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.
Updated 4 months ago
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