Mapping report.
Every object and field you use today, mapped to the Unify Graph, with gaps called out.
NEWUnify Agents (MCP): governed AI access to finance data. Early access.See Unify Agents
MIGRATION
A planned move from Codat, another unified API or your own connectors: data mapping, a parallel run, cutover, and no forced reconnects where the platform allows token transfer.
DELIVERABLES
Every object and field you use today, mapped to the Unify Graph, with gaps called out.
Both systems sync side by side and we diff the results.
Batches, rollback points and customer comms templates.
Token transfer where the platform and contract allow it, guided reconnects where not.
HOW IT WORKS
1 week (target). Inventory of objects, fields, platforms and customers, with a reconnect assessment per platform.
2–4 weeks (target). Mappings to the Unify Graph and any changes your code needs.
1–2 weeks (target). Both systems run side by side while we diff the results.
Batched. Customers move in batches with rollback points.
After final batch. The old provider or in-house connectors are switched off.
ENGAGEMENT MODEL
Assessment first, then a fixed-price migration with a parallel run and batched cutover.
Typical range 5–8 weeks before cutover begins (target), then batches at your pace.
Teams leaving Codat, another unified API provider or in-house connectors.
Talk to us. Fixed price after assessment. Assessment flat fee, then a per-platform migration fee.
WHO IT'S FOR
Sometimes. Some platforms let OAuth grants move with app credentials you own; others need a reconnect. The assessment tells you which, per platform.
Yes, by platform or by customer cohort.
Codat now focuses on commercial banks and deprecated legacy products on 28 February 2026 (Codat docs). If you relied on them, start with an assessment.
Yes. The assessment maps what your connectors read and write today to the Unify Graph, and the parallel run proves parity before any customer moves.
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