Which invoices are overdue for this client, and how fresh is their data?
Codat is one API over the accounting software of the businesses you connect. Memtro reads companies and their connections, how fresh each data type is, invoices and bills with amounts due, customers and suppliers by name, the chart of accounts, profit and loss, balance sheet, and the status of each write. When asked and granted, it can create customers, suppliers, invoices, bills and journal entries, record payments, refresh data, and create or delete companies. Codat can tell Memtro when a connection links or a write fails, and a job can start on it. Contact details are never read.
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Codat tool, reads what it needs, and answers with the source cited.
These tools change something in Codat. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Codat, choosing the same kinds; the tab shows Codat's own steps. Each event can start a job, with the event as its input. Codat signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooksOnce Codat is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Codat + MemtroWhich invoices are overdue for Northwind?
How much does BigCo owe its suppliers right now?
What was Acme's revenue last quarter?
When did Codat last read Northwind's data?
Which companies have a connection that is not linked?
Sarah Chen, a finance analyst at Acme Ltd, asked which of Northwind's invoices were overdue. Memtro checked how fresh Codat's copy was, then listed the outstanding invoices past their due date with the amount due summed per currency.
Tom Reilly, a bookkeeper at BigCo, said a customer had paid invoice INV-1042 and asked Memtro to record it. Memtro recorded the payment through Codat, checked the write succeeded, and noted that no money moved and nobody was notified.
The teams that lean on Codat most, a question each of them asks, and what they connect beside it.
A record in Codat is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
NetSuite
Ramp
FreeAgent
Holded
Mollie
QuickFile
Recurly
Airwallex
Maxio
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register
Soldo
Spendesk
Lago
Recharge
Katana
Chaser
Unleashed
Printful
Orb
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
ComplyAdvantage
inFlow Inventory
Metronome
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell
Veeqo
Zuora
VAT Sense
PaystackIn the Codat Portal, open Developers → API keys and copy a key. Only Administrator or Developer users can see keys, and a key acts on every company.
In Memtro, open Connections → Codat and paste the API key.
An administrator grants the create, payment and delete actions by name only to the teams that keep the books. Events are turned on from the connection's Events tab, and the address is then added under Monitor → Webhooks in the Codat Portal.
Ask which invoices are overdue for a company.
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Codat tools are the same everywhere.
Only when you ask, and only what it has been granted: create a company in Codat (not yet connected to any software); delete a company with its connections and cached data (permanent); refresh all of a company's data from its software; refresh one data type of a company; create a customer in a company's accounting software; create a supplier in a company's accounting software; create an invoice in a company's accounting software; delete an invoice from a company's accounting software (QuickBooks Online only); create a bill in a company's accounting software; delete a bill from a company's accounting software (where supported); create a balanced journal entry in a company's ledger; delete a journal entry from a company's ledger (where supported); record a customer payment against an invoice (no money moves); record a payment of a bill (no money moves). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
API key. In the Codat Portal, open Developers → API keys and copy a key. Only Administrator or Developer users can see keys, and a key acts on every company.
Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Codat, choosing the same kinds; the tab shows Codat's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.
Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.
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