Getting started guide

In this guide, we'll introduce you to the fundamentals 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


Codat understands that brand consistency is crucial for your business.
Customise selected elements of the user interface to create a unique experience.

Step 2


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


Codat takes data presentation to another level.
Find out how you can access and view your clients' financial data.


Supported browsers

The Codat Portal is only supported using the latest version of Google's Chrome browser. If you have issues using the portal in other browsers, please try again using Chrome.

Read next

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

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