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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

No matter if you run a small business or engage in personal projects, you can streamline your banking experience with Aurelia by integrating your accounts seamlessly. Choose from a variety of plugins designed to assist with tasks such as tax preparation, quicker payments, financial monitoring, or even creating custom workflows tailored to your needs. Initiating the process is simple and can be accomplished in three easy steps; just select your preferred connections and start the automation journey. Many businesses report difficulties in tracking their financial status across multiple bank accounts, accounting systems, and various tools, which can often lead to confusion. With Aurelia’s user-friendly integrations, you can access real-time financial data from any bank or invoicing software, all consolidated in one convenient location. Our intelligent reconciliation feature ensures that everything is accurately aligned, allowing you to concentrate on expanding your business instead of getting bogged down by tedious manual updates. You shouldn’t be forced to share sensitive passwords or pay exorbitant fees for team functionalities that may not even be available. That’s why we created Aurelia, empowering you to grant secure access to your financial information while maintaining control and privacy. With Aurelia, managing your finances becomes not just easier, but also more secure and efficient.

Description

Codat helps their clients build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn and scale operations.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Stripe Yes 
Amazon Seller Central No 
Axis LMS No 
Chargebee No 
Clear Books No 
KashFlow No 
Kashoo No 
Lightspeed Retail No 
MYOB AccountRight No 
Pandle No 
PrestaShop No 
QuickBooks Online No 
Sage 50 No 
Sage Intacct No 
Singer No 
Square Card Reader No 
StarfishETL No 
TreviPay No 
Wave No 
Wise Yes 

Integrations

Stripe Yes 
Amazon Seller Central Yes 
Axis LMS Yes 
Chargebee Yes 
Clear Books Yes 
KashFlow Yes 
Kashoo Yes 
Lightspeed Retail Yes 
MYOB AccountRight Yes 
Pandle Yes 
PrestaShop Yes 
QuickBooks Online Yes 
Sage 50 Yes 
Sage Intacct Yes 
Singer Yes 
Square Card Reader Yes 
StarfishETL Yes 
TreviPay Yes 
Wave Yes 
Wise No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free Trial
Try and test Codat for free. Speak to our team to upgrade your free account to launch your product.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Aurelia

Founded

2021

Website

aurelia.com

Vendor Details

Company Name

Codat

Founded

2017

Country

United Kindom

Website

www.codat.io/

Product Features

Alternatives

Alternatives