Podcasts about codat

In this episode of The Long Game Podcast, Alex Birkett interviews Alice Wyatt, a B2B fintech marketing leader with experience at Codat, Bloomreach, and Adyen. Alice shares how her personal journey of building community and maintaining sanity in a fast-paced city like New York connects with her marketing philosophy: agile, people-first, and impact-driven. The conversation explores person-based marketing (PBM), the limits of MQLs, aligning sales and marketing teams, and embracing adaptability in an AI-disrupted world. Alice also reflects on how her approach to building community mirrors how great marketing is done: with empathy, boldness, and a willingness to challenge the status quo.Key TakeawaysFrom ABM to PBM: Moving beyond account-based strategies to person-based marketing creates deeper personalization and stronger alignment with buying behavior.MQLs Are Outdated: Relying on MQLs limits alignment; marketing and sales need shared, outcome-driven goals instead.Adaptability Over Tactics: Successful marketers focus on business outcomes and adapt tactics as priorities shift—agility trumps specialization.AI Is Redefining Roles: AI is reshaping marketing roles, requiring teams to adopt tools while maintaining strategic thinking and creativity.Community as a Superpower: Whether in marketing or life, building and contributing to genuine communities creates long-term value.Hire for Resilience and Curiosity: Non-traditional backgrounds (e.g., comedy, hospitality) often produce standout BDRs with adaptability and EQ.Thought Leadership ≠ Press Releases: Modern thought leadership means leading with perspective, not parroting trends or relying on legacy PR tactics.Show LinksVisit Alice's Forbes Council for Marketing ExpertsConnect with Alice Wyatt on LinkedInConnect with Alex Birkett on LinkedIn and TwitterConnect with Omniscient Digital on LinkedIn or TwitterPast guests on The Long Game podcast include: Morgan Brown (Shopify), Ryan Law (Animalz), Dan Shure (Evolving SEO), Kaleigh Moore (freelancer), Eric Siu (Clickflow), Peep Laja (CXL), Chelsea Castle (Chili Piper), Tracey Wallace (Klaviyo), Tim Soulo (Ahrefs), Ryan McReady (Reforge), and many more.Some interviews you might enjoy and learn from:Actionable Tips and Secrets to SEO Strategy with Dan Shure (Evolving SEO)Building Competitive Marketing Content with Sam Chapman (Aprimo)How to Build the Right Data Workflow with Blake Burch (Shipyard)Data-Driven Thought Leadership with Alicia Johnston (Sprout Social)Purpose-Driven Leadership & Building a Content Team with Ty Magnin (UiPath)Also, check out our Kitchen Side series where we take you behind the scenes to see how the sausage is made at our agency:Blue Ocean vs Red Ocean SEOShould You Hire Writers or Subject Matter Experts?How Do Growth and Content Overlap?Connect with Omniscient Digital on social:Twitter: @beomniscientLinkedin: Be OmniscientListen to more episodes of The Long Game podcast here: https://beomniscient.com/podcast/

From manual data entry to slow underwriting decisions, inefficiencies in broker management have long been a challenge for the commercial insurance industry. But what if brokers could streamline data collection, enhance risk assessment and seamlessly connect with underwriters in real time? In this episode, Robin Merttens speaks with Alex Cardona, CEO and Co-founder of Recorder, a company building the next generation of broker management software. After a successful exit from Codat, a financial data infrastructure business, Alex and his team are applying their expertise to insurance—helping brokers replace outdated workflows with automation, APIs and structured data. Key Talking Points: How Recorder is addressing inefficiencies in broker management Why traditional broker workflows create data bottlenecks for insurers The role of APIs in modernising commercial insurance How automated data ingestion can improve underwriting accuracy The importance of standardizing risk data for brokers and carriers Challenges in adoption and how Recorder is overcoming industry resistance Insights from Alex's journey at Codat and lessons applied to Recorder Why brokers are the key drivers of change in insurance distribution How Recorder is scaling without heavy venture capital investment If you like what you're hearing, please leave us a review on whichever platform you use or contact Matthew Grant on LinkedIn. You can also contact Alex Cardona on LinkedIn to start a conversation! Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: List the key inefficiencies in traditional broker workflows that slow down risk assessment and underwriting. Define the challenges brokers face in manual data processing and how technology is addressing these issues. Explain why brokers are central to driving innovation in insurance data infrastructure and connectivity. If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 341 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

Today I spoke with Matthew Young James, Senior Solutions Engineer at Codat, a 2024 PSC Ambassador, and the NYC PreSales guy. Cross-departmental relationships are not a choice in our profession, they are a part of everyday life - and I'd argue that they are one of the main reasons we exist We dive into his experience facing challenging relationships and let him share what he would have done differently. I also shared insight into my experience in this area - it was a fun conversation!  Nobody wants to take work home with them but sometimes it's less of a choice - Matthew and I talk about how to do this better. Matthew's LinkedIn: https://www.linkedin.com/in/matthewyoungjames/ If you tuned in, please share your favorite takeaway with me on LinkedIn: https://www.linkedin.com/in/pscgm/    

How do you get people on board when you shift to a new tool or a new approach? Even if the value proposition is clear, it might be a challenge to create a practice out of the change.  In this episode of API The Docs, Polina Zaichkina (Senior technical writer at Codat) and Max Clayton Cowes (Product director for experience at Codat) share insights about building a culture of participation around documentation and achieving internal enablement.

