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Finance

Accounting

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swirls add codat
actionGETv1.0.0

Aged creditors report

Returns aged creditors report for company that shows the total balance owed by a business to its suppliers over time.

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actionGETv1.0.0

Aged debtors report

Returns aged debtors report for company that shows the total outstanding balance due from customers to the business over time.

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actionPOSTv1.0.0

Create account

Creates a new account for a given company. Required data may vary by integration. To see what data to post, first call [Get create account model](https://docs.codat.io/accounting-api#/operations/get-create-chartOfAccounts-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=chartOfAccounts) for integrations that support creating an account.

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actionPOSTv1.0.0

Create bank account

Posts a new bank account to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [](). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=bankAccounts) for integrations that support creating bank accounts.

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actionPOSTv1.0.0

Create bill

Posts a new bill to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create/update bill model](https://docs.codat.io/accounting-api#/operations/get-create-update-bills-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=bills) for integrations that support creating a bill.

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actionPOSTv1.0.0

Create bill credit note

Posts a new billCreditNote to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create/update bill credit note model](https://docs.codat.io/accounting-api#/operations/get-create-update-billCreditNotes-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=billCreditNotes) for integrations that support creating bill credit notes.

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actionPOSTv1.0.0

Create bill payments

Posts a new bill payment to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create bill payment model](https://docs.codat.io/accounting-api#/operations/get-create-billPayments-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=billPayments) for integrations that support creating bill payments.

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actionPOSTv1.0.0

Create credit note

Push credit note Required data may vary by integration. To see what data to post, first call [Get create/update credit note model](https://docs.codat.io/accounting-api#/operations/get-create-update-creditNotes-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=creditNotes) for integrations that support creating a credit note.

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actionPOSTv1.0.0

Create customer

Posts an individual customer for a given company. Required data may vary by integration. To see what data to post, first call [Get create/update customer model](https://docs.codat.io/accounting-api#/operations/get-create-update-customers-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=customers) for integrations that support creating customers.

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actionPOSTv1.0.0

Create direct cost

Posts a new direct cost to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create direct cost model](https://docs.codat.io/accounting-api#/operations/get-create-directCosts-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=directCosts) for integrations that support creating direct costs.

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actionPOSTv1.0.0

Create direct income

Posts a new direct income to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create direct income model](https://docs.codat.io/accounting-api#/operations/get-create-directIncomes-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=directIncomes) for integrations that support creating direct incomes.

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actionPOSTv1.0.0

Create invoice

Posts a new invoice to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create/update invoice model](https://docs.codat.io/accounting-api#/operations/get-create-update-invoices-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=invoices) for integrations that support creating invoices.

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actionPOSTv1.0.0

Create item

Posts a new item to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create item model](https://docs.codat.io/accounting-api#/operations/get-create-items-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=items) for integrations that support creating items.

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actionPOSTv1.0.0

Create journal

Posts a new journal to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create journal model](https://docs.codat.io/accounting-api#/operations/get-create-journals-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=journals) for integrations that support creating journals.

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actionPOSTv1.0.0

Create journal entry

Posts a new journalEntry to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create journal entry model](https://docs.codat.io/accounting-api#/operations/get-create-journalEntries-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=journalEntries) for integrations that support creating journal entries.

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actionPOSTv1.0.0

Create payment

Posts a new payment to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create payment model](https://docs.codat.io/accounting-api#/operations/get-create-payments-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=payments) for integrations that support creating payments.

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actionPOSTv1.0.0

Create purchase order

Posts a new purchase order to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create/update purchase order model](https://docs.codat.io/accounting-api#/operations/get-create-update-purchaseOrders-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=purchaseOrders) for integrations that support creating purchase orders.

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actionPOSTv1.0.0

Create suppliers

Push suppliers Required data may vary by integration. To see what data to post, first call [Get create/update supplier model](https://docs.codat.io/accounting-api#/operations/get-create-update-suppliers-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=suppliers) for integrations that support creating suppliers.

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actionPOSTv1.0.0

Create transfer

Posts a new transfer to the accounting package for a given company. Required data may vary by integration. To see what data to post, first call [Get create transfer model](https://docs.codat.io/accounting-api#/operations/get-create-transfers-model). > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=transfers) for integrations that support creating transfers.

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actionDELETEv1.0.0

Delete bill

Deletes a bill from the accounting package for a given company. > **Supported Integrations** > > This functionality is currently only supported for our Oracle NetSuite and QuickBooks Online integrations. Check out our [public roadmap](https://portal.productboard.com/codat/7-public-product-roadmap/tabs/46-accounting-api) to see what we're building next, and to submit ideas for new features.

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actionGETv1.0.0

Get account

Gets a single account corresponding to the given ID.

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actionGETv1.0.0

Get account transaction

Gets the account transactions for a given company.Gets the specified account transaction for a given company and connection.

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actionGETv1.0.0

Get balance sheet

Gets the latest balance sheet for a company.

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actionGETv1.0.0

Get bank account

Gets the bank account for given account ID.

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actionGETv1.0.0

Get bill credit note

Gets a single billCreditNote corresponding to the given ID.

