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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

Yodlee is the trusted data aggregation and intelligence platform powering the future of open finance. For more than two decades, Yodlee has helped financial institutions, fintech innovators, and enterprises convert data into meaningful action. Its ecosystem connects over 19,000 financial institutions, powering 601 million consumer accounts with secure, direct connections and enterprise-grade scalability. Through its suite of products—ranging from Personal Financial Management (PFM) to Wealth Management, Credit Solutions, Payment Enablement, and Business Financial Management—Yodlee enables institutions to deliver personalized, data-driven customer journeys. Its AI and analytics capabilities transform complex data sets into actionable insights that support smarter lending, risk assessment, and financial guidance. Trusted by top U.S. banks, wealth firms, and technology providers, Yodlee remains the backbone of digital transformation in financial services. With a strong focus on security, privacy, and compliance, it ensures that innovation never comes at the cost of trust. By turning fragmented financial data into clear, strategic intelligence, Yodlee enables organizations to anticipate customer needs and stay ahead in a rapidly evolving market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Sila
Axis LMS
Basiq
Co-Pilot
Exact Online
Formalize
InsuredHQ
Lightspeed Retail
Mollie
PayPal
QuickBooks Online
Quickwork
Riskalyze
Singer
Square Card Reader
StarfishETL
Stripe
Wave Accounting
WooCommerce
Zoho Books

Integrations

Sila
Axis LMS
Basiq
Co-Pilot
Exact Online
Formalize
InsuredHQ
Lightspeed Retail
Mollie
PayPal
QuickBooks Online
Quickwork
Riskalyze
Singer
Square Card Reader
StarfishETL
Stripe
Wave Accounting
WooCommerce
Zoho Books

Pricing Details

Free Trial
Free Trial
Free Version

Pricing Details

No price information available.
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

Codat

Founded

2017

Country

United Kindom

Website

www.codat.io/

Vendor Details

Company Name

Yodlee

Founded

1999

Country

United States

Website

www.yodlee.com

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Alternatives

Alternatives

Finicity Reviews

Finicity

Mastercard