Microsoft Dynamics 365 Finance & Operations now supported

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

What's new?

You can now use Codat to connect and exchange data with Microsoft Dynamics 365 Finance & Operations (F&O).

As a powerful ERP designed for medium-to-large enterprises, this integration enables you to:

• Connect securely using the standard Microsoft OAuth 2.0 authentication flow.
• Access comprehensive financial data including suppliers, bills, bill payments, payment methods, direct costs, and accounts.
• Support complex company structures with the ability to link and manage data across multiple legal entities.

This addition enables you to serve larger mid-market customers who rely on D365 F&O for their financial management.

Who is this relevant for?

This update is relevant for all Spend Insights clients who focus on medium-sized and enterprise businesses.

Limited availability

This integration is currently in a limited release phase. To gain access, contact your Account Manager or Customer Success Manager. They will help you enable the integration and provide guidance specific to your use case.

How to get started?

Once the integration is enabled, your clients can immediately start sharing their Dynamics 365 F&O data with you. Visit our Help Hub for step-by-step connection instructions you can provide to your clients. Alternatively, you can read more about our Microsoft Dynamics 365 Finance & Operations integration.