Instant client onboarding: connect Codat to Swiftask
Swiftask's AI analyzes accounting data pulled via Codat to validate your clients in seconds, not days.
Result:
Eliminate manual entry and radically speed up your acceptance and onboarding processes.
AI Agents
codat
Connector codat · Secure OAuth 2.0
Why manual onboarding slows your growth
Collecting and verifying client financial data is a heavy process. Between email exchanges, missing documents, and manual entry into your tools, every new dossier costs a significant amount of time and productivity.
Main negative impacts:
Excessive processing times
Waiting for accounting documents hinders new account activation and degrades the user experience from the first contact.
Data entry error risks
Manually copying data from accounting software to internal systems multiplies the risks of critical errors.
Limited team productivity
Your finance teams spend their time collecting data rather than analyzing real risks.
Swiftask automates the extraction and analysis of financial data via Codat. As soon as a client connects their accounting software, the AI agent processes the information, verifies compliance, and prepares the dossier for approval.
BEFORE / AFTER
What changes with Swiftask
The traditional process
The client sends PDF or Excel exports. The analyst must open them, verify them, and manually enter KPIs into the CRM. If data is missing, an email exchange begins, extending the delay by several days.
The Swiftask + Codat approach
The client authorizes access to their data via Codat. Swiftask instantly retrieves key figures, analyzes them according to your criteria, and notifies the validation team. The dossier is ready before the client even closes their browser.
Simplifying the client journey in 4 steps
1
STEP 1 : Swiftask agent configuration
Define validation thresholds and financial indicators to monitor within Swiftask.
2
STEP 2 : Connect via Codat
Integrate the Codat feed to access your clients' accounting data securely and in a standardized way.
3
STEP 3 : Automated data analysis
The Swiftask AI extracts data, calculates financial ratios, and verifies the consistency of the client dossier.
4
STEP 4 : Validation and notification
If criteria are met, the client is automatically validated and notified, or the dossier is escalated for human review.
Financial AI analysis capabilities
The agent examines cash flow, profitability, payment history, and debt structure via the feeds normalized by Codat.
- Target connector: The agent performs the right actions in codat based on event context.
- Automated actions: Automated extraction of balance sheets and P&Ls. Credit scoring calculation based on real data. Automatic CRM updates. Immediate alerts in case of financial anomalies.
- Native governance: Swiftask transforms complex raw data into actionable insights for rapid decision-making.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-codat@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Major operational gains
Drastic reduction in Time-to-Onboard
Go from a multi-day cycle to validation in minutes.
Guaranteed data accuracy
Automation eliminates human errors related to manual accounting data entry.
Premium client experience
Offer a seamless sign-up journey without repeated document requests.
Optimized risk management
Systematically analyze every dossier with the same level of rigor.
Scalability without hiring
Manage an increasing volume of client dossiers without increasing the size of your operations team.
Data security and integrity
Swiftask applies enterprise-grade security standards for your codat automations.
- Secure Codat connection: Using banking-grade security standards to access accounting data.
- Total confidentiality: Swiftask only stores the metadata necessary for validation, in compliance with GDPR.
- Decision traceability: Every validation is logged with the source data used for audit purposes.
- Financial compliance: Processes designed to meet the requirements of auditors and financial regulators.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Performance indicators
| Metric | Before | After |
|---|---|---|
| Average onboarding time | 3 to 5 business days | Less than 15 minutes |
| Data entry error rate | 8-12% | 0% (automated) |
| Human time per dossier | 60+ minutes | Less than 5 minutes (final review) |
Take action with codat
Eliminate manual entry and radically speed up your acceptance and onboarding processes.