Codat

Codat is a data sharing and AI insights platform designed for financial institutions to build deeper connections with their small and middle-market business customers. It simplifies the process for businesses to share their financial data, such as spend data, with financial institutions. The platform provides actionable spend insights derived from this shared data, enabling financial institutions to strengthen relationships, offer tailored products, and drive deeper engagement. Codat achieves this through robust connectivity with various accounting and ERP systems, backed by deep domain expertise in accounting and financial market dynamics. It is trusted by over 150 enterprise clients, including major banks, and is supported by a Product Advisory Board composed of industry leaders. Codat's core value proposition lies in its ability to transform disparate business financial data into a unified, actionable source of intelligence, helping financial institutions to understand their business customers better and serve them more effectively.