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Codat is an advisory intelligence solution purpose-built for modern commercial banking. Through rich, specialized data, forward-looking insights, and integrated workflows, Codat empowers banking teams to deepen their relationships, grow their revenue, and simplify their day-to-day work.

Founded in 2017 and backed by JPMorgan, PayPal, Amex, Plaid, and Shopify, Codat has successfully powered over 350,000 connections to business customers’ financial systems — and is trusted by industry leaders to turn scattered information into actionable, strategic advantages in real time, every time.

Sell more card programs with on-demand vendor files and spend insights. No more generic pitches based on incomplete information. 
Codat gives you instant access to comprehensive spend insights – revealing precise cardable opportunities, supplier acceptance patterns, and personalized ROI projections that land deals faster.

Go from basic conversations to valuable consultations. Stop waiting on clients to tell you what they need. Codat allows them to share live financial data that uncovers cash management gaps, working capital inefficiencies, and deposits sitting at other banks – so you can lead with solutions instead of generic product pitches.

Drive commercial card revenue with actionable client data. With Codat, you can easily access clients’ ERP data with on-demand spend visibility and comprehensive supplier insights that help you win more accounts and convert spend to card faster.

Understand your clients’ capital requirements before they do. Codat automatically collects and analyzes financial statements, receivables, payables, debt, and cash flow data from your clients’ ERP systems – delivering the complete financial picture you need to identify growth potential, build proposals, and close deals.