Overview of Visualize

The Codat Portal allows you to assess the financial health of your linked companies through a series of highly visual dashboards and reports.

The visualize feature allows you to:

  • Gain an up-to-date view of your customers' financial performance in an instant.
  • Easily identify and monitor opportunity or problem areas over time.
  • Offer your customers a bespoke service based on a deeper understanding of their needs.

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