@codat/lending 3.3.0 → 4.0.0

package/README.md

@@ -4,7 +4,7 @@
 Lending helps you make smarter credit decisions on small businesses by enabling you to pull your customers' latest data from the operating systems they are already using. You can use that data for automating decisioning and surfacing new insights on the customer, all via one API.
 <!-- End Codat Library Description -->
 
-<!-- Start SDK Installation -->
+<!-- Start SDK Installation [installation] -->
 ## SDK Installation
 
 ### NPM
@@ -18,50 +18,42 @@ npm add @codat/lending
 ```bash
 yarn add @codat/lending
 ```
-<!-- End SDK Installation -->
+<!-- End SDK Installation [installation] -->
 
 ## Example Usage
-<!-- Start SDK Example Usage -->
+<!-- Start SDK Example Usage [usage] -->
+## SDK Example Usage
+
+### Example
+
 ```typescript
 import { CodatLending } from "@codat/lending";
 
-(async () => {
+async function run() {
     const sdk = new CodatLending({
         security: {
             authHeader: "Basic BASE_64_ENCODED(API_KEY)",
         },
     });
 
-    const res = await sdk.accountingBankData.listTransactions({
-        accountId: "Anchorage Product",
-        companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
-        connectionId: "2e9d2c44-f675-40ba-8049-353bfcb5e171",
-        orderBy: "-modifiedDate",
-        page: 1,
-        pageSize: 100,
+    const res = await sdk.companies.create({
+        description: "Requested early access to the new financing scheme.",
+        name: "Bank of Dave",
     });
 
     if (res.statusCode == 200) {
         // handle response
     }
-})();
+}
+
+run();
 
 ```
-<!-- End SDK Example Usage -->
+<!-- End SDK Example Usage [usage] -->
 
-<!-- Start SDK Available Operations -->
+<!-- Start Available Resources and Operations [operations] -->
 ## Available Resources and Operations
 
-
-### [accountingBankData](docs/sdks/accountingbankdata/README.md)
-
-* [listTransactions](docs/sdks/accountingbankdata/README.md#listtransactions) - List bank account transactions
-
-### [accountingBankData.accounts](docs/sdks/accountingbankdataaccounts/README.md)
-
-* [get](docs/sdks/accountingbankdataaccounts/README.md#get) - Get bank account
-* [list](docs/sdks/accountingbankdataaccounts/README.md#list) - List bank accounts
-
 ### [companies](docs/sdks/companies/README.md)
 
 * [create](docs/sdks/companies/README.md#create) - Create company
@@ -70,11 +62,6 @@ import { CodatLending } from "@codat/lending";
 * [list](docs/sdks/companies/README.md#list) - List companies
 * [update](docs/sdks/companies/README.md#update) - Update company
 
-### [companyInfo](docs/sdks/companyinfo/README.md)
-
-* [getAccountingProfile](docs/sdks/companyinfo/README.md#getaccountingprofile) - Get company accounting profile
-* [getCommerceProfile](docs/sdks/companyinfo/README.md#getcommerceprofile) - Get company commerce profile
-
 ### [connections](docs/sdks/connections/README.md)
 
 * [create](docs/sdks/connections/README.md#create) - Create connection
@@ -83,290 +70,549 @@ import { CodatLending } from "@codat/lending";
 * [list](docs/sdks/connections/README.md#list) - List connections
 * [unlink](docs/sdks/connections/README.md#unlink) - Unlink connection
 
-### [dataIntegrity](docs/sdks/dataintegrity/README.md)
 
-* [details](docs/sdks/dataintegrity/README.md#details) - List data integrity details
-* [status](docs/sdks/dataintegrity/README.md#status) - Get data integrity status
-* [summaries](docs/sdks/dataintegrity/README.md#summaries) - Get data integrity summaries
+### [transactions.accountTransactions](docs/sdks/accounttransactions/README.md)
 
-### [excelReports](docs/sdks/excelreports/README.md)
+* [get](docs/sdks/accounttransactions/README.md#get) - Get account transaction
+* [list](docs/sdks/accounttransactions/README.md#list) - List account transactions
 
-* [download](docs/sdks/excelreports/README.md#download) - Download Excel report
-* [generate](docs/sdks/excelreports/README.md#generate) - Generate Excel report
-* [getStatus](docs/sdks/excelreports/README.md#getstatus) - Get Excel report status
+### [transactions.directCosts](docs/sdks/codatlendingdirectcosts/README.md)
 
-### [fileUpload](docs/sdks/fileupload/README.md)
+* [downloadAttachment](docs/sdks/codatlendingdirectcosts/README.md#downloadattachment) - Download direct cost attachment
+* [get](docs/sdks/codatlendingdirectcosts/README.md#get) - Get direct cost
+* [getAttachment](docs/sdks/codatlendingdirectcosts/README.md#getattachment) - Get direct cost attachment
+* [list](docs/sdks/codatlendingdirectcosts/README.md#list) - List direct costs
+* [listAttachments](docs/sdks/codatlendingdirectcosts/README.md#listattachments) - List direct cost attachments
 
-* [download](docs/sdks/fileupload/README.md#download) - Download all files for a company
-* [listUploaded](docs/sdks/fileupload/README.md#listuploaded) - List all files uploaded by a company
-* [upload](docs/sdks/fileupload/README.md#upload) - Upload files for a company
+### [transactions.transfers](docs/sdks/codatlendingtransfers/README.md)
 
