Accounting Automation

Become your customers’ favorite way to move money

Win more customers by automating more of their financial processes. We take care of the accounting know-how so you can focus on increasing payment volumes.

Powering the best fintech solutions and providers

Integration infrastructure to
grow payment volume

Providers are vying to be the top choice for business payments, but fragmented systems and complex processes hinder their ability to deliver sought-after features. Codat provides the integration infrastructure necessary to overcome these challenges.

Fully-featured products, faster

Enable payment workflows effortlessly with Codat. No accounting expertise is needed—our tools handle foreign currencies, tax reporting, bookkeeping quirks, and more.

Grow share of wallet

Become your customers’ go-to payment platform. Codat lets you sync transactions with accounting platforms in real-time, helping customers manage payments in one place.

Increase competitive win rates

Win more deals with high-quality integrations. Codat operates a standardized data model, making it easy to build multiple integrations and attract more customers.

This partnership has been instrumental in providing our small business customers with the ability to sync their Capital on Tap transactions directly with their accounting software, making their lives much easier.

Damian Brychcy CEO, Capital on Tap

Built for accounting automation

Codat’s purpose-built solution lets you ship new accounting integrations 6x faster, reaching new customers and increasing adoption.

Sync data across all major accounting & ERP platforms with a single build

We map the different accounting platforms to a standardized data model so you can build once and deliver fully-featured integrations to more users.

Direct integrations that feel native to your platform

Simplify the deployment of accounting integrations. No middleware and no confusing setups. Our out-of-the-box connection flow helps customers connect easily and quickly.

Embed accounting automation across payment use cases

Automating reconciliation for your customers means syncing all transaction types to their ERP or accounting software. Offer connectivity across your product suite.

Embedded accounting automation
for every payment

Codat provides the tools to embed accounting automation across payment use cases, including syncing bill pay, bank, and expense transactions.

Bill Pay

Help customers view, pay, and reconcile payables with real-time updates between your product and accounting software. Access unpaid bills for full visibility of outstanding payments.

Bank Feeds

Build bank feeds that feel native to the accounting platforms your customers use. Simply push transactions and let us handle the rest.

Expenses

Sync expenses, receipts, and attachments with accounting software easily. We manage currencies, taxes, and reimbursements, so you don’t have to.

Resources

Embedded accounting automation with Codat

Read Codat's original research on the latest developments in this space.

The essential guide to accounting integrations for cross-border payment providers

Learn about the surprising link between accounting connectivity and share of wallet in the world of foreign exchange and B2B payments.

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Solving more of the problem in spend management

Learn about the surprising link between accounting connectivity and share of wallet in the world of foreign exchange and B2B payments.

Read more