Plans and features
Discover Codat with our free trial and upgrade to our paid plan to grow your solution
Codat offers a free experience that lets you explore and test our products and standardized integrations, and a robust, bespoke Full access plan with many additional features and support.
Here is how they compare to each other:
| Feature | Free trial | Full access |
|---|---|---|
| Product access | All products | All products |
| Seats | Unlimited | Unlimited |
| Usage | 50 companies 5 connections/source | Unlimited |
| Hourly syncs | ➖ | ✅ |
| On-premise connectors | ➖ | ☑️ Add-on |
| ERP integrations | ➖ | ☑️ Add-on |
| Support | ➖ | Premium technical support |
| Implementation guidance | ➖ | ✅ |
| SLA | ➖ | ✅ |
| OAuth SSO | ✅ | ✅ |
| SAML SSO | ➖ | ☑️ Add-on |
| Mutual TLS | ➖ | ☑️ Add-on |
| Rate limits | 500 req/day | 1000 req/day |
If you're an Admin, you can view the plan you're currently on in the Codat Portal.
Free trial
Sign up to start building your solution and test Codat's product offering for free. When you're ready to move to our paid plan, contact our sales team to discuss pricing options.
Free trial limitations
You can use Codat for free for 30 days.
Features
Once signed up, you can:
- Experience most of Codat's products and integrations.
- Create up to 50 companies to test live integrations.
- Create unlimited connections to our realistic Sandbox data.
- Create up to five connections at a time to each of our accounting, commerce, and banking integrations.
- Schedule data syncs to refresh data daily, weekly, or monthly (but not hourly).
Products
While you can enable all our products on the free trial, our Bank Feeds API requires some setup on our end - talk to us first if you're looking to try out this product.
Full access
Enjoy the benefits of individual solutions tailored to your needs, volume-based pricing, and dedicated support with our Full access plan.
Features
- Unlimited access to all of Codat's products and cloud-based integrations
- Unlimited company and seat creation
- Enhanced usage options with hourly syncs and superior rate limits
- Implementation assistance and premium technical support
- Access to add-ons, including desktop and ERP integrations, security features, and more
Billing
Contact our sales team to discuss Full access pricing options.
If you are an existing client using our Start Up plan, use our Billing dashboard to track your usage and stay in control of your bills.
Use the dashboard on the Portal's home page for a real-time, high-level view of the following details:
- Overall number of created companies
- Number of companies that have been active in the current billing period
- A quantitative breakdown of the companies' connection statuses
Read next
- Learn more about test client creation, possible testing approaches and our recommendations.