The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at earmarkcpe.com.SponsorsZoho - https://cloudaccountingpodcast.promo/zoho Forwardly - https://cloudaccountingpodcast.promo/forwardlyAccruer - http://accountingpodcast.promo/accruerChapters (00:00) - Preview: Owning your own accounting firm is a path to the upper middle class (01:19) - Welcome to The Accounting Podcast (03:24) - Jirav raises $20 million in series B round (04:29) - How likely a startup is to fail based on their funding round (10:05) - Is this the end of Evernote? (12:20) - Codat removing desktop API support from some plans (17:05) - Pilot lays off 13% of its workforce (20:01) - Collective raises $50 million (21:40) - Are tax prep companies giving customers' personal information to social media giants? (32:35) - Even the IRS website sends your data to Google Analytics! (38:03) - WSJ article on the accounting shortage (44:00) - Blake checks in on the live chat (53:43) - Accountests ChatGPT challenge (57:57) - Claude.AI as a ChatGPT alternative (01:01:17) - Wrap up and please check out our TurboTax Live Business Tax Return experience video on our YouTube channel Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesJirav raises $20M in Series B | Accounting Today https://www.accountingtoday.com/news/jirav-raises-20m-in-series-b 3 tax prep firms shared 'extraordinarily sensitive' data about taxpayers with Meta, lawmakers sayhttps://apnews.com/article/irs-taxpayer-tax-preparation-meta-congress-9315cfca7a0942ab89f765d183fbf822 Tax prep companies shared private taxpayer data with Google and Meta for years, congressional probe finds | CNN Business               https://www.cnn.com/2023/07/12/tech/tax-prep-companies-taxpayer-data-google-meta/index.html The dearth of accountants has now become visible in several financial reports, with companies pleading difficulty in finding and retaining skilled people.         https://www.wsj.com/articles/the-accountant-shortage-is-showing-up-in-financial-statements-b14a6b94 ChatGPT Does Accountests Debits & Credits Test https://www.accountests.com/blogs/news/chatgpt-does-accountests-debits-credits-test Pilot lays off 13% of workforce – 45 Employees - LayoffsTracker    https://layoffstracker.com/pilot-lays-off-13-of-workforce-45-employees/?expand_articleChatGPT scores 90% on debits & credits test        https://www.blakeoliver.com/blog/chatgpt-scores-90-on-debits-amp-credits-test Some Chicago Restaurants Are Still Adding Surcharges Of Up to 20% to Checks. Should They?https://www.nbcchicago.com/news/local/some-chicago-restaurants-are-still-adding-surcharges-of-up-to-20-to-your-bill-should-they/3055697/ 2023-10-10: Change in pricing for some accounting integrations  https://docs.codat.io/updates/231010-deprecation-onprem-erp-premium Tax prep companies shared private taxpayer data with Google and Meta for years, congressional probe finds          https://www.cnn.com/2023/07/12/tech/tax-prep-companies-taxpayer-data-google-meta/index.html Attacks%20on%20Tax%20Privacy_Final.pdfhttps://www.warren.senate.gov/imo/media/doc/Attacks%20on%20Tax%20Privacy_Final.pdf Jirav Announces $20M Series B Round Led By Cota Capital              https://www.intuitiveaccountant.com/in-the-news/people-and-business/jirav-announces-20m-series-b-round-led-by-cota-capital/ The U.S. Tax Code Is Too Complex for Direct eFile to Work              https://taxfoundation.org/irs-efile-prefilled-tax-returns/ IRS renews cybersecurity push for tax pros            https://www.accountingtoday.com/news/irs-renews-cybersecurity-push-for-tax-pros The Accountant Shortage Is Showing Up in Financial Statements https://www.wsj.com/articles/the-accountant-shortage-is-showing-up-in-financial-statements-b14a6b94 Collective, a financial management platform for freelancers, raises $50M https://techcrunch.com/2023/07/11/collective-a-financial-management-platform-for-freelancers-raises-50m/ Bay Area tech firm relocating to Europe, lays off most staff https://www.sfgate.com/tech/article/evernote-layoffs-moving-to-europe-18190083.phpGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsUncat - https://www.uncat.com/Nett Tracker - https://www.nett-tracker.com/FinDaily - https://findaily.io/ Forwardly - https://www.forwardly.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Today, we're happy to welcome you to the second episode diving deep on the story of a Super Angel on EUVC! Say hi to Charley Ma, the man responsible for building and scaling multiple enterprise software startups and leading their marketing, sales, and customer success teams from $0 to $200m dollars as the first revenue hire for companies such as Plaid, Ramp, and Alloy. But Charley's career as an operator is definitely matched by his career as an angel having been an early investor in breakout companies such as Stytch, Unit, Codat, Moov, Finch, and many more which have gone to raise from giants like A16Z, Bain, Benchmark, Coatue, First Round Capital, Founder's Fund, Index and Sequoia.In this episode you'll learn:Charley's journey from JP Morgan to Plaid and into angel investing despite "not having that much money" at the time - in fact he decided to invest his B-school savings on building his angel career instead of academic rap sheet!How Charley thinks about building relationships in angel investing and the importance of being opinionated and selective at the same time as maintaining a broad networkHow Charley employs his experience from his angel investing to make him a better operator and how that allows him to navigate the current market betterHow Charley thinks about portfolio construction, ownership and how he has gone from being purely founder centric to now being more thematically focusedThis episode is sponsored by Vauban. Vauban makes it easy to launch your angel syndicate or VC Fund, check them out at www.vauban.io/euvc

20Angel is a series profiling European angel investors with the best Founder NPS. Episode 5 features Matt Robinson, Co-Founder of Fintech Unicorn, GoCardless, and Co-Founder of Nested. He is also one of Europe's most prolific angel investors with over 200 investments. Some of the companies he's backed include Permutive, Cleo, Codat, Hopin, Incident.io, Lokalise, Pento, SoRare, Yapily, and many more. The format for 20Angel is consistent across show, with questions including: What are some of the non-obvious things they look for when investing in a company? How they work with their Founders? How Founders should approach them? What they think makes a great angel investor? Learnings from their Anti-Portfolio? The show is sponsored by Edda.co, a design-led software that allows you to see, in real time, the true dimension of your investments, and the value and impact they create. Edda Dealflow and Edda Portfolio streamlines the operations of funds, from managing due diligence and deal flow through to supporting portfolio companies. It brings the entire investment process together in one place, supercharging communications with portfolio companies, making investments much easier. To find out more, visit edda.co and request a demo using "Edda20VC".

