59 posts tagged with "Product"

We are making it easier to identify and navigate multi-entity companies in the Codat Portal.

From February 25, 2026, you will be able to generate updated reports directly from the Spend Insights tab of the Portal.

We've updated the Shopify LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow so merchants connect using client ID and client secret instead of an Admin 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. access token, with clearer in-flow guidance and step-by-step instructions that match Shopify’s latest custom app and distribution flow. This change is due to the deprecation of the original approach by Shopify.

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 Lending's new Accounting Score metrics, available via the Lending 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..

Access a comprehensive data-driven assessment of a business’s financial health and creditworthiness with our new Credit Model report.

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-progress 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.