Codat

Spec sheet

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.Read 9 Oct 2026 · codat.io

Integrations

Supported accounting platforms include QuickBooks Online, Xero, Sage, NetSuite, FreshBooks, MYOB, and Zoho Books.Read 9 Oct 2026 · docs.codat.io

Support

Codat’s security page says customers can contact their Account Manager with questions about security, compliance, and privacy.Read 9 Oct 2026 · codat.io

Headquarters

New York, United States and London, United KingdomRead 28 Sep 2026 · codat.io

Founded

2017Read 28 Sep 2026 · codat.io

Banking insights

Spend Insights helps commercial card teams find supplier and client opportunities in spend data.Read 9 Oct 2026 · codat.io

Cloud infrastructure

Codat uses Microsoft Azure’s Platform as a Service offering to provide its products.Read 9 Oct 2026 · codat.io

Commerce integrations

Supported commerce platforms include Amazon Seller Central, BigCommerce, Clover, Shopify, Square, Stripe, WooCommerce, and Zettle.Read 9 Oct 2026 · docs.codat.io

Data sync

Its APIs support reading and writing data for two-way accounting synchronization.Read 9 Oct 2026 · codat.io

Encryption

Codat says stored data is encrypted with AES-256 and data in transit with TLS 1.2.Read 9 Oct 2026 · codat.io

Financial product connections

Codat provides standardized integrations to accounting, banking, and commerce platforms through APIs, webhooks, and SDKs.Read 9 Oct 2026 · codat.io

Pricing

Codat says pricing is flexible and based on customer needs, integration requirements, and expected volume, with custom quotes available from its team.Read 9 Oct 2026 · codat.io

Security audits

Codat says it undergoes annual SOC 2 Type II and ISO 27001 audits.Read 9 Oct 2026 · codat.io

Security testing

Codat conducts annual penetration testing and operates a managed private bug bounty program.Read 9 Oct 2026 · codat.io

Treasury insights

Working Capital Insights surfaces payment timing patterns, days payable outstanding trends, and other financial needs across a portfolio.Read 9 Oct 2026 · codat.io

Who it serves

Codat describes its advisory intelligence solution as purpose-built for modern commercial banking.Read 9 Oct 2026 · codat.io

Plans and prices

Every Codat plan and price →

Where Specifiction places it

• Bank Connectivity Software#29 of 717.4
• Unified APIs Software#9 of 227.4
• Unified Api#13 of 287.5
• Accounting APIs#19 of 277.5