Best Financial Data APIs Software for Microsoft Dynamics 365

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.

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.

DataBlend is an Integration Platform as a Service (iPaaS) solution designed exclusively for CFOs, controllers, and their teams. Featuring a no-code, low-code workflow builder, DataBlend allows accounting and finance professionals to create secure and worry-free data integrations. Companies use Datablend to collect and join data from multiple sources, build workflows (e.g. field to field mapping, pivot tables, and additional data transformations through virtually unlimited custom scripting possibilities), and schedule events so users are never without real-time data access. DataBlend’s intuitive interface makes it easy to manage all application integrations from a single platform, eliminating the need to rely on IT resources to manage multiple, point-to-point connections.