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Account Reconciliation 
Accounts Receivable 

In collaboration with Codat.io

Account Reconciliation 
Accounts Receivable 

Client: Codat, United Kingdom

About Codat

Codat stands firm with a vision to streamline and enhance the operational landscape for small and medium businesses (SMBs). Their endeavor is to create a cohesive ecosystem where various systems and services used by SMBs integrate flawlessly. This seamless integration ethos is echoed in their collaborations with fintech enterprises and financial institutions, facilitating them to effortlessly connect with systems employed by their SMB clientele.

Their clientele spectrum encompasses a broad range of financial entities, from lenders and corporate card providers to business forecasting tools. Codat.io's offerings shine in diverse use cases, including auto-reconciliation, business analytics dashboards, and loan decision-making processes.

codat

A Harmonized Solution for Effortless Account Reconciliation

In a strategic alliance, Codat.io and MobileFirst co-envisioned and brought to life a platform that stands as a beacon of simplicity and efficiency for SMBs looking to reconcile their accounts. The platform capitalizes on Codat's prowess as a universal API provider, making the traditionally tedious process of B2B payments and account reconciliations remarkably efficient.

Broad Spectrum Accounting Software Integration

  • Seamless synchronization with leading accounting software such as QuickBooks, Xero, Sage, FreshBooks, and a sandbox environment for testing and development.

Real-Time Data Retrieval

  • Fetching live invoices and understanding payment statuses directly from the user's accounting platform.

  • Efficient extraction of user role data, ensuring the right data is accessed by the right personnel.

Bi-Directional Data Flow

  • Facilitating two-way data exchange with accounting software, ensuring accuracy in reconciliations.

  • Continuously updated records to keep the books current and accurate, reducing manual interventions.

Tools & Technologies

Bug Tracking System

Web Development

Project Management

Instabug, Fabric, UserSnap for Web

ReactJS, HTML, Reflux, CSS, Javascript

Jira, Github, Slack

Looking to build a robust Fintech solution?

FintegrationFS as an Integration Partner

As the digital landscape rapidly evolves, integration becomes paramount to ensure seamless operations and enhance user experience. As an Integration Partner, FintegrationFS operates at the crossroads of technology and finance, bridging the gap between various fintech platforms and services to create cohesive, interconnected ecosystems.

What we do as an integration partner?

At FintegrationFS, our role goes beyond just connecting systems:

  1. Custom Solutions: We design and implement custom integrations tailored to specific business requirements, ensuring seamless communication between disparate systems.

  2. Continuous Support: Post-integration, we provide ongoing support to ensure optimal performance, address issues, and accommodate any changes in the evolving digital landscape.

  3. Advisory Role: Drawing upon our vast industry knowledge, we advise businesses on the best integration strategies, platforms, and technologies to align with their growth objectives.

  4. Safety and Compliance: Our integrations prioritize data security, ensuring all connections are encrypted and compliant with industry standards and regulations.

  5. Efficiency Audits: Post-implementation, we regularly assess the efficiency of the integrations, suggesting improvements and optimizations as necessary.

Who can use this service?

FintegrationFS's Integration Partner services cater to a wide range of clientele:

  • Fintech Startups: Emerging fintech companies looking to integrate their services with existing platforms or expand their connectivity.

  • Established Financial Institutions: Traditional banks and financial entities aiming to modernize their operations by integrating new technologies and services.

  • E-commerce Platforms: Online marketplaces seeking to enhance their payment gateways or integrate additional financial tools.

  • Tech Enterprises: Technology companies venturing into the financial domain, seeking expert guidance and integration services.

  • Regulatory & Compliance Entities: Organizations looking to integrate various fintech platforms for auditing, reporting, or compliance purposes.

Looking to build a robust Fintech solution?

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