Best Software for 2025 is now live!
Show rating breakdown
Save to My Lists
Claimed
Claimed

Top Rated Codat Alternatives

Codat Reviews & Product Details

Codat Overview

What is Codat?

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.

Codat Details
Discussions
Codat Community
Languages Supported
English
Show LessShow More
Product Description

Codat is software vendor specialising in SME financial data exchange. Codat leverages the cloud-based micro-services technology to enable the easy deployment of the solution into existing content management systems.


Seller Details
Seller
Codat
Year Founded
2017
HQ Location
London, London
Twitter
@codat
4 Twitter followers
LinkedIn® Page
www.linkedin.com
153 employees on LinkedIn®

Daniel W.
DW
Overview Provided by:

Recent Codat Reviews

Verified User
E
Verified UserSmall-Business (50 or fewer emp.)
3.5 out of 5
"We have partnered with Codat for nearly 4 years and they have always been helpful and knowledgeable"
Codat's APIs are easy to use and allow easy use of agregated data. Their team are also always happy to help
Ryan N.
RN
Ryan N.Mid-Market (51-1000 emp.)
4.5 out of 5
"Cuts integration time to a fraction"
Codat allows us to quickly turn out integrations for our customers in a fraction of the time it takes to build a direct integration. They have good...
Jean-Marie L.
JL
Jean-Marie L.Mid-Market (51-1000 emp.)
4.0 out of 5
"I work as a PM at Libeo, we use Codat to connect to Xero in the UK"
Customer support, both by our AM and Tech team is fast, and helpful
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

Codat Media

Codat Demo - Purpose-built APIs for complex integration use cases
Codat's specialized data products power credit underwriting, embedded accounting automation, and supplier enablement for commercial card programs.
Codat Demo - Lend more efficiently with Codat's Lending API
Automate data collection and make smarter risk decisions
Codat Demo - Automate accounting for small businesses
Build and maintain complex, feature-rich accounting integrations that save customers 10+ hours per month
Codat Demo - Connect to customers with ease
Your customers can connect their accounts in a few simple steps. Use Codat’s white-labeled, no-code interface or build the experience into your app
Answer a few questions to help the Codat community
Have you used Codat before?
Yes

28 Codat Reviews

4.6 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
28 Codat Reviews
4.6 out of 5
28 Codat Reviews
4.6 out of 5

Overall Review Sentiment for CodatQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
Ryan N.
RN
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Codat?

Codat allows us to quickly turn out integrations for our customers in a fraction of the time it takes to build a direct integration. They have good coverage among the main accounting systems, and their unified API makes it easy to reuse work between integrations. Their team has always been quite prompt in their responses and support. Review collected by and hosted on G2.com.

What do you dislike about Codat?

It's not possible to have 100% uniformity between supported systems, even with the unified API. Codat has improved their documentation to highlight differences between systems, but we have run into a few cases where we were not aware of a platform specific requirement and ran into problems during implementation. The Codat team was quick to point those out after we reached out though, but it did slow us down a bit. Review collected by and hosted on G2.com.

What problems is Codat solving and how is that benefiting you?

Allowing us to build accounting integrations that we can offer to our customers in a simpler, faster way than if we built direct integrations ourselves to all the platforms we want to integrate with. Review collected by and hosted on G2.com.

Verified User in Accounting
EA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Codat?

Codat's APIs are easy to use and allow easy use of agregated data. Their team are also always happy to help Review collected by and hosted on G2.com.

What do you dislike about Codat?

Ordo's use case is quite narrow (integrated with QBs, Sage and Xero) and so there have been very few negatives Review collected by and hosted on G2.com.

What problems is Codat solving and how is that benefiting you?

Integration into Account Packages as access them directly is exrememly difficult. Codat have allowed us to buid a product and provided industry contacts Review collected by and hosted on G2.com.

Jean-Marie L.
JL
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Codat?

Customer support, both by our AM and Tech team is fast, and helpful Review collected by and hosted on G2.com.

What do you dislike about Codat?

Not being able to use a feature available in Xero API. Competition might be able to use it directly, but because we use Codat we may not be able to use it Review collected by and hosted on G2.com.

What problems is Codat solving and how is that benefiting you?

It enables us to connect more easily to Xero: less work, better support (I guess).

In the future it shoudl help us gain even more time to integrate Review collected by and hosted on G2.com.

DB
Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Codat?

The team are always on hand if we need support and advice. They have become an extension of our team, adding value to us every step of our journey. I really like their proactive and complementary approach to our business. We have been working together for over a year now, and it's been great. I would highly recommend them. Review collected by and hosted on G2.com.

What do you dislike about Codat?

Nothing, they have been great every step of the way. Review collected by and hosted on G2.com.