Lex chats with David Hoare, the CTO and co-founder of Codat - a universal API platform that connects small businesses to banks and other financial platforms. Together they discuss the value behind data aggregation, API integrations, SME enablement via APIs and the complexities involved in connecting large institutional businesses to API platforms. Additionally, Dave breaks down how the COVID-19 pandemic created an unexpected opportunity for Codat to help large banks deliver funds to smaller businesses in need of financial assistance. He also emphasizes the importance of buying APIs via API platforms like Codat rather than building it in-house, and so much more! MENTIONED IN THE CONVERSATION Codat's Website: https://bit.ly/3LfoYZ1Dave's LinkedIn profile: https://bit.ly/3HnvV90 Topics: API, payments, embedded finance, fintech, payments, integration, automation Companies: Codat, Experian, PayPal, Plaid, Stripe ABOUT THE FINTECH BLUEPRINT 

We help developers build integrations.

Andrew Janssens hosts Peter Lord, CEO and Founder of Codat. Peter founded Codat, "the universal API for small business data" in 2017. Codat connects small businesses' consented data from banking, accounting and commerce platforms to fintechs and financial institutions. In June 2022, Codat raised a $100M Series C from investors including: JP Morgan, PayPal, Shopify and Plaid. In this episode you will hear about: - Pete's start in Computer Science and SMB lending, and how it led him to found Codat - What being "the Universal API for Small Business" means to Codat - Open Banking and Codat's proposal for Open Finance - Compare and contrast on the fintech scenes in the UK and USA - And much, much more! For more FinTech insights, follow us below: WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Andrew's Twitter: twitter.com/Adhjanssens Andrew's LinkedIn: linkedin.com/in/andrew-p-janssens/

 Fintechs and traditional finance firms want to help their small business customers replace disorganized competing manual processes and multiple data sources with a single unified set of services and data. They could do that. They could more easily offer quicker decisions, better customer experience, and even get more first time customers founded in 2017. Codat The post Financial Data Aggregation for SMB with Jason Dryhurst-Smith appeared first on Software Engineering Daily.

Small business data is heterogenous and typically stored in silos that are not connected to each other. While some level of integration is starting to happen, getting the big picture of a small business from all these silos is challenging. But that is also changing.My next guest on the Fintech One-on-One is Pete Lord, the CEO and Co-Founder of Codat. His company's mission is to bring all that data together to make life easier for small businesses. Codat's clients are able to access the data they need seamlessly to help them get a complete picture of each small business.In this podcast you will learn:The problem Codat was created to solve.What they mean by the "universal API for small business data".Some of the companies where they have an API connection.An example of how this data access actually works.The state of play of open banking in the UK and the US.Their geographic footprint and the challenges of working internationally.Some of the 42 different use cases for Codat.Why they started with lending and how SMBs are getting more access to credit.How they connect with bank data.What they actually return to their clients when it comes to data.How Codat's clients are using climate data.Details of their $100 million Series C fundraise closed in Q2.The size of their team today.Pete's vision for a connected world when it comes to business data.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

Welcome to the Tearsheet Podcast. I'm Tearsheet's founder and editor-in-chief, Zack Miller. If we were only talking about the benefits of open finance a couple of years ago, we're already seeing open finance take root today. Firms like Plaid and Codat are showing the power of integrating customer financial data across firms and into apps. New use cases are popping up all the time. Today's guest is Peter Lord, CEO of Codat. Codat zeroes in on small business financial data. That's a very different problem to solve than, say, aggregating consumer data. Pete joins me on the podcast to talk about the challenges of wrangling SMB financial data. We also chat about how and where he decides to provide value-added services on top of the data he's sharing versus just providing the raw data. Pete shares his feedback on the evolution of use cases for SMB financial data he's seen over the past 5 years of running Codat.

In this special episode, Dexter Cousins is joined By Mark Ledsham, COO of Currency Cloud and Matthew Tyrrell APAC Commercial Director of Codat.Recorded in September 2022 as part of the UK Department of International Trades Fintech delegation, Mark and Matt share how to successfully launch an international Fintech in Australia.To enquire about support from UK DIT you can reach out to Elisa.Henderson@fcdo.gov.uk or Steven.Walker2@fcdo.gov.uk How you can support Fintech Chatter."follow" on your podcast player and leave a five-star review onApple: Scroll to the bottom of the page (iphone or ipad only), hit 5 stars and write a review - https://apple.co/3D7NsPtSpotify:  in the app click 5 stars - https://spoti.fi/3IzSViQSubscribe and like on Youtube - https://bit.ly/3tBlRmEThanks for your support.About Tier One PeopleFounded by Dexter Cousins in 2016, Tier One People is on a mission to help Australia become the world leader in Fintech innovation.Connect on Linkedin - https://bit.ly/3DsCJBpTier One People helps companies like Revolut, TrueLayer and 10x build founding teams for launch in Australia. And series A+ / ASX Listed Aussie Fintech like Lendi, Afterpay and 86 400 hire executive talent capable of delivering growth and scale. If you are building a world-class Fintech venture and need help in hiring tier-one people contact us - https://bit.ly/3Dc1p0B

In today's episode we're talking about buy now, pay later. No, not the consumer version that first comes to mind - we're diving into the B2B version. While B2C BNPL continues to dominate the headlines, its less talked about cousin in the more significant B2B world is just starting to get the spotlight. An increasing number of businesses are transacting online, but the payment rails still disappoint many times. And given the shake up in supply chains, companies could truly benefit from a product that can help them navigate cash flow problems. This is what B2B BNPL aims to do - bringing the latest digital tools to age-old methods of business to business transactions. We're talking about this today with my guests Jamie Beaumont, CEO at Playter, a B2B BNPL fintech based in the UK and Yasamin Karimi, Head of Product at Codat.

