Pick a template → connect your tools → go live in 2 minutes.
SFetch accounting ledger balances through Codat for connected QuickBooks customers and attach summary numbers to Salesforce opportunities for underwriting.
Codat: Ledger data fetched
Arahi AI: Match & assign
Salesforce: Update opportunity with ledger summary
Retrieve fresh invoice batches from Codat across connected Xero and NetSuite instances and append normalized rows to a Google Sheets pipeline.
Codat: Invoice batch retrieved
Arahi AI: Decide the next action
Google Sheets: Append normalized invoice rows
Compare Codat bank feed entries against customer Stripe payouts and send Slack alerts to finance when totals differ beyond a threshold.
Codat: Reconciliation gap detected
Arahi AI: Match & route
Slack: Send alert to finance channel
An event occurs in Codat or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Codat and other tools — no manual work required.
Codat simplifies workflows, while Arahi AI empowers these tasks with AI agents.
Send escalating email + SMS reminders for overdue Codat invoices until payment lands.
Capture receipts from email or Slack and push to Codat with category and project pre-tagged.
Turn monthly Codat close into a tracked checklist with reminders and ownership across the team.
Digest Codat revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
Ready-to-use Codat actions you can add to your agents instantly.
Custom API calls to Codat with full control for advanced use cases.
Sign in to your Arahi AI account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes Arahi AI to access your API using API Key.
Choose "Codat" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure API Key authentication, ensuring only authorized workflows access your Codat data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Codat's business data APIs connect banks and fintechs to all of the financial systems their customers use. With Arahi AI, you can connect Codat to bexio, ERPNext, Harvest and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a business management tool, Codat connects with other business management apps like bexio, ERPNext, Harvest, Invoice Ninja through Arahi AI's integration platform. Build multi-step automations that combine Codat with AI-powered decision making, data transformation, and cross-app orchestration.
Curated for Codat's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Codat.
