Codat Sync for Expenses API
Browse all Codat APIs56
AI ReadinessFoundational (C)56/100
Official vendor OpenAPI document · agent-readyFinanceExpense ManagementapiKey14 EndpointsREST
For Agents
Push expense transactions from a card or spend management platform into a customer's accounting software with correct account, tax, and category mapping.
Use for: I want to push a card expense into a customer's QuickBooks ledger, Get the mapping options available for an accounting connection, Check whether the latest sync of expenses succeeded, List the status of every transaction in a given sync run
Not supported: Does not handle commerce sales sync, accounting ledger reads, or payment processing - use for posting expense transactions from a partner platform into accounting software with correct GL mapping only.
Codat's Sync for Expenses API lets corporate card and spend management platforms write expense transactions into a customer's accounting software with the right account mapping, tax rate, and tracking category applied. It manages partner-expense connections, mapping options, sync triggers, and per-transaction status so the platform can show finance teams exactly which expenses reached the ledger and which need attention. It is used by card issuers, expense apps, and travel-and-expense platforms that want one accounting integration covering QuickBooks, Xero, and Sage.
Install Jentic One Beta
Connect the Sync for Expenses API to your agent
Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Sync for Expenses API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.
Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.
1
Step 1: Jentic One Host machine
# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fcodat.io%2Fsync-for-expenses" | sh2
Step 2: Agent machine
# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fcodat.io%2Fsync-for-expenses" | sh
jentic register # connects your agent to your Jentic One instanceJentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.
Capabilities
What an agent can do with Sync for Expenses API.
Configure a Sync for Expenses connection between the partner platform and the customer's accounting system
Push expense transactions into the linked accounting platform with mapped account, tax rate, and tracking category
Read mapping options so the partner platform can present the correct GL accounts and tax rates to users
Trigger sync runs and monitor sync status at company, latest, and per-sync granularity
Inspect per-transaction status to identify which expense lines posted successfully and which failed
Manage partner-expense connections that link a customer's account on the partner platform to their accounting platform
Use Cases
Patterns agents use Sync for Expenses API for, with concrete tasks.
★ Corporate Card Expense Sync
Card issuers and corporate card platforms use Sync for Expenses to write each cardholder transaction into the customer's accounting ledger automatically. The /companies/{companyId}/sync/expenses/syncs endpoint triggers a run and the /sync/expenses/syncs/{syncId}/status endpoint exposes per-transaction status so the finance team sees what posted and what needs review.
Trigger a sync for company {companyId}, then retrieve the latest sync status and list any transactions that failed to post.
Travel and Expense Platform Reconciliation
Travel-and-expense apps use Sync for Expenses to write approved expense reports into accounting platforms with correct GL coding. The /sync/expenses/mappingOptions endpoint surfaces the chart of accounts and tax rates available in the destination, letting the platform offer accurate dropdowns at submission time so each expense lands in the right account when synced.
Fetch mapping options for company {companyId} and return the available GL accounts and tax rates for use in the expense submission UI.
Spend Management Reliability Monitoring
Spend management ops teams monitor sync reliability through the status endpoints. /sync/expenses/syncs/list/status and /sync/expenses/syncs/lastSuccessful/status surface health across customers so the team can investigate failed syncs before the customer's finance team notices the missing entries.
List the status of the last 50 syncs for company {companyId} and report any with status other than 'Success'.
AI Agent Expense Reconciliation
AI agents that handle expense reconciliation use Sync for Expenses through Jentic to remediate failed posts. The agent searches Jentic for 'expense sync status', loads the operation, identifies failed transactions, and triggers a re-sync after correcting the mapping. Jentic isolates the Codat API key in its vault.
Search Jentic for 'sync for expenses status', load the operation, and identify expenses for company {companyId} that failed in the last run.
Key Endpoints
14 endpoints — codat's sync for expenses api lets corporate card and spend management platforms write expense transactions into a customer's accounting software with the right account mapping, tax rate, and tracking category applied.
METHOD
PATH
DESCRIPTION
GET
/companies/{companyId}/sync/expenses/config
Read sync configuration for a company
POST
/companies/{companyId}/sync/expenses/connections/partnerExpense
Create a partner-expense connection
GET
/companies/{companyId}/sync/expenses/mappingOptions
List available accounts, tax rates, and tracking categories
POST
/companies/{companyId}/sync/expenses/syncs
Trigger a sync run
GET
/companies/{companyId}/sync/expenses/syncs/lastSuccessful/status
Check the last successful sync status
GET
/companies/{companyId}/sync/expenses/syncs/{syncId}/status
Get per-transaction status for a specific sync run
GET
/companies/{companyId}/sync/expenses/config
Read sync configuration for a company
POST
/companies/{companyId}/sync/expenses/connections/partnerExpense
Create a partner-expense connection
GET
/companies/{companyId}/sync/expenses/mappingOptions
List available accounts, tax rates, and tracking categories
POST
/companies/{companyId}/sync/expenses/syncs
Trigger a sync run
GET
/companies/{companyId}/sync/expenses/syncs/lastSuccessful/status
Check the last successful sync status
GET
/companies/{companyId}/sync/expenses/syncs/{syncId}/status
Get per-transaction status for a specific sync run
Jentic AI Readiness Score
This API is usable in Jentic One now. Its AI-readiness score against Jentic's framework shows where it stands today and where improvements would make it even easier for agents to use.
S
Sync for Expenses API
- Foundational (C)56/100
69
Foundational Compliance69
Developer Experience & Jentic Compatibility36
AI-Readiness & Agent Experience94
Agent Usability50
Security55
AI DiscoverabilityPowered by JenticScoring Framework 1.0.0 | Scoring Engine 0.4.0
Show dimension breakdown
69
Foundational Compliance
Base layer of spec validity and structural soundness.
