Updates

To streamline our platform and enable us to focus on our key products, Codat is deprecating legacy products and consolidating multiple versions into a single variant.

We've expanded our data model to include transactional amount and transactional currency for journal entries.

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.