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Tech riderRev. 9 Oct 2026

Codat

Ch 356.4of 70Bank Connectivity Software
  1. 1Runs onAPI, Web
  2. 2Supported data typesbank transactions, account balances
  3. 3Connection methodsOAuth authorization, embedded authorization flow, API
  4. 4Refresh frequencyreal time
4 lines stated Written from the maker's own pages: codat.io
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Overview

Codat is ranked #35 of 70 in bank connectivity software on Specifiction. It runs on API, Web.

Codat plans and pricing

All plans
Custom quote Pricing varies by needs, integration requirements, and expected volume codat.io · 9 Oct 2026

Compared on bank connectivity software

Supported data types
bank transactions, account balancescodat.io
Connection methods
OAuth authorization, embedded authorization flow, APIcodat.io
Refresh frequency
real_timecodat.io

Facts

What it does
Codat gives banks on-demand ERP data and turns it into forward-looking insights for client relationships, growth opportunities, and decision-making.codat.io · 9 Oct 2026
Banking insights
Spend Insights helps commercial card teams find supplier and client opportunities in spend data.codat.io · 9 Oct 2026
Treasury insights
Working Capital Insights surfaces payment timing patterns, days payable outstanding trends, and other financial needs across a portfolio.codat.io · 9 Oct 2026
Financial product connections
Codat provides standardized integrations to accounting, banking, and commerce platforms through APIs, webhooks, and SDKs.codat.io · 9 Oct 2026
Data sync
Its APIs support reading and writing data for two-way accounting synchronization.codat.io · 9 Oct 2026
Integrations
Supported accounting platforms include QuickBooks Online, Xero, Sage, NetSuite, FreshBooks, MYOB, and Zoho Books.docs.codat.io · 9 Oct 2026
Commerce integrations
Supported commerce platforms include Amazon Seller Central, BigCommerce, Clover, Shopify, Square, Stripe, WooCommerce, and Zettle.docs.codat.io · 9 Oct 2026
Security audits
Codat says it undergoes annual SOC 2 Type II and ISO 27001 audits.codat.io · 9 Oct 2026
Encryption
Codat says stored data is encrypted with AES-256 and data in transit with TLS 1.2.codat.io · 9 Oct 2026
Security testing
Codat conducts annual penetration testing and operates a managed private bug bounty program.codat.io · 9 Oct 2026
Cloud infrastructure
Codat uses Microsoft Azure’s Platform as a Service offering to provide its products.codat.io · 9 Oct 2026
Support
Codat’s security page says customers can contact their Account Manager with questions about security, compliance, and privacy.codat.io · 9 Oct 2026
Pricing
Codat says pricing is flexible and based on customer needs, integration requirements, and expected volume, with custom quotes available from its team.codat.io · 9 Oct 2026
Who it serves
Codat describes its advisory intelligence solution as purpose-built for modern commercial banking.codat.io · 9 Oct 2026

Company

Founded
2017codat.io · 28 Sept 2026
Headquarters
New York, United States and London, United Kingdomcodat.io · 28 Sept 2026

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Where it ranks on Specifiction

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Sources