Codat

We're back at Money20/20 and couldn't be more thrilled! 🎉 We kicked things off in style with a secret bar reception and an incredible Omakase experience at Wakuda. Huge shoutout to our partners Taktile and Mercury for co-hosting with us! If you're around, swing by meeting room MC3 to catch up with our awesome team! Joey Rault, Nick Codron, Alison C., matthew young james, Olivia Verrill and Mark Ratner are all here and would love to meet you. #Money2020 #MeetUsAtMC3

Alex Hazlett CPA (Australia) here for one last time. It's been a whirlwind of a week, and I've really come to enjoy my fame, but mostly, I hope you have enjoyed getting some insights into what life at Codat is really like. Now that we have your attention, please keep your eyes peeled for more takeovers, new product releases, and, as always, endless hours of great content. Ngā mihi, Haz 👋

Hey everyone! Alex Hazlett CPA (Australia) here, popping in to share more on my life at Codat! As an Account Manager in the fintech market, no two days are the same. I work with a wide range of neobanks, credit card providers, fintech lenders, and expense management clients. It’s like speed-dating, but with more data! Here’s a taste of what I get up to: 🤝 Collaborating with our awesome product team Providing feedback, sharing advice, and building business cases means I’m always in the heart of the action, ensuring our clients succeed. 📈 Growth, adoption, and usage are more than just buzzwords They’re our mantra! Every day, I connect with clients to unlock growth opportunities and tackle SMB challenges head-on. 🍽️ Face-to-face catch-ups are a favorite Meeting clients like James Burr from Novuna over some French fine dining to chat about their business goals and exciting new projects is always a privilege. #FintechForce #LifeAtCodat #ClientSuccess 🌟

🎥 Ready for your backstage pass? Alex Hazlett CPA (Australia) here, and today I'm pulling back the Codat curtain to give you a sneak peek at the incredible teamwork that fuels our clients' success. From the strategic partnership team that makes the connection process seamless to the innovative vision of our product leaders who bring ideas to life, every role plays a starring part in creating outstanding client experiences. Not to mention our support team, who keep everything running smoothly behind the scenes – they’re basically superheroes in disguise! 🦸♂️🦸♀️ Check out our latest video to meet some of the amazing people who make it all happen. Jasper Bartlett, Aicha Diarra, Max Clayton Clowes, and Pooja Valechha—thanks for being such great sports! #Teamwork #BehindTheScenes #ClientSuccess

Welcome back to day 2 of Alex Hazlett CPA (Australia)'s hot takes! You caught me on a good week—fresh off our fintech offsite! Last week, the fintech team spent three jam-packed days in our new London office, getting deep into product discussions, strategizing for 2025, and figuring out how to keep delivering that 🔥 value to our clients. Here are my top three takeaways: 🦸♀️ Turning data insights into a superpower A special shoutout to Adam Vander Ploeg, CFA, who joined us to deliver an insightful crash course on underwriting. This session has empowered our team to elevate every interaction with our lending clients, turning conversations into consultative opportunities. 🛠️ Crafting the roadmap Collaborating with our stellar product and engineering teams, we tackled the complexities of building a product roadmap. It was a reminder of the importance of empathy and understanding the diverse challenges faced by different teams. 🌍 Clients first, always We placed clients at the heart of our discussions, emphasizing the importance of understanding their needs and devising solutions that truly add value. This approach is central to driving our mission forward. And that's just the tip of the iceberg. Plenty more went down, but some secrets are best kept under wraps... for now. 🤐 Stay tuned! #Fintech #Teamwork #CustomerFirst

Hi, it's Alex Hazlett CPA (Australia), taking the reins on Codat's account this week! 👋 I'll be sharing behind-the-scenes peeks into my life as a Senior Account Manager tasked with making sure our fintech clients have the best possible experience. Stay tuned for daily updates! #Codat #MeetTheTeam #BehindTheScenes

🌟 We're heading to Money20/20 USA! Meet the team attending: Joey Rault, Nick Codron, Alison C., matthew young james, Olivia Verrill, Luke Johnson, and Mark Ratner. Don't miss this chance to connect with us! You'll find us in meeting room MC3. Looking forward to seeing you there! #Money2020 #LasVegas #FinancialInnovation

With over $8 trillion set to shift to modern payment methods, how can banks leverage this opportunity to boost non-interest income? Read our latest playbook to find out. #Banking #B2BPayments #VirtualCards

Exciting product update alert! 🚀 We're excited to unveil a number of new user interface improvements for our Sage Intacct, QuickBooks Desktop, and NetSuite connection flows. Here's what we've upgraded: 🎨 Clean & consistent design: Enjoy a unified look across all linking journeys for a seamless user experience. 👍Simplified copy: Your customers can easily navigate using our improved, straightforward guidance. 🤖 Autogenerated credentials: Easy copy-paste username and password values to remove ambiguity. 🔗 Deep linking: To ensure users reach the exact pages they need faster than ever. 📃 Self-troubleshooting docs: Access to end-user documentation that supports your customers in their journey and allows them to troubleshoot as they go. The best part? The updated connection flows are already available to all our clients, with no activation steps required!

Get ready, Nashville! 🎉 AFP is just around the corner, and our fantastic team—Nick Codron, Charles Kreitler, matthew young james, and Ken Han—are excited to connect with you. Let us know in the comments if you'll be there. #AFPNashville #MeetTheTeam