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.

Basics

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.


Read next

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

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