-### [liabilities](docs/sdks/liabilities/README.md)
+* [get](docs/sdks/codatlendingtransfers/README.md#get) - Get transfer
+* [list](docs/sdks/codatlendingtransfers/README.md#list) - List transfers
 
-* [generateLoanSummary](docs/sdks/liabilities/README.md#generateloansummary) - Generate loan summaries report
-* [generateLoanTransactions](docs/sdks/liabilities/README.md#generateloantransactions) - Generate loan transactions report
-* [getLoanSummary](docs/sdks/liabilities/README.md#getloansummary) - Get loan summaries
-* [listLoanTransactions](docs/sdks/liabilities/README.md#listloantransactions) - List loan transactions
+### [transactions.journalEntries](docs/sdks/journalentries/README.md)
+
+* [get](docs/sdks/journalentries/README.md#get) - Get journal entry
+* [list](docs/sdks/journalentries/README.md#list) - List journal entries
+
+### [transactions.journals](docs/sdks/journals/README.md)
+
+* [get](docs/sdks/journals/README.md#get) - Get journal
+* [list](docs/sdks/journals/README.md#list) - List journals
+
+### [accountingBankData](docs/sdks/codatlendingaccountingbankdata/README.md)
+
+* [listTransactions](docs/sdks/codatlendingaccountingbankdata/README.md#listtransactions) - List bank account transactions
+
+### [accountingBankData.accounts](docs/sdks/accounts/README.md)
+
+* [get](docs/sdks/accounts/README.md#get) - Get bank account
+* [list](docs/sdks/accounts/README.md#list) - List bank accounts
+
+
+### [banking.accountBalances](docs/sdks/accountbalances/README.md)
+
+* [list](docs/sdks/accountbalances/README.md#list) - List account balances
+
+### [banking.accounts](docs/sdks/codatlendingaccounts/README.md)
+
+* [get](docs/sdks/codatlendingaccounts/README.md#get) - Get account
+* [list](docs/sdks/codatlendingaccounts/README.md#list) - List accounts
+
+### [banking.transactionCategories](docs/sdks/transactioncategories/README.md)
+
+* [get](docs/sdks/transactioncategories/README.md#get) - Get transaction category
+* [list](docs/sdks/transactioncategories/README.md#list) - List transaction categories
+
+### [banking.transactions](docs/sdks/codatlendingbankingtransactions/README.md)
+
+* [get](docs/sdks/codatlendingbankingtransactions/README.md#get) - Get bank transaction
+* [list](docs/sdks/codatlendingbankingtransactions/README.md#list) - List transactions
+
+### [banking.categorizedStatement](docs/sdks/categorizedstatement/README.md)
 
+* [get](docs/sdks/categorizedstatement/README.md#get) - Get categorized bank statement
 
-### [accountsPayable.billCreditNotes](docs/sdks/accountspayablebillcreditnotes/README.md)
 
-* [get](docs/sdks/accountspayablebillcreditnotes/README.md#get) - Get bill credit note
-* [list](docs/sdks/accountspayablebillcreditnotes/README.md#list) - List bill credit notes
+### [accountsPayable.bills](docs/sdks/bills/README.md)
 
-### [accountsPayable.billPayments](docs/sdks/accountspayablebillpayments/README.md)
+* [downloadAttachment](docs/sdks/bills/README.md#downloadattachment) - Download bill attachment
+* [get](docs/sdks/bills/README.md#get) - Get bill
+* [getAttachment](docs/sdks/bills/README.md#getattachment) - Get bill attachment
+* [list](docs/sdks/bills/README.md#list) - List bills
+* [listAttachments](docs/sdks/bills/README.md#listattachments) - List bill attachments
 
-* [get](docs/sdks/accountspayablebillpayments/README.md#get) - Get bill payment
-* [list](docs/sdks/accountspayablebillpayments/README.md#list) - List bill payments
+### [accountsPayable.suppliers](docs/sdks/suppliers/README.md)
 
-### [accountsPayable.bills](docs/sdks/accountspayablebills/README.md)
+* [downloadAttachment](docs/sdks/suppliers/README.md#downloadattachment) - Download supplier attachment
+* [get](docs/sdks/suppliers/README.md#get) - Get supplier
+* [getAttachment](docs/sdks/suppliers/README.md#getattachment) - Get supplier attachment
+* [list](docs/sdks/suppliers/README.md#list) - List suppliers
+* [listAttachments](docs/sdks/suppliers/README.md#listattachments) - List supplier attachments
 
-* [downloadAttachment](docs/sdks/accountspayablebills/README.md#downloadattachment) - Download bill attachment
-* [get](docs/sdks/accountspayablebills/README.md#get) - Get bill
-* [getAttachment](docs/sdks/accountspayablebills/README.md#getattachment) - Get bill attachment
-* [list](docs/sdks/accountspayablebills/README.md#list) - List bills
-* [listAttachments](docs/sdks/accountspayablebills/README.md#listattachments) - List bill attachments
+### [accountsPayable.billCreditNotes](docs/sdks/billcreditnotes/README.md)
 
