Clients using this
Small business data is complex, siloed and difficult to access making it challenging to provide financial services for your small business customers at scale
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
Financial services providers are using Assess to quickly understand risk when onboarding new small businesses customers.
Financial services pull real-time business data and auto-calculated ratios with Assess to make better risk assessments for business insurance.
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.