Welcome to Reimagining Company Culture, a series discussing emerging trends and priorities shaping the future of workplace culture and employee wellbeing. We highlight thought leaders who are constantly evolving their strategy and can provide insight to folks about how to address new business challenges.  AllVoices is on a mission to create safe, happy, and healthy workplaces for all, and we're excited to learn from experts who share our mission. In this episode of Reimagining Company Culture, we're chatting with Tom Denny, Head of People at Codat. Having spent multiple years at a recruitment agency specializing in Software Engineering, Tom landed Codat as a client when the Founders were right at the start of their journey.Tune in to learn Tom's thoughts on having radical flexibility, global and local people strategy, having an organizational equity journey, and more!About AllVoices In today's workforce, people often don't feel empowered to speak up and voice their opinions about workplace issues, including harassment, bias, and other culture issues. This prevents company leadership from making necessary changes, and prevents people from feeling fulfilled, recognized, and included at work. At AllVoices, we want to change that by providing a completely safe, anonymous way for people to report issues directly to company leaders. This allows company leadership real transparency into what's happening in their companies—and the motivation to address issues quickly. Our goal is to help create safer, more inclusive companies.

Sign up for my Daily Fintech or Daily Digital Banking Newsletters here. Check out my latest podcast episode below: NEWS HIGHLIGHT SEC investigates Coinbase over securities. The SEC has stepped up scrutiny of the issue since Coinbase began ramping up the number of tokens on its platform, says Bloomberg, citing several sources. The investigation predates an insider trading tipping case involving a former Coinbase product manager which saw charges brought last week. Link here. FINTECH NEWS #unicorn The first female founder of a "unicorn" in Mexico, Marlene Garayzar, Co-Founder of Stori, tells about how she got into the fintech world, the importance she gives to profitability, and what sets them apart from the competition. Link here. #fintechinnovation GoCardless launches Variable Recurring Payments as start-up Pillar chooses its offering to make credit scoring borderless and inclusive. This means GoCardless' ‘Instant Bank Pay' feature will now support one-off and recurring transactions through open banking. Link here. #partnerships Embedded finance startup Monite partnered with Codat, to make it faster and easier to integrate accounts payable and accounts receivable capabilities into existing apps. Link here. Cardless is partnering with American Express to launch credit cards on the New York-based card company's network, the two companies said Monday. Link here. PayMongo expands BNPL services with Atome partnership. Online payment processing platform Paymongo taps Atome Philippines to expand its reach of Buy Now Pay Later services. Link here.

On this episode of the Traction podcast, host Lloyed Lobo of Boast.AI welcomes Craig Nile, VP Sales at Codat.   Craig has driven the rapid growth of some of the biggest names in SaaS, having previously worked at Salesforce and Slack before moving to Codat.   Craig shares the playbook for building and scaling enterprise sales teams from zero to a billion.    Specifically, Craig covers: 1:47 - The backstory behind the journey into sales 7:25 - When is the right time to bring in a sales leader? 11:10 - What the first 90 days look like as a new sales leader 14:13 - How smaller companies should think about sales quotas 19:06 - Key hires a sales leader should make 24:20 - What percentage of quota a BDR is responsible for generating 27:35 - Key traits for a BDR 29:55 - What quotas and comp look like for an account executive 33:32 - Favorite two questions to ask when interviewing sales reps 37:56 - Leading indicators to watch out for to make sure reps hit their numbers 42:16 - Favorite way to help account executives during sales cycles 48:13 - Different selling styles and when to use them 56:37 - How to enable a sales team 1:00-59 - How to leverage account-based marketing 1:08:33 - Advice for founders that doesn't get enough recognition   Learn more at https://tractionconf.io   Connect with Craig Nile: https://www.linkedin.com/in/craignile/   Learn more about Codat at https://www.codat.io/ This episode is brought to you by:   DuploCloud is a one-stop solution for all yours DevOps cloud automation and compliance needs - from infrastructure provisioning and application deployment to security controls, compliance certification, and alerts. Visit https://duplocloud.com. Get two months free access at https://lp.duplocloud.com/partner/traction    Each year the U.S. and Canadian governments provide more than $20 billion in R&D tax credits and innovation incentives to fund businesses. But the application process is cumbersome, prone to costly audits, and receiving the money can take as long as 16 months. Boast automates this process, enabling companies to get more money faster without the paperwork and audit risk. We don't get paid until you do! Find out if you qualify today at https://Boast.AI.   Launch Academy is one of the top global tech hubs for international entrepreneurs and a designated organization for Canada's Startup Visa. Since 2012, Launch has worked with more than 6,000 entrepreneurs from over 100 countries, of which 300 have grown their startups to seed and Series A stage and raised over $2 billion in funding. To learn more about Launch's programs or the Canadian Startup Visa, visit https://LaunchAcademy.ca    Content Allies helps B2B companies build revenue-generating podcasts. We recommend them to any B2B company that is looking to launch or streamline its podcast production. Learn more at https://contentallies.com

