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:
- Authentication – ensuring seamless permissioning by the SME
- Synchronization – allowing SME & bank to remain connected, and data to be regularly synced to and from Codat integrated platforms
- 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.