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About

Codat helps banks build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. Codat is used by the largest banks in the world to grow share of wallet, reduce churn & scale their operations. We are backed by leading investors including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures and American Express Ventures.

About

AI transforms bank feeds into accounting with 95% accuracy (#1 Ranked by Forbes AI benchmark). Automated and customizable by each client. 10 times more usage compare to traditional banking portal. 85% of customers logging in each month. Open banking through neobanks players like Google, Intuit, PayPal, Square and more coming, has created new threats on all your business banking revenue streams: from deposits, loans to payments. Growing your net banking revenue through real-time cross-sales and making the most out of your Small Business existing customers thanks to Smart Advices ™ powered by OneUp. OneUp platform is API based to ensure fast implementation and to offer the customization and the flexibility you need for your project. Display income, spending and overall profitability for the defined period of time, in a defined currency. Data is provided by OneUp AI that transforms bank feeds into accounting entries.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Banks, payment companies and B2B fintech

Audience

Businesses searching for a solution to improve their services and increase sales

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free Trial
Try and test Codat for free. Speak to our team to upgrade your free account to launch your product.
Free Version Not Supported
Free Trial Supported

Pricing

$9 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Codat
Founded: 2017
United Kindom
www.codat.io/

Company Information

ONE UP
Founded: 2011
United States
www.oneup.com

Alternatives

Alternatives

Avaza

Avaza

Avaza Software
Expense Once

Expense Once

Solutions Once

Categories

Open Banking Supported
Open Finance Supported
Unified APIs Supported

Categories

Accounting Supported
CRM Supported
Expense Report Supported
Open Banking Supported
Open Finance Supported
Time and Expense Supported
Time Tracking Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Not Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Inventory Management Features

Alerts/Notifications Supported
Barcoding / RFID Not Supported
Forecasting Not Supported
Inventory Optimization Not Supported
Kitting Not Supported
Manufacturing Inventory Management Supported
Mobile Access Supported
Multi-Channel Management Supported
Product Identification Not Supported
Reorder Management Not Supported
Reporting/Analytics Supported
Retail Inventory Management Supported
Supplier Management Not Supported
Warehouse Management Not Supported

Time Tracking Features

Automatic Time Capture Not Supported
Billable & Non-Billable Hours Not Supported
Billing & Invoicing Not Supported
Employee Database Not Supported
Expense Tracking Not Supported
Mobile Time Tracking Not Supported
Multiple Billing Rates Not Supported
Offline Time Tracking Not Supported
Online Time Tracking Not Supported
Overtime Calculation Not Supported
Time per Project Reporting Not Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Integrations

Amazon Seller Central Supported
Basiq Supported
BigCommerce Supported
Blotout Supported
Clear Books Supported
FreshBooks Supported
Lightspeed Retail Supported
MYOB Supported
MYOB AccountRight Supported
Mollie Supported
PayPal Point of Sale Supported
Plaid Supported
Sage Accounting Supported
Square Payments Not Supported
Square for Retail Not Supported
Stripe Supported
TreviPay Supported
TrueLayer Supported
Wave Supported
WooCommerce Supported

Integrations

Amazon Seller Central Not Supported
Basiq Not Supported
BigCommerce Not Supported
Blotout Not Supported
Clear Books Not Supported
FreshBooks Not Supported
Lightspeed Retail Not Supported
MYOB Not Supported
MYOB AccountRight Not Supported
Mollie Not Supported
PayPal Point of Sale Not Supported
Plaid Not Supported
Sage Accounting Not Supported
Square Payments Supported
Square for Retail Supported
Stripe Not Supported
TreviPay Not Supported
TrueLayer Not Supported
Wave Not Supported
WooCommerce Not Supported
Claim Codat and update features and information
Claim Codat and update features and information
Claim ONE UP and update features and information
Claim ONE UP and update features and information