Make credit decisions backed by enhanced financials, metrics, reports, and data integrity features.
Project description
Assess
Assess helps you make smarter credit decisions on small businesses by enabling you to pull your customers' latest data from the operating systems they are already using. You can use that data for automating decisioning and surfacing new insights on the customer, all via one API.
Assess helps you make smarter credit decisions on small businesses by enabling you to pull your customers' latest data from the operating systems they are already using. You can use that data for automating decisioning and surfacing new insights on the customer, all via one API.
SDK Installation
pip install codat-assess
Example Usage
import codatassess
from codatassess.models import operations, shared
s = codatassess.CodatAssess(
auth_header="Basic BASE_64_ENCODED(API_KEY)",
)
req = operations.ListDataTypeDataIntegrityDetailsRequest(
company_id='8a210b68-6988-11ed-a1eb-0242ac120002',
data_type=shared.DataIntegrityDataType.BANKING_ACCOUNTS,
order_by='-modifiedDate',
page=1,
page_size=100,
)
res = s.data_integrity.details(req)
if res.details is not None:
# handle response
pass
Available Resources and Operations
data_integrity
- details - List data type data integrity
- status - Get data integrity status
- summary - Get data integrity summary
excel_reports
- generate_excel_report - Generate Excel report
- get_accounting_marketing_metrics - Get marketing metrics report
- get_excel_report - Download Excel report
- get_excel_report_generation_status - Get Excel report status
reports
- generate_loan_summary - Generate loan summaries report
- generate_loan_transactions - Generate loan transactions report
- get_accounts_for_enhanced_balance_sheet - Get enhanced balance sheet accounts
- get_accounts_for_enhanced_profit_and_loss - Get enhanced profit and loss accounts
- get_commerce_customer_retention_metrics - Get customer retention metrics
- get_commerce_lifetime_value_metrics - Get lifetime value metric
- get_commerce_orders_metrics - Get orders report
- get_commerce_refunds_metrics - Get refunds report
- get_commerce_revenue_metrics - Get commerce revenue metrics
- get_enhanced_cash_flow_transactions - Get enhanced cash flow report
- get_enhanced_invoices_report - Get enhanced invoices report
- get_loan_summary - Get loan summaries
- get_recurring_revenue_metrics - Get key subscription revenue metrics
- list_loan_transactions - List loan transactions
- request_recurring_revenue_metrics - Generate key subscription revenue metrics
Library generated by Speakeasy
Project details
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