Codat.Lending.Banking (codat v1.0.0)

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Lending-enhanced banking (bank transactions) data.

Provides categorized and enriched bank transactions for cash flow analysis, income verification, and expense categorization.

Summary

Functions

accounts(client_or_company_id, company_id_or_opts \\ [], opts \\ [])

@spec accounts(Codat.Client.t() | String.t(), String.t() | keyword(), keyword()) ::
  {:ok, map()} | {:error, Codat.Error.t()}

Returns enhanced bank accounts.

transaction_categories(client_or_company_id, company_id_or_opts \\ [], opts \\ [])

@spec transaction_categories(
  Codat.Client.t() | String.t(),
  String.t() | keyword(),
  keyword()
) ::
  {:ok, map()} | {:error, Codat.Error.t()}

Returns categorized bank transaction totals.

transactions(client_or_company_id, company_id_or_opts \\ [], opts \\ [])

@spec transactions(Codat.Client.t() | String.t(), String.t() | keyword(), keyword()) ::
  {:ok, map()} | {:error, Codat.Error.t()}

Returns enhanced (categorized) bank transactions.