-### [accountsPayable.suppliers](docs/sdks/accountspayablesuppliers/README.md)
+* [get](docs/sdks/billcreditnotes/README.md#get) - Get bill credit note
+* [list](docs/sdks/billcreditnotes/README.md#list) - List bill credit notes
 
-* [downloadAttachment](docs/sdks/accountspayablesuppliers/README.md#downloadattachment) - Download supplier attachment
-* [get](docs/sdks/accountspayablesuppliers/README.md#get) - Get supplier
-* [getAttachment](docs/sdks/accountspayablesuppliers/README.md#getattachment) - Get supplier attachment
-* [list](docs/sdks/accountspayablesuppliers/README.md#list) - List suppliers
-* [listAttachments](docs/sdks/accountspayablesuppliers/README.md#listattachments) - List supplier attachments
+### [accountsPayable.billPayments](docs/sdks/billpayments/README.md)
 
+* [get](docs/sdks/billpayments/README.md#get) - Get bill payment
+* [list](docs/sdks/billpayments/README.md#list) - List bill payments
 
-### [accountsReceivable.creditNotes](docs/sdks/accountsreceivablecreditnotes/README.md)
 
-* [get](docs/sdks/accountsreceivablecreditnotes/README.md#get) - Get credit note
-* [list](docs/sdks/accountsreceivablecreditnotes/README.md#list) - List credit notes
+### [sales.customers](docs/sdks/codatlendingcustomers/README.md)
 
-### [accountsReceivable.customers](docs/sdks/accountsreceivablecustomers/README.md)
+* [get](docs/sdks/codatlendingcustomers/README.md#get) - Get customer
+* [list](docs/sdks/codatlendingcustomers/README.md#list) - List customers
 
-* [downloadAttachment](docs/sdks/accountsreceivablecustomers/README.md#downloadattachment) - Download customer attachment
-* [get](docs/sdks/accountsreceivablecustomers/README.md#get) - Get customer
-* [getAttachment](docs/sdks/accountsreceivablecustomers/README.md#getattachment) - Get customer attachment
-* [list](docs/sdks/accountsreceivablecustomers/README.md#list) - List customers
-* [listAttachments](docs/sdks/accountsreceivablecustomers/README.md#listattachments) - List customer attachments
+### [sales.disputes](docs/sdks/disputes/README.md)
 
-### [accountsReceivable.directIncomes](docs/sdks/accountsreceivabledirectincomes/README.md)
+* [get](docs/sdks/disputes/README.md#get) - Get dispute
+* [list](docs/sdks/disputes/README.md#list) - List disputes
 
-* [downloadAttachment](docs/sdks/accountsreceivabledirectincomes/README.md#downloadattachment) - Download direct income attachment
-* [get](docs/sdks/accountsreceivabledirectincomes/README.md#get) - Get direct income
-* [getAttachment](docs/sdks/accountsreceivabledirectincomes/README.md#getattachment) - Get direct income attachment
-* [list](docs/sdks/accountsreceivabledirectincomes/README.md#list) - List direct incomes
-* [listAttachments](docs/sdks/accountsreceivabledirectincomes/README.md#listattachments) - List direct income attachments
+### [sales.locations](docs/sdks/locations/README.md)
 
-### [accountsReceivable.invoices](docs/sdks/accountsreceivableinvoices/README.md)
+* [get](docs/sdks/locations/README.md#get) - Get location
+* [list](docs/sdks/locations/README.md#list) - List locations
 
-* [downloadAttachment](docs/sdks/accountsreceivableinvoices/README.md#downloadattachment) - Download invoice attachment
-* [downloadPdf](docs/sdks/accountsreceivableinvoices/README.md#downloadpdf) - Get invoice as PDF
-* [get](docs/sdks/accountsreceivableinvoices/README.md#get) - Get invoice
-* [getAttachment](docs/sdks/accountsreceivableinvoices/README.md#getattachment) - Get invoice attachment
-* [list](docs/sdks/accountsreceivableinvoices/README.md#list) - List invoices
-* [listAttachments](docs/sdks/accountsreceivableinvoices/README.md#listattachments) - List invoice attachments
-* [listReconciled](docs/sdks/accountsreceivableinvoices/README.md#listreconciled) - List reconciled invoices
+### [sales.orders](docs/sdks/orders/README.md)
 
-### [accountsReceivable.payments](docs/sdks/accountsreceivablepayments/README.md)
+* [get](docs/sdks/orders/README.md#get) - Get order
+* [list](docs/sdks/orders/README.md#list) - List orders
 
-* [get](docs/sdks/accountsreceivablepayments/README.md#get) - Get payment
-* [list](docs/sdks/accountsreceivablepayments/README.md#list) - List payments
+### [sales.paymentMethods](docs/sdks/paymentmethods/README.md)
 
-### [accountsReceivable.reports](docs/sdks/accountsreceivablereports/README.md)
+* [get](docs/sdks/paymentmethods/README.md#get) - Get payment method
+* [list](docs/sdks/paymentmethods/README.md#list) - List payment methods
 
-* [getAgedCreditors](docs/sdks/accountsreceivablereports/README.md#getagedcreditors) - Aged creditors report
-* [getAgedDebtors](docs/sdks/accountsreceivablereports/README.md#getageddebtors) - Aged debtors report
-* [isAgedCreditorsAvailable](docs/sdks/accountsreceivablereports/README.md#isagedcreditorsavailable) - Aged creditors report available
-* [isAgedDebtorsAvailable](docs/sdks/accountsreceivablereports/README.md#isageddebtorsavailable) - Aged debtors report available
+### [sales.payments](docs/sdks/codatlendingsalespayments/README.md)
 