What problems is Codat solving and how is that benefiting you?

They help us access an accountancy feed for each of our clients. This allows our automated software to sync in real-time and always allows our customers to be on top of their finances. The data feed they provide is vital to our proposition, and they are a key strategic part of our future journey.

For me, it's access to such a massive amount of accountancy platforms we can now engage with, the data they provide, insight dashboards and speed of delivery. Oh, and the constant evolution of their tech helps us drive new products and solutions. Review collected by and hosted on G2.com.

Jeremy N.
JN
Chief Technology Officer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Codat?

Consistent, proactive communication with dedicated representatives ensure the ongoing success of the partnership. When questions or concerns arise, there is easy access to support and these requests are taken care of quickly. Review collected by and hosted on G2.com.

What do you dislike about Codat?

As with any other provider, I would love faster delivery on the roadmap features and control over quick wins Review collected by and hosted on G2.com.

What problems is Codat solving and how is that benefiting you?

One integration to get several different kinds of data. We started off our product creation with direct integrations. The time and effort for the creation and maintenance of direct integrations was way too high for our business. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Codat?

We were able to rapidly get our product into the hands of our customers using Codat's API. Codat also standardise the data so that we didn't have to deal with and maintain multiple data sources at the same time! The team at Codat has gone above and beyond in their support of us and are an absolute pleasure to deal with. Review collected by and hosted on G2.com.

What do you dislike about Codat?

Very little - they are continuing to expand their integrations and add value to their platform all the time. Review collected by and hosted on G2.com.

What problems is Codat solving and how is that benefiting you?

We needed to build integrations with the top accounting tools to help us launch our product. Instead of doing this individually, we were able to integrate once with Codat to launch a product with broad coverage. Review collected by and hosted on G2.com.

Lisa R.
LR
VP, Product
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Codat?

We were able to get up and running with Codat very quickly and at little setup cost because the team has created excellent documentation and provides a very supportive and accessible customer success team. Review collected by and hosted on G2.com.

What do you dislike about Codat?

We would like to see Codat further expand the accounting packages that they offer. Review collected by and hosted on G2.com.

What problems is Codat solving and how is that benefiting you?

We are using Codat to accelerate our underwriting process and improve monitoring. Codat has allowed us to move towards automation at various steps in the process, reducing costs, which we can in turn pass on to customers and use to bolster our competitive position in our industry. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Codat?

Integration to Codat's API is simple and efficient. In the years we have integrated to their accounting API, we have not experienced any issues that have critically impacted our business or. customer base. The Account management team is always available to assist at a moments notice and support is always timeous and effective. Review collected by and hosted on G2.com.

What do you dislike about Codat?

Codat provides 12 weeks notification to all clients when releasing updates or amendments to their API package. As this integration is a critical element of our systems and algorithms, we find that although this timeframe may be acceptable to most customers, it is usually not enough time for us to schedule the required changes to our packages to accomodate these amendments. It would be great to have a longer "heads-up" period, so we do not have to request delays to these scheduled updates constantly. Review collected by and hosted on G2.com.

Recommendations to others considering Codat:

I would recommend Codat to any company wishing to integrate with a stable and reliable provider. They are constantly updating their product to incorporate more financial accounting packages in use in our industry, so you are always up to date with the "latest & greatest." They offer a very high level of support and are always happy to answer any question or address your issues quickly and satisfactorily. Review collected by and hosted on G2.com.

What problems is Codat solving and how is that benefiting you?

We use Codat as a third-party system to integrate our client's accounting systems into our package, so we don’t have to build numerous API connections into the multitude of different accounting systems used across our customer base. This saving of time and effort allows us to concentrate more on our core business. Review collected by and hosted on G2.com.

TD
Managing Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Codat?

Speed of access to the accounting APIs and the level of support received is first class. The pre-built APIs provide automatic real-time access to our client's accounting records - this allows our underwriters to accurately assess and appraise individual risk requirements in a more time-efficient manner. Review collected by and hosted on G2.com.

What do you dislike about Codat?

There isn't anything to dislike about Codat - they offer their core solution well. Review collected by and hosted on G2.com.

What problems is Codat solving and how is that benefiting you?

Increasing customer linkages - sometimes there is a reluctance to provide us with access to their accounting records. To enhance this, we need to do further work to improve the customer experience. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Codat?

It's one thing to claim that you make financial integrations simple. It's another to truly execute on it in a performant & reliable manner. Review collected by and hosted on G2.com.

What do you dislike about Codat?

Of course, one can always be picky to want another integration that is in the roadmap, but not yet released. Review collected by and hosted on G2.com.

What problems is Codat solving and how is that benefiting you?

At speed, seeing a variety of financial positions by which decisions can be made from. Review collected by and hosted on G2.com.