codat-lending 5.0.0

Make credit decisions backed by enhanced financials, metrics, reports, and data integrity features.

Lending

Lending 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-lending

Example Usage

import codatlending
from codatlending.models import operations, shared

s = codatlending.CodatLending(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

req = operations.ListAccountingBankAccountTransactionsRequest(
    account_id='Anchorage Product',
    company_id='8a210b68-6988-11ed-a1eb-0242ac120002',
    connection_id='2e9d2c44-f675-40ba-8049-353bfcb5e171',
    order_by='-modifiedDate',
    page=1,
    page_size=100,
)

res = s.accounting_bank_data.list_transactions(req)

if res.accounting_bank_transactions is not None:
    # handle response
    pass

Available Resources and Operations

accounting_bank_data

• list_transactions - List bank account transactions

accounting_bank_data.accounts

• get - Get bank account
• list - List bank accounts

companies

• create - Create company
• delete - Delete a company
• get - Get company
• list - List companies
• update - Update company

company_info

• get_accounting_profile - Get company accounting profile
• get_commerce_profile - Get company commerce profile

connections

• create - Create connection
• delete - Delete connection
• get - Get connection
• list - List connections
• unlink - Unlink connection

data_integrity

• details - List data integrity details
• status - Get data integrity status
• summaries - Get data integrity summaries

excel_reports

• download - Download Excel report
• generate - Generate Excel report
• get_status - Get Excel report status

file_upload

• download - Download all files for a company
• list_uploaded - List all files uploaded by a company
• upload - Upload files for a company

liabilities

• generate_loan_summary - Generate loan summaries report
• generate_loan_transactions - Generate loan transactions report
• get_loan_summary - Get loan summaries
• list_loan_transactions - List loan transactions

accounts_payable.bill_credit_notes

• get - Get bill credit note
• list - List bill credit notes

accounts_payable.bill_payments

• get - Get bill payment
• list - List bill payments

accounts_payable.bills

• download_attachment - Download bill attachment
• get - Get bill
• get_attachment - Get bill attachment
• list - List bills
• list_attachments - List bill attachments

accounts_payable.suppliers

• download_attachment - Download supplier attachment
• get - Get supplier
• get_attachment - Get supplier attachment
• list - List suppliers
• list_attachments - List supplier attachments

accounts_receivable.credit_notes

• get - Get credit note
• list - List credit notes

accounts_receivable.customers

• download_attachment - Download customer attachment
• get - Get customer
• get_attachment - Get customer attachment
• list - List customers
• list_attachments - List customer attachments

accounts_receivable.direct_incomes

• download_attachment - Download direct income attachment
• get - Get direct income
• get_attachment - Get direct income attachment
• list - List direct incomes
• list_attachments - List direct income attachments

accounts_receivable.invoices

• download_attachment - Download invoice attachment
• download_pdf - Get invoice as PDF
• get - Get invoice
• get_attachment - Get invoice attachment
• list - List invoices
• list_attachments - List invoice attachments
• list_reconciled - List reconciled invoices

accounts_receivable.payments

• get - Get payment
• list - List payments

accounts_receivable.reports

• get_aged_creditors - Aged creditors report
• get_aged_debtors - Aged debtors report
• is_aged_creditors_available - Aged creditors report available
• is_aged_debtors_available - Aged debtors report available

banking.account_balances

• list - List account balances

banking.accounts

• get - Get account
• list - List accounts

banking.categorized_statement

• get - Get categorized bank statement

banking.transaction_categories

• get - Get transaction category
• list - List transaction categories

banking.transactions

• get - Get bank transaction
• list - List transactions

financial_statements.accounts

• get - Get account
• list - List accounts

financial_statements.balance_sheet

• get - Get balance sheet
• get_categorized_accounts - Get categorized balance sheet statement

financial_statements.cash_flow

• get - Get cash flow statement

financial_statements.profit_and_loss

• get - Get profit and loss
• get_categorized_accounts - Get categorized profit and loss statement

loan_writeback.accounts

• create - Create account
• get_create_model - Get create account model

loan_writeback.bank_transactions

• create - Create bank account transactions
• get_create_model - Get create bank account transactions model

loan_writeback.create_operations

• get - Get create operation
• list - List create operations

loan_writeback.direct_costs

• create - Create direct cost
• get_create_model - Get create direct cost model

loan_writeback.payments

• create - Create payment
• get_create_model - Get create payment model

loan_writeback.suppliers

• create - Create supplier
• get_create_update_model - Get create/update supplier model

loan_writeback.transfers

• create - Create transfer
• get_create_model - Get create transfer model

manage_data

• get_status - Get data status

manage_data.pull_operations

• get - Get pull operation
• list - List pull operations

manage_data.refresh

• all_data_types - Refresh all data
• data_type - Refresh data type

sales.customers

• get - Get customer
• list - List customers

sales.disputes

• get - Get dispute
• list - List disputes

sales.locations

• get - Get location
• list - List locations

sales.metrics

• get_customer_retention - Get customer retention metrics
• get_lifetime_value - Get lifetime value metrics
• get_revenue - Get commerce revenue metrics

sales.orders

• get - Get order
• list - List orders

sales.payment_methods

• get - Get payment method
• list - List payment methods

sales.payments

• get - Get payment
• list - List payments

sales.product_categories

• get - Get product category
• list - List product categories

sales.products

• get - Get product
• list - List products

sales.reports

• get_orders - Get orders report
• get_refunds - Get refunds report

sales.transactions

• get - Get transaction
• list - List transactions

transactions.account_transactions

• get - Get account transaction
• list - List account transactions

transactions.direct_costs

• download_attachment - Download direct cost attachment
• get - Get direct cost
• get_attachment - Get direct cost attachment
• list - List direct costs
• list_attachments - List direct cost attachments

transactions.journal_entries

• get - Get journal entry
• list - List journal entries

transactions.journals

• get - Get journal
• list - List journals

transactions.transfers

• get - Get transfer
• list - List transfers

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