+* [get](docs/sdks/codatlendingsalespayments/README.md#get) - Get payment
+* [list](docs/sdks/codatlendingsalespayments/README.md#list) - List payments
 
-### [banking.accountBalances](docs/sdks/bankingaccountbalances/README.md)
+### [sales.productCategories](docs/sdks/productcategories/README.md)
 
-* [list](docs/sdks/bankingaccountbalances/README.md#list) - List account balances
+* [get](docs/sdks/productcategories/README.md#get) - Get product category
+* [list](docs/sdks/productcategories/README.md#list) - List product categories
 
-### [banking.accounts](docs/sdks/bankingaccounts/README.md)
+### [sales.products](docs/sdks/products/README.md)
 
-* [get](docs/sdks/bankingaccounts/README.md#get) - Get account
-* [list](docs/sdks/bankingaccounts/README.md#list) - List accounts
+* [get](docs/sdks/products/README.md#get) - Get product
+* [list](docs/sdks/products/README.md#list) - List products
 
-### [banking.categorizedStatement](docs/sdks/bankingcategorizedstatement/README.md)
+### [sales.transactions](docs/sdks/codatlendingtransactions/README.md)
 
-* [get](docs/sdks/bankingcategorizedstatement/README.md#get) - Get categorized bank statement
+* [get](docs/sdks/codatlendingtransactions/README.md#get) - Get transaction
+* [list](docs/sdks/codatlendingtransactions/README.md#list) - List transactions
 
-### [banking.transactionCategories](docs/sdks/bankingtransactioncategories/README.md)
+### [sales.metrics](docs/sdks/metrics/README.md)
 
-* [get](docs/sdks/bankingtransactioncategories/README.md#get) - Get transaction category
-* [list](docs/sdks/bankingtransactioncategories/README.md#list) - List transaction categories
+* [getCustomerRetention](docs/sdks/metrics/README.md#getcustomerretention) - Get customer retention metrics
+* [getLifetimeValue](docs/sdks/metrics/README.md#getlifetimevalue) - Get lifetime value metrics
+* [getRevenue](docs/sdks/metrics/README.md#getrevenue) - Get commerce revenue metrics
 
-### [banking.transactions](docs/sdks/bankingtransactions/README.md)
+### [sales.reports](docs/sdks/codatlendingreports/README.md)
 
-* [get](docs/sdks/bankingtransactions/README.md#get) - Get bank transaction
-* [list](docs/sdks/bankingtransactions/README.md#list) - List transactions
+* [getOrders](docs/sdks/codatlendingreports/README.md#getorders) - Get orders report
+* [getRefunds](docs/sdks/codatlendingreports/README.md#getrefunds) - Get refunds report
+
+### [companyInfo](docs/sdks/companyinfo/README.md)
+
+* [getAccountingProfile](docs/sdks/companyinfo/README.md#getaccountingprofile) - Get company accounting profile
+* [getCommerceProfile](docs/sdks/companyinfo/README.md#getcommerceprofile) - Get company commerce profile
+
+
+### [accountsReceivable.customers](docs/sdks/customers/README.md)
+
+* [downloadAttachment](docs/sdks/customers/README.md#downloadattachment) - Download customer attachment
+* [get](docs/sdks/customers/README.md#get) - Get customer
+* [getAttachment](docs/sdks/customers/README.md#getattachment) - Get customer attachment
+* [list](docs/sdks/customers/README.md#list) - List customers
+* [listAttachments](docs/sdks/customers/README.md#listattachments) - List customer attachments
+
+### [accountsReceivable.directIncomes](docs/sdks/directincomes/README.md)
+
+* [downloadAttachment](docs/sdks/directincomes/README.md#downloadattachment) - Download direct income attachment
+* [get](docs/sdks/directincomes/README.md#get) - Get direct income
+* [getAttachment](docs/sdks/directincomes/README.md#getattachment) - Get direct income attachment
+* [list](docs/sdks/directincomes/README.md#list) - List direct incomes
+* [listAttachments](docs/sdks/directincomes/README.md#listattachments) - List direct income attachments
+
+### [accountsReceivable.invoices](docs/sdks/invoices/README.md)
+
+* [downloadAttachment](docs/sdks/invoices/README.md#downloadattachment) - Download invoice attachment
+* [downloadPdf](docs/sdks/invoices/README.md#downloadpdf) - Get invoice as PDF
+* [get](docs/sdks/invoices/README.md#get) - Get invoice
+* [getAttachment](docs/sdks/invoices/README.md#getattachment) - Get invoice attachment
+* [list](docs/sdks/invoices/README.md#list) - List invoices
+* [listAttachments](docs/sdks/invoices/README.md#listattachments) - List invoice attachments
+* [listReconciled](docs/sdks/invoices/README.md#listreconciled) - List reconciled invoices
+
+### [accountsReceivable.creditNotes](docs/sdks/creditnotes/README.md)
+
+* [get](docs/sdks/creditnotes/README.md#get) - Get credit note
+* [list](docs/sdks/creditnotes/README.md#list) - List credit notes
+
+### [accountsReceivable.payments](docs/sdks/payments/README.md)
+
+* [get](docs/sdks/payments/README.md#get) - Get payment
+* [list](docs/sdks/payments/README.md#list) - List payments
+
+### [accountsReceivable.reports](docs/sdks/reports/README.md)
+
+* [getAgedCreditors](docs/sdks/reports/README.md#getagedcreditors) - Aged creditors report
+* [getAgedDebtors](docs/sdks/reports/README.md#getageddebtors) - Aged debtors report
+* [isAgedCreditorsAvailable](docs/sdks/reports/README.md#isagedcreditorsavailable) - Aged creditors report available
+* [isAgedDebtorsAvailable](docs/sdks/reports/README.md#isageddebtorsavailable) - Aged debtors report available
+
+### [fileUpload](docs/sdks/fileupload/README.md)
+
+* [download](docs/sdks/fileupload/README.md#download) - Download all files for a company
+* [listUploaded](docs/sdks/fileupload/README.md#listuploaded) - List all files uploaded by a company
+* [upload](docs/sdks/fileupload/README.md#upload) - Upload files for a company
 
