Get started

Take your first steps through the information and support available to you

Reference content

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  Documentation

  Begin with our core concepts, or press Ctrl-K to bring up the quick search bar to find the information you need.

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  API reference

  Jump in and start using the Codat API endpoints through our interactive API references.

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  Libraries

  Use our client library SDKs to get building quickly.

Beginner guides

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  First steps guide

  A practical introduction to Codat's Portal and API.

  See the guide →.

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  Video guide: Your first 10 minutes

  From signing up to syncing data in 10 minutes.

  See the guide →.

Tutorials

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  Invoice financing

  See the tutorial →

  Lend against invoices leveraging our Accounting API

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  Bill pay

  See the tutorial →

  Streamline your customers' Accounts Payable processes

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  Bank feeds reconciliation with QuickBooks Online

  See the tutorial →

  Save your customers' time by automating bank transaction reconciliation

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  Building a prototype dashboard with Retool

  Watch video →

  Ingest and visualize Codat data in a custom Retool dashboard in 10 minutes

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  Loan writeback

  Follow the guide →

  Follow our best practices to correctly account for a loan programmatically

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  Loan qualification

  Follow the guide →

  See how Codat helps check a loan applicant’s finances and automate decision-making