Codat Bank Feeds

Name: Bank Feeds API
Brand: Bank Feeds
Availability: InStock

✓ Official Vendor SpecFinanceBankingapiKey32 EndpointsREST

Install Jentic One Beta

Connect the Bank Feeds to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Bank Feeds, 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 Bank Feeds API.

Provision a Bank Feeds connection between a bank account and a customer's accounting platform

Map source bank accounts to target ledger accounts in QuickBooks, Xero, or Sage

Post bank transactions to the customer's accounting software via the configured feed

GET STARTED

Start building with Bank Feeds API

Explore with Jentic

View OpenAPI Document

For Agents

Push bank transactions from a financial institution or fintech platform directly into a customer's accounting software as a native bank feed.

Use for: I want to set up a bank feed from a customer's bank account to QuickBooks, Push today's bank transactions into the customer's Xero ledger, Map a source bank account to a target chart-of-accounts entry, Check whether the last sync to the accounting platform succeeded

Not supported: Does not handle reading the accounting ledger, payment processing, or direct bank account aggregation - use for posting bank transactions into a customer's accounting platform as a native bank feed only.

Use Cases

Patterns agents use Bank Feeds API for, with concrete tasks.

★ Bank-Owned Accounting Bank Feed

Banks and neobanks use the Bank Feeds API to deliver bank transactions to small business customers' accounting software as a native feed, branded as the bank's own integration. The /companies/{companyId}/sync/banking/config and /sync/banking endpoints handle configuration and posting so the bank can offer same-day reconciliation in QuickBooks or Xero without building per-platform connectors.

Create a bank-feeds connection for company {companyId}, map source account {sourceId} to target ledger account, and run an initial sync.

Spend Management Reconciliation

Spend management and corporate card platforms use Bank Feeds to write the platform's own transactions into the customer's accounting ledger. Instead of asking finance teams to import CSVs, the platform posts each transaction through the configured feed so they appear in the customer's QuickBooks or Xero bank-feed view ready for matching against bills.

Post a batch of 50 card transactions for company {companyId} to the configured bank feed and confirm the sync status reached 'Success'.

Embedded Finance Treasury Visibility

Embedded finance providers running treasury or operating-account products use Bank Feeds so customers see their balance and transactions inside their existing accounting software. The /companies/{companyId}/connections endpoints manage connection lifecycle and the /sync/banking/syncs/lastSuccessful/status endpoint lets the platform display feed health back to the customer.

List all bank-feeds connections for company {companyId}, then fetch the last successful sync status for each.

AI Agent Sync Monitor

AI agents that monitor finance integrations use Bank Feeds through Jentic to detect failed syncs and remediate them. The agent searches Jentic for 'check bank feed sync status', loads the operation, and polls /sync/banking/syncs/lastSuccessful/status across companies, raising tickets when a sync has not completed in 24 hours. Jentic handles credential isolation so the Codat API key never enters the agent runtime.

Search Jentic for 'last successful bank feed sync', load the operation, and report any company where the last sync is older than 24 hours.

Key Endpoints

32 endpoints — codat's bank feeds api lets banks, neobanks, and spend management platforms push transaction data directly into a customer's accounting software as a native bank feed.

METHOD

PATH

DESCRIPTION

POST

/companies

Create a company record for a bank-feed customer

POST

/companies/{companyId}/connections

Create a connection to the target accounting platform

GET

/companies/{companyId}/connections/{connectionId}/data/bankAccounts

List bank accounts visible to the connection

GET

/companies/{companyId}/sync/banking/config

Retrieve the current bank-feed sync configuration

GET

/companies/{companyId}/sync/banking/syncs/lastSuccessful/status

Check the status of the most recent successful sync

POST

/companies

Create a company record for a bank-feed customer

POST

/companies/{companyId}/connections

Create a connection to the target accounting platform

GET

/companies/{companyId}/connections/{connectionId}/data/bankAccounts

List bank accounts visible to the connection

GET

/companies/{companyId}/sync/banking/config

Retrieve the current bank-feed sync configuration

GET

/companies/{companyId}/sync/banking/syncs/lastSuccessful/status

Check the status of the most recent successful sync

Why Jentic?

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

Credential isolation

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

Intent-based discovery

Agents search Jentic by intent such as 'post bank transactions to accounting software' or 'check the last successful banking sync', and Jentic returns the matching Bank Feeds operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

Time to first call

FAQs

Specific to using Bank Feeds API through Jentic.

What authentication does the Codat Bank Feeds API use?

The API uses an API key passed in the Authorization header as 'Basic <base64-encoded-key>'. The single security scheme in the spec is named auth_header. Through Jentic, the Codat API key is stored encrypted in the vault and the Authorization header is constructed inside Jentic, so the agent never sees the raw key.

Can I post transactions into QuickBooks with the Bank Feeds API?

Yes. After creating a connection and mapping source accounts to target ledger accounts, post transactions via the bank-feeds transactions endpoints under /companies/{companyId}. Transactions then appear in the customer's QuickBooks bank-feed view ready to match against bills and invoices.

What are the rate limits for the Codat Bank Feeds 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 destination accounting platform's own limits. Codat returns HTTP 429 with a Retry-After header when limits are hit and recommends exponential backoff for retries.

How do I check whether a bank-feed sync succeeded through Jentic?

Search Jentic for 'last successful bank feed sync', load the GET /companies/{companyId}/sync/banking/syncs/lastSuccessful/status operation, and execute it with the company ID. Install with pip install jentic and use the standard async search, load, and execute flow.

Which accounting platforms does the Bank Feeds API support?

Codat's Bank Feeds product supports QuickBooks Online, Xero, and Sage as primary destinations, with the same endpoint surface used regardless of target platform. The /companies/{companyId}/connections call selects the target during connection creation.

Can I map multiple source bank accounts to one accounting ledger account?

Yes. The /companies/{companyId}/connections/{connectionId}/sync/banking endpoints expose source-to-target account mapping so multiple source accounts can feed into a single target account in the customer's chart of accounts, depending on the destination platform's rules.

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

Yes. Because you run Jentic One yourself, your own rules decide which Bank Feeds operations and credentials the agent may use. Since the company id sits in the URL path (/companies/{companyId}/connections/... and /companies/{companyId}/sync/banking/...), you can pin the agent to a single company so it only manages that company's connections and reads its sync status. You also pick the exact operations it may call, so a write like creating a new connection is available only if you add it to the allowed set, and the Codat API key stays with your instance rather than the agent.

Codat Bank Feeds

Connect the Bank Feeds to your agent

Capabilities

Start building with Bank Feeds API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs