Why partner with Codat?

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

  • Eliminate manual document processing.

  • Deliver a more convenient and seamless experience for your customers.

  • A fully white labelled solution.

Benefits of Codat for Insurance

No more manual document processing

Speed up decision making by receiving accurate contributed accounting data at the click of a button.

Ongoing monitoring

Live data allows you to monitor the health of your small business customers on an on-going basis. This allows you to spot any red flags early or policy breaches that may occur.

Cross-sell

Effectively sell dynamic and seasonal products based on a better understanding of the financial health of your small business customers.

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.

Standardisation

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

Saves time

Small businesses don’t have the time to manually exchange their financial information. Allow your customers to connect their accounting software at the click of a button.

Increases accuracy

Automatic synchronisation of accounting data reduces the likelihood of human errors and can give your customers peace of mind.

Unlocking access to finance

Unlocking access to finance and the financial services that they need to drive their business forward.

Additional support

Customers can be alerted in good time to any risk of default, cash flow issues etc by their financial service provider.

Better advice

Customers are recommended the right products or services for them based on their provider having a better understanding of their changing needs.

How Tradelock used Codat to power their business

“Codat’s solution makes a lot of sense for us as it means we can offer credit insurance to a greater number of small businesses more quickly. ”

Insurance FAQs

Do we handle customer onboarding?

Your customer's 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.