Transform how you onboard new customers using real-time data from their accounting, commerce, and banking systems
Problem
Onboarding is often a poor experience. Your business customers need to enter information manually and upload spreadsheets. This takes too long, introduces human error, and means data are quickly out of date
Solution
Codat lets you provide business customers with a seamless and fast onboarding experience. Access real-time data straight from accounting, commerce, and banking systems to onboard customers faster, improve data accuracy, and strengthen KYB
Give business customers a fast and seamless user flow
Customise Codat’s white-label Link product with your branding and plug it straight into your process so your customers can connect in six clicks
Automate and strengthen KYB and AML processes
Use high-integrity, verified data and check against third-party sources to further reduce the risk of doing business
Make initial assessments in real-time
Access standardised data from accounting, commerce, and banking systems and use Codat Insights to categorise and cross-reference accounts
