The 16 Best Codat Accounting Integrations in 2026

Connecting your accounting software to your financial tech stack is one of the most effective ways to automate manual work, and Codat's universal API is a cornerstone for thousands of fintech companies and financial institutions. By providing a standardized way to connect with dozens of accounting platforms, it opens the door to a wide world of powerful integrations. This article breaks down the 16 best Codat accounting integrations for 2026 to help you build a more automated and efficient financial workflow.

1. QuickBooks Online

As the most popular accounting software for small businesses in the U.S., the QuickBooks Online integration is foundational for any Codat-powered app. It enables a robust, two-way sync of financial data, allowing applications to pull invoices, expenses, bank transactions, and chart of accounts information. This connection is essential for lending, financial planning, and business analytics tools that serve the SMB market, making it easy to access clean, standardized financial statements.

• Pros:
  • Extremely high adoption among small businesses, giving your application wide reach.
  • Real-time data synchronization for accurate, up-to-date financial reporting.
  • Comprehensive access to key data points, including invoices, bills, customers, vendors, and journal entries.
• Cons:
  • Can be slow to sync for clients with very large and complex data files.
  • Certain custom fields or unconventional workflows within QuickBooks may not map perfectly without adjustments.
• Pricing:
  • QuickBooks Online offers tiered pricing: Simple Start (around $30/month), Essentials (around $60/month), Plus (around $90/month), and Advanced (around $200/month).

Who it's best for: Any application that needs to connect with the financial data of U.S.-based small to medium-sized businesses.

2. Xero

Xero is a leading cloud accounting platform with significant market share in the UK, Australia, New Zealand, and a growing presence in North America. The Codat integration provides deep, reliable access to Xero's financial data, including bank transactions, invoices, contacts, and reports. It's particularly valued for its clean API structure, which translates to a highly stable and performant connection for fintech apps focused on international markets.

• Pros:
  • Strong international user base, especially in commonwealth countries.
  • Clean, modern API that allows for a fast and reliable Codat connection.
  • Excellent support for multicurrency transactions and bank feeds.
• Cons:
  • Smaller user base in the United States compared to QuickBooks Online.
  • Payroll features are robust for some regions (UK, AU, NZ) but less so for others, which can be a limitation for connected apps focusing on HR.
• Pricing:
  • Xero's plans include Early (around $15/month), Growing (around $42/month), and Established (around $78/month).

Who it's best for: Applications targeting growing SMBs and SaaS companies, particularly those operating internationally.

3. Sage Business Cloud Accounting

Sage is a massive player in the accounting world, especially in the UK and Europe, with a range of products for businesses of all sizes. The Codat integration for Sage Business Cloud Accounting connects modern apps to Sage's cloud-based solution for SMBs. This allows for automated data exchange related to customers, suppliers, invoicing, and bank transactions, bridging the gap between legacy Sage users and the modern fintech ecosystem.

• Pros:
  • Provides access to the large and loyal Sage user base, particularly in Europe.
  • Reliable synchronization of core accounting data like invoices and vendor details.
  • Helps modernize workflows for businesses already invested in the Sage ecosystem.
• Cons:
  • Less flexible than newer, cloud-native platforms like Xero.
  • Codat's support for Sage's desktop products (like Sage 50) is separate and can be more complex to implement.
• Pricing:
  • Sage Business Cloud Accounting Pro is priced around $12/month (often with promotional pricing), with add-ons available.

Who it's best for: Fintech companies and financial service providers catering to SMEs in the UK and European markets where Sage is dominant.

4. Oracle NetSuite

For applications that serve larger, more complex businesses, the Codat-NetSuite integration is essential. NetSuite is a powerful, all-in-one cloud ERP solution that handles accounting, inventory, CRM, and more. Codat's connector allows apps to pull comprehensive financial and operational data, supporting sophisticated use cases like multi-entity consolidation, advanced reporting, and supply chain financing.

• Pros:
  • Enables connections to mid-market and enterprise-level businesses.
  • Supports complex data structures, including multi-entity, multi-currency, and custom workflows.
  • Provides a unified view by centralizing financial, sales, and operational data.
• Cons:
  • The complexity of NetSuite itself can make the integration and mapping process challenging.
  • Higher cost and resource requirements for both end-users (who pay for NetSuite) and developers building the integration.
• Pricing:
  • NetSuite pricing is entirely custom, tailored to company size, user count, and modules. It typically begins in the mid-five figures annually.