 
-### [financialStatements.accounts](docs/sdks/financialstatementsaccounts/README.md)
+### [loanWriteback.bankAccounts](docs/sdks/bankaccounts/README.md)
 
-* [get](docs/sdks/financialstatementsaccounts/README.md#get) - Get account
-* [list](docs/sdks/financialstatementsaccounts/README.md#list) - List accounts
+* [create](docs/sdks/bankaccounts/README.md#create) - Create bank account
+* [getCreateUpdateModel](docs/sdks/bankaccounts/README.md#getcreateupdatemodel) - Get create/update bank account model
 
-### [financialStatements.balanceSheet](docs/sdks/financialstatementsbalancesheet/README.md)
+### [loanWriteback.bankTransactions](docs/sdks/banktransactions/README.md)
 
-* [get](docs/sdks/financialstatementsbalancesheet/README.md#get) - Get balance sheet
-* [getCategorizedAccounts](docs/sdks/financialstatementsbalancesheet/README.md#getcategorizedaccounts) - Get categorized balance sheet statement
+* [create](docs/sdks/banktransactions/README.md#create) - Create bank account transactions
+* [getCreateModel](docs/sdks/banktransactions/README.md#getcreatemodel) - Get create bank account transactions model
 
-### [financialStatements.cashFlow](docs/sdks/financialstatementscashflow/README.md)
+### [loanWriteback.accounts](docs/sdks/codatlendingloanwritebackaccounts/README.md)
 
-* [get](docs/sdks/financialstatementscashflow/README.md#get) - Get cash flow statement
+* [create](docs/sdks/codatlendingloanwritebackaccounts/README.md#create) - Create account
+* [getCreateModel](docs/sdks/codatlendingloanwritebackaccounts/README.md#getcreatemodel) - Get create account model
 
-### [financialStatements.profitAndLoss](docs/sdks/financialstatementsprofitandloss/README.md)
+### [loanWriteback.directCosts](docs/sdks/directcosts/README.md)
 
-* [get](docs/sdks/financialstatementsprofitandloss/README.md#get) - Get profit and loss
-* [getCategorizedAccounts](docs/sdks/financialstatementsprofitandloss/README.md#getcategorizedaccounts) - Get categorized profit and loss statement
+* [create](docs/sdks/directcosts/README.md#create) - Create direct cost
+* [getCreateModel](docs/sdks/directcosts/README.md#getcreatemodel) - Get create direct cost model
 
+### [loanWriteback.payments](docs/sdks/codatlendingpayments/README.md)
 
-### [loanWriteback.accounts](docs/sdks/loanwritebackaccounts/README.md)
+* [create](docs/sdks/codatlendingpayments/README.md#create) - Create payment
+* [getCreateModel](docs/sdks/codatlendingpayments/README.md#getcreatemodel) - Get create payment model
 
-* [create](docs/sdks/loanwritebackaccounts/README.md#create) - Create account
-* [getCreateModel](docs/sdks/loanwritebackaccounts/README.md#getcreatemodel) - Get create account model
+### [loanWriteback.suppliers](docs/sdks/codatlendingsuppliers/README.md)
 
-### [loanWriteback.bankTransactions](docs/sdks/loanwritebackbanktransactions/README.md)
+* [create](docs/sdks/codatlendingsuppliers/README.md#create) - Create supplier
+* [getCreateUpdateModel](docs/sdks/codatlendingsuppliers/README.md#getcreateupdatemodel) - Get create/update supplier model
 
-* [create](docs/sdks/loanwritebackbanktransactions/README.md#create) - Create bank account transactions
-* [getCreateModel](docs/sdks/loanwritebackbanktransactions/README.md#getcreatemodel) - Get create bank account transactions model
+### [loanWriteback.transfers](docs/sdks/transfers/README.md)
 
-### [loanWriteback.createOperations](docs/sdks/loanwritebackcreateoperations/README.md)
+* [create](docs/sdks/transfers/README.md#create) - Create transfer
+* [getCreateModel](docs/sdks/transfers/README.md#getcreatemodel) - Get create transfer model
 
