Basiq Integrations

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.

The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API makes it simple to retain small business clients.

ezidox™, an award-winning document management platform, is designed for businesses that need to securely store, verify, and collect multiple documents from clients or third parties as part a complex transaction. Procurement, compliance, employee onboarding and management, government departments, mortgage applications, and procurement are just a few of the many uses for ezidox. ezidox™, makes document collection easier for both the Collectors and the Senders. ezidox™, which tracks the entire process, allows both sides to know where they are at each stage and receive reminders until the process is completed. If required, the entire transaction can be audited. The customisability of ezidox™, allows collectors to specify the names of documents they need to be ed and group them in any way that suits their workflow. Documents are then grouped and indexed according the established workflow. Our clients find ezidox™, a key ingredient in their growth.

The Precise API provides essential insights into the financial performance of business clients. This includes historical, real-time and forecasted data. The Precise API is compatible with all leading accounting platforms and offers real-time push-pull functionality. It's ideal for financial institutions, fintechs, and lenders who work with small to medium-sized business. Predict as a service is a powerful add-on to the Precise API that provides your clients with a premium white-label cash-flow forecasting and scenario-planning portal. Cash flow solution will keep your clients engaged with your brand and give them a reason to connect their business data.