Who it's best for: Financial applications targeting mid-market and enterprise clients that require deep, ERP-level data access.

5. Stripe

While often used with accounting platforms like Xero or QuickBooks, connecting directly to Stripe via Codat offers powerful possibilities. This integration allows apps to pull raw transaction data, payout reports, customer details, and subscription information. It is invaluable for revenue recognition tools, sales analytics dashboards, and financing platforms that need to verify sales data directly from the payments source before it's reconciled in an accounting system.

• Pros:
  • Provides direct access to granular, real-time sales and payment data.
  • Automates the reconciliation of payments, fees, and payouts.
  • Essential for e-commerce, SaaS, and subscription-based business models.
• Cons:
  • Mainly focused on revenue and payment data; does not provide a full financial picture of expenses or liabilities.
  • Requires careful data handling to correctly separate gross sales, processing fees, and net payouts.
• Pricing:
  • Stripe's standard pricing is 2.9% + 30¢ per card charge. Codat connection costs are separate.

Who it's best for: E-commerce businesses and B2B SaaS companies that need to automate payment reconciliation and revenue analysis.

6. QuickBooks Payments

Similar to the Stripe integration, syncing with QuickBooks Payments provides a direct line into how a business gets paid within its accounting ecosystem. For SMBs using QuickBooks, its native payment processor is a popular choice. The Codat integration enables applications to track payment statuses, reconcile deposits, and automate the process of marking invoices as paid—a key workflow for accounts receivable automation and cash flow forecasting.

• Pros:
  • Seamless integration for businesses already using QuickBooks for invoicing.
  • Automates reconciliation by automatically matching payments to invoices in the ledger.
  • Simplifies the AR collections process by providing unified payment status data.
• Cons:
  • Limited to users within the QuickBooks ecosystem.
  • Processing fees may be higher than some dedicated third-party payment gateways.
• Pricing:
  • Fees are transaction-based, typically starting at 2.99% + 25¢ for invoiced payments.

Who it's best for: Tools focused on AR automation or payment analysis for small businesses that manage their entire invoicing lifecycle in QuickBooks.

7. Gusto

Gusto simplifies payroll, benefits, and HR for modern businesses. The Codat integration syncs payroll transaction data directly into accounting ledgers, automating one of the most error-prone manual bookkeeping tasks. It can push summarized journal entries for wages, payroll taxes, and benefit deductions, ensuring that labor costs are accurately categorized and recorded in real time.

• Pros:
  • Automates the creation of complex payroll journal entries.
  • Reduces manual data entry errors and ensures tax withholdings are correctly accounted for.
  • Provides granular data for labor cost analysis and departmental budgeting.
• Cons:
  • Primarily focused on payroll data; its capabilities don't extend to broader accounting functions.
  • Some businesses with highly complex compensation structures may find the integration limiting.
• Pricing:
  • Gusto starts with a Simple plan at $40/month + $6 per employee per month.

Who it's best for: Small and mid-sized businesses looking to eliminate manual payroll data entry and improve the accuracy of their financial records.

8. Shopify

For any application dealing with retail or e-commerce, the Shopify integration is non-negotiable. Via Codat, it provides access to sales orders, product SKUs, payment data, tax information, and customer details. This is crucial for automating inventory management, sales tax compliance, and revenue recognition workflows. Instead of manual data exports, the integration can sync daily sales summaries or individual orders directly into the accounting system.

• Pros:
  • Connects directly to one of the world's largest e-commerce platforms.
  • Automates sales reconciliation, including sales tax and shipping cost breakdowns.
  • Enables real-time inventory tracking and product data synchronization.
• Cons:
  • High-volume stores can generate massive amounts of data, which may strain performance or increase costs.
  • Requires specific workflows to properly handle refunds, chargebacks, and Shopify's payment processing fees.
• Pricing:
  • Shopify plans range from Basic ($39/month) to Advanced ($399/month), plus transaction fees.

Who it's best for: E-commerce retailers, wholesalers, and any attached apps providing inventory management, sales tax automation, or financial analytics services for online sellers.