Miguel Armaza sits down with Peter Lord, CEO & Co-Founder of Codat, where they are building a universal API for small business data. Founded in 2017, Codat now has more than 200 corporate clients and has raised over $160 million from JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures, AmEx Ventures, and more.In this episode, we discuss:Leaving his past employer to build Codat and solve some of the technical challenges he was encountering at his old job.His ambitious vision for Codat to become the go-to infrastructure for the small business economy to share data and how Peter plans to get there.International Expansion vs Industry Vertical Expansion. Since launching in 2017, Codat has expanded to several countries and is now serving many industries. Find out which one is harder and why.The future of fraud-fighting and why real-time data can help small businesses get access to credit, especially during a challenging economy… and a whole lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary, instead? Check out the Fintech Leaders newsletter and join 36,000+ readers and listeners around the world!Miguel Armaza is Co-Founder & Managing General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIpqp

In this episode of the Run Breiter Podcast, Run Breiter brings on his great friend Landon Adler. Landon went to college at Ohio University, and currently is a NYC Professional working as a Partnership Manager for a company called Codat, a rising tech company that specializes in universal APIs for small business data. Landon, although not a runner, was a great guest to the Run Breiter podcast because of him sharing value on how to Run a Breiter Life. He discusses his advice for both young and experienced professionals, especially valuable for those in the tech industry. Landon discusses how to properly network, gives his advice on properly growing within an organization, and when to know it's time to make a career mover and when it's time to not. Run Breiter also works as a tech professional for a company called MuleSoft, which is the Integration Arm for Salesforce and he shares some of his advice based on his experience too. Landon also requests and gets some advice about starting out in running and fitness, as he's someone who is looking at get more involved in those areas in life. Enjoy this episode and don't forget to Run Breiter of course!

This recording is from Fintech Nexus USA (formerly known as LendIt Fintech USA) held at the Javits Center in New York City on May 25-26, 2022. It is from the track: SMB Fintech: New Solutions for Lending & Banking - Sponsored by Fundbox and is titled: Using Data in New Ways For Better Loan Decisions. Speaking at this session are Pete Lord, Codat, Adrian Congiu, Silicon Valley Bank,  with Laurent Nizri, Paris Fintech Forum.

Sign up for my Daily Fintech or Daily Digital Banking Newsletters here. Check out my latest podcast episode below: Welcome to another episode of our Daily Fintech Podcast. This podcast episode is sponsored by Provenir. Provenir does more than help with your current tech challenges. They eliminate them. Designed and built to power agility, their cloud-native technology puts your team in control. Loved by Startups. Trusted by Decacorns. THE NEWS HIGHLIGHT OF THE DAY IS Mexico City-based digital bank Klar has raised $70 million in equity funding at a valuation of $500 million. JUST IN: Online payments company Checkout.com says it will settle payments for its merchants round-the-clock using stablecoins, making it the last major financial services firm taking the plunge into crypto. ALSO: Marqeta announced that Western Union will support their next generation real-time, multi-currency digital wallet and digital banking platform in Europe. WHAT ABOUT FUNDING ROUNDS AND INVESTMENTS? Juni is announcing $206 million in funding London-based Codat announced it has raised $100M in a series C round of funding. Nigerian fintech startup Indicina announced a US$3 million funding round to accelerate its expansion into other African markets. FlexiLoans.com has raised around $90 million in series B funding Indonesian cryptocurrency exchange Pintu has raised $113 million in a Series B funding round Fruitful is emerging from stealth, announcing a total of $33 million in equity funding raised across a seed and Series A round over the past 18 months. Knock announced the closing of its previously announced $220 million funding round. Backbase raised €120 million in growth equity funding from Motive Partners.

On today's session for Behind the API, we are joined by Matthew James. Currently at Codat, Matthew is the ultimate launch solution designer with customers launching their Codat experiences.

SponsorsOnPay: https://www.cloudaccountingpodcast.promo/onpayFreshBooks: https://www.cloudaccountingpodcast.promo/freshbooksCanopy: https://www.cloudaccountingpodcast.promo/canopyNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow Notes2:57 – Tether (USDT) stablecoin drops below $1 peghttps://www.cnbc.com/2022/05/12/tether-usdt-stablecoin-drops-below-1-peg.html Bitcoin plunged to its lowest level since December 2020 as a cryptocurrency selloff gathered steamhttps://www.wsj.com/articles/bitcoin-falls-to-26-000-as-crypto-selloff-intensifies-11652340653 10:46 – Crypto investors likely pay less than half the taxes they owehttps://www.accountingtoday.com/articles/crypto-investors-are-likely-paying-less-than-half-the-taxes-they-owe 12:05 – Web3 accounting firm officially launches on Tactic.comhttps://domainnamewire.com/2022/05/09/web3-accounting-firm-officially-launches-on-tactic-com/ 22:59 – KPMG UK Somehow Won't Be Getting a Record Fine From the Financial Reporting Council For Carillion Messhttps://www.goingconcern.com/kpmg-uk-somehow-wont-be-getting-a-record-fine-from-the-frc-for-carillion-mess/ 25:22 – Listener mail from Chris – Thank you! 35:22 – Logan Graf YouTube Video – How Much Money I made In 2021 As A First Year CPA Firm Ownerhttps://www.youtube.com/watch?v=OIcH2Zv_JyE 38:38 – Listener mail from Tyler – Thank you! 41:20 – Listener mail from Sarah – Thank you! 45:26 – IRS destroyed 30M paper information returns due to backloghttps://www.accountingtoday.com/news/irs-destroyed-30m-paper-information-returns-due-to-backlog Report: IRS Destroyed 30 Million Paper Tax Documentshttps://www.cpapracticeadvisor.com/tax-compliance/news/21267104/report-irs-destroyed-30-million-paper-tax-documents 51:08 – Rippling raises $250M in series D fundinghttps://www.rippling.com/blog/rippling-raises-250m-in-series-d-funding 53:40 – Fueled by the remote work revolution, Deel more than doubles valuation to $12B with new raise – TechCrunchhttps://techcrunch.com/2022/05/11/fueled-by-the-remote-work-revolution-deel-more-than-doubles-valuation-to-12b-with-new-raise/ 55:08 – Deluxe Announces Collaboration with Codat to Embed Accounting Integrations Directly into Deluxe Payroll + HR Solutions Platformhttps://www.businesswire.com/news/home/20220510005018/en/Deluxe-Announces-Collaboration-with-Codat-to-Embed-Accounting-Integrations-Directly-into-Deluxe-Payroll-HR-Solutions-Platform 57:18 - Avalara releases tax compliance automation tool for property managershttps://www.accountingtoday.com/news/avalara-releases-tax-compliance-automation-tool-for-property-managers 58:06 – Xero's full year 2022 financial resultshttps://www.xero.com/blog/2022/05/full-year-2022-financial-results/ 59:06 – Millions of Americans May Qualify for Free Broadband Internet Programhttps://www.cpapracticeadvisor.com/tax-compliance/news/21267032/millions-of-americans-may-qualify-for-free-broadband-internet-programGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsFuture Firm: futurefirmaccelerate.comGetW9: getw9.taxAdvisors for Change: https://www.advisorsforchange.comOh My Fraud: A True Crime Podcast for Accountants: ohmyfraud.comWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