Grade: B+Signals: 4
77%
Lint Results
Aggregated quality score from linter diagnostics, weighted by severity.
100%
Resolution Completeness
Percentage of `$ref` references that resolve successfully.
0%
Specification Validity
Checks whether the API description parses successfully and conforms to its declared specification (e.g., OpenAPI).
100%
Structural Integrity
Structural correctness score based on schema issues using logarithmic dampening.
69
Developer Experience & Jentic Compatibility
Clarity, completeness, and ingestion readiness for developers and tooling.
Grade: B+Signals: 4
24%
Example Density
How richly the API is illustrated with examples.
100%
Example Validity
Percentage of examples that conform to their schemas.
50%
Response Coverage
Percentage of operations with complete response definitions (success, client error, server error).
100%
Tooling Readiness
Health of API ingestion, bundling, and resolution within Jentic pipelines.
36
AI-Readiness & Agent Experience
Semantic breadth, depth, and agent comprehension for AI systems.
Grade: FSignals: 4
32%
Description Coverage
Coverage of descriptions across API elements.
0%
Error Standardization
Coverage of RFC 9457 Problem Details for error responses.
100%
OperationId Quality
Coverage, uniqueness, and casing consistency of operationIds for AI inference.
11%
Summary Coverage
Coverage of summaries across operations/tags/info.
94
Agent Usability
Functional utility, complexity comfort, and AI orchestration readiness.
Grade: A+Signals: 1
94%
Complexity Comfort
Agent comfort level based on API operational and structural complexity.
50
Security
Trust, risk posture, and security compliance.
Grade: C-Signals: 1
50%
Authentication Strength
Average quality of security schemes based on authentication method strength (weakest link for OAuth2).
55
AI Discoverability
Findability, semantic richness, and reasoning readiness.
Grade: CSignals: 1
55%
Descriptive Richness
Clarity and depth of descriptions across API elements.
Score it yourself
Every API in the directory is allowlisted, so you can re-score it with no key required.
npx @jentic/api-scorecard-cli score <openapi-url>Why Jentic?
What agents get from Jentic-routed access to this vendor.
Setup
Wiring Codat Sync for Expenses by hand means building its Basic API-key header, targeting api.codat.io, and threading companyId through mapping-option reads, sync creation, and status polling yourself. Through Jentic you install once, import the Sync for Expenses API from the API Directory, store the Codat API key once, and your agent calls it.
Permission scoping
Sync for Expenses puts the company id in the URL path (/companies/{companyId}/sync/expenses/...), so a rule can pin your agent to one company: it reads that company's expense sync config, mapping options, and sync status and nothing else. You choose the operations it may call, so triggering a new expense sync is only in the allowed set if you add it.
Credential isolation
Your Codat API key is stored once, encrypted, by your own Jentic One instance and injected at execution time as the Basic Authorization header. It never enters the agent's prompt, logs, or context.
Intent-based discovery
Agents search Jentic by intent such as 'sync expenses to accounting software' or 'check the last successful expense sync', and Jentic returns the matching Sync for Expenses operation with its input schema so the agent calls the right endpoint without browsing the reference docs.
Related APIs
Alternatives and complements available in the Jentic catalogue.
FAQs
Specific to using Sync for Expenses API through Jentic.
What authentication does the Sync for Expenses API use?
The API uses an API key passed in the Authorization header as 'Basic <base64-encoded-key>'. The single security scheme in the spec is named auth_header. Through Jentic, the Codat API key is stored encrypted in the vault and the Authorization header is constructed at execution time.
Can I push corporate card transactions into QuickBooks with this API?
Yes. After creating a partner-expense connection via /companies/{companyId}/sync/expenses/connections/partnerExpense, push expenses through the sync endpoints under /companies/{companyId}/sync/expenses. The transactions arrive in QuickBooks with the GL account, tax rate, and tracking category applied based on the mapping options you supply.
What are the rate limits for the Sync for Expenses API?
Codat does not publish a fixed rate limit in the OpenAPI spec; limits are governed at the company and connection level and depend on the destination accounting platform's own limits. Codat returns HTTP 429 with a Retry-After header when limits are hit and recommends exponential backoff.
How do I check why an expense transaction failed to post through Jentic?
Search Jentic for 'expense sync transaction status', load the GET /companies/{companyId}/sync/expenses/syncs/{syncId}/status operation, and execute it with the sync ID. Install with pip install jentic and use the standard async search, load, and execute flow.
Which accounting platforms does Sync for Expenses support?
Sync for Expenses supports QuickBooks Online, Xero, and Sage as primary destinations using the same endpoint surface. The destination is selected when the partner-expense connection is created, and the mapping options endpoint returns the destination-specific chart of accounts.
Note that the API spec marks this API version as 'prealpha' - is it production-ready?
The OpenAPI spec exposes version 'prealpha' in info.version, indicating Codat may still iterate on the surface. Production deployments should pin to the spec version they tested against and watch for breaking changes; through Jentic the loaded schema is versioned with the spec used at search time.
Can I limit what my agent is allowed to do with the Sync for Expenses API?
Yes. Because you run Jentic One yourself, your own rules decide which Sync for Expenses operations the agent may call and which Codat credentials it may use. Since the company id sits in the URL path (/companies/{companyId}/sync/expenses/...), you can pin the agent to a single company and give it read-only access to that company's sync configuration, mapping options, and sync status. Triggering a new expense sync via POST /companies/{companyId}/sync/expenses/syncs is only in the allowed set if you add it, so the agent cannot post to the ledger unless you grant that operation.
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