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Dashboarding with Codat

An overview of the dashboarding use case supported by Codat

We enable you to pull real-time SMB data from accounting platforms and display it in business management and financial forecasting platforms. This helps you deliver high-level plans and provide better advice to your customers.

How Codat can help

We can support traditional banks, neobanks, financial and business monitoring tools, and climate SaaS companies in their activity by leveraging our Accounting API product.

For example, you can use Codat when building a financial planning and analysis (FP&A) dashboard, which in turn helps your customers accurately plan, forecast, and budget, make business critical decisions, and support their future financial health.

Relevant products

    Accounting API

    We have done the heavy lifting for you by building integrations with a standardized data model to the accounting platforms your customers already use. This gives you access to real-time data that you can pull, create, or update to support your use case.

    In case of an FP&A dashboard, Codat supports the following activities:

    • Connecting the accounting platform

    Codat handles the authorization, linking, and intricate details such as rate limits of your customers' accounting platforms.

    • Data standardization

    Once authorized, utilize Codat's standardization of the data to enable one data model to be used to leverage all accounting platforms.

    • Pull financial data

    You can use a multitude of our datasets to create or pull an accounts payable ledger, an accounts recevable ledger, and journal entries, balance sheet and cashflow statements.

    For an accounts payable ledger, utilize the bills, credit notes, bill payments and suppliers datasets. To build and accounts payable ledger, utilize the invoices, credit notes, payments and customers datasets.

    Use case demos

    Codat provides you with demo guides, where you can see our products in action. Check back soon to view our demo built specifically for the dashboaring use case.

    Review the full range of use cases Codat can support you with and find one that suits you best.

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