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What is ONE UP?

AI expertly transforms bank feeds into precise accounting records with an impressive accuracy rate of 95%, a benchmark acknowledged by Forbes. This fully automated solution can be customized to meet the unique requirements of each client, leading to usage rates that far exceed those of conventional banking systems. Notably, an impressive 85% of users engage with their accounts on a monthly basis, underscoring the platform’s efficacy. The emergence of open banking, spurred by neobanks like Google, Intuit, PayPal, and Square, introduces new challenges that can impact your business banking revenue, particularly in the realms of deposits, loans, and payment processing. To bolster your net banking revenue, it is essential to capitalize on real-time cross-selling opportunities and fully harness the potential of your current small business customers through Smart Advices™ by OneUp. The OneUp platform utilizes an API framework, ensuring rapid integration while allowing for the customization and flexibility needed for your strategies. With the advanced data processing capabilities of OneUp AI, it accurately translates bank feeds into detailed accounting entries, clearly displaying income, expenses, and overall profitability for designated periods and selected currencies. This groundbreaking method not only simplifies financial management but also equips businesses with the insights required to make strategic, data-driven decisions in real time, ultimately fostering growth and efficiency.

What is Codat?

Codat assists its clients in fostering stronger relationships with their business clientele. Our solutions facilitate seamless access, synchronization, and analysis of data from customers' financial systems tailored for particular applications, including onboarding suppliers for commercial card initiatives and assessing business loan applications. With a profound level of specialization and expertise embedded in our offerings, we empower our clients to enhance their wallet share, minimize customer turnover, and expand their operations efficiently. As a result, businesses can thrive in a competitive landscape by leveraging the insights and efficiencies our products provide.

Media

Media

Integrations Supported

Google Workspace

Integrations Supported

Axis LMS
Basiq
Blotout
Formalize
FreeAgent
FullCircl
Lightspeed Retail
MYOB AccountRight
Microsoft Dynamics 365
NetSuite
Peaka
Sage 200
StarfishETL
SumUp
Wave
Wave Accounting
WooCommerce
Xero
Zoho Books

API Availability

API Availability

Has API

Pricing Information

$9 per month

Pricing Information

Free Trial
Try and test Codat for free. Speak to our team to upgrade your free account to launch your product.
Free Trial Offered?

Supported Platforms

SaaS
Android

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

ONE UP

Date Founded

2011

Company Location

United States

Company Website

www.oneup.com

Company Facts

Organization Name

Codat

Date Founded

2017

Company Location

United Kindom

Company Website

www.codat.io/

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
General Ledger
Nonprofits
Purchase Orders

Accounts Receivable

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Invoice History
Multi-Currency
Online Invoicing
Payment Processing
Project Billing
Tax Calculator

CRM

Not specified

Expense Report

Not specified

Inventory Management

Alerts/Notifications
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Reporting/Analytics
Retail Inventory Management

Open Banking

Not specified

Open Finance

Not specified

Time and Expense

Not specified

Time Tracking

Timesheet Management

Categories and Features

eCommerce Integration

Not specified

Financial Data APIs

Not specified

Open Banking

Not specified

Open Finance

Not specified

Unified APIs

Not specified

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