Codat

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codat.ioCrawled Oct 30, 2026

6 pages

Advisory Intelligence platform for commercial banking/products/advisory-intelligence-platform
Codat connects to clients’ financial systems, combining that data with bank call notes, CRM data, and internal rules to inform AI responses.
AI Assistant for Relationship Managers/products/relationship-managers
Codat’s AI Assistant for Relationship Managers highlights changes in each client’s business before meetings, using existing AI tools.
Codat for AI | AI Info/ai-info
This file contains structured information about Codat, intended for AI assistants such as ChatGPT, Claude, Perplexity, Gemini, and other large language models (LLMs).
Codat for Cross-Border Payments | Accounting Automation/industries/cross-border-payments
Codat’s automated accounting workflows eliminate reconciliation challenges and increase international transaction volume for customers.

6 pages

5 Things Card Teams Can't See Without Accounting Data/resources/5-things-your-commercial-card-team-cant-see-without-client-accounting-data
Card teams often rely on broad accounts payable totals and competitor statements, but accounting data reveals five additional insights.
Banking On: FNBO's Maria Line on Transaction Data & AI/resources/fnbos-maria-line-on-the-real-value-of-transaction-data-ai
Maria Line, VP of Commercial Card & Customer Engagement at FNBO, on why transaction data beats the payment itself, and how AI is speeding up bank advisory.
Client Stories/case-studies
Top financial institutions use Codat to integrate scattered data, deepen client relationships, and drive growth.
Commercial banking predictions for 2026/resources/commercial-banking-predictions-2026
Codat’s leadership shares predictions for 2026 on AI, real-time data, operating leverage, and trust in commercial banking.

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Codat becomes the approved integration partner of Intuit/resources/codat-becomes-the-approved-intuit-integration-partner
Codat partners with Intuit to help developers launch QuickBooks-connected apps faster and more securely.
Codat convenes Product Advisory Board to shape the future of finance/resources/codat-creates-product-advisory-board
Executives from Alloy, Brex, Clearco, Clover, and Ramp join forces with Codat to shape its roadmap and transform the future of financial services.
Codat Launches Advisory Intelligence platform for commercial banks/resources/codat-launches-advisory-intelligence-platform-bringing-real-time-data-ai-solutions-to-commercial-banks
Codat launched an advisory intelligence platform for commercial banking, with BMO among the first banks to deploy its AI-powered insights for middle-market clients.
Codat raises $40M from Tiger for its SMB-focused API service/resources/codat-raises-40-million-from-tiger
Codat, a startup that provides APIs to link small-business fintech data to external services, announced that it has closed a $40 million round led by Tiger Global.

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Homepage/
Codat turns on-demand client data into personalized insights that help commercial banking teams deepen relationships and grow revenue.

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Cookie Policy/cookie-policy
Codat explains how it uses cookies and similar technologies on its website and platform.
Privacy Policy/privacy-policy
Codat’s privacy policy outlines how it collects, uses, and protects personal data across its platform and services.

5 pages

Legal/legals
Codat’s legal documents include master service agreements, a privacy policy, cookie policy, and security information.
Master Service agreements/msa
Access Codat's current and previous master service agreements for standard and enterprise clients.
MSA 2.0 enterprise/msa-enterprise
Codat Master Service Agreement version 2.0 for enterprise clients
MSA 2.0 standard/msa-standard
Codat Master Service Agreement version 2.0 for standard clients