Using Codat's Portal

Codat's Portal at a glance

Once you have signed up for your account, you will be able to sign in to the Codat Portal.

Once logged in, you can configure your settings and integrations, create companies and view company data, view information about your account, and access any Codat products you have configured.

The Portal is powered by the Codat API, which means that its functionality is also available if you use the API directly.

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Screenshot of the Codat Portal Homepage.

From the Codat Portal, you can:

  • Create companies and users
  • Generate unique URLs for companies to link their financial data
  • View standardized financial data from linked companies, and download it in Excel format
  • View key financial metrics in a series of highly visual dashboards
  • Schedule data synchronization frequencies
  • Configure settings for financial integrations
  • Manage monitoring rules and raised alerts
  • Manage access and permissions for users of the portal
  • View or regenerate API keys
  • Manage upcoming deprecations

Developer and administrator user roles are also able to manage upcoming changes in the Portal.

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Supported browsers

The Codat Portal is supported on the latest version Google Chrome only.


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