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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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Sila Yes 
Axis LMS Yes 
Blotout Yes 
Exact Online Yes 
Fintech Sandbox No 
FreeAgent Yes 
FreshBooks Yes 
Infinant Interlace Platform No 
InsuredHQ No 
KashFlow Yes 
Lightspeed Retail Yes 
Meld No 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
QuickBooks Online Advanced Yes 
Riskalyze No 
Sage Accounting Yes 
Stripe Yes 
SumUp Yes 
WooCommerce Yes 

Integrations

Sila Yes 
Axis LMS No 
Blotout No 
Exact Online No 
Fintech Sandbox Yes 
FreeAgent No 
FreshBooks No 
Infinant Interlace Platform Yes 
InsuredHQ Yes 
KashFlow No 
Lightspeed Retail No 
Meld Yes 
Microsoft Dynamics 365 No 
NetSuite No 
QuickBooks Online Advanced No 
Riskalyze Yes 
Sage Accounting No 
Stripe No 
SumUp No 
WooCommerce 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 Yes 
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 Yes 
Live Training (Online) No 
In Person No 

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 No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Alternatives

Alternatives

Finicity Reviews

Finicity

Mastercard