--- title: Codat Reviews meta\_title: 'Codat Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 28 reviews by the users' company size, role or industry to find out how Codat works for a business like yours. aggregate\_rating: rating\_value: 4.6 review\_count: 28 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Codat Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Codat but has limited features. Are you part of the Codat team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Codat helps banks build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. Codat is used by the largest banks in the world to grow share of wallet, reduce churn & scale their operations. We are backed by leading investors including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures and American Express Ventures. * * * Seller [Codat](https://www.g2.com/sellers/codat) Discussions [Codat Community](https://www.g2.com/products/codat/discuss) Languages Supported English Solution Type All-in-One Overview by Daniel Wells Show More ## Pricing Pricing provided by Codat. ### Free Free ### Enterprise Contact Us [ View More Pricing Information ](https://www.g2.com/products/codat/pricing) ## Top-Rated Alternatives [ ![Plaid](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Plaid") Plaid 4.3/5(48) ](https://www.g2.com/products/plaid/reviews) [ ![Stripe Connect](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stripe Connect") Stripe Connect 4.3/5(249) ](https://www.g2.com/products/stripe-connect/reviews) [ ![Merge Unified](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Merge Unified") Merge Unified 4.7/5(253) ](https://www.g2.com/products/merge-unified/reviews) [ View All Alternatives ](https://www.g2.com/products/codat/competitors/alternatives) ## User Insights Average based on 28 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Ryan N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ryan N.") RN Ryan N. Mid-Market (51-1000 emp.) 3/17/2023 "Cuts integration time to a fraction" 4.5/5 What do you like best about Codat? Codat allows us to quickly turn out integrations for our customers in a fraction of the time it takes to build a direct integration. They have good coverage among the main accounting systems, and their unified API makes it easy to reuse work between integrations. Their team has always been quite prompt in their responses and support. Review collected by and hosted on G2.com. What do you dislike about Codat? It's not possible to have 100% uniformity between supported systems, even with the unified API. Codat has improved their documentation to highlight differences between systems, but we have run into a few cases where we were not aware of a platform specific requirement and ran into problems during implementation. The Codat team was quick to point those out after we reached out though, but it did slow us down a bit. Review collected by and hosted on G2.com. What problems is Codat solving and how is that benefiting you? Allowing us to build accounting integrations that we can offer to our customers in a simpler, faster way than if we built direct integrations ourselves to all the platforms we want to integrate with. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic DB David B. Director Small-Business (50 or fewer emp.) 12/9/2021 "Outstanding from start to finish" 5/5 What do you like best about Codat? The team are always on hand if we need support and advice. They have become an extension of our team, adding value to us every step of our journey. I really like their proactive and complementary approach to our business. We have been working together for over a year now, and it's been great. I would highly recommend them. Review collected by and hosted on G2.com. What do you dislike about Codat? Nothing, they have been great every step of the way. Review collected by and hosted on G2.com. What problems is Codat solving and how is that benefiting you? They help us access an accountancy feed for each of our clients. This allows our automated software to sync in real-time and always allows our customers to be on top of their finances. The data feed they provide is vital to our proposition, and they are a key strategic part of our future journey. For me, it's access to such a massive amount of accountancy platforms we can now engage with, the data they provide, insight dashboards and speed of delivery. Oh, and the constant evolution of their tech helps us drive new products and solutions. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Jeremy N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeremy N.") JN Jeremy N. Chief Technology Officer Small-Business (50 or fewer emp.) 11/15/2021 "Outstanding customer support and communication" 5/5 What do you like best about Codat? Consistent, proactive communication with dedicated representatives ensure the ongoing success of the partnership. When questions or concerns arise, there is easy access to support and these requests are taken care of quickly. Review collected by and hosted on G2.com. What do you dislike about Codat? As with any other provider, I would love faster delivery on the roadmap features and control over quick wins Review collected by and hosted on G2.com. What problems is Codat solving and how is that benefiting you? One integration to get several different kinds of data. We started off our product creation with direct integrations. The time and effort for the creation and maintenance of direct integrations was way too high for our business. