API keys** in the Portal to pick up your authorization header.
@@ -22,7 +22,7 @@ Remember to [authenticate](/using-the-api/authentication) when making calls to o
## Create a company
-Within Bank Feeds API, a company represents your SMB customer that wishes to export their transactions from your application to their accounting software.
+Within Bank Feeds, a company represents your SMB customer that wishes to export their transactions from your application to their accounting software.
Use the [Create company](/bank-feeds-api#/operations/create-company) endpoint to represent your customer in Codat.
Make sure to store the company ID as you will use it to establish a connection to an accounting software.
@@ -571,7 +571,7 @@ res, err := bankFeedsClient.SourceAccounts.Delete(ctx, operations.DeleteSourceAc
:::tip Recap
-You have created the structure of key objects required by Codat's Bank Feeds API: a company, its connection to an accounting data source, and a source account.
+You have created the structure of key objects required by Codat's Bank Feeds product: a company, its connection to an accounting data source, and a source account.
Next, provide your customer with a **mapping** process interface so they can associate the source account with a target account in their accounting software.
:::
diff --git a/docs/bank-feeds/guides/bank-feeds-tutorial.md b/docs/bank-feeds/guides/bank-feeds-tutorial.md
index 8a473b437..6ebd3fba6 100644
--- a/docs/bank-feeds/guides/bank-feeds-tutorial.md
+++ b/docs/bank-feeds/guides/bank-feeds-tutorial.md
@@ -1,14 +1,14 @@
---
title: "Bank transactions reconciliation with QBO Bank Feeds"
-description: "Example-based tutorial on reconciling bank transactions with QuickBooks Online using Codat's Bank Feeds API"
+description: "Example-based tutorial on reconciling bank transactions with QuickBooks Online using Codat's Bank Feeds"
displayed_sidebar: "bankfeeds"
image: "/img/banners/social/bankfeeds.png"
hide_title: true
hide_description: true
sidebar_label: "Build a bank feed to QBO"
-banner_title: Bank Feeds API for bank transaction reconciliation in QBO
+banner_title: Bank Feeds for bank transaction reconciliation in QBO
banner_image: "/img/banners/bank-feeds.png"
-banner_text: "Example-based tutorial on reconciling bank transactions with QuickBooks Online using Codat's Bank Feeds API"
+banner_text: "Example-based tutorial on reconciling bank transactions with QuickBooks Online using Codat's Bank Feeds product"
---
import Tabs from '@theme/Tabs';
diff --git a/docs/bank-feeds/overview.mdx b/docs/bank-feeds/overview.mdx
index 4f3c0bd31..37170c37a 100644
--- a/docs/bank-feeds/overview.mdx
+++ b/docs/bank-feeds/overview.mdx
@@ -1,19 +1,19 @@
---
-title: "Bank Feeds API"
+title: "Bank Feeds"
description: "Easily deploy an automated bank statement feed into your application to write bank transaction data into your customers' accounting software"
-sidebar_label: Bank Feeds API
+sidebar_label: Bank Feeds
displayed_sidebar: bankfeeds
image: "/img/banners/social/bankfeeds.png"
hide_title: true
hide_description: true
hide_table_of_contents: true
-banner_title: Bank Feeds API
+banner_title: Bank Feeds
banner_class: bank-feeds
banner_icon: "/img/logos/products/logo_bankfeeds_clear.svg"
banner_image: "/img/banners/bank-feeds.png"
banner_text: "Easily deploy an automated bank statement feed into your application to write bank transaction data into your customers' accounting software"
video_url: "https://www.youtube.com/embed/QrPiwn3DRJs"
-video_text: What is Bank Feeds API?
+video_text: What is Bank Feeds?
---
import {IntegrationsList} from '@components/Integrations'
@@ -22,25 +22,25 @@ import ClientLibraries from '@components/ClientLibraries'
import Tabs from "@theme/Tabs";
import TabItem from "@theme/TabItem"
-## What is Bank Feeds API?
+## What is Bank Feeds?
**A [bank feed](../terms/bank-feed) is a digital connection between a financial institution and an accounting software that performs an automatic regular transfer of bank statements into the software.**
-Leverage our **Bank Feeds API** to simplify the deployment of bank feeds in your application. It creates the associated infrastructure for you and automates the upload of bank statements into accounting software used by your small and medium-sized business (SMB) customers.
+Leverage our **Bank Feeds** product to simplify the deployment of bank feeds in your application. It creates the associated infrastructure for you and automates the upload of bank statements into accounting software used by your small and medium-sized business (SMB) customers.
## Who is it for?
-Our Bank Feeds API makes it easy for banks, neobanks, corporate card issuers, and payment providers to ensure customers can access their bank transaction data within their accounting software.
+Our Bank Feeds product makes it easy for banks, neobanks, corporate card issuers, and payment providers to ensure customers can access their bank transaction data within their accounting software.
As a result, your customers enjoy a more complete and simplified accounting experience, save time closing their books, and further reduce manual error without requiring third-party middleware or manual file uploads.