-* [get](docs/sdks/loanwritebackcreateoperations/README.md#get) - Get create operation
-* [list](docs/sdks/loanwritebackcreateoperations/README.md#list) - List create operations
+### [loanWriteback.createOperations](docs/sdks/createoperations/README.md)
 
-### [loanWriteback.directCosts](docs/sdks/loanwritebackdirectcosts/README.md)
+* [get](docs/sdks/createoperations/README.md#get) - Get create operation
+* [list](docs/sdks/createoperations/README.md#list) - List create operations
 
-* [create](docs/sdks/loanwritebackdirectcosts/README.md#create) - Create direct cost
-* [getCreateModel](docs/sdks/loanwritebackdirectcosts/README.md#getcreatemodel) - Get create direct cost model
 
-### [loanWriteback.payments](docs/sdks/loanwritebackpayments/README.md)
+### [financialStatements.accounts](docs/sdks/codatlendingfinancialstatementsaccounts/README.md)
 
-* [create](docs/sdks/loanwritebackpayments/README.md#create) - Create payment
-* [getCreateModel](docs/sdks/loanwritebackpayments/README.md#getcreatemodel) - Get create payment model
+* [get](docs/sdks/codatlendingfinancialstatementsaccounts/README.md#get) - Get account
+* [list](docs/sdks/codatlendingfinancialstatementsaccounts/README.md#list) - List accounts
 
-### [loanWriteback.suppliers](docs/sdks/loanwritebacksuppliers/README.md)
+### [financialStatements.balanceSheet](docs/sdks/balancesheet/README.md)
 
-* [create](docs/sdks/loanwritebacksuppliers/README.md#create) - Create supplier
-* [getCreateUpdateModel](docs/sdks/loanwritebacksuppliers/README.md#getcreateupdatemodel) - Get create/update supplier model
+* [get](docs/sdks/balancesheet/README.md#get) - Get balance sheet
+* [getCategorizedAccounts](docs/sdks/balancesheet/README.md#getcategorizedaccounts) - Get categorized balance sheet statement
 
-### [loanWriteback.transfers](docs/sdks/loanwritebacktransfers/README.md)
+### [financialStatements.cashFlow](docs/sdks/cashflow/README.md)
 
-* [create](docs/sdks/loanwritebacktransfers/README.md#create) - Create transfer
-* [getCreateModel](docs/sdks/loanwritebacktransfers/README.md#getcreatemodel) - Get create transfer model
+* [get](docs/sdks/cashflow/README.md#get) - Get cash flow statement
+
+### [financialStatements.profitAndLoss](docs/sdks/profitandloss/README.md)
+
+* [get](docs/sdks/profitandloss/README.md#get) - Get profit and loss
+* [getCategorizedAccounts](docs/sdks/profitandloss/README.md#getcategorizedaccounts) - Get categorized profit and loss statement
 
 ### [manageData](docs/sdks/managedata/README.md)
 
 * [getStatus](docs/sdks/managedata/README.md#getstatus) - Get data status
 
-### [manageData.pullOperations](docs/sdks/managedatapulloperations/README.md)
+### [manageData.refresh](docs/sdks/refresh/README.md)
+
+* [allDataTypes](docs/sdks/refresh/README.md#alldatatypes) - Refresh all data
+* [dataType](docs/sdks/refresh/README.md#datatype) - Refresh data type
+
+### [manageData.pullOperations](docs/sdks/pulloperations/README.md)
+
+* [get](docs/sdks/pulloperations/README.md#get) - Get pull operation
+* [list](docs/sdks/pulloperations/README.md#list) - List pull operations
+
+### [liabilities](docs/sdks/liabilities/README.md)
+
+* [generateLoanSummary](docs/sdks/liabilities/README.md#generateloansummary) - Generate loan summaries report
+* [generateLoanTransactions](docs/sdks/liabilities/README.md#generateloantransactions) - Generate loan transactions report
+* [getLoanSummary](docs/sdks/liabilities/README.md#getloansummary) - Get loan summaries
+* [listLoanTransactions](docs/sdks/liabilities/README.md#listloantransactions) - List loan transactions
+
+### [dataIntegrity](docs/sdks/dataintegrity/README.md)
+
+* [details](docs/sdks/dataintegrity/README.md#details) - List data integrity details
+* [status](docs/sdks/dataintegrity/README.md#status) - Get data integrity status
+* [summaries](docs/sdks/dataintegrity/README.md#summaries) - Get data integrity summaries
+
+### [excelReports](docs/sdks/excelreports/README.md)
+
+* [download](docs/sdks/excelreports/README.md#download) - Download Excel report
+* [generate](docs/sdks/excelreports/README.md#generate) - Generate Excel report
+* [getStatus](docs/sdks/excelreports/README.md#getstatus) - Get Excel report status
+<!-- End Available Resources and Operations [operations] -->
+
+
+
+<!-- Start Retries [retries] -->
+## Retries
+
+Some of the endpoints in this SDK support retries.  If you use the SDK without any configuration, it will fall back to the default retry strategy provided by the API.  However, the default retry strategy can be overridden on a per-operation basis, or across the entire SDK.
+
+To change the default retry strategy for a single API call, simply provide a retryConfig object to the call:
+```typescript
+import { CodatLending } from "@codat/lending";
+
+async function run() {
+    const sdk = new CodatLending({
+        security: {
+            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
+        },
+    });
+
+    const res = await sdk.companies.create(
+        {
+            description: "Requested early access to the new financing scheme.",
+            name: "Bank of Dave",
+        },
+        {
+            strategy: "backoff",
+            backoff: {
+                initialInterval: 1,
+                maxInterval: 50,
+                exponent: 1.1,
+                maxElapsedTime: 100,
+            },
+            retryConnectionErrors: false,
+        }
+    );
+
+    if (res.statusCode == 200) {
+        // handle response
+    }
+}
 