This week, Rolf Merchant, Head of Member Policy Engagement at Innovate Finance chats to Yasamin Karimi, Head of Product at Codat where they discuss Yasamin background, Codat core proposition, a new product 'Sync for Commerce' and much more! Tune in for new episodes every Friday! --- Send in a voice message: https://anchor.fm/innfin/message

Carly Williams is a Talent Acquisition Manager at Codat, a FinTech company based in London. Coming from a pyschology background, Carly has spent the majority of her career hiring great people for tech companies, with a particular focus on technical talent. TCC Patreon - https://www.patreon.com/thecodercareer All TCC Links (inc Discord) - https://linktr.ee/thecodercareer Links to topics discussed: - The Zettle case study: https://www.codat.io/case-study/zettle/ - Codat Careers page: https://www.codat.io/careers/ - Codat's approach to hiring: https://www.codat.io/how-codat-hires/ - Codat Demos: https://vimeo.com/454401179 https://www.loom.com/share/c321d73842d5476d890093f573fa9021 Contact Carly: https://www.linkedin.com/in/carly-williams-245931153/ Contact Cam: https://www.linkedin.com/in/cameron-blackwood/ --- Send in a voice message: https://anchor.fm/the-coder-career/message

Carly Williams is a Talent Acquisition Manager at Codat, a FinTech company based in London. Coming from a pyschology background, Carly has spent the majority of her career hiring great people for tech companies, with a particular focus on technical talent. TCC Patreon - https://www.patreon.com/thecodercareer All TCC Links (inc Discord) - https://linktr.ee/thecodercareer Links to topics discussed: - The Zettle case study: https://www.codat.io/case-study/zettle/ - Codat Careers page: https://www.codat.io/careers/ - Codat's approach to hiring: https://www.codat.io/how-codat-hires/ - Codat Demos: https://vimeo.com/454401179 https://www.loom.com/share/c321d73842d5476d890093f573fa9021 Contact Carly: https://www.linkedin.com/in/carly-williams-245931153/ Contact Cam: https://www.linkedin.com/in/cameron-blackwood/ --- Send in a voice message: https://anchor.fm/the-coder-career/message

In today's episode, Jason Pereira talks to Peter Lord - CEO of Codat. It is a platform that is building next-generation products and services for SMEs with easy, real-time data connectivity to their financial software. The company is building smart solutions that save time, money and enhance the customer experience in a matter of hours.Episode Highlights:00.30: Peter explains, “We help our clients who are large financial companies connected to the software used by their small business customers. We connect to accounting software things like Xero, Sage, QuickBooks E-commerce software, payments and marketplaces like Amazon, eBay, etc.” 00.50 Jason affirms, “You are a savior for financial institutions because you built the integration pieces yourself. It's not a make your integration, but essentially, you're making it easier for people to access all that through one portal versus multiple different API instances.” 01.50: Peter studied at Southampton University as a software engineer and moved into a product role. Through that personal experience, he saw the need to automate processes.02.10: They built their business where small businesses applying for a loan had to submit financial statements and ledgers in PDF agreements. Peter and his company replaced the manual process of Xero, QuickBooks, and Sage accounting.03.41 Jason inquires,” How many different integrations have you built for different technology?” 04.00 Jason: asks, “Talk to me about some of the challenges of the amount of data you have got to basically make accessible on one platform. Give me one example in accounting software.” 04.18: Peter replies, “We cover everything from high-level financials, digital Ledger, that property loss or balance sheet reports examples right down to the transaction level detail is in the journal.” 07.45 Peter says, “There is a new client finding, new spaces for technology every week.”09.33 Jason inquires, “Codat is just an open API at this point, or are you moving data between different systems; is that something that the end consumer is doing? or is that something that you have actually built; a bunch about the shelf integrations form?”10.35: Peter shares his mission is to make life easier for small businesses, and that's what drives in right movement.11.54: Jason asks, “Overall, this is not a small piece of work that I am curious about; any statistics on how much data you are actually parsing for people at this point?”12.40 Peter explains they are now introducing elements of lending or capital financing.13.30 Jason reiterates, “You know the value of data, right. I'm sure you thought of the number of ways that you can move it around and basically collected for these people. But small businesses are going to find ways to solve their problems with your solution that you never dreamt of so, that makes a lot of sense.” 17.00 Jason asks Peter, “What's been the biggest challenge in the company to where it is today?” 17.07: Peter shares the biggest challenge faced by them was to hire the right people.18.05: Peter explains that they are making products, so it's building something, building our products, continuing to see expanding and budget in the hands of more users and more users for us. 3 Key Points:Peter talks about the creation of Codat. “What leads to its founding, and what problem are they trying to address?” Jason asks Peter, “Talk to me about the different verticals that you are basically involved in. You have over 100 clients at this point around the world. What are the different use cases they have used before?”Peter shares, “What's the feedback they are getting from the companies that choose to partner with Codat. What are they saying in terms of the amount of time and effort, and development costs? Tweetable Quotes:“For our clients, it's not just the extraction or pulling of that data, but we also take the push of data back into the software packages to help our clients reconcile what's going on in their products with business customers and other systems of record.” - Peter Lord“There are all sorts of different ways that small businesses use their accounting software running on.” - Peter Lord“People are so important, and the company is our team, and so we make sure that we have been hiring the best people.” - Peter LordResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorLinkedIn – Jason Pereira's LinkedInPeter Lord: Website | LinkedIn Podcast Editing See acast.com/privacy for privacy and opt-out information.

