FAQs

Do we handle customer onboarding?

Your customer's onboarding would be defined as level 1 support and be handled by you. Codat does provide detailed instructions for installing and configuring our offline connectors, as well as step by step troubleshooting instructions to help your team diagnose any customer issues

Does Codat Push & Pull data

Codat supports both the push and pull of from cloud and on-premise versions of customers' accounting software

How long is the implementation process?

Speed of implementation will depend on how your company would like to use Codat’s API and the data sets it would like to push and pull that best suit your business needs and the needs of your customers. Depending on this implementation can take between 2 weeks and 2 months.

Is Codat’s offering white labelled?

Codat is a completely white labelled solution.

Is the data secure?

Codat stores data in a Microsoft Azure database as standard, and hosting costs are included within our annual license fee. Penetration test certificate and ISO27001 compliance can be provided on request

What regions do you cover?

Codat’s offering is international and we support the main SME accounting packages in Canada, US, UK, Australia & New Zealand, Netherlands and Hong Kong, and are looking to expand our offering in the near future .

What support do Codat offer?

Codat provides full level 2 developer support to our clients. For end-user support we request our clients contact Codat on their behalf. If Codat needs to do further troubleshooting with the end user, this can then be arranged. Codat provides self-service support documentation which is available for our clients.