Quick, Simple, and Secure
We've streamlined the account review processes, enabling faster lending decisions and enhancing security measures. Integrate your accounting software with our technology for a quick, simple and secure review and lending experience.
New Update
We've implemented new technology, allowing seamless financial review, and faster lending decisions.
How it Works
Securely integrate your accounting software with Codat, allowing us to instantly verify your trading history and business performance. This gives us access to your latest balance sheet and profit and loss statements, enabling a better understanding of your current financial situation. Consequently, we can expedite your lending applications and account reviews.
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Connect Your Accountancy Software
Less Hassle
By connecting your accounting software and granting access to your data, you eliminate the need for cumbersome paperwork. This way, you can focus on what you do best – running your business.
Faster decisions
Accountancy software integration with your financial information empowers us to analyse your account within seconds, leading to quicker decisions.
Keeping you safer
When you link your accounting software with us, your data is safeguarded by robust bank-grade security. It remains encrypted, and we take all necessary measures to ensure its safety.
The Process
Get started below — You'll receive an email link to complete the journey, which only takes minutes.
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What accountancy software are you compatible with?Our partnership with Codat allows us to be compatible with the following: Clearbooks Dynamics365 Exact FreeAgent FreshBooks KashFlow MYOB Business Oracle NetSuite Pandle QuickBooks Sage Wave Xero Zoho Books and others.
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How long does it take to set up integration with my accounting software?Accountancy software integration only takes a few minutes to set up.
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Is my financial information secure?Yes — our program is built and continually improved in line with industry-recognized and SOC2 TSP and ISO27001 standards. We undergo audits every year for both of these.
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Do I have to use this process?Yes and No We highly encourage all of our clients to use this process for a quicker, more simple and secure experience. At the moment, if you are a legacy client you are not required to use this technology, yet. We are currently onboarding all new clients with this process. We will require the use of this process for all of our clients in the coming months.