Soldo raised $180M in an oversubscribed Series C round led by Temasek. Soldo is a platform that allows employers to give their workers prepaid business cards that are linked to an automatic expense management system.Vector Solutions has purchased the higher education sector of EVERFI for $100 million. Vector currently has 2,200 higher education clients, representing over half of all degree-granting schools and universities in the United States. Some of the world's most well-known companies are among EVERFI's clients.Zenput, a company focused on operational execution, has raised $27M in a Series C round led by Golub Capital. Zenput has been utilized by Chipotle, Domino's, P.F. Chang's, Five Guys, Smart & Final, and 7-Eleven, among others. Zafin and Codat team up to help financial institutions with detailed cash flow data to assist them in offering more suitable products and pricing. The partnership would help them provide better personalized services to their clients and SMBs.Pillar VC has announced the close of $192M for two of its funds – $169M for Pillar III, its third fund and $23M for Pillar Select. The venture capital firm would typically make pre-seed investments ranging between $50–500K and seed round investments worth $2M to $6M.AppOmni, a provider of SaaS security management, has announced that it would provide its services to the ServiceNow platform to help its customers get better visibility into Sas security posture, help its IT and security teams to remediate risks and configure security better.Wipro has announced the launch of its FullStride Cloud Services and commitment to invest $1B in cloud technologies, partnerships and acquisitions to create a comprehensive cloud transformation capability for its mutual clients, partners and customers.

Hewlett Packard Enterprise (HPE) has acquired Zerto in a $374 million all-cash deal, expected to close by the end of HPE's fourth quarter. The move is aimed at expanding HPE GreenLake cloud services.Hypersonix, an enterprise AI platform for commerce, has announced that it has raised $35 million at a valuation of $200 million in a Series B funding round led by B Capital Group. Other participants include Intel Capital, Firebolt Ventures, Magicus Ventures, and Gokul Rajaram, among others.   Monisnap, a remittance fintech company, has raised $11.8 million in a fresh round of funding. The funds will be used to expand the company's global client base, quadruple its technical staff, strengthen its B2B service, and improve its mobile money product. Currently, the Monisnap platform is used by over 200,000 people to send money to developing countries through over 100,000 local partners in over 100 countries.Codat gets $40 million in a Series B financing round led by Tiger Global. Codat intends to utilize the cash to expand in the United States, provide more data products to its API, recruit faster, and onboard more clients. Codat's goal is to assist small businesses by allowing suppliers to interact with all software packages that SMEs use using a single standardized API. Montreal-based Paper, a software provider of high-dosage tutoring, has announced its Series C fundraise of $100 million in a round led by Institutional Venture Partners (IVP). The company said in a press release that it would use the proceeds from the fund to scale its business and increase investments in its Educational Support Systems (ESS). Online-learning SaaS provider Articulate Global has raised $1.5 billion in a Series A funding round at a valuation of $3.75 billion. Bootstrapped since its inception, this round marks Articulate's first-ever fundraise, led by General Atlantic with participation from Blackstone Growth (BXG) and ICONIQ Growth.Nowports has raised $16M in Series A funding from Mouro Capital and plans to streamline its process, solidify important routes and expand its logistics and financial operations, adding value as a digital freight forwarder for Latin American Companies.Karat Financial, a black card and financial services platform specifically tailored for digital creators has announced $26 million in funding, including $15 million in a debt financing round and $11 million in Series A. The funding round was led by Union Square Ventures, with participation from GGV Capital and SignalFire.zip24 has recently raised $1.2M in a pre-series round to fund its expansion in tech, product and operations teams. It aspires to strengthen operations by deploying direct sales and support personnel in Dubai, UAE expand to the UK in this year's second half.Barracuda Networks has signed a definitive agreement to acquire SKOUT Cybersecurity. With the close of the deal (in July), Barracuda would enter the extended detection and response (XDR) platform and offer proactive real-time continuous security monitoring and response services.Desana, a hybrid workplace platform, raised $4M in a seed round headed by PropTech1 Ventures and Techstart Ventures. The firm plans to expand quickly with additional investment due to the high demand for its hybrid workplace solution. In a seed round led by AdvantEdge Founders, TyrePlex, an aftermarket tyre B2B eCommerce firm, earned an undisclosed sum. TyrePlex has over 1,700 dealers onboarded over 600+ locations and is quickly expanding at a rate of 30% month over month. A venture capital firm, Inflexor Ventures, has announced the closure of its second fund, which is valued at about USD 80.2 million. The tech fund will primarily invest in B2B/enterprise companies that use deeptech, technical IP, and innovation. The fund would invest in pre-Series A through Series B rounds, with initial investments ranging from $ 0.6 million to $ 2.6 million and follow-on rounds dependent on the performance of portfolio companies and their fundraising stage.

