Make credit decisions backed by enhanced financials, metrics, reports, and data integrity features.
Project description
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='corrupti',
company_id='8a210b68-6988-11ed-a1eb-0242ac120002',
connection_id='2e9d2c44-f675-40ba-8049-353bfcb5e171',
order_by='-modifiedDate',
page=1,
page_size=100,
query='provident',
)
res = s.accounting_bank_data.list_transactions(req)
if res.accounting_bank_transactions is not None:
# handle response
Available Resources and Operations
accounting_bank_data
- list_transactions - List bank account transactions
accounting_bank_data_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
- get_loan_summary - Get loan summaries
- list_loan_transactions - List loan transactions
accounts_payable_bill_credit_notes
accounts_payable_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
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
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
banking_categorized_statement
- get - Get categorized bank statement
banking_transaction_categories
Banking.Transactions
financial_statements_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
manage_data
- get_status - Get data status
manage_data_pull_operations
manage_data_refresh
- all_data_types - Refresh all data
- data_type - Refresh data type
Sales.Customers
Sales.Disputes
Sales.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
sales_payment_methods
Sales.Payments
sales_product_categories
Sales.Products
Sales.Reports
- get_orders - Get orders report
- get_refunds - Get refunds report
Sales.Transactions
transactions_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
Transactions.Journals
Transactions.Transfers
Library generated by Speakeasy
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