Use cases with Codat
Codat's product range supports a variety of use cases, helping you simplify and automate your processes and improving your customers' digital experience
Lending
Evaluate borrowers' financial history, income, assets, and debts to determine financial risk.
Managing expenses
Integrate data from corporate cards and expenses management platforms into accounting platforms your customers use.
Integrating commerce data
Integrate high-volume sales and payment data from PoS, eCommerce, and payments platforms into your SMBs' accounting platforms.
Managing payroll
Integrate your customers' payroll data from their HR and payroll platforms into their accounting platforms to support its reconciliation.
Dashboarding
Pull real-time SMB data from accounting platforms and display it in your platform, providing insight to your customers.
Automating payables
Automate your customers' accounts payable processes by reflecting bills from their business software and suppliers in their accounting platforms.
Automating receivables
Automate your customers' accounts receivable processes by reflecting outstanding and received invoices from their buyers in their accounting platforms.
Reconciling bank transactions
Pushing your customers' bank transaction data into accounting platform's bank transaction ledgers for reconcilliation.