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How do I connect my accounting platform?

How do I connect my accounting platform?

Updated over 2 weeks ago

At times, it is necessary to provide financial statements for your business in order to proceed with your funding request—in particular your income statement and balance sheet.

We use Codat to facilitate the data sharing between your accounting platform and Wayflyer.

Even though we ask for write permissions, we only view your accounting data. We’ll never make changes to your accounting system without your written permission.

If it is not possible to connect your accounting system with Codat, we will request your income statement and balance sheet as a PDF or spreadsheet exported from your accounting system.

When submitting your financial statements, please ensure they cover the entire requested period and are reported on a monthly basis.

Note for Multi-Entity Structures: If your business operates as part of a larger group (e.g., as a parent or subsidiary company), please be aware that we will require you to provide the consolidated financial statements for the entire group.

What if I can’t provide financial statements?

If you can’t provide financial statements, you can notify your sales representative or contact us through our support chat and we can advise you on how to progress your application.

Your data is secured in encrypted databases. View our privacy notice to learn more.

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