Getting Started Guide

Welcome to Codat Docs!

We're happy to have you onboard and excited to help you get started.

With this guide, we'll introduce you to the nitty-gritty of the Codat Portal and assist you in setting it up for successful operation.

Using the Codat Portal couldn't be easier. The initial configuration of the platform consists of 3 easy steps:


Step 1
Customise	Codat understands that brand consistency is crucial for your business. Customise selected elements of the user interface to create a unique experience.
Step 2
Connect	Codat lets you access your clients' crucial information at one go. Help your clients easily connect their financial accounts with the Codat Portal.
Step 3
Explore	Codat takes data presentation to another level. Find out how you can access and view your clients' financial data.

Updated 8 months ago

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We'll start with tailoring the Codat Portal to make it exactly right for your business:

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