Case Study: Novuna Business Cash Flow reduces onboarding from days to minutes with Codat

Novuna Business Cash Flow - Customer Case Study

Novuna Business Cash Flow, a provider of cash flow finance solutions, was facing a slow and inefficient client onboarding process. Manually gathering financial data via email attachments caused delays of weeks, leading to poor conversion rates as potential clients sought faster alternatives. To become more competitive, Novuna sought a solution from Codat to automate this data collection.

By implementing Codat's data API, Novuna automated the syncing of client accounting and banking information directly into its Salesforce platform. This eliminated manual data entry, slashing onboarding from weeks to just minutes. Codat's solution also enhanced real-time risk monitoring. The results included a dramatic increase in efficiency, quicker decision-making, a stronger competitive position, and a rise in new business.

Novuna Business Cash Flow

James Burr

Head of Change