Products
- Core Access data from the leading financial platforms used by your business customers via one platform
- Visualize View data and determine performance trends in a simple and easy to consume format
- Link Embed a white-labelled link to allow SMEs to seamlessly connect their data within minutes
- Sync Offer automatic updates to your business customers’ financial software

Docs

Forecasting

Help your customers plan for the future by creating accurate forecasts using multiple data sources

Help customers plan

Build tools to help your customers understand their current position and plan for future cash flows

Increase accuracy

Strengthen your forecasting features using real-time data direct from source

Improve customer relationships

Build better insights to allow your business customers to plan for their future while building trust with you as their supplier

Clients using this solution

Business Applications

Codat helps Summit offer their users the option to automatically populate the building blocks of their financial models with data from their accounting software

Business Applications

Codat helps Monit provide automated cash flow forecasting and timely insights for SMBs and the banks that serve them

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