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Optimize your auth flow

Best practices to improve your customer's authorization journey experience

Simply allowing your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customers to connect their accounts is just the beginning. Now you should optimize your flow to ensure connectivity with your customers.

What we'll cover​

This guide is based on our experience of working with apps and services using Codat’s APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms., with thousands of SMBsSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. connecting every day. We have broken down these optimizations by focus:

  • The funnel: the steps from user sign up to the point they are ready to connect
  • The value exchange: why an SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. will benefit from connecting their accounts
  • Privacy, trust & support: why an SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. should trust you with their data
  • Platform selection: the platforms an SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. can connect to
  • Connection management: giving your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customer control of their connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform.(s)

Consider these optimization areas a "go-live checklist". In the following sections, we are going to take a closer look at each of the points.

Each section includes...​

  • The positive impact that you can expect from following our recommendations, including the potential conversion rate increase*.
  • A helpful checklist to use when building your authorization flow.

* Codat has analyzed implementations and the dropoff/conversion rate at each stage. We were able to attribute a positive correlation to the execution of each of the five critical areas.

Measuring success​

We also equip you with a tool for monitoring your auth flow's performance.

Resources​

For further resources on good design practices and some inspiration, Codat recommends:

  • Checklist Design

     : a collection of the best design practices

  • Mobbin

     : the world’s largest mobile app design reference library
Think about your use case

While these recommendations apply universally, some examples are more relevant for specific use cases, such as lending and underwriting, insights, or reconciliation.

For more examples and further help optimizing your flow, you can contact your account manager.

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