## Why use it?
-A recent survey revealed that [71% of Xero partners](https://www.xero.com/blog/2019/01/new-bank-feeds-process/) identify [bank feeds](../terms/bank-feed) and bank transaction reconciliation as their most valued features. With Bank Feeds API, you can easily meet this demand.
+A recent survey revealed that [71% of Xero partners](https://www.xero.com/blog/2019/01/new-bank-feeds-process/) identify [bank feeds](../terms/bank-feed) and bank transaction reconciliation as their most valued features. With Bank Feeds, you can easily meet this demand.
Leverage our coverage of the most popular accounting software and remove barriers to product adoption, increasing customer retention and elevating their experience with your app as a result.
-#### With Bank Feeds API, you can:
+#### With Bank Feeds, you can:
@@ -125,4 +125,4 @@ The SDKs come in multiple languages and provide sample requests and responses fo ## Read next -* [Start](/bank-feeds/setup) building with our Bank Feeds API +* [Start](/bank-feeds/setup) building with our Bank Feeds product diff --git a/docs/bank-feeds/setup.md b/docs/bank-feeds/setup.md index 466ec4d1a..b050fbf3e 100644 --- a/docs/bank-feeds/setup.md +++ b/docs/bank-feeds/setup.md @@ -1,6 +1,6 @@ --- -title: "Get started with Bank Feeds API" -description: "Understand the basics of using Bank Feeds API and learn how to perform the initial setup for the product" +title: "Get started with Bank Feeds" +description: "Understand the basics of using the Bank Feeds product and learn how to perform the initial setup for the product" sidebar_label: Get started displayed_sidebar: bankfeeds --- @@ -12,7 +12,7 @@ import {bankfeedsExternalMappingIntegrations, bankfeedsIntegrations} from '@comp ## Journey overview -The diagram below represents the overall activity flow when using Bank Feeds API, including your SMB customer and their accounting software. It assumes you are using Codat's mapping interface to let the user select the accounts used for writing bank statements. +The diagram below represents the overall activity flow when using Bank Feeds, including your SMB customer and their accounting software. It assumes you are using Codat's mapping interface to let the user select the accounts used for writing bank statements. If you are using one of the [other mapping UI options](/bank-feeds/mapping/overview), you can visualize the flow by simply changing the actor of the mapping operation from `Codat` to `Your application` or `Accounting software`. @@ -45,11 +45,11 @@ sequenceDiagram ``` -Once you decide to build this flow with Bank Feeds API, you need to configure Codat accordingly. Let's go through these requirements in detail. +Once you decide to build this flow with Bank Feeds, you need to configure Codat accordingly. Let's go through these requirements in detail. -## Enable Bank Feeds API +## Enable Bank Feeds -Reach out to your Codat account manager to enable Bank Feeds API for your client. +Reach out to your Codat account manager to enable Bank Feeds for your client. ## Manage data sources @@ -57,11 +57,11 @@ In the Codat Portal, navigate
Sync for Expenses standardizes transaction data using an opinionated model that is based on feedback from our customers and industry expertise. This means you don’t need to make decisions on how to handle validation differences between accounting software. Simply send transactions based on what they represent and let Codat handle the mapping to their best representation in the accounting software.
+Expenses standardizes transaction data using an opinionated model that is based on feedback from our customers and industry expertise. This means you don’t need to make decisions on how to handle validation differences between accounting software. Simply send transactions based on what they represent and let Codat handle the mapping to their best representation in the accounting software.
Sync for Expenses handles the writing of multiple transactions in an array to make your interactions more efficient. You can retrieve the status of these transactions from the Get sync transaction endpoint.
+Expenses handles the writing of multiple transactions in an array to make your interactions more efficient. You can retrieve the status of these transactions from the Get sync transaction endpoint.
Our detailed documentation aimed at developers and a variety of client libraries in multiple languages mean you can get up and running with Sync for Expenses quickly.
+Our detailed documentation aimed at developers and a variety of client libraries in multiple languages mean you can get up and running with Expenses quickly.
You can use Sync for Expenses alongside all Codat products. For example, if you are issuing credit cards, Codat's Lending API product would allow you to determine the risk associated with the company that has the same companyId and API key.
You can use Expenses alongside all Codat products. For example, if you are issuing credit cards, Codat's Lending product would allow you to determine the risk associated with the company that has the same companyId and API key.
Likewise, you can use our billPayments data type to retrieve a list of bills from your customer's accounting software and enable them to pay these and reconcile their payments.
Authentication, company creation and connection linking journeys can be reused between builds. This is because the companies can use the same Id between Codat products.
@@ -66,15 +66,15 @@ If a user disconnects, you can use a Get branding endpoint. `} />Expenses does not support Sandbox as a destination platform to sync transactions because it has been designed specifically for reading, not writing, data. We recommend signing up for a free QuickBooks or Xero developer account to test syncs, which will give you sandbox access as well.
For more information on how to set up your accounting software integration, take a look at the integration-specific documentation.
`} /> @@ -94,13 +94,13 @@ You can create a webhook consumer in the Codat portal to inform you when the cha
-