Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

No matter if you run a small business or engage in personal projects, you can streamline your banking experience with Aurelia by integrating your accounts seamlessly. Choose from a variety of plugins designed to assist with tasks such as tax preparation, quicker payments, financial monitoring, or even creating custom workflows tailored to your needs. Initiating the process is simple and can be accomplished in three easy steps; just select your preferred connections and start the automation journey. Many businesses report difficulties in tracking their financial status across multiple bank accounts, accounting systems, and various tools, which can often lead to confusion. With Aurelia’s user-friendly integrations, you can access real-time financial data from any bank or invoicing software, all consolidated in one convenient location. Our intelligent reconciliation feature ensures that everything is accurately aligned, allowing you to concentrate on expanding your business instead of getting bogged down by tedious manual updates. You shouldn’t be forced to share sensitive passwords or pay exorbitant fees for team functionalities that may not even be available. That’s why we created Aurelia, empowering you to grant secure access to your financial information while maintaining control and privacy. With Aurelia, managing your finances becomes not just easier, but also more secure and efficient.

Description

Codat helps their clients build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn and scale operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Stripe
Amazon Seller Central
Chargebee
Kashoo
Lightspeed Retail
MYOB
Microsoft Dynamics 365
Mollie
Monzo Business
NetSuite
PayPal Point of Sale
PrestaShop
QuickBooks Online Advanced
Revolut
Sila
Speakeasy
Square Card Reader
StarfishETL
Wise
WooCommerce

Integrations

Stripe
Amazon Seller Central
Chargebee
Kashoo
Lightspeed Retail
MYOB
Microsoft Dynamics 365
Mollie
Monzo Business
NetSuite
PayPal Point of Sale
PrestaShop
QuickBooks Online Advanced
Revolut
Sila
Speakeasy
Square Card Reader
StarfishETL
Wise
WooCommerce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free Trial
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Aurelia

Founded

2021

Website

aurelia.com

Vendor Details

Company Name

Codat

Founded

2017

Country

United Kindom

Website

www.codat.io/

Product Features

Alternatives

Alternatives