This week, Rashee Pandey, Head of Partnership and Growth at Innovate Finance chats to Yasamin Karimi ,Head of Product at Codat, where they discuss Yasamin's journey into FinTech, what data means at Codat, partnering with incumbents in light of Covid-19 and much more! Tune in for new episodes every Friday. --- Send in a voice message: https://anchor.fm/innfin/message

This morning Codat, a startup that provides APIs to link small-business fintech data to external services, announced that it has closed a $40 million round led by Tiger Global.

This morning Codat, a startup that provides APIs to link small-business fintech data to external services, announced that it has closed a $40 million round led by Tiger Global.

This week, Index partner Danny Rimer speaks to Farfetch founder José Neves.Farfetch is the world's biggest online marketplace for independent fashion boutiques. Jose founded Farfetch in Porto and London in 2007 and listed on the New York Stock Exchange in 2018.Danny & Jose discuss Farfetch and its global journey, what Formula 1 has in common with entrepreneurship, entering the US via a partnership and much more.Thank you for listening to DestinationUSA from Index Ventures. This is the last episode in our series that explored how Europe's leading entrepreneurs and operators expanded their businesses to the US. If you missed any of the episodes you can go back and listen to the stories of Spotify, Adyen, Nexthink, Collibra, Codat, ComplyAdvantage, Peanut, Wise & more.For more about how to expand your tech startup to the US, you can check out our handbook here.

Pedro and Peter share their experiences of relocating to the US. They discuss the East vs West Coast, the impact on hiring senior leadership, relocating during COVID, family life and building US networks.Pedro founded Nexthink in 2004 in Lausanne (Switzerland) which is still the main engineering and product hub. He relocated to Boston in March 2020. Here's a case study of Nexthink's US expansion. Pete founded Codat in  2017 in London to connect the internal systems of small businesses to banks, fintechs and other financial institutions. He relocated to New York in 2020 to lead the company's US expansion. 

How did Codat, the tech scale-up, really build a reliable, heavy loading, financial API? In this podcast, we talk about building a financial API from the ground up, get insights into the engineering challenges at Codat, and understand how Codat used simple technologies to transform themselves into a successful scale-up company.Prefer to watch your podcasts? Check us out on YouTube: https://bit.ly/3dCMPRb You can also find us on Twitter at: http://bit.ly/36cTJYr

On today’s Tank Talk! We welcome Addie Lerner, founder and general manager of Avid Ventures and Charley Ma of Alloy to talk about “The Rise of APIs in Fintech Explosion.”Guests Background:Addie Lerner is the Founder and Managing Partner of New York City-based Avid Ventures, a $68M early stage venture capital firm that has invested in fintech companies including Alloy, Nova Credit, Staircase, Lockstep, and Rapyd. Prior to starting Avid, Addie was a Principal at General Catalyst and before that she was a Senior Associate at General Atlantic in NYC and London. Addie started her career in investing at Goldman Sachs as an Analyst in the Special Situation Group.Charley Ma is currently the GM of Fintech at Alloy the identity operating system for banks and fintechs in NYC. Prior to Alloy, Charley was an early hire at Ramp in the corporate card space and Plaid in the API infrastructure space. Charley started his career at JPMorgan Chase, working across several strategy groups covering payments, APIs, blockchain, and fintech. He is also a somewhat active angel investor, primarily focused on fintech + infrastructure and has invested in companies including Unit, Moov, Finch, Codat, and many more.  In this episode we discuss:01:32 The definition of fintech03:19 The difference between tech-enabled and tech-powered04:13 What APIs are and how they are used in fintech06:08 Closed APIs versus Open APIs06:50 The benefits of APIs08:11 The growth of APIs since 201409:56 The explosive growth of Plaid and other Fintech companies11:23 How Covid and other factors are pushing traditional payment processing and alternative payments15:06 How other countries are leapfrogging the US in payments18:49 The growth of fintech for investor and credit platforms21:45 Using APIs to get credit decisions from non-traditional sources25:24 What is white-labelling27:20 Regulations around fintech31:06 The rise of the Neo-Banks33:55 Alloy’s technology around regulations35:48 The importance of data-sharing38:20 The rise of internal regulatory focus at startups40:31 The use of blockchain and cryptocurrency in mainstream financial institutions44:05 Speculation on the Visa/Plaid breakup and a potential Plaid IPO48:30 When will APIs come to insurance49:15 What is the risk associated with relying on another companies API53:30 Open banking and consumer demand and protections55:38 Negotiating fees when starting outBooks Addie Recommends:Churchill: Walking with Destiny by Andrew RobertsBook Charley Recommends:The Anatomy of the Swipe: Making Money Move by Ahmed SiddiquiFollow Matt Cohen and Tank Talks here!Podcast production support provided by Agentbee.Agency This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Nadia is delighted to be joined by Zak Forbes, Talent Acquisition Manager at Codat, for the latest episode of The Talent Surgery.Exploring Codat's endearing culture of 'trust, ownership and autonomy', Zak shares with us the crucial traits and practices that make this startup an exceptional place to work. As Codat begins to grow, we learn how Zak and the team are managing their new expectations and ensuring their team are committed to this exciting upwards trajectory. We also get a fascinating look at how Zak ensures he attracts and hires the right people, and the policies in place to ensure employees are consistently invested in.

Nadia is delighted to be joined by Gabriel Macsweeney, Data Partnerships Manager at Codat, for this episode of the ground-breaking Women of Fintech Podcast. Gabriel shares with us the details of her fascinating role, and the incredible path she took to get into the industry that she is now so passionate about. Gabriel also reflects on her early exposure to tech and science, and reveals to us the actions we can all be taking to encourage more women into the industry from a young age, and in turn make FinTech a more inclusive space.