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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Quickly grasp a company's challenges, requirements, and comprehensive financial background to play a crucial role in shaping their future. Access essential metrics from top financial applications using tools designed to track trends and assess the performance of business clients in real-time. The integration and automated analysis streamline the identification of both opportunities and challenges, enhancing banks’ capacity to provide unmatched personalized service. The cumbersome application processes and data-sharing hurdles that burden small to mid-sized businesses (SMBs) have been transformed into a swift and seamless experience. Generate highly tailored sales proposals based on the latest insights into the challenges and prospects facing businesses. With a clear and comprehensive view of their clients' financial histories, banks are better positioned to assist them in making informed decisions that will benefit them in the long run. By leveraging these insights, banks not only foster stronger relationships but also drive greater business success for their clients.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BigCommerce Yes 
FreeAgent Yes 
FreshBooks Yes 
Microsoft Dynamics 365 Yes 
PayPal Yes 
QuickBooks Online Yes 
Sage 50 Yes 
Shopify Yes 
Stripe Yes 
WooCommerce Yes 
Xero Yes 
Zoho Books Yes 
ClickSend No 
KashFlow Yes 
Lightspeed Retail Yes 
MYOB Yes 
Mollie Yes 
SAP HANA No 
Sage Accounting Yes 
StarfishETL Yes 

Integrations

BigCommerce Yes 
FreeAgent Yes 
FreshBooks Yes 
Microsoft Dynamics 365 Yes 
PayPal Yes 
QuickBooks Online Yes 
Sage 50 Yes 
Shopify Yes 
Stripe Yes 
WooCommerce Yes 
Xero Yes 
Zoho Books Yes 
ClickSend Yes 
KashFlow No 
Lightspeed Retail No 
MYOB No 
Mollie No 
SAP HANA Yes 
Sage Accounting No 
StarfishETL 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 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Codat

Founded

2017

Country

United Kindom

Website

www.codat.io/

Vendor Details

Company Name

upSWOT

Founded

2019

Country

United States

Website

upswot.com

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