2026-07-10: Enhanced Cashflow Report: Deprecation of legacy endpoints
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.
The new report management workflow includes built-in orchestration for fetching required data from third-party integrations and provides webhook notifications to inform you when the report is ready.
This deprecation affects the following endpoints:
POST /data/companies/{companyId}/assess/excel?reportType=enhancedCashFlowGET /data/companies/{companyId}/assess/excel?reportType=enhancedCashFlowGET /data/companies/{companyId}/assess/excel/download?reportType=enhancedCashFlowGET /companies/{companyId}/reports/enhancedCashFlow/transactions
Only requests for the enhancedCashFlow report type will be affected. Other report types using Assess generation endpoints are unaffected.
Action required
To avoid disruption, update your integration to use the new Manage Reports endpoints before July 10, 2026. For detailed, step-by-step instructions, refer to our Migration guide.
Expected impact if no action is taken
If your integration is not updated by July 10, 2026, all API calls to the deprecated enhancedCashFlow report type will fail. This will prevent the generation of these reports and may disrupt your application's functionality.
You can get ahead of this change by enabling the new Categorized Bank Statement report in the Portal. Learn how to do that here, or read our change policy.