Codat's Assess API enable you to make smarter credit decisions on your small business customers. Assess enriches your customer's accounting, commerce and banking data to surface actionable insights you didn't have before. [Read more...](https://www.codat.io/assess/) [See our OpenAPI spec](https://github.com/codatio/oas)
https://api.codat.io27 endpoints available
/data/assess/accounts/categoriesList account categories
/data/companies/{companyId}/assess/excelGet status of Excel report
/data/companies/{companyId}/assess/excelGenerate an Excel report
/companies/{companyId}/reports/enhancedInvoicesEnhanced Invoices Report
/data/companies/{companyId}/assess/excel/downloadDownload generated excel report
/data/companies/{companyId}/assess/excel/downloadDownload generated excel report
/companies/{companyId}/reports/enhancedBalanceSheet/accountsEnhanced Balance Sheet Accounts
/companies/{companyId}/reports/enhancedCashFlow/transactionsGet enhanced cash flow report
/companies/{companyId}/reports/enhancedProfitAndLoss/accountsEnhanced Profit and Loss Accounts
/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/statusGet data integrity status
/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/detailsLists data integrity details for date type
/data/companies/{companyId}/connections/{connectionId}/assess/financialMetricsList financial metrics
/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/summariesGet data integrity summary
/data/companies/{companyId}/connections/{connectionId}/assess/subscriptions/mrrGet key metrics for subscription revenue
/data/companies/{companyId}/connections/{connectionId}/assess/accounts/categoriesList suggested and confirmed account categories
/data/companies/{companyId}/connections/{connectionId}/assess/accounts/categoriesConfirm categories for accounts
/data/companies/{companyId}/connections/{connectionId}/assess/enhancedBalanceSheetEnhanced Balance Sheet
/data/companies/{companyId}/connections/{connectionId}/assess/enhancedProfitAndLossEnhanced Profit and Loss
/data/companies/{companyId}/connections/{connectionId}/assess/subscriptions/processRequest production of key subscription revenue metrics
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/ordersGet order information for a specific company
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/refundsGet the refunds information for a specific company
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/revenueCommerce Revenue Metrics
/data/companies/{companyId}/connections/{connectionId}/assess/accountingMetrics/marketingGet the marketing metrics from an accounting source for a given company.
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/lifetimeValueGet the lifetime value metric for a specific company.
/data/companies/{companyId}/connections/{connectionId}/assess/accounts/{accountId}/categoriesGet suggested and/or confirmed category for a specific account
/data/companies/{companyId}/connections/{connectionId}/assess/accounts/{accountId}/categoriesPatch account categories
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/customerRetentionGet the customer retention metrics for a specific company.
Codat's Assess API enable you to make smarter credit decisions on your small business customers. Assess enriches your customer's accounting, commerce and banking data to surface actionable insights you didn't have before. [Read more...](https://www.codat.io/assess/) [See our OpenAPI spec](https://github.com/codatio/oas)
https://api.codat.io27 endpoints available
/data/assess/accounts/categoriesList account categories
/data/companies/{companyId}/assess/excelGet status of Excel report
/data/companies/{companyId}/assess/excelGenerate an Excel report
/companies/{companyId}/reports/enhancedInvoicesEnhanced Invoices Report
/data/companies/{companyId}/assess/excel/downloadDownload generated excel report
/data/companies/{companyId}/assess/excel/downloadDownload generated excel report
/companies/{companyId}/reports/enhancedBalanceSheet/accountsEnhanced Balance Sheet Accounts
/companies/{companyId}/reports/enhancedCashFlow/transactionsGet enhanced cash flow report
/companies/{companyId}/reports/enhancedProfitAndLoss/accountsEnhanced Profit and Loss Accounts
/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/statusGet data integrity status
/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/detailsLists data integrity details for date type
/data/companies/{companyId}/connections/{connectionId}/assess/financialMetricsList financial metrics
/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/summariesGet data integrity summary
/data/companies/{companyId}/connections/{connectionId}/assess/subscriptions/mrrGet key metrics for subscription revenue
/data/companies/{companyId}/connections/{connectionId}/assess/accounts/categoriesList suggested and confirmed account categories
/data/companies/{companyId}/connections/{connectionId}/assess/accounts/categoriesConfirm categories for accounts
/data/companies/{companyId}/connections/{connectionId}/assess/enhancedBalanceSheetEnhanced Balance Sheet
/data/companies/{companyId}/connections/{connectionId}/assess/enhancedProfitAndLossEnhanced Profit and Loss
/data/companies/{companyId}/connections/{connectionId}/assess/subscriptions/processRequest production of key subscription revenue metrics
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/ordersGet order information for a specific company
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/refundsGet the refunds information for a specific company
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/revenueCommerce Revenue Metrics
/data/companies/{companyId}/connections/{connectionId}/assess/accountingMetrics/marketingGet the marketing metrics from an accounting source for a given company.
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/lifetimeValueGet the lifetime value metric for a specific company.
/data/companies/{companyId}/connections/{connectionId}/assess/accounts/{accountId}/categoriesGet suggested and/or confirmed category for a specific account
/data/companies/{companyId}/connections/{connectionId}/assess/accounts/{accountId}/categoriesPatch account categories
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/customerRetentionGet the customer retention metrics for a specific company.