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 10/27/2021 "Exceptional product and customer support" 5/5 What do you like best about Codat? We were able to rapidly get our product into the hands of our customers using Codat's API. Codat also standardise the data so that we didn't have to deal with and maintain multiple data sources at the same time! The team at Codat has gone above and beyond in their support of us and are an absolute pleasure to deal with. Review collected by and hosted on G2.com. What do you dislike about Codat? Very little - they are continuing to expand their integrations and add value to their platform all the time. Review collected by and hosted on G2.com. What problems is Codat solving and how is that benefiting you? We needed to build integrations with the top accounting tools to help us launch our product. Instead of doing this individually, we were able to integrate once with Codat to launch a product with broad coverage. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Lisa R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lisa R.") LR Lisa R. VP, Product Small-Business (50 or fewer emp.) 7/23/2021 "Seamless integration with excellent customer service" 5/5 What do you like best about Codat? We were able to get up and running with Codat very quickly and at little setup cost because the team has created excellent documentation and provides a very supportive and accessible customer success team. Review collected by and hosted on G2.com. What do you dislike about Codat? We would like to see Codat further expand the accounting packages that they offer. Review collected by and hosted on G2.com. What problems is Codat solving and how is that benefiting you? We are using Codat to accelerate our underwriting process and improve monitoring. Codat has allowed us to move towards automation at various steps in the process, reducing costs, which we can in turn pass on to customers and use to bolster our competitive position in our industry. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 8/5/2021 "Great Partnership and easy integration model" 4.5/5 What do you like best about Codat? Integration to Codat's API is simple and efficient. In the years we have integrated to their accounting API, we have not experienced any issues that have critically impacted our business or. customer base. The Account management team is always available to assist at a moments notice and support is always timeous and effective. Review collected by and hosted on G2.com. What do you dislike about Codat? Codat provides 12 weeks notification to all clients when releasing updates or amendments to their API package. As this integration is a critical element of our systems and algorithms, we find that although this timeframe may be acceptable to most customers, it is usually not enough time for us to schedule the required changes to our packages to accomodate these amendments. It would be great to have a longer "heads-up" period, so we do not have to request delays to these scheduled updates constantly. Review collected by and hosted on G2.com. Recommendations to others considering Codat: I would recommend Codat to any company wishing to integrate with a stable and reliable provider. They are constantly updating their product to incorporate more financial accounting packages in use in our industry, so you are always up to date with the "latest & greatest." They offer a very high level of support and are always happy to answer any question or address your issues quickly and satisfactorily. Review collected by and hosted on G2.com. What problems is Codat solving and how is that benefiting you? We use Codat as a third-party system to integrate our client's accounting systems into our package, so we don’t have to build numerous API connections into the multitude of different accounting systems used across our customer base. This saving of time and effort allows us to concentrate more on our core business. Review collected by and hosted on G2.com. Show More 8/10/2021 Validated ReviewerSource: Organic ![Todd D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Todd D.") TD Todd D. Managing Director Small-Business (50 or fewer emp.) 8/16/2021 "Excellent software solution and superb customer service" 5/5 What do you like best about Codat? Speed of access to the accounting APIs and the level of support received is first class. The pre-built APIs provide automatic real-time access to our client's accounting records - this allows our underwriters to accurately assess and appraise individual risk requirements in a more time-efficient manner. Review collected by and hosted on G2.com. What do you dislike about Codat? There isn't anything to dislike about Codat - they offer their core solution well. Review collected by and hosted on G2.com. What problems is Codat solving and how is that benefiting you? Increasing customer linkages - sometimes there is a reluctance to provide us with access to their accounting records. To enhance this, we need to do further work to improve the customer experience. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Small-Business (50 or fewer emp.) 8/12/2021 Business partner of the seller or seller's competitor, not included in G2 scores. "Powerful tool to unlock multiple opportunities" 5/5 What do you like best about Codat? It's one thing to claim that you make financial integrations simple. It's another to truly execute on it in a performant & reliable manner. Review collected by and hosted on G2.com. What do you dislike about Codat? Of course, one can always be picky to want another integration that is in the roadmap, but not yet released. Review collected by and hosted on G2.com. What problems is Codat solving and how is that benefiting you? At speed, seeing a variety of financial positions by which decisions can be made from. