FAQs

Frequently asked questions to help you better understand Codat and what we do

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