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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 
Plaid Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
Shopify Yes 
Singer Yes 
Square Card Reader Yes 
TreviPay Yes 
TrueLayer Yes 
Xero 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 
Plaid No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Sage Intacct No 
Shopify No 
Singer No 
Square Card Reader No 
TreviPay No 
TrueLayer No 
Xero 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

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 

Alternatives

Alternatives