Codat Assess

Codat Assess is a financial data assessment product for analyzing business accounting and banking data to support lending and credit decisions.

Type: Tool
Category: Finance
Version: 1.0.0
Provider: InTouch AI
License: MIT

Provided free and as is, without warranty of any kind — including merchantability, fitness for a particular purpose, and the accuracy or completeness of any result. See the licence. You are responsible for checking what this produces before relying on it.

codatfinanceinvoicelossprofitreportstatus

Codat Assess

Codat Assess is a financial data assessment product for analyzing business accounting and banking data to support lending and credit decisions.

Base URL: https://api.codat.io
Auth: header:Authorization (pass your key via the apiKey input)

Operations

get_accounts_for_enhanced_balance_sheet — GET /companies/{companyId}/reports/enhancedBalanceSheet/accounts — Enhanced Balance Sheet Accounts
get_enhanced_cash_flow_transactions — GET /companies/{companyId}/reports/enhancedCashFlow/transactions — Get enhanced cash flow report
get_enhanced_invoices_report — GET /companies/{companyId}/reports/enhancedInvoices — Enhanced Invoices Report
get_accounts_for_enhanced_profit_and_loss — GET /companies/{companyId}/reports/enhancedProfitAndLoss/accounts — Enhanced Profit and Loss Accounts
get_data_integrity_details — GET /data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/details — Lists data integrity details for date type
get_data_integrity_status — GET /data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/status — Get data integrity status

Inputs

apiKey — your codat-assess API key
operation — one of the operations above
path parameters when an operation's path contains {...}
query — optional JSON object of query params
body — JSON object for create/update ops

Example

operation: get_accounts_for_enhanced_balance_sheet
apiKey: <your key>

Publishes

The keys a later task may reference as {{taskName.key}}. Referencing anything not listed here resolves to nothing at run time.

error
operation
result
status

Input Properties

Every property this tool accepts, from its own tool.iml.

Property	Type	Required	Default	Description
`apiKey`	string	yes	—	DEPRECATED — bind an API Key credential to the task with `credentialName` instead. A key pasted here is stored in the workflow definition in clear and appears in every export of it. Still honoured for workflows built before the change.
`operation`	string	yes	—	One of: get_accounts_for_enhanced_balance_sheet, get_enhanced_cash_flow_transactions, get_enhanced_invoices_report, get_accounts_for_enhanced_profit_and_loss, get_data_integrity_details, get_data_integrity_status
`companyId`	string	no	—	Path parameter companyId (required by some operations).
`dataType`	string	no	—	Path parameter dataType (required by some operations).
`query`	string	no	—	Query-string parameters as a JSON object string, e.g. {"limit": 50}. Parsed and url-encoded onto the request.