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.
Best Practices for Non-Technical Users
To get the most out of the Codat + Relevance AI integration without writing code:
- Use proper authentication: Ensure your Codat API credentials are correctly configured and permissions are set.
- Structure API requests: Follow Codat's endpoint patterns and use correct HTTP methods for each operation.
- Handle data sync: Set appropriate sync frequencies and manage data refresh cycles efficiently.
- Validate responses: Check status codes and response bodies to ensure successful data transmission.
- Monitor usage: Keep track of API call limits and implement proper error handling for failed requests.
