Connect to your business customers' financial data

Working with Codat, Visa’s clients will be able to create a fully digital journey for their SME customers, from onboarding, to underwriting, to account and portfolio management, with a single point of  connectivity between their customers’ financial data platforms and sources.

Codat’s connectivity to an SME’s financial data, and its commitment to continue to develop and add to its integrations, will form the most up-to-date picture of a business’s financial health.

Partner Type

Visa Ready: Fintech Partner Connect

Category

Fintech Partner Connect: Underwriting

Solutions

Fintech Partner Connect: Standardized Financial Data Platform Integrations

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Fintech Partner Connect: Standardized Financial Data Platform Integrations

Codat provides seamless integrations with the financial software used by small businesses - all through a single API. Covering data authorization, synchronization, and standardization, Codat allows SMEs to safely share their key data with their financial providers easier than ever before.

Reach out to us for more information on our solution.

Category

Underwriting

Solution Information

Provision of bi-directional (push & pull) integrations into key accounting (Xero, Quickbooks, Sage, FreeAgent, etc), banking (Plaid, TrueLayer), and commerce (Square, iZettle, Paypal, Shopify, etc) platforms. Consistently adding additional integrations.

Codat takes charge of three core elements of this data infrastructure:

  1. Authentication – ensuring seamless permissioning by the SME
  2. Synchronization – allowing SME & bank to remain connected, and data to be regularly synced to and from Codat integrated platforms
  3. Standardization – critically, Codat maps to a proprietary data model that is standard across integrations, ensuring clients don’t have additional work, whilst not losing any detail

Product is built “API first”, but an OOTB dashboard is provided to visualize data & config.

Codat screenshot from their desktop experience with analytics

Operating Regions