--- 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: '2026-06-22' 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. Cuts integration time to a fraction **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan N. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2023 **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. **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. **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. ### 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. Outstanding from start to finish **Rating:** 5.0/5.0 stars **Reviewed by:** David B. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2021 **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. **What do you dislike about Codat?** Nothing, they have been great every step of the way. **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. ### 4. Outstanding customer support and communication **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy N. | Chief Technology Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2021 **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. **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 **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. ### 5. Exceptional product and customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2021 **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. **What do you dislike about Codat?** Very little - they are continuing to expand their integrations and add value to their platform all the time. **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. ### 6. Seamless integration with excellent customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa R. | VP, Product, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2021 **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. **What do you dislike about Codat?** We would like to see Codat further expand the accounting packages that they offer. **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. ### 7. Great Partnership and easy integration model **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2021 **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. **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. **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. **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. ### 8. Excellent software solution and superb customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Todd D. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2021 **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. **What do you dislike about Codat?** There isn't anything to dislike about Codat - they offer their core solution well. **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. ### 9. Powerful tool to unlock multiple opportunities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2021 **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. **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. **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. ### 10. Product and business enhancing partnership **Rating:** 5.0/5.0 stars **Reviewed by:** Elliot A. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2020 **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. **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. **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. ## 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/codat-review-7883536?section=pricing&secure%5Bexpires_at%5D=2026-07-06+10%3A24%3A42+-0500&secure%5Bsession_id%5D=b08e0761-3237-4ac8-9d17-64362af155c5&secure%5Btoken%5D=b3b3afa00ed2e72bfb4f138f48cb21b185008306f945f39c0fd547fc04152fbd&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) - 4.2/5.0 (44 reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - 4.3/5.0 (247 reviews) - [Merge Unified](https://www.g2.com/products/merge-unified/reviews) - 4.7/5.0 (251 reviews)