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='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
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
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
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
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
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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