Codat rebuilt Intelligent Upload in Link, the path for businesses whose accounting software has no direct integration, into one guided screen. Customers upload CSV or XLSX files for Vendors, Bills, Payments and optionally Expenses covering the last 12 months, can replace a file before submitting, and resend only missing or unusable files if the connection drops. Lenders can add a support email and a scheduling link in Link settings or through the Link SDK.
Our readBanks using Spend Insights should see more complete uploads from clients whose ERP has no connector. The new journey applies to every customer automatically and is offered in English and Canadian French only, so check coverage for other client languages.