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Elliot A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elliot A.") EA Elliot A. Chief Executive Officer Small-Business (50 or fewer emp.) 7/14/2020 Business partner of the seller or seller's competitor, not included in G2 scores. "Product and business enhancing partnership" 5/5 What do you like best about Codat? 1. Fantastic documentation for Developers and end users. 2. Scalable and reliable solution, capable of delivering the data when you need it regardless of size. 3. Very competent and engaged team willing to assist on technical issues, product enhancements and new business. 4. Focussed. They have a vision of delivering connections to Open Accounting and facilitating Open Banking. That's it. This makes things simple and easy to work with as a partner. We have partnered with Codat for several years now and data extraction has become a fundamental part of our future and product design. I have enjoyed working with the people at Codat, and have been very impressed with their growth and product maturity since day one. Review collected by and hosted on G2.com. What do you dislike about Codat? 1. More support for 'Corporate' Accounting packages would be ideal. 2. Manual upload support, to compensate for coverage issues or edge-case scenarios. Review collected by and hosted on G2.com. What problems is Codat solving and how is that benefiting you? Our goal with the Codat API was to dramatically reduce the manual effort of sending accounting data for the purpose of funding. The automated feed to SME accounting systems has and will continue to reduce the time to funding and ensure that financiers have good quality data to assess risk and provide tailored financing options. Utilising this API will allow us to continue modernising traditional, niche, financing for SMEs across the globe. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Denis U.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Denis U.") DU Denis U. Software engineer Small-Business (50 or fewer emp.) 2/24/2021 "Easy way to share data" 4.5/5 What do you like best about Codat? There's many options for getting various data Review collected by and hosted on G2.com. What do you dislike about Codat? API works in a bit unexpected way sometime Review collected by and hosted on G2.com. Recommendations to others considering Codat: A useful tool in getting additional company data Review collected by and hosted on G2.com. What problems is Codat solving and how is that benefiting you? Getting financials for companies Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about Codat? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Codat ](https://www.g2.com/products/codat/discussions/new) GU Guest User What is Codat used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-codat-used-for) [ View all Discussions ](https://www.g2.com/products/codat/discuss) ## Pricing Options Pricing provided by Codat. ### Free Free ### Enterprise Contact Us [ View More Pricing Information ](https://www.g2.com/products/codat/pricing) Codat Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_8bd788c3cf77bf35b74292270a48fcdd/plaid.png "Product Avatar Image") Plaid 4.3/5(48) [ Compare Now ](https://www.g2.com/compare/codat-vs-plaid) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ef81343d3cf1d0712ea4a9b150dd85e1/mx-technologies-mx.jpg "Product Avatar Image") MX 4.7/5(14) [ Compare Now ](https://www.g2.com/compare/codat-vs-mx-technologies-mx) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_31592fce7608d0195caded679c179bfa/stripe-connect.jpeg "Product Avatar Image") Stripe Connect 4.3/5(249) [ Compare Now ](https://www.g2.com/compare/codat-vs-stripe-connect) ##### Categories on G2 [E-Commerce Data Integration](https://www.g2.com/categories/e-commerce-data-integration)[Unified APIs](https://www.g2.com/categories/unified-apis)[Financial Data APIs](https://www.g2.com/categories/financial-data-apis) ##### Explore More [Which employee perks platforms prevent low adoption and sustained disengagement after initial launch?](https://www.g2.com/discussions/which-employee-perks-platforms-prevent-low-adoption-and-sustained-disengagement-after-initial-launch)[How does Trintech leverage AI for reconciliation?](https://www.g2.com/discussions/how-does-trintech-leverage-ai-for-reconciliation)[Is The Wild worth it for VR collaboration?](https://www.g2.com/discussions/is-the-wild-worth-it-for-vr-collaboration) [Top-rated platforms for mentoring and coaching programs](https://www.g2.com/discussions/top-rated-platforms-for-mentoring-and-coaching-programs)[Best platforms for reducing false positives in cloud detection](https://www.g2.com/discussions/what-are-the-platforms-for-reducing-false-positives-in-cloud-detection)[Global Relay vs Smarsh vs Proofpoint for compliance archiving: which digital communications governance platform do compliance teams find easier to manage during an audit?](https://www.g2.com/discussions/global-relay-vs-smarsh-vs-proofpoint-for-compliance-archiving-which-digital-communications-governance-platform-do-compliance-teams-find-easier-to-manage-during-an-audit) [Show MoreShow Less](javascript:void(0);)