Updates to Codat's solution range
Codat's solutions and documentation got a refresh - clearer naming, smarter navigation, now with a focus on what matters most.
Codat exists to transform how financial institutions help businesses grow and thrive. We are proud of the products we have built for software developers that raise the bar in financial services for small and medium-sized businesses.
As we have continued on this journey, we have built solutions for client-facing teams, simplifying their processes and delivering deeper insights into business data.
The changes to our solution offering and documentation reflect this evolution.
What's new?
As we focus on supporting you in building deeper connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. with your business customers, we have evolved our solutions and reorganized our documentation so that you can find the support you need, fast.
Each of Codat's expert solutions is tailored to a specific use case, so our homepage and navigation structure put these flagship use cases front and center.
We have also renamed our range of solutions to reflect their focus clearly while delivering the same best-in-class experience you are used to.
Codat for business users
Spend Insights
Manage comprehensive vendor and spend data to grow commercial card volume.
Codat for technology teams
Bank Feeds
Write bank transaction data into your customers' accounting software with an automated feed.
Bill Pay
Embedded accounting integrations for accounts payable automation.
Expenses
Embedded accounting integrations for corporate card providers. Standardize how you sync with bookkeeping software and ERPs.
Lending
Get insight into financial health for smarter, more efficient lending.
Who is this relevant for?
If you are using or planning to use Codat, this update is for you - our new look helps you quickly access the most relevant content and discover our solutions at a glance. Our spring refresh doesn't affect Codat's features, functionality, or the build process.
Not sure what changed? We've summarized the changes for you:
| Formerly... | ...Evolved into |
|---|---|
| Supplier Enablement | Codat focuses on the spend insights use case, providing the relevant functionality in our Spend Insights solution. |
| Lending APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. | Codat now refers to this solution as Lending. |
| Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. | Codat now refers to this solution as Bank Feeds with a focus on the accounting automation use case. |
| SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Expenses | Codat now refers to this solution as Expenses with a focus on the accounting automation use case. |
| SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Payables | Codat now refers to this solution as Bill Pay (async) with a focus on the accounting automation use case. |
| Bill Pay kit | Codat now refers to this solution as Bill Pay (sync) with a focus on the accounting automation use case. |
| SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Commerce | This solution is no longer available for sale. If you are an existing client using SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Commerce, you can still access its documentation. |
How to get started?
You can take advantage of the refresh immediately. Simply navigate to our homepage and start browsing!