Codat
AI-powered financial data integration platform connecting to accounting and commerce platforms.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Cloud SaaS with third-party data integration.
- Requires access to sensitive financial data.
- Standard security certifications but still ships data externally.
Recommendations
3- Implement minimal data access scopes
- Review connected application permissions
- Monitor API access logs
Data handling
- Storage
- UK servers
- Retention
- Sync period
- Training on inputs
- No
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