--- 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: '2026-08-04' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Codat Reviews **Vendor:** Codat **Category:** [Financial Data APIs](https://www.g2.com/categories/financial-data-apis) **Average Rating:** 4.6/5.0 **Total Reviews:** 28 ## About Codat 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. ## Codat Reviews ### 1. We have partnered with Codat for nearly 4 years and they have always been helpful and knowledgeable **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2023 **What do you like best about Codat?** Codat's APIs are easy to use and allow easy use of agregated data. Their team are also always happy to help **What do you dislike about Codat?** Ordo's use case is quite narrow (integrated with QBs, Sage and Xero) and so there have been very few negatives **What problems is Codat solving and how is that benefiting you?** Integration into Account Packages as access them directly is exrememly difficult. Codat have allowed us to buid a product and provided industry contacts ### 2. I work as a PM at Libeo, we use Codat to connect to Xero in the UK **Rating:** 4.0/5.0 stars **Reviewed by:** Jean-Marie L. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2023 **What do you like best about Codat?** Customer support, both by our AM and Tech team is fast, and helpful **What do you dislike about Codat?** Not being able to use a feature available in Xero API. Competition might be able to use it directly, but because we use Codat we may not be able to use it **What problems is Codat solving and how is that benefiting you?** It enables us to connect more easily to Xero: less work, better support (I guess). In the future it shoudl help us gain even more time to integrate ### 3. Simple and intuitive **Rating:** 3.5/5.0 stars **Reviewed by:** Dunya A. | Portfolio Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2020 **What do you like best about Codat?** We use Codat to enhance the monthly performance monitoring of our portfolio companies. The standardised formatting makes it easy to navigate and it is visually easy on the eye. It enables us to do an in depth review of our portfolio at the click of a mouse. **What do you dislike about Codat?** Codat needs to increase the number of accounting software packages it currently links as we are only able to connect to half our portfolio companies currently. **What problems is Codat solving and how is that benefiting you?** -Obtaining a far more detailed insight into our portfolio companies management accounts. -Able to get month end performance snap shots without waiting for the company to send these to us 25 days after month end. ### 4. Codat are great partners **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2020 **What do you like best about Codat?** - Easy of integration - Read and Write options They have a great team **What do you dislike about Codat?** - Time to auth - loading to the accounting app **What problems is Codat solving and how is that benefiting you?** Connections to all accounting software from one endpoint ### 5. Quickest route to market **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2019 **What do you like best about Codat?** Simple and covers our main markets. The support team are great and get back to us quickly. **What do you dislike about Codat?** Can always do with more coverage. Would like the ability to write back **What problems is Codat solving and how is that benefiting you?** Faster more detailed underwriting ## Codat Discussions - [What is Codat used for?](https://www.g2.com/discussions/what-is-codat-used-for) - [View Codat pricing details and edition comparison](https://www.g2.com/products/codat/reviews?filters%5Bnps_score%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+08%3A19%3A38+-0500&secure%5Bsession_id%5D=daa609ad-e10f-4c37-b15f-7e42755eca85&secure%5Btoken%5D=a6664658bdd091af55fa955c3c512a3f0e128b2d290cda70e6b53ae3018480ca&format=llm_user) ## Codat Features **Development ** - Pre-built Connectors - Custom Connectors **Integrations** - Integration Breadth - Data Processing - Ease Of Integration **Management ** - Reporting and Analytics - Data Mapping **Support** - Documentation - Professional Support - Community Support **Integration Options** - ERP Systems - Accounting Systems - CRM and Marketing Automation Systems - EDI ## Top Codat Alternatives - [Plaid](https://www.g2.com/products/plaid/reviews) - 4.3/5.0 (47 reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - 4.3/5.0 (248 reviews) - [Merge Unified](https://www.g2.com/products/merge-unified/reviews) - 4.7/5.0 (251 reviews)