Insights:Data Integrity
Compare banking data with accounting data to easily identify similarities and discrepancies
Insights
Increase market share
Use verifiable data to approve more applications without increasing portfolio risk
Reduce costs
Eliminate the need to manually collect and analyse data, saving time and freeing up teams for higher value work
Minimize fraud
Automatic and instant cross-referencing of the entire ledger increases the chances of identifying fraudulent accounts
A leap forward in SMB credit assessment
Use direct-from-source bank transaction data to verify the quality of the contextual information stored in a company's accounting platform
The future of lending
With greater confidence in the accuracy of bookkeeping, you can enhance customer experience while actively strengthening underwriting, monitoring, and anti-fraud processes
FAQs
How does it work?
- Embed a white-labelled link to allow your customers to connect multiple data sources via a single user journey
- We automatically match records from each data source
- We flag any unmatched transactions for you can decide on the most suitable course of action
What data can I compare?
Our data integrity engine automatically compares accounting records with banking data to give recommendations for real-time reconciliation. We flag any unmatched transactions so you can decide on the best next steps
Is the data secure?
Your customers’ data is held to the highest level of bank grade data security protocols and is encrypted end-to-end. Codat has passed all requisite penetration tests and is ISO27001 and GDPR compliant
How do I get started?
Contact sales to find out more about how data integrity could help your business or start your 30 day free trial today
Interested in seeing a demo?
To find out more about how Insights can help your business, book a demo today
See what we're working on
Visit our Product Roadmap to learn about what we're building next and have your say