linked company, List all suppliers from a connected accounting platform

Not supported: Does not handle direct bank feed connectivity, payment processing, or commerce platform sales - use for unified accounting ledger read and write across QuickBooks, Xero, Sage, and similar platforms only.

Use Cases

Patterns agents use Accounting API for, with concrete tasks.

★ Underwriting and Lending Decisions

Lenders use the Codat Accounting API to pull a borrower's invoices, bills, and financial statements directly from their accounting software during underwriting. This replaces document upload and manual review with structured data fetched from QuickBooks, Xero, or Sage in seconds. The /companies/{companyId}/data/financials/profitAndLoss and /data/invoices endpoints surface the cash flow and receivables data that credit models need, accelerating decisioning from days to minutes.

Fetch the last 12 months of profit and loss data for company {companyId} and list any invoices over 90 days past due.

Automated Bill Pay and Spend Management

Spend management platforms write reconciled expenses back into the customer's accounting ledger using the push endpoints. After capturing a card transaction or vendor bill, the platform calls /companies/{companyId}/connections/{connectionId}/push/bills or /push/billPayments to record the expense in QuickBooks or Xero with the correct GL account, tax rate, and tracking category. This eliminates duplicate data entry for finance teams.

Push a new bill for supplier ID {supplierId} totalling $1,250 with tax rate 'GST' against account 'Office Expenses' for company {companyId}.

B2B SaaS Embedded Reporting

Vertical SaaS products embed real-time financial dashboards using Codat's reports endpoints. The /data/reports/profitAndLoss, /reports/balanceSheet, and /reports/cashFlowStatement operations return normalised report data that can drive in-app charts and KPIs without the SaaS team writing per-platform connectors. Integration moves from months of work per accounting system to a single API surface.

Retrieve the balance sheet report for company {companyId} for the period 2026-01-01 to 2026-06-30 and extract total assets and total liabilities.

AI Agent Bookkeeping Assistant

AI agents acting as bookkeeping assistants use the Codat Accounting API through Jentic to answer client questions and perform routine reconciliations. The agent searches Jentic for 'fetch unpaid invoices', loads the operation schema, and executes against the customer's linked QuickBooks or Xero. Jentic handles credential isolation so the API key never enters the agent's context, and the unified schema means the same agent code works across every accounting platform a client uses.

Search Jentic for 'list unpaid invoices in Codat', load the operation, then list all invoices with status 'Submitted' older than 60 days for company {companyId}.

Key Endpoints

135 endpoints — codat's accounting api provides a unified interface for reading and writing accounting data across 20+ accounting platforms including quickbooks, xero, sage, netsuite, and freeagent.

METHOD

PATH

DESCRIPTION

GET

/companies/{companyId}/data/invoices

List standardised invoices from a linked accounting platform

POST

/companies/{companyId}/connections/{connectionId}/push/invoices

Create an invoice in the linked accounting software

GET

/companies/{companyId}/data/bills

List standardised bills

POST

/companies/{companyId}/connections/{connectionId}/push/billPayments

Push a bill payment into the linked accounting software

GET

/companies/{companyId}/data/accounts

Retrieve the chart of accounts

GET

/companies/{companyId}/data/journalEntries

List general ledger journal entries

GET

/companies/{companyId}/data/customers

List customers linked to invoices and payments

GET

/companies/{companyId}/data/invoices

List standardised invoices from a linked accounting platform

POST

/companies/{companyId}/connections/{connectionId}/push/invoices

Create an invoice in the linked accounting software

GET

/companies/{companyId}/data/bills

List standardised bills

POST

/companies/{companyId}/connections/{connectionId}/push/billPayments

Push a bill payment into the linked accounting software

GET

/companies/{companyId}/data/accounts

Retrieve the chart of accounts

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Your Codat key is stored once, encrypted, by your own Jentic One instance and constructed into the Basic Authorization header at execution time. It never enters the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'fetch unpaid invoices from accounting software', and Jentic returns the matching Codat operation with its input schema so the agent calls the right endpoint without browsing the full path list.

Time to first call

FAQs

Specific to using Accounting API through Jentic.

What authentication does the Codat Accounting API use?

The API uses an API key passed in the Authorization header as 'Basic <base64-encoded-key>'. The single security scheme is named auth_header in the spec. Through Jentic, the Codat API key is stored encrypted in the vault and never exposed to the agent runtime - agents receive a scoped execution token instead.

Can I push invoices into QuickBooks or Xero with the Codat Accounting API?

Yes. Use POST /companies/{companyId}/connections/{connectionId}/push/invoices to create an invoice in the linked accounting platform. The same endpoint pattern works across QuickBooks, Xero, Sage, NetSuite, and the other supported systems because Codat normalises the request schema.

What are the rate limits for the Codat Accounting API?

Codat does not publish a fixed rate limit in the OpenAPI spec; limits are governed at the company and connection level and depend on the underlying accounting platform's own limits. Codat returns HTTP 429 with a Retry-After header when a limit is hit, and recommends exponential backoff on retries.

How do I fetch a profit and loss report through Jentic?

Search Jentic for 'profit and loss codat', load the GET /companies/{companyId}/data/reports/profitAndLoss operation, and execute it with the company ID and period range. Install with pip install jentic and run the standard async search, load, and execute flow.

Which accounting platforms does the Codat Accounting API support?

The API normalises data from 20+ accounting platforms including QuickBooks Online, QuickBooks Desktop, Xero, Sage Business Cloud, Sage Intacct, NetSuite, FreeAgent, FreshBooks, MYOB, KashFlow, and Zoho Books. The same endpoints and schemas work for every supported platform.

Can I read bank transactions through the Codat Accounting API?

Yes, but only the bank accounts and transactions that exist in the linked accounting ledger. Use GET /companies/{companyId}/data/bankAccounts and the related bank account transactions endpoints. For direct bank feeds use the separate Codat Bank Feeds or Banking APIs.

Can I limit what my agent is allowed to do with the Codat Accounting API?

Yes. Because you run Jentic One yourself, your own rules decide which Codat operations and credentials the agent may use. Codat puts the company id in the URL path, so a rule can pin the agent to one company and to read-only calls like GET /data/invoices, /data/bills, and /data/accounts. Write operations such as POST push/invoices or push/billPayments stay off limits unless you explicitly add them, and your Codat key is only assembled into the request at execution time so it never reaches the agent's context.

Codat Accounting API

Connect the Accounting API to your agent

Capabilities

Start building with Accounting API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs