Updates

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

On January 10, 2026, we will deprecate the current behavior where data is synced immediately after a QuickBooks Desktop companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. is linked. Going forward, all syncsSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule., including the initial fetch, will only run during the timeframes explicitly allowed by the customer’s syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. schedule.

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.

To streamline our platform and enable us to focus on our key products, Codat is deprecating integrations with low or no usage.

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. This will simplify our support model, create a clearer upgrade path for clients, and enable us to deliver improvements faster.

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.