Codat for Financial institutions Build better-integrated products for your SMB customers
Automated integrations for financial institutions. Build more powerful products, onboard customers faster, and reduce costs with consented access to accounting, banking, and commerce data.
The problem
Small business data is complex, siloed and difficult to access making it challenging to provide financial services for your small business customers at scale
The solution
We integrate with over 30 leading small business software providers across accounting, banking and commerce enabling you to build connected products and services.
How financial service providers are using Codat
Onboarding
Financial services providers are using Assess to quickly understand risk when onboarding new small business customers.
Insurance
Financial services pull real-time business data and auto-calculated ratios with Assess to make better risk assessments for business insurance.
Financial Planning and Analysis
Providers are using the Accounting API, Banking API, and Commerce API, to develop powerful dashboards and forecasts using real-time business data.
Lending
Financial services providers are using Assess to pull real-time accounting, commerce, and banking data, as well as auto-calculated metrics ready for credit decisioning for business loans.
Credit and Finance
Financial services providers are using Assess to underwrite businesses for corporate credit issuance and set credit limits.