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

AccountingBankData

• list_transactions - List bank account transactions

AccountingBankData.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

CompanyInfo

• 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

DataIntegrity

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

ExcelReports

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

FileUpload

• 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

AccountsPayable.BillCreditNotes

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

AccountsPayable.BillPayments

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

AccountsPayable.Bills

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

AccountsPayable.Suppliers

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

AccountsReceivable.CreditNotes

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

AccountsReceivable.Customers

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

AccountsReceivable.DirectIncomes

• 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

AccountsReceivable.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

AccountsReceivable.Payments

• get - Get payment
• list - List payments

AccountsReceivable.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.AccountBalances

• list - List account balances

Banking.Accounts

• get - Get account
• list - List accounts

Banking.CategorizedStatement

• get - Get categorized bank statement

Banking.TransactionCategories

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

Banking.Transactions

• get - Get bank transaction
• list - List transactions

FinancialStatements.Accounts

• get - Get account
• list - List accounts

FinancialStatements.BalanceSheet

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

FinancialStatements.CashFlow

• get - Get cash flow statement

FinancialStatements.ProfitAndLoss

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

ManageData

• get_status - Get data status

ManageData.PullOperations

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

ManageData.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.PaymentMethods

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

Sales.Payments

• get - Get payment
• list - List payments

Sales.ProductCategories

• 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.AccountTransactions

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

Transactions.DirectCosts

• 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.JournalEntries

• 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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