Codat is an advisory intelligence solution purpose-built for modern commercial banking. Through rich, specialized data, forward-looking insights, and integrated workflows, Codat empowers banking teams to deepen their relationships, grow their revenue, and simplify their day-to-day work. Founded in 2017 and backed by JPMorgan, PayPal, Amex, Plaid, and Shopify, Codat has successfully powered over 350,000 connections to business customers’ financial systems — and is trusted by industry leaders to turn scattered information into actionable, strategic advantages in real time, every time.
| Website | https://www.codat.io/ |
| Revenue | $44.7 million |
| Employees | 112 (111 on RocketReach) |
| Founded | 2017 |
| Technologies |
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| Industry | Financial Services, Accounting, Professional Services, FinTech, Software |
| Keywords | Financial Data, Accounting Software, Business Data, Data Synchronization, Transaction Data, Api Integration, Data Aggregation, Data Analytics, Accounting Automation, Financial Technology, Financial Automation, Business Intelligence, Financial Reporting, Supplier Onboarding, Loan Underwriting, Cash Flow, Alternative Lending, Credit Risk, Payment Processing, Small Business Finance |
| Competitors | Sage, Intuit, Envestnet | Yodlee India, Xero, Stripe, Plaid, TrueLayer, Kiva, Finicity, a Mastercard Company, Tink +38 more (view full list) |
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The Codat annual revenue was $44.7 million in 2026.
Peter Lord is the CEO of Codat.
111 people are employed at Codat.