Build on codaclean
Connect your accounting or practice management software to Codaclean. Manage customers, request CODA and CODB mandates, and retrieve the bank and payroll files Codaclean receives for them.
Explore the API
Every endpoint comes with an interactive playground.
AuthenticationAn API key for your software, and an ID token for the user acting through it.Get a token →CustomersSearch, create, update and archive customers, with their bank accounts and payroll providers.Customers endpoints →MandatesRequest CODA mandates per bank account and CODB mandates per payroll provider, then follow their status.Mandates endpoints →CODA filesList new bank statement files, download them, and acknowledge each download.CODA endpoints →CODB filesList new payroll files delivered by payroll providers, download them, and acknowledge each download.CODB endpoints →Reference dataThe banks and payroll providers Codaclean can request a mandate from.Reference endpoints →
Get started in three steps
Get an API key
Codaclean issues an API key for your software. Request one with the form.
Get an ID token
Exchange the user’s credentials for an ID token with
POST /token.Make your first call
Call
GET /hello to check that both credentials are accepted.Resources
Ready to integrate?
Tell us about your integration and the Codaclean team will get back to you.