Codat Accounting

The Codat Accounting Workflow Builder block retrieves accounting data for a business after the applicant connects an accounting platform. The current block represents codat.

Requirements

Application field	Requirement	Notes
Linked accounting account	Required	Must include at least one completed accounting-platform connection.

API flow

Generate or share the application’s Codat connection link.
Have the applicant select an accounting platform and finish authorization.
Call Enrich Business Credit Application with provider: "codat".
Confirm data.onqueue: true; Codat fetches asynchronously.
Poll Get Commercial Data with services[]=codat.

{
  "provider": "codat"
}

Without an existing Codat company, Lendflow creates one from the application. The fetch itself requires a linked accounting connection.

Data Orchestration availability and flow

The block is available in the Accounting group for business entities. Place it after the applicant-facing Codat connection step. A full run fetches every currently supported dataset; individual internal runs can target one dataset, but the block represents the combined service.

What the service returns

Result area	Response path	Meaning
Lifecycle	`data.statuses.codat`	Latest Codat execution message.
Accounting data	`data.commercial_data.codat[]`	Stored accounting-data records. Each record identifies the Codat action and contains that action’s provider response.

Supported groups are accounts, agedCreditor, agedDebtor, balanceSheets, billCreditNotes, billPayments, bills, companyInfo, creditNotes, customers, invoices, payments, profitAndLoss, suppliers, and taxRates.

Representative response

{
  "data": {
    "statuses": {"codat": "Success"},
    "commercial_data": {
      "codat": [{
        "accounting_service_name": "codatAccounting",
        "action": "profitAndLoss",
        "response_body": {
          "reports": [{
            "fromDate": "2026-08-01T00:00:00",
            "toDate": "2026-08-31T00:00:00",
            "income": {"name": "Income", "value": 62000, "items": []},
            "grossProfit": 41000,
            "netOperatingProfit": 12500,
            "netProfit": 13200
          }],
          "currency": "USD"
        }
      }]
    }
  }
}

Field meanings

Field	Type	Meaning
`accounting_service_name`	String	Internal accounting integration name; Codat records use `codatAccounting`.
`action`	String	Supported dataset fetched for this record, such as `profitAndLoss` or `balanceSheets`.
`response_body`	Object	Provider response for that action. Its shape varies by dataset and connected platform.
`reports`	Array	Time-bounded accounting reports.
`fromDate`, `toDate`	String	Inclusive report period timestamps returned by Codat.
`income`, `expenses`	Object	Hierarchical account totals with optional nested `items`.
`value`	Number	Amount in the report currency.
`grossProfit`, `netOperatingProfit`, `netProfit`	Number	Provider-calculated profit measures for the period.
`currency`	String	Currency code for the report.

The exact object shape differs by dataset and accounting platform. Empty or unavailable datasets can be omitted or contain an error object.

Errors and statuses

Signal	Meaning
`Service Connection Required`	No linked Codat source is available for the requested dataset.
`create_business.error`	Lendflow could not create the Codat company.
Dataset `error`, `response`, and `status`	Codat rejected that dataset request; other datasets may still have results.
`Started`	One or more asynchronous dataset fetches are still running.
`Success`	The combined fetch completed and stored available data.
HTTP `401`, `403`, or `422`	Lendflow authentication, authorization, service enablement, or request validation failed.

FAQ

Does running the block create the applicant's accounting connection?

It can create the Codat company, but the applicant must still authorize an accounting platform through the Codat connection link.

Why can one dataset contain an error while others contain data?

Codat fetches supported datasets separately. A connected platform may not support or permit every dataset.

Are all response fields identical across accounting platforms?

No. The supported top-level datasets are fixed by Lendflow, but record availability and nested provider fields vary by source platform.