Codat vs. Merge Comparison Chart

Plaid is a global data network that powers the tools millions of people rely on to live a healthier financial life. Our ambition is to facilitate a more inclusive, competitive, and mutually beneficial financial system by simplifying payments, revolutionizing lending, and leading the fight against fraud. Plaid works with over 12,000 companies including fintechs like Venmo and SoFi, several of the Fortune 500, and many of the largest banks to empower people with more choice and control over how they manage their money. Headquartered in San Francisco, Plaid’s network spans over 12,000 institutions across the US, Canada, UK and Europe.

SBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale on their terms while delivering seamless, digital-first experiences - anytime, anywhere. A fully integrated, front-to-back platform, it drives innovation across retail, corporate, and neobanking sectors. From digital and open banking to deposits, payments, lending, and compliance, our platform enables financial institutions across EMEA to stay ahead of the curve. Trusted by top-tier banks, SBS Banking Platform is recognized by industry leaders, including Gartner, Forrester, NelsonHall, and IBS, for its transformative impact. Recent recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS underscores our commitment to excellence.

MindCloud is a software company that builds and maintains custom connections between your software and other platforms so you can eliminate manual data entry and start automating and scaling your business. As technology continues to advance, the modern business owner is using more and more online software tools to manage their business. MindCloud creates a seamless flow from one software platform to the next, saving time and money by connecting your software and automating your business process. We have over 50 prebuilt connectors and can add new connectors within 2-3 weeks of starting a project. What makes us different is we provide a full service that doesn't take extra technical resources on your end. We specialize in Salesforce, Hubspot, Monday.com, QuickBooks, Method:CRM, Zapier, Amazon, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many others. Integrate your business. Simplify your life.

B2i Technologies provides the most robust and versatile tools to manage your Corporate website, Investor Relations website and email communications. Our Investor Relations Software solutions work through automation and implements into existing systems with ease in only a few steps. Our solutions not only help you stay compliant but save valuable time while reporting and delivering critical financial data and press release activities to investors. B2i's Investor Relations Solution provides highly reliable and customizable data for corporate websites including press releases, stock data, charting, and SEC filings within SOX compliance standards. Our investor relations software displays real-time data on your website without requiring additional work on your behalf. Once you have completed your filings and press releases they are automatically loaded onto your website and formatted for easy access.

Providing accurate, reliable FX Data for over 31 years, FX Data Services is where OANDA started out. Our flagship product, the Online Currency Converter serves millions globally while our Historical Currency Converter and Exchange Rates API help multinationals streamline their business processes with FX and Digital asset data that is trusted by the Big4 audit firms and thousands of businesses globally OANDA is a global financial services corporation that specializes in foreign exchange (forex) trading and currency data services. Established in 1996, the company has become a well-known platform for retail and institutional traders, offering a wide range of tools and resources for trading forex, commodities, indices, and bonds. OANDA is recognized for its transparent pricing, user-friendly interface, and advanced trading technology, making it suitable for both beginners and experienced traders.

Hopted automatically pulls Amazon Seller Central and Ads data into your Google Sheets spreadsheet. Automate reporting, profitability tracking, and inventory insights with real-time data — no more CSV exports or copy-pasting. Hopted empowers sellers to streamline operations, eliminate manual errors, and make confident decisions using live data inside Google Sheets. – Automate report downloads, CSV imports, and data entry – Access always up-to-date information directly in Google Sheets – Consolidate sales, ad spend, FBA fees, and more – Leverage real-time sales velocity and stock data for accurate forecasting – Not just reporting, make updates in Google Sheets and push changes back to Amazon and other connected platforms with a true two-way sync Hopted brings powerful automation to your Amazon data in Google Sheets. Save time, reduce errors, and make smarter decisions with real-time sync and 2-way updates.

Unlike other point-of-sale systems that piece together different solutions, Bravo offers the first truly all-in-one platform for firearms businesses. With over a decade of experience and trusted by more than 1,800 FFLs nationwide, we've built our platform with deep industry expertise to seamlessly integrate retail operations, gun range management, and ATF compliance in one powerful solution. Our comprehensive system helps firearms retailers work smarter, not harder. From managing A&D books to streamlining sales and range operations, Bravo POS gives you back precious hours while maximizing your profits. Whether you're handling ATF forms, tracking serialized inventory, managing lane rentals, or running background checks, our software automates the complex so you can focus on growing your business. Created by industry experts for firearms retailers, we're passionate about helping gun stores and ranges thrive and protect their business and livelihood.

Mortgage Automator is the most advanced end-to-end loan origination and servicing software tailored for North American private lenders. Our versatile platform excels in managing residential, commercial, and construction loans, streamlining processes such as document generation, compliance reports, ACH/PAD payments, monthly statements & so much more. With our comprehensive loan origination suite, lenders can receive leads and loan requests via a Borrower Portal, build a robust sales pipeline, easily manage tasks and communications, and more efficiently manage their lending operations. Our platform also includes robust loan servicing features, investor relations tools, and comprehensive accounting and reporting capabilities, all backed by top-tier training and customer support. Intuitive automation capabilities and seamless integrations allow you to enhance workflows, saving you invaluable time and allowing your team to focus on growth.

Order.co is an AI-powered procurement and payments platform that connects purchasing, approvals, payments, and reporting in one intelligent system so teams can place orders faster, cut manual work, and keep operations running smoothly. Order.co's suite of AI tools automates purchasing decisions, sources products at the best price, and flags risks before they impact your business. Trusted by brands like Dolce & Gabbana, WeWork, [solidcore], and Hugo Boss, Order.co helps hundreds of businesses reduce costs, gain tighter spend control, and free up teams to focus on higher-value work. Founded in 2016 and headquartered in New York City, Order.co has raised $70M in funding from industry-leading investors like MIT, Stage 2 Capital, Rally Ventures, 645 Ventures, and more.

Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.