9. Bill.com

Bill.com is a leading platform for managing accounts payable (AP) and accounts receivable (AR). Integrating it via Codat syncs bill payments, invoices, approval statuses, and vendor information directly with a company's general ledger. This is ideal for companies building corporate spend management tools or custom approval workflows, as it ensures both Bill.com and the accounting system are always in sync without manual intervention.

• Pros:
  • Fully automates the bill payment and invoice collection lifecycle.
  • Provides robust data for spend management, vendor analysis, and cash flow control.
  • Improves internal controls with a clear audit trail of approvals and payments.
• Cons:
  • Can become costly due to its per-transaction fees in addition to monthly subscription charges.
  • The setup process for mapping vendors and approval hierarchies can be complex for larger teams.
• Pricing:
  • Corporate plans for Bill.com generally start at $79 per user per month.

Who it's best for: Finance teams looking to build strict, automated AP and AR workflows that integrate deeply with their accounting software.

10. Expensify

Employee expense management is a common source of bookkeeping headaches. The Expensify integration solves this by syncing approved expense reports directly into the accounting platform via Codat. It can create corresponding bills or journal entries, complete with categorization and attached receipts. This greatly simplifies month-end close by eliminating the need to chase down supporting documents and manually enter employee reimbursements.

• Pros:
  • Captures receipts and expense data accurately with its well-regarded SmartScan technology.
  • Streamlines expense categorization, submission, and approval workflows.
  • Enforces company spending policies and provides data for budget-to-actual analysis.
• Cons:
  • An expense-focused tool, so it doesn't handle other aspects of AP like vendor invoices.
  • Its user interface has been a point of criticism for those who prefer a more traditional layout.
• Pricing:
  • Team plans start at around $18 per user per month.

Who it's best for: Companies with traveling employees or a high volume of out-of-pocket business expenses that need an automated reimbursement process.

11. HubSpot CRM

Connecting sales and finance data is crucial for understanding the entire customer lifecycle. The HubSpot CRM integration allows financial applications to sync customer records, deal statuses, and even generate invoices directly from an approved deal. Codat facilitates this by linking HubSpot data to customer records and sales transactions in the accounting system, giving businesses a unified view of pipeline, revenue, and receivables.

• Pros:
  • Bridges the gap between sales and finance departments.
  • Automates invoice creation from closed deals, reducing administrative work.
  • Enriches accounting data with valuable customer and sales context.
• Cons:
  • Primarily moves data in one direction (from CRM to accounting), with limited financial data pushed back into HubSpot.
  • Lacks deep financial features; it's a sales and marketing tool first.
• Pricing:
  • HubSpot offers free tools, with paid Sales Hub plans starting around $45/month.

Who it's best for: B2B and service-based businesses that want to streamline their quote-to-cash process and provide financial teams with sales pipeline visibility.

12. Toggl Track

For service businesses that bill by the hour, translating time tracking into invoices is a pivotal task. The Toggl Track integration automates this by syncing billable hours and project data into financial systems. Applications connected via Codat can use this data to generate detailed invoices, analyze project profitability, and manage resource allocation, ensuring that no billable time goes unrecorded.

• Pros:
  • Simple and intuitive time tracking interface for teams.
  • Automates the conversion of project hours into draft invoices.
  • Provides data for accurate project costing and profitability analysis.
• Cons:
  • Strictly a time tracking tool; not a comprehensive project management or accounting solution.
  • Requires discipline from the team to ensure all time is tracked correctly.
• Pricing:
  • Offers a free tier, with paid plans starting at $10 per user per month.

Who it's best for: Agencies, consultants, law firms, and other professional service businesses that link revenue directly to time spent on projects.

13. QuickBooks Commerce (Formerly TradeGecko)

QuickBooks Commerce is a robust inventory and order management platform for multi-channel retailers. The Codat integration connects its powerful stock tracking, purchase ordering, and sales data with a business's central accounting ledger. It's designed to give product-based businesses a single source of truth for inventory valuation, cost of goods sold (COGS), and sales revenue, no matter which channel a sale comes from.