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actionGETv1.0.0

Get company info

Gets the latest basic info for a company.

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actionGETv1.0.0

Get create account model

Get create account model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=chartOfAccounts) for integrations that support creating an account.

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actionGETv1.0.0

Get create bill payment model

Get create bill payment model. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=billPayments) for integrations that support creating and deleting bill payments.

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actionGETv1.0.0

Get create direct cost model

Get create direct cost model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=directCosts) for integrations that support creating direct costs.

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actionGETv1.0.0

Get create direct income model

Get create direct income model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=directIncomes) for integrations that support creating direct incomes.

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actionGETv1.0.0

Get create item model

Get create item model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=items) for integrations that support creating items.

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actionGETv1.0.0

Get create journal entry model

Get create journal entry model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=journalEntries) for integrations that support creating journal entries.

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actionGETv1.0.0

Get create journal model

Get create journal model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=journals) for integrations that support creating journals.

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actionGETv1.0.0

Get create payment model

Get create payment model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=payments) for integrations that support creating payments.

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actionGETv1.0.0

Get create transfer model

Get create transfer model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=transfers) for integrations that support creating transfers.

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actionGETv1.0.0

Get create/update bank account model

Get create/update bank account model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=bankAccounts) for integrations that support creating and updating bank accounts.

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actionGETv1.0.0

Get create/update bill credit note model

Get create/update bill credit note model. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=billCreditNotes) for integrations that support creating and updating bill credit notes.

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actionGETv1.0.0

Get create/update bill model

Get create/update bill model. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=bills) for integrations that support creating and updating a bill.

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actionGETv1.0.0

Get create/update credit note model

Get create/update credit note model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=creditNotes) for integrations that support creating and updating a credit note.

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actionGETv1.0.0

Get create/update customer model

Get create/update customer model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=customers) for integrations that support creating and updating customers.

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actionGETv1.0.0

Get create/update invoice model

Get create/update invoice model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=invoices) for integrations that support creating and updating invoices.

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actionGETv1.0.0

Get create/update purchase order model

Get create/update purchase order model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=purchaseOrders) for integrations that support creating and updating purchase orders.

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actionGETv1.0.0

Get create/update supplier model

Get create/update supplier model. Returns the expected data for the request payload. See the examples for integration-specific indicative models. > **Supported Integrations** > > Check out our [Knowledge UI](https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=suppliers) for integrations that support creating and updating suppliers.

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actionGETv1.0.0

Get credit note

Gets a single creditNote corresponding to the given ID.

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actionGETv1.0.0

Get customer

Gets a single customer corresponding to the given ID.

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actionGETv1.0.0

Get direct cost

Gets the specified direct cost for a given company.

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actionGETv1.0.0

Get direct income

Gets the specified direct income for a given company and connection.

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actionGETv1.0.0

Get item

Gets the specified item for a given company.

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actionGETv1.0.0

Get journal

Gets a single journal corresponding to the given ID.

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actionGETv1.0.0

Get journal entry

Gets a single JournalEntry corresponding to the given ID.

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actionGETv1.0.0

Get payment method

Gets the specified payment method for a given company.

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actionGETv1.0.0

Get supplier

Gets a single supplier corresponding to the given ID.

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actionGETv1.0.0

Get tax rate

Gets the specified tax rate for a given company.

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actionGETv1.0.0

Get transfer

Gets the specified transfer for a given company.

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actionGETv1.0.0

List accounts

Gets the latest accounts for a company

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actionGETv1.0.0

List all bank transactions

Gets the latest bank transactions for given account ID and company. Doesn't require connection ID.

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actionGETv1.0.0

List bank accounts

Gets the list of bank accounts for a given connection

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actionGETv1.0.0

List bill credit notes

Gets a list of all bill credit notes for a company, with pagination

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actionGETv1.0.0

List bill payments

Gets the latest billPayments for a company, with pagination

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actionGETv1.0.0

List bills

Gets the latest bills for a company, with pagination

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actionGETv1.0.0

List credit notes

Gets a list of all credit notes for a company, with pagination

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actionGETv1.0.0

List customers

Gets the latest customers for a company, with pagination

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actionGETv1.0.0

List invoices

Gets the latest invoices for a company, with pagination

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actionGETv1.0.0

List items

Gets the items for a given company.

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actionGETv1.0.0

List journal entries

Gets the latest journal entries for a company, with pagination

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actionGETv1.0.0

List journals

Gets the latest journals for a company, with pagination

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actionGETv1.0.0

List payments

Gets the latest payments for a company, with pagination

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actionGETv1.0.0

List suppliers

Gets the latest suppliers for a company, with pagination

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actionGETv1.0.0

List transfers

Gets the transfers for a given company.

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actionPOSTv1.0.0

Refresh company info

Initiates the process of synchronising basic info for a company

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Beyond the catalog

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Point swirls add at an OpenAPI or GraphQL spec. Typed actions for any API you hold credentials for, today.

acme · integrations
terminal
~/acme $swirls add linear
✓ 12 typed actions · scopes and schemas included
 
~/acme $swirls add https://api.acme.dev/openapi.json
◆ Fetched spec · 38 operations
✓ 6 typed actions · generated from spec