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How to make sense of your business customers’ loan capacity Lending

How to make sense of your business customers’ loan capacity

Discover how lenders are overcoming the challenge of understanding borrowers’ debt-to-income ratios and existing liabilities. Understanding a borrower’s loan capacity is the linchpin of any effective…

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How to win in cross-border payments Cross-Border Payments

How to win in cross-border payments

Learn about the surprising link between accounting connectivity and share of wallet in foreign exchange. In the world of foreign exchange, B2B payments has recently emerged…

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How banks can transform credit reviews in the back book Banking

How banks can transform credit reviews in the back book

Discover the easiest way to cut costs and free up Relationship Manager’s time for higher-value tasks Whenever a business customer takes out a new loan or…

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Why big banks are finally making moves in business banking Banking

Why big banks are finally making moves in business banking

In today’s economic climate, banks are prioritizing business deposits. But what specific measures must they implement to ensure the success of this strategy?  It’s not surprising…

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Can you really trust your customers’ accounting data? Lending

Can you really trust your customers’ accounting data?

Research shows that the data in an SMB’s books is actually more up-to-date than what’s in their publicly filed accounts or tax returns. At Codat, we…

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Why we built Bank Feeds API Product

Why we built Bank Feeds API

Fintechs that move money for business customers can help remove barriers to adoption and increase customer retention by becoming a supported bank feed in customers’ accounting…

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5 reasons you need accounting data for your liquidity assessments Banking

5 reasons you need accounting data for your liquidity assessments

Because banking data alone just doesn’t get the job done. Providing SMB credit services like corporate cards and business loans typically means carrying out a liquidity…

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Is your support team paying the price of your in-house integration strategy? Integrations

Is your support team paying the price of your in-house integration strategy?

If you’re building and maintaining your API integrations in-house, the answer is probably ‘yes.’ Your integration strategy—how you connect your platform to the other software systems…

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How can US banks tackle the high, unmet demand for business credit? Open Finance

How can US banks tackle the high, unmet demand for business credit?

Our research reveals 3 major barriers to financial access that can be tackled through integrations. Small and medium-sized businesses (SMBs) in the US rely on credit…

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