Codat - Guides

Guides from the Codat team

Making the most of banking data: A guide for lenders

Discover how lenders can transform banking data from a moderately useful indicator of creditworthiness into a powerful decisioning workhorse. In the fast-paced business lending industry, making…

Guides

Considering an accounting integration? Here’s everything you need to know

Discover how an accounting integration could drive efficiency and profitability. The financial landscape is changing rapidly, compelling industry stakeholders to change with it or risk being…

Guides

How to create new revenue streams in point-of-sale

PoS providers can look to value-adding features like accounting integrations to limit customer churn and open up new revenue opportunities in a tough market. Point-of-sale (PoS)…

Guides

3 top opportunities in business banking

Banks can gain a competitive edge by increasing operational efficiency, leveraging customer data in new ways, and adopting more value-adding services. Much has changed in the…

Guides

How to win in payments

Accounting integrations and bank feeds can help you add valuable services, reduce churn, and build a wider economic moat for your business. The payments industry is…

Guides

Tackling the churn problem in Point-of-Sale

This article was originally published on Finextra. Every year about 30% of restaurants go bust. The life of any hospitality or brick-and-mortar retail business is usually…

Guides

How to get your customers to share their data

For fintech providers looking to offer a truly integrated experience, here’s what you need to know to build a transparent authorization flow and ensure successful account…

Guides

How to take your payroll platform to the next level

Save your customers time and money by automating the payroll process. Payroll is usually a business’s most significant outgoing expense. It’s also a complex task, spread…

Guides

How to win in point-of-sale

PoS systems are quickly becoming merchants’ central financial operating systems. Here’s how you can make the most of the shift. What does it take to win…

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Guides

Making the most of banking data: A guide for lende...

Guides

Considering an accounting integration? Here’s ev...

Guides

How to create new revenue streams in point-of-sale

Guides