Codat is a financial data integration platform that enables seamless connections between various financial systems and applications.
Enhance your financial data capabilities with AI agents that can generate insights, automate reporting, and drive intelligent decision-making.
Codat unifies financial data from multiple systems through a single API. Relevance AI transforms this data into intelligent actions with AI agents that can analyze, predict, and automate financial workflows.
Real-time Financial Insights
The agent provides up-to-the-minute financial data for informed decision-making.
Enhanced Predictive Analytics
Utilizes historical data to forecast trends and identify potential financial issues.
Streamlined Compliance Management
Facilitates adherence to regulatory requirements through automated data access.
Relevance AI gives you access to Codat's financial data integration capabilities within your AI agent workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Codat account
- A Relevance AI account with access to your project settings
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Codat data. Relevance AI handles API operations through Codat's standardized endpoints—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in data standardization and validation ensure your financial data flows smoothly between systems, maintaining consistency across all connected platforms.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
