codat-assess

SDK Installation

pip install codat-assess

SDK Example Usage

import codat
from codat.models import operations, shared

s = codat.Codat()
s.config_security(
    security=shared.Security(
        api_key="YOUR_API_KEY_HERE",
    )
)
   
req = operations.GetAccountCategoryRequest(
    path_params=operations.GetAccountCategoryPathParams(
        account_id="unde",
        company_id="deserunt",
        connection_id="porro",
    ),
)
    
res = s.categories.get_account_category(req)

if res.categorised_account is not None:
    # handle response

SDK Available Operations

categories

• get_account_category - Get suggested and/or confirmed category for a specific account
• list_accounts_categories - List suggested and confirmed account categories
• list_available_account_categories - List account categories
• update_account_category - Patch account categories
• update_accounts_categories - Confirm categories for accounts

data_integrity

• get_data_integrity_details - Lists data integrity details for date type
• get_data_integrity_status - Get data integrity status
• get_data_integrity_summaries - Get data integrity summary

excel_reports

• get_accounting_marketing_metrics - Get the marketing metrics from an accounting source for a given company.
• get_excel_report - Download generated excel report
• make_request_to_download_excel_report - Request an Excel report for download
• request_excel_report_for_download - Request an Excel report for download

reports

• get_accounts_for_enhanced_balance_sheet - Enhanced Balance Sheet Accounts
• get_accounts_for_enhanced_profit_and_loss - Enhanced Profit and Loss Accounts
• get_commerce_customer_retention_metrics - Get the customer retention metrics for a specific company.
• get_commerce_lifetime_value_metrics - Get the lifetime value metric for a specific company.
• get_commerce_orders_metrics - Get order information for a specific company
• get_commerce_refunds_metrics - Get the refunds information for a specific company
• get_commerce_revenue_metrics - Commerce Revenue Metrics
• get_enhanced_balance_sheet - Enhanced Balance Sheet
• get_enhanced_cash_flow_transactions - Get enhanced cash flow report
• get_enhanced_financial_metrics - List finanicial metrics
• get_enhanced_profit_and_loss - Enhanced Profit and Loss
• get_recurring_revenue_metrics - Get key metrics for subscription revenue
• request_recurring_revenue_metrics - Request production of key subscription revenue metrics

SDK Generated by Speakeasy