Benefits & Value

  • Securely share data in under a minute, allowing the banking team to focus on building strong relationships.

  • Reduce costs and automate processes by cutting financial spreading time by 75%.

  • Compatible with 70% of business accounting platforms in the United States.

Key Features

  • Portfolio Management & Monitoring: Codat allows FIs to maintain a constant connection to clients’ accounting information, automating portfolio management and review processes without extra input from the borrower.

  • Application: Data is quickly available in nCino for faster application processing.

  • Underwriting: Financial statements are extracted directly from clients' accounting systems and automatically entered into an nCino spreads template for quicker decision-making.

Codat Partners with nCino Press Release

nCino has partnered with Codat to automate the underwriting process for business loans, making it faster and easier for businesses to get the credit they need. Recognise Bank is the first financial institution to go live with the new integration. The Bank has eliminated significant data entry requirements and is able to provide its customers with a quicker, more efficient, and frictionless service.

Read the Full Press Release
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Recognise Bank logo

The integration between nCino and Codat further supports our mission to make small businesses’ lives easier.

Mo Fadaei,

Director, Banking Platforms and Partnerships, Recognise Bank

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