How accounting integrations enable banks to better serve small businesses


Receive accurate and up-to-date contributed accounting data from your small business customers

Make faster and smarter lending decisions

Monitor key default indicators

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Business Applications

Help your customers to better understand their own business

Provide Business Finance Management tools such as cashflow forecasting in order to help your customers grow

Provide a more useful and bespoke service

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Bank Sync

Allow your customers to synchronise their bank account with their accounting software

Provide a core need for your customers, saving them time and effort

Provide a seamless customer experience

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Codat Bank Sync - Modern API driven bank feeds

Allow your customers to integrate their transactional data with their accounting software

  1. 1. Push banking data

    Allows you to push banking data into endpoints made available or Codat can build to you, pulling data directly from your API

  2. 2. One single API

    Authorisation and connectivity to each accounting platform made easy using Codat's standard API

  3. 3. Data autonomy

    Enable your customers to choose how and when their banking data is synchronised, all from within your banking app

  4. 4. Standard format

    Codat maps data into a standard format before pushing into individual accounting platforms

  5. 5. White labeled

    A fully white labeled solution

1. Push banking data
2. One single API
3. Data autonomy
4. Standard format
5. White labeled

Why partner with Codat?

  • Provide a core need for your customers, saving them time and effort.

  • Push and pull financial data to and from your customers accounting platforms.

  • Faster, simpler and less expensive than building integrations in-house.

  • A fully white labelled solution.

contacting codat

Benefits of Codat for Banking

Seamless customer experience

Attract and retain customers by providing them with the type of digital experience and connectivity they have come to expect.

Provide a core need

Provide a core need for your small business customers, ultimately saving them time and effort when reconciling their transactional banking data with their accounting software

Improve your product offering

Accurate contributed accounting data from your small business customers allows you to provide a more useful innovative service.

Ongoing maintenance & support

Codat maintains and monitors each connection so you don’t have to. Our developers have designed our system to make it as easy as possible to use and provide expert ongoing developer support.

Simple set-up

Codat could get you up and running in a matter of days. Our solution is faster, simpler and less expensive than building in house.

Increased coverage

Codat provides an integration with all the major accounting platforms your customers use to run their business. That means you can achieve vast market coverage all via one API.


Codat acts as a data processor when building integrations, mapping data in a standard format independent from the accounting software that your customers use.

Industry experts

Codat will work with your team to ensure a bespoke, successful and timely integration. Our experience of tackling the common issues of accounting integration will save you time and frustration.

Tailored to you

Codat enables you to define which datasets are synchronised and at what frequency

How Clearco use Codat to power their business

“Accounting data is a critical part in making the best investment decisions for Clearco’s customers. Codat’s API allows us to quickly assess accuracy and risk while at the same time maintain our streamlined application process”

Our Banking Partners

Banking FAQs

Do we handle customer onboarding?

Your customers' 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.