55 posts tagged with "Product"

You can now assess the quality and reliability of a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.’s financial data using the Accounting Score, available via 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..

We've added a new exit confirmation overlay to Embedded LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat.. It appears when users attempt to close an in-progess 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. flow, helping prevent accidental drop-offs.

We have expanded our accounting integration coverage to include Microsoft Dynamics 365 Finance & Operations.

We’ve updated the QuickBooks Desktop LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow to provide clearer guidance on how the Intuit Web Connector works and to reduce disruption to your customers' day‑to‑day operations.

You can now see whether your customers’ accounting books are closed — and the date they were last closed.

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.

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.