Business Applications
Build fast, innovative apps that help businesses thrive.
Types of business apps that could benefit from accounting integrations

Business Planning Apps
Cashflow Forecasting
Tax Preparation & Compliance
Revenue Recognition
Types of Business Planning Apps using Codat
Types of Payables Apps using Codat
Types of Receivables Apps using Codat
Case Studies
Our Approach
FAQs
What is Codat?
Codat is a technology company that lets banks and fintechs plug into their small business customers and the software they use giving them seamless access to real time customer data
Codat is building an eco-system of connected datasets that handle the heavy lifting of integrations leaving providers free to focus on improving their product for their small business customers.
What does Codat offer to financial service providers?
Codat provides financial service providers with seamless integrations with the software used by your small business customers - all through a single API.
We make accounting integration simple.
Does Codat allow for a two way data flow?
Codat both extracts data from your customers accounting software for your consumption as well as inserts data from your platform into their accounting software. A two way data flow.
For instance, a bank could pull data from their customers accounting software packager in order to make accurate lending decisions. A bank could also push transactional data into their customers accounting software package.
Codat supports both the push and pull of data from both cloud and on-premise versions of customers' accounting software. Some of the data sources include Clearbooks, Xero, Sage, Quickbooks.
Find out how Codat works here.
How does it work?
Codat handles four key parts of the process for your integrations: authorisation, standardisation, connectivity and synchronisation. These steps should allow you to have integrations up and running very quickly and let you focus on your core business objectives. Get in touch to find out more
What type of data sources do Codat support?
Codat supports integrations with three types of data sources; Accounting, Banking and Commerce.
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.
If you’re a lender the process is simple. Codat could get you up and running in a matter of days. Our solution is faster, simpler and less expensive than building in house.
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. Our service is offered as a fully white labelled, cloud hosted, Integration as a service which enables our clients to offer native connectivity across a variety of products and use cases.
Our products are built by industry experts and white labelled to power the world’s leading financial service providers products.
Do we handle customer onboarding?
Your customer's on-boarding 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.
If you have any questions about onboarding please contact us here
Is the data secure?
We understand the importance of data security, that’s why all our data is stored 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.
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.
Start the conversation about how Codat can help your business. Do you have a particular question or want to schedule a call?
How does Codat support small businesses?
Codat’s mission has always been to make life easier for small and medium-sized businesses.
By giving their financial service provider access to their company data, small businesses can benefit from faster, fairer and more bespoke products and services that match their unique and changing needs.
What support do Codat offer customers?
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.
Find out more about how Codat can support your business and get started here