Basiq Integrations

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.

ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.

​ezidox™ is a​n award-winning​ document collection and management platform for businesses that need to collect​, verify and securely store​ multiple documents ​from their clients​ or other third parties as part of a complex transaction​. ​Mortgage applications, procurement, compliance, employee on-boarding and management, professional services​, government departments, etc. ​ezidox™ makes document collection faster and simpler for ​both Collectors and Senders. ​ezidox™ ​tracks the complete process so that ​both parties know exactly what stage they are up to, and receive regular reminders until the process is complete. The entire transaction is then auditable if required. ezidox™ is customisable so that ​Collectors can specify the names of documents need​ed​ and group them any way that suits so that ​documents are grouped and indexed according to the establsihed workflow. ezidox™ is a vital growth ingredient for our clients.

The Precise API offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API supports all leading accounting platforms with real-time push and pull functionality and is ideal for financial institutions, lenders, and fintechs that work with small and medium-sized businesses. A powerful add-on for the Precise API, Predict as a Service supports your business clients with a premium, white-label cash flow forecasting and scenario planning portal. Keep eyes on your products with a cash flow solution that will give your clients a reason to keep business data connected and engage with your brand for their financial needs.

TaxTank is a comprehensive Australian tax and personal finance software that helps individuals, investors, and sole traders easily manage their financial activities and optimize tax filings. It provides live bank feeds, allowing users to track income, expenses, properties, investments, and budgeting in one centralized platform. The software includes features for managing property portfolios, crypto and share trading, and work-related expenses, with automated tax calculations to ensure all possible deductions are claimed. TaxTank also enables users to store documents securely, track business activities for sole traders, and generate real-time tax reports. It allows seamless collaboration by inviting accountants, financial advisors, and property groups for joint decision-making. Designed for Australian tax laws, it simplifies tax preparation, offers full transparency across financial portfolios, and minimizes the stress associated with managing personal finances and tax compliance.