• Pros:
  • Centralizes inventory management across multiple e-commerce stores and marketplaces.
  • Automates the difficult accounting work of inventory valuation and COGS adjustments.
  • Provides rich data for sales forecasting and supply chain planning.
• Cons:
  • The transition from TradeGecko to being a QuickBooks-branded product can create confusion for companies not using QuickBooks.
  • Can be overkill for businesses with very simple inventory needs.
• Pricing:
  • Pricing is part of the QuickBooks ecosystem, often bundled with higher-tier QuickBooks Online plans starting at $85 per user, per month.

Who it's best for: Growing retail, wholesale, and e-commerce companies that manage inventory across multiple sales channels.

14. Avalara

Sales tax compliance is a huge challenge, especially for e-commerce companies selling across multiple states. Avalara automates tax calculation, remittance, and filing. Through Codat, Avalara integrates with accounting and sales platforms to automatically append the correct sales tax to each invoice based on real-time jurisdictional rules. It also syncs compliance reports and filing data, creating an audit-ready tax workflow.

• Pros:
  • Automates one of the most complex areas of accounting compliance.
  • Provides real-time tax rate calculations for over 13,000 U.S. jurisdictions.
  • Reduces the risk of costly errors and non-compliance penalties.
• Cons:
  • The cost is based on transaction volume, which can become expensive for high-growth businesses.
  • Initial setup can be complex, requiring careful configuration of product taxability rules.
• Pricing:
  • Pricing is custom and based on the number of transactions and filing jurisdictions.

Who it's best for: E-commerce and SaaS businesses operating in multiple U.S. states or internationally that need to offload the burden of sales tax compliance.

15. Trello / Asana (via Third-Party Connectors)

While not direct Codat integrations themselves, project management tools like Trello and Asana can be connected to accounting systems through workflow automation platforms (e.g., Zapier) that are enabled by Codat. This setup can link task completion or project milestones to financial actions, such as generating an invoice when a specific final task is moved to "Done." It offers tremendous flexibility for creating custom, trigger-based financial workflows.

• Pros:
  • Highly flexible and customizable to fit unique business process flows.
  • Connects operational project milestones directly to financial events.
  • Improves visibility across different departments (project management, operations, and finance).
• Cons:
  • Relies on a third-party intermediary (like Zapier or Make), which adds another layer of complexity and a potential point of failure.
  • Can be difficult to troubleshoot if a workflow breaks.
• Pricing:
  • Both Trello and Asana have free tiers, but more advanced features and automation require paid plans starting from $6/user/month (Trello) and $13.49/user/month (Asana). This is in addition to the cost of the third-party workflow tool.

Who it's best for: Operationally-driven businesses, such as creative agencies or consulting firms, that need to build custom workflows linking project delivery to invoicing.

16. Plaid

Plaid enables applications to connect with users' bank accounts, and alongside Codat, it forms the backbone of modern financial automation. While Codat focuses on the accounting system, Plaid delivers raw bank transaction data. Together, they create a powerful system for deep financial analysis, loan underwriting, and cash management tools by allowing an app to compare what's in the bank (via Plaid) with what's been recorded in the books (via Codat).

• Pros:
  • Provides secure, credential-based access to real-time bank transaction data.
  • Enables automated bank reconciliation and robust transaction categorization.
  • Offers the ground-truth data needed for underwriting, cash flow analysis, and fraud detection.
• Cons:
  • Bank feed reliability can sometimes vary depending on the financial institution.
  • Requires careful management to handle data categorization and syncing between the bank feed and the G.L. accurately.
• Pricing:
  • Plaid's pricing is usage-based and customized for different scales, with startup plans available.

Who it's best for: Any fintech application that performs lending, underwriting, financial planning, or cash flow forecasting.

Final Thoughts

Building an efficient, responsive financial operation means choosing integrations that automate your most critical workflows. Platforms like Codat act as the essential plumbing, connecting core accounting systems like QuickBooks and Xero with specialized tools for payments, payroll, e-commerce, and more. Evaluating your unique operational bottlenecks is the first step to selecting the right tools to connect to your financial core.

As your technology stack deepens and data flows more freely between these systems, so does the complexity of your financial picture. This often creates complicated scenarios and difficult tax questions about revenue recognition, multi-state nexus, or the proper accounting for new transaction types. When these complex questions arise, instead of wading through outdated blog posts and forums, we made Feather AI to give tax professionals instant, audit-ready answers backed by authoritative IRC and state guidance.