Become your customers’ favorite way to spend
Codat delivers full-featured accounting integrations that automate expense flows from end to end – so your customers save hours on admin while you capture more payment volume
Expense automation made simple
- Make a connection
Your customers securely link their accounting system in seconds. From there, card transactions sync automatically: categorized correctly, matched to the right accounts, and recorded instantly in their books.
- Surface customer bills
Display unpaid bills from your customer’s accounting system directly in your interface. They can select which bills to pay or generate new bills within your platform.
- Record and reconcile payments
When your customer completes a payment in your app, Codat automatically syncs it back to their accounting software, reconciles it against the original bill, and marks it as paid.
Codat handles foreign currencies, tax reporting, and bookkeeping quirks, so your team can focus on building your next great feature.
Turn your platform into the go-to hub for business spending
Amplify transaction volume
Stop losing payment volume to the competition. Enable customers to pay their bills directly through your platform, so you can capture more transactions while boosting engagement.
Build stickier relationships
Seamless connectivity isn’t just a feature – it’s a retention strategy. Become absolutely indispensable and reduce churn by solving your customers’ expense management pain points directly on your platform.
Get to market in record time
Ship robust, feature-rich integrations with all major accounting systems 6x faster than building from scratch – and launch in weeks without diverting resources from your core product.
Scale without adding headcount
Build expense features that don’t burden your team. Codat’s automated, real-time sync eliminates the data discrepancies and issues that generate support tickets – so you can grow without also increasing your overhead.
Designed for modern expense management
Comprehensive coverage
Automatic categorization
Full transaction handling
Receipt management
Multi-currency support
Two-way sync
The difference is in the details
Purpose-built for your use case
Unlike generic APIs, Codat Expense Management is designed specifically for corporate card providers, expense management platforms, and neobanks – with a standardized data model built by experts who understand your workflows and customer needs.
A perfect fit out of the box
Simplify deployment with no middleware and no confusing setups – just an off-the-shelf connection flow that helps you get up and running quickly and easily with direct accounting integrations that feel native to your platform.
Battle-tested at scale
Codat is trusted by hundreds of top clients to power their mission-critical integrations. Our platform handles webhooks, error handling, rates limits, automatic retries, and so much more – so you can focus on innovation.
Here’s what you can accomplish with Codat in just 1-3 months.
- You’re officially handed over to our Implementation team.
- We set up the project, share resources, and grant environment access.
- All stakeholders align on scope, criteria, and next steps.
- Outcome: Clear plan, clear goals, and the right people ready to help you succeed.
- All stakeholders agree on proposal and project scope.
- You build your configuration of Codat to meet your goals, with support from the Implementation team.
- Our Implementation team are on hand throughout to resolve any technical queries fast.
- Outcome: Your Codat configuration is live and ready for testing within weeks.
- Validate and get confidence in your setup.
- You test your configuration internally and with early-adopter customers (beta).
- Your Implementation Specialist ensures tests are comprehensive and works with you to resolve any issues.
- Take your solution to market.
- We support your go-to-market planning, training, and (if needed) migration prep.
- Your team is fully equipped to roll out your solution.
- You start connecting customers.
- Maximize adoption and long-term value.
- Your Account Manager helps drive customer adoption and activation.
- We work together on a joint long-term success plan to deliver measurable impact.
Industry leaders turn to Codat to power their products
Learn more about Codat’s take on expense management
Frequently asked questions
How does Codat’s Expense Management solution differ from generic accounting APIs?
Codat’s Expense Management solution is purpose-built for corporate card and expense management use cases with a standardized data model based on input from top industry experts. Unlike generic APIs, you don’t need to “learn accounting” to leverage Codat’s platform. You simply push expenses in a familiar format, and Codat handles the complex translation to accounting data, including GL mapping, tax codes, and reconciliation.
What types of expenses can be synced through Codat?
Codat supports all expense transaction types including card purchases, refunds, rewards, chargebacks, transfers, and employee reimbursements. You can also attach receipts to expenses for complete audit trails in customers’ accounting systems.
How long does it take to implement Codat’s Expense Management API?
Most platforms complete their integration in an average of six weeks, which is six times faster than building accounting integrations in-house. Codat’s simple SDKs in TypeScript, Python, and Java, along with our comprehensive documentation, help you significantly accelerate your time to market.
Which accounting platforms does Codat support for expense management?
Codat integrates with more than 20 accounting platforms, including QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and NetSuite. One integration to Codat gives you access to all of the accounting platforms your business customers commonly use.
How does automatic categorization work?
When customers first connect, they map expense categories to their chart of accounts, tracking categories, tax rates, and cost centers. Codat remembers these mappings and automatically applies them to all future transactions, ensuring expenses flow to the correct accounts every time.
Can Codat handle multi-currency expenses?
Yes. Codat automatically handles foreign currency transactions and applies the correct exchange rates and tax treatment based on each accounting platform’s unique requirements. That means your team doesn’t need to build currency conversion logic or understand international tax rules
How does Codat’s expense automation increase payment volume on our platform?
When expenses sync automatically to your customers’ accounting software, they save hours of manual admin work each week. This seamless, streamlined experience reduces friction and gives businesses a compelling reason to consolidate all of their company spending onto your card or platform – driving significantly higher payment volumes for platforms with strong integrations.
What security standards does Codat employ?
Codat maintains bank-grade security with SOC 2 Type II certification, 256-bit encryption, and GDPR compliance. All data connections through Codat use OAuth authorization with explicit customer consent, and we handle all of the ongoing security maintenance for you
Can we customize how expenses appear in customers’ accounting systems?
Yes. Codat offers flexible configuration options so you can control how transactions are formatted, categorized, and displayed in each accounting platform while maintaining consistency with your native platform conventions.