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Accounting automation with Codat

Become your customers' top choice for business payments by automating more of their financial processes while Codat takes care of the accounting know-how

How Codat can help​

With Codat's array of accounting automation solutions covering Bank Feeds, Expenses, and Bill Pay processes, and high-quality integrations, corporate card providers, banks and neobanks, and expense management platforms can focus on shipping fully-featured products faster and growing their market share.

Relevant solutions​

Expenses​

Take expense management one step further by syncing expense transactions, receipts, and other attachments with your customers' accounting software in a simple, standard manner:

  • Connect to your SMB's accounting software faster while we take care of authorization, linking, and rate limits.
  • Easily write any purchases to the SMB's accounting software and automatically categorize and tag expenses according to your SMB's bookkeeping.
  • Focus on solving your customers' problems while we handle the logic for multiple currencies, tax, transfers, and reimbursements.

Bank Feeds​

Embed a bank feeds solution into your application that looks and feels like a natural part of the accounting software your customers use:

  • We create the associated infrastructure for you, leveraging integrations with a standardized data model to the accounting software your customers already use.
  • Read, create, or update your customers's bank transactions, refunds, and top-ups in real time, while we automate the upload of bank statements into your customers' accounting software.

Bill Pay​

Enjoy a hassle-free way to integrate your bill pay product with your customers' accounting software so you can keep their supplier information, invoices, and payments in sync:

  • Our mapping engine ensures only the necessary data for your use case is synced, and payments ready for reconciliation without your customers lifting a finger.

  • Bill Pay's asynchronous version handles even the most complex accounts payable workflows with ease, including scenarios that manage credit notes, refunds, partial payments, and bulk payments.

  • Synchronous Bill Pay is designed to integrate a real-time bill pay flow into your app as quickly as possible, focusing on simplicity and efficiency of its endpoints.

Decorative image of schematic graphs, charts, and amounts that represent a customer's risk profile using Codat's Lending solution

Guides​

Looking for code to launch your use case ASAP? Check out our guides:

  • Build a bank feed to QBO

    Example-based tutorial focused on supporting your customers in reconciling bank transactions with QuickBooks Online using Codat's Bank Feeds solution

  • Automate bill payments

    A showcase of a simple accounts payable automation workflow that helps you understand the core features of a bill payment solution

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