-* [get](docs/sdks/managedatapulloperations/README.md#get) - Get pull operation
-* [list](docs/sdks/managedatapulloperations/README.md#list) - List pull operations
+run();
 
-### [manageData.refresh](docs/sdks/managedatarefresh/README.md)
+```
 
-* [allDataTypes](docs/sdks/managedatarefresh/README.md#alldatatypes) - Refresh all data
-* [dataType](docs/sdks/managedatarefresh/README.md#datatype) - Refresh data type
+If you'd like to override the default retry strategy for all operations that support retries, you can provide a retryConfig at SDK initialization:
+```typescript
+import { CodatLending } from "@codat/lending";
 
+async function run() {
+    const sdk = new CodatLending({
+        retry_config: {
+            strategy: "backoff",
+            backoff: {
+                initialInterval: 1,
+                maxInterval: 50,
+                exponent: 1.1,
+                maxElapsedTime: 100,
+            },
+            retryConnectionErrors: false,
+        },
+        security: {
+            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
+        },
+    });
+
+    const res = await sdk.companies.create({
+        description: "Requested early access to the new financing scheme.",
+        name: "Bank of Dave",
+    });
+
+    if (res.statusCode == 200) {
+        // handle response
+    }
+}
+
+run();
+
+```
+<!-- End Retries [retries] -->
+
+<!-- Start Error Handling [errors] -->
+## Error Handling
+
+Handling errors in this SDK should largely match your expectations.  All operations return a response object or throw an error.  If Error objects are specified in your OpenAPI Spec, the SDK will throw the appropriate Error type.
+
+| Error Object    | Status Code     | Content Type    |
+| --------------- | --------------- | --------------- |
+| errors.SDKError | 400-600         | */*             |
+
+Example
+
+```typescript
+import { CodatLending } from "@codat/lending";
+
+async function run() {
+    const sdk = new CodatLending({
+        security: {
+            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
+        },
+    });
 
-### [sales.customers](docs/sdks/salescustomers/README.md)
+    let res;
+    try {
+        res = await sdk.companies.create({
+            description: "Requested early access to the new financing scheme.",
+            name: "Bank of Dave",
+        });
+    } catch (err) {
+        if (err instanceof errors.SDKError) {
+            console.error(err); // handle exception
+            throw err;
+        }
+    }
 
-* [get](docs/sdks/salescustomers/README.md#get) - Get customer
-* [list](docs/sdks/salescustomers/README.md#list) - List customers
+    if (res.statusCode == 200) {
+        // handle response
+    }
+}
 
-### [sales.disputes](docs/sdks/salesdisputes/README.md)
+run();
 
-* [get](docs/sdks/salesdisputes/README.md#get) - Get dispute
-* [list](docs/sdks/salesdisputes/README.md#list) - List disputes
+```
+<!-- End Error Handling [errors] -->
 
-### [sales.locations](docs/sdks/saleslocations/README.md)
+<!-- Start Server Selection [server] -->
+## Server Selection
 
-* [get](docs/sdks/saleslocations/README.md#get) - Get location
-* [list](docs/sdks/saleslocations/README.md#list) - List locations
+### Select Server by Index
 
-### [sales.metrics](docs/sdks/salesmetrics/README.md)
+You can override the default server globally by passing a server index to the `serverIdx: number` optional parameter when initializing the SDK client instance. The selected server will then be used as the default on the operations that use it. This table lists the indexes associated with the available servers:
 
-* [getCustomerRetention](docs/sdks/salesmetrics/README.md#getcustomerretention) - Get customer retention metrics
-* [getLifetimeValue](docs/sdks/salesmetrics/README.md#getlifetimevalue) - Get lifetime value metrics
-* [getRevenue](docs/sdks/salesmetrics/README.md#getrevenue) - Get commerce revenue metrics
+| # | Server | Variables |
+| - | ------ | --------- |
+| 0 | `https://api.codat.io` | None |
 
-### [sales.orders](docs/sdks/salesorders/README.md)
+#### Example
 
-* [get](docs/sdks/salesorders/README.md#get) - Get order
-* [list](docs/sdks/salesorders/README.md#list) - List orders
+```typescript
+import { CodatLending } from "@codat/lending";
 
-### [sales.paymentMethods](docs/sdks/salespaymentmethods/README.md)
+async function run() {
+    const sdk = new CodatLending({
+        serverIdx: 0,
+        security: {
+            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
+        },
+    });
 
-* [get](docs/sdks/salespaymentmethods/README.md#get) - Get payment method
-* [list](docs/sdks/salespaymentmethods/README.md#list) - List payment methods
+    const res = await sdk.companies.create({
+        description: "Requested early access to the new financing scheme.",
+        name: "Bank of Dave",
+    });
 
-### [sales.payments](docs/sdks/salespayments/README.md)
+    if (res.statusCode == 200) {
+        // handle response
+    }
+}
 
