Registering with accounting platforms

To enable some of the accounting integrations in your Codat portal, you will need to create a developer account with the underlying provider. Some platform providers require more involved partnerships with specific technical and/or commercial requirements. The table below is a high level overview, for more information see the integration set up pages in our docs.

Accounting platform		Is registration needed to enable the integration?	How easy is it to register?	Do they have a marketplace partner program?	Are there restrictions on who can connect?	Additional information
	Clearbooks	No	Not required	No	No
	Microsoft Dynamics 365 Business Central	Yes	Medium	No	No	You must have a Microsoft Azure account to register.
	Exact Online	Yes	Medium	Yes	No	You must requires permission to connect companies in production.
	FreeAgent	Yes	Easy	Yes	No
	FreshBooks	Yes	Medium	Yes	No	Scopes are now required for all apps. Details available in our public documentation.
	Kashflow	No	Not required	No	No
	MYOB Account Right	Yes	Medium	Yes	No	New partners are approved manually after you submit your registration, allow 72 hours.
	MYOB Essentials	Yes	Medium	Yes	No	New partners are approved manually after you submit your registration, allow 72 hours.
	Oracle NetSuite	No	Not required	Yes*	No	* Rarely open to new joiners
	QuickBooks Online	Yes	Easy	Yes	No	You must complete a security questionnaire to access production data.
	QuickBooks Desktop	No	Not required	Yes	No
	Sage Accounting	Yes	Easy	Yes	No
	Sage Intacct	No*	Not required	Yes	Yes	* You may request to use Codat's marketplace credentials to avoid registration by emailing [e-mail]
	Sage 50 UK & Ireland	No	Not required	Yes	No
	Sage 200C	Yes	Hard	No	No	New partners are approved manually after you submit your registration, allow a few days and contact your solutions engineer if you have difficulty.
	Wave	Yes	Easy	No	No	Any registrations pre-July 2022 will need to request Partner status to access profit & loss and balance sheet report. Make a request to [e-mail] to start this process. These are enabled by default (by Wave) for all registrations post-July 2022.
	Xero	Yes	Easy	Yes	Yes	You must get your integration certified and partner with Xero to access more than 25 connections. Xero have extra technical requirements and in some cases charge to access the API (for details of costs please engage with Xero through the app partner process). Use cases such as financial broking, insurance, FX hedging and lending (in some regions) are not permitted.
	ZohoBooks	Yes	Easy	Yes	No

 

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FAQ

Which are the top accounting platforms used in my region?

• US: QuickBooks Online, QuickBooks Desktop, Sage Intacct, NetSuite, FreshBooks, Xero
• UK: Xero, QuickBooks Online, Sage 50, Sage Accounting, FreeAgent, NetSuite
• AUS: Xero, MYOB, QuickBooks Online, NetSuite

Please refer to our global guide to the SMB market for more information.

Can Codat introduce me to their contacts at the accounting platform?

Our Data Partnerships team can sometimes facilitate introductions to accounting platform providers where relevant, particularly in the case of Xero, Sage and MYOB. Please ask your Solutions Engineer, Implementation Specialist or Account Manager for more details.