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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

Understand a business’s issues, needs, and entire financial history at a glance to become an invaluable part of their future. Gain visibility into key metrics from the leading financial apps with tools to compare trends and evaluate performance of the business customers in real-time. With seamless integration and automated analysis, identifying opportunities and problem areas has never been easier — allowing banks to offer personalized service like never before. All the clunky application processes and data sharing that consume small to mid-sized businesses (SMBs) are now quick and frictionless. Send highly-personalized sales offers based on an up-to-date analysis of all the issues and opportunities that arise for businesses. With an easy-to-consume view of their business customers’ full financial history, banks can help them make smarter business decisions for the future.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Banks, payment companies and B2B fintech

Audience

Businesses searching for a Financial Data APIs solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

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
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

upSWOT
Founded: 2019
United States
upswot.com

Alternatives

Alternatives

Railz

Railz

Railz.ai

Categories

Categories

Integrations

BigCommerce
FreeAgent
FreshBooks
Microsoft Dynamics 365
PayPal
QuickBooks Online
Sage 50
Shopify
Stripe
WooCommerce
Xero
Zoho Books
Banana Accounting
Kashoo
Matomo
Sage Intacct
SendGrid
Speakeasy
Square Card Reader
Zoho CRM

Integrations

BigCommerce
FreeAgent
FreshBooks
Microsoft Dynamics 365
PayPal
QuickBooks Online
Sage 50
Shopify
Stripe
WooCommerce
Xero
Zoho Books
Banana Accounting
Kashoo
Matomo
Sage Intacct
SendGrid
Speakeasy
Square Card Reader
Zoho CRM
Claim Codat and update features and information
Claim Codat and update features and information
Claim upSWOT and update features and information
Claim upSWOT and update features and information