How it fits your workflow.
Codat provides business financial data connectivity and insights for commercial banking workflows. A business review can use accounting or related financial context, but the underlying period and source still matter. A connected process should distinguish source records from interpreted insights so staff can explain the basis of a review.
WORKFLOW FOCUS
Business financial data and commercial relationship insights.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why preserve the accounting period with business financial data?
A financial result describes a specific period. Without that context, reviewers may compare unlike snapshots or treat historical performance as current activity.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.