-* [get](docs/sdks/salespayments/README.md#get) - Get payment
-* [list](docs/sdks/salespayments/README.md#list) - List payments
+run();
 
-### [sales.productCategories](docs/sdks/salesproductcategories/README.md)
+```
 
-* [get](docs/sdks/salesproductcategories/README.md#get) - Get product category
-* [list](docs/sdks/salesproductcategories/README.md#list) - List product categories
 
-### [sales.products](docs/sdks/salesproducts/README.md)
+### Override Server URL Per-Client
 
-* [get](docs/sdks/salesproducts/README.md#get) - Get product
-* [list](docs/sdks/salesproducts/README.md#list) - List products
+The default server can also be overridden globally by passing a URL to the `serverURL: str` optional parameter when initializing the SDK client instance. For example:
+```typescript
+import { CodatLending } from "@codat/lending";
 
-### [sales.reports](docs/sdks/salesreports/README.md)
+async function run() {
+    const sdk = new CodatLending({
+        serverURL: "https://api.codat.io",
+        security: {
+            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
+        },
+    });
 
-* [getOrders](docs/sdks/salesreports/README.md#getorders) - Get orders report
-* [getRefunds](docs/sdks/salesreports/README.md#getrefunds) - Get refunds report
+    const res = await sdk.companies.create({
+        description: "Requested early access to the new financing scheme.",
+        name: "Bank of Dave",
+    });
 
-### [sales.transactions](docs/sdks/salestransactions/README.md)
+    if (res.statusCode == 200) {
+        // handle response
+    }
+}
 
-* [get](docs/sdks/salestransactions/README.md#get) - Get transaction
-* [list](docs/sdks/salestransactions/README.md#list) - List transactions
+run();
 
+```
+<!-- End Server Selection [server] -->
 
-### [transactions.accountTransactions](docs/sdks/transactionsaccounttransactions/README.md)
+<!-- Start Custom HTTP Client [http-client] -->
+## Custom HTTP Client
 
-* [get](docs/sdks/transactionsaccounttransactions/README.md#get) - Get account transaction
-* [list](docs/sdks/transactionsaccounttransactions/README.md#list) - List account transactions
+The Typescript SDK makes API calls using the [axios](https://axios-http.com/docs/intro) HTTP library.  In order to provide a convenient way to configure timeouts, cookies, proxies, custom headers, and other low-level configuration, you can initialize the SDK client with a custom `AxiosInstance` object.
 
-### [transactions.directCosts](docs/sdks/transactionsdirectcosts/README.md)
+For example, you could specify a header for every request that your sdk makes as follows:
 
-* [downloadAttachment](docs/sdks/transactionsdirectcosts/README.md#downloadattachment) - Download direct cost attachment
-* [get](docs/sdks/transactionsdirectcosts/README.md#get) - Get direct cost
-* [getAttachment](docs/sdks/transactionsdirectcosts/README.md#getattachment) - Get direct cost attachment
-* [list](docs/sdks/transactionsdirectcosts/README.md#list) - List direct costs
-* [listAttachments](docs/sdks/transactionsdirectcosts/README.md#listattachments) - List direct cost attachments
+```typescript
+import { @codat/lending } from "CodatLending";
+import axios from "axios";
 
-### [transactions.journalEntries](docs/sdks/transactionsjournalentries/README.md)
+const httpClient = axios.create({
+    headers: {'x-custom-header': 'someValue'}
+})
 
-* [get](docs/sdks/transactionsjournalentries/README.md#get) - Get journal entry
-* [list](docs/sdks/transactionsjournalentries/README.md#list) - List journal entries
+const sdk = new CodatLending({defaultClient: httpClient});
+```
+<!-- End Custom HTTP Client [http-client] -->
 
-### [transactions.journals](docs/sdks/transactionsjournals/README.md)
+<!-- Start Authentication [security] -->
+## Authentication
 
-* [get](docs/sdks/transactionsjournals/README.md#get) - Get journal
-* [list](docs/sdks/transactionsjournals/README.md#list) - List journals
+### Per-Client Security Schemes
 
-### [transactions.transfers](docs/sdks/transactionstransfers/README.md)
+This SDK supports the following security scheme globally:
 
-* [get](docs/sdks/transactionstransfers/README.md#get) - Get transfer
-* [list](docs/sdks/transactionstransfers/README.md#list) - List transfers
-<!-- End SDK Available Operations -->
+| Name         | Type         | Scheme       |
+| ------------ | ------------ | ------------ |
+| `authHeader` | apiKey       | API key      |
 
+You can set the security parameters through the `security` optional parameter when initializing the SDK client instance. For example:
+```typescript
+import { CodatLending } from "@codat/lending";
 
+async function run() {
+    const sdk = new CodatLending({
+        security: {
+            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
+        },
+    });
 
-<!-- Start Dev Containers -->
+    const res = await sdk.companies.create({
+        description: "Requested early access to the new financing scheme.",
+        name: "Bank of Dave",
+    });
 
+    if (res.statusCode == 200) {
+        // handle response
+    }
+}
 
+run();
 
-<!-- End Dev Containers -->
+```
+<!-- End Authentication [security] -->
 
 <!-- Placeholder for Future Speakeasy SDK Sections -->