Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
We are closing the divide between raw information and actionable insights, enabling you to cater to more clients, enhance your product offerings, and make more informed choices. This innovative method redefines how we assess financial health and creditworthiness. Utilize cash flow underwriting to effectively gauge the risk of credit defaults while also scoring consumers with limited or no credit history. Organize, classify, and enrich chaotic transaction data to produce clear, streamlined, and precise account activity reports. Extract critical insights related to consumer financial status, such as liquid assets, outstanding financial commitments, and spending behaviors. Examine banking transactions to determine gross and net earnings, assess income reliability, employment status, and sources of income. The era of open banking has arrived, and regardless of whether you operate in banking, lending, real estate, personal finance, or insurance, Prism Data offers you a significant chance to maximize the potential of your data. This comprehensive approach not only empowers businesses but also enhances the customer experience by providing tailored financial solutions.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Basiq
Yes
Exact Online
Yes
FreeAgent
Yes
KashFlow
Yes
MYOB
Yes
MYOB AccountRight
Yes
Microsoft Dynamics 365
Yes
Mollie
Yes
NetSuite
Yes
PayPal Point of Sale
Yes
Integrations
Basiq
No
Exact Online
No
FreeAgent
No
KashFlow
No
MYOB
No
MYOB AccountRight
No
Microsoft Dynamics 365
No
Mollie
No
NetSuite
No
PayPal Point of Sale
No
Pricing Details
Free Trial
Try and test Codat for free. Speak to our team to upgrade your free account to launch your product.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Codat
Founded
2017
Country
United Kindom
Website
www.codat.io/
Vendor Details
Company Name
Prism Data
Country
United States
Website
www.prismdata.com
Product Features
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
No