Updates

We have expanded our Lending product coverage to include Sage Intacct Categorized Financial Statements.

We've released an improved version of our Dynamics 365 Business Central LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow to provide a more resilient and user friendly experience, with support for multi-entity linking.

The landing page title of our 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. Management SDK will change from "Manage connectionsConnection 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." to "Manage connected accounts" on October 10, 2025.

On January 10, 2026, we will relax validation on the Remove product endpoint to allow the last remaining product to be removed from a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources..

This update summarizes recent changes made to our OpenAPI Specifications.

On July 10, 2026, the Enhanced Cashflow report type will be deprecated from the Assess endpoints. This follows the launch of its replacement, the Categorized Bank Statement report, available through our report management workflow. The new workflow offers enhanced functionality and a more streamlined user experience.

This update summarizes the changes made to our OpenAPI Specifications.

Intuit will be launching a new App Partner Program on the 28th of July.

Transparency around exactly what a user is sharing access to, for what purpose, is an essential part of your authorization flow. We've revamped how we present this information in LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. and given you more controls to present this clearly to your users.

On July 10, 2025, we will change the way we record the netAmount and currency fields of Journal Entries in foreign currency for our NetSuite integration.