2026
- January 2 - Exit confirmation in Embedded Link
- January 7 - Lending: introducing Credit Model report
- January 7 - Lending: Accounting Score metrics via API
- January 16 - Xero: Updates to developer pricing model
- February 4 - Updated Shopify Link flow
- February 17 - Spend Insights: real-time report updates
- February 17 - Multi-entity views in Codat Portal
- February 18 - Enhanced company branding in Link
- February 19 - Bill Pay: update bills with no hassle
- March 4 - Dynamic client-branded Hosted Link URLs
- March 5 - 2026-04-02: Deprecation of Java client SDK
- March 27 - Deprecation of @codat/sdk-bank-feeds-types and @codat/sdk-connections packages
- March 30 - 2026-05-01: Upcoming product lifecycle changes
- March 31 - Bill Pay: update suppliers with ease
- April 1 - 2026-05-07: Deprecation of Go client SDK
- April 2 - 2026-07-10: Security enhancement to Sage Bank Feeds connection flow
- April 17 - Link: drive more bank account connections
- April 20 - Visual changes to Portal and Link
- April 20 - Codat’s got a new look 👀
- April 24 - Portal: new Advisor user role
- April 27 - Codat's SDKs now support CSP
- April 30 - Subsidiaries view for parent companies in Codat Portal
- May 7 - 2026-05-11: MYOB push operations move to async
- May 7 - Always-visible search on Companies and Subsidiaries pages in Codat Portal
- May 14 - What's new on the Companies table in Codat Portal
- May 22 - Codat now speaks French
- May 28 - Diagnose connection issues with the new Connection Timeline in Codat Portal
- June 24 - Improved validation for Xero bank feed account mapping
2025
- January 9 - New company update endpoint
- January 10 - Introducing one-time Link URLs
- January 10 - Updated Link flow interface
- January 10 - Codat developer update — Q1 2025
- January 10 - 2025-04-10: Deprecation of legacy Hosted Link UI
- January 10 - 2025-04-10: Deprecation of Zapier app version 1.0
- January 10 - Zapier app 2.0 released
- January 31 - Shopify: company relink required
- January 31 - Login service changes: password reset may be required
- January 31 - Webhooks: introducing transformations
- February 4 - Updates to Codat's solution range
- February 17 - Expenses now supports Zoho Books
- February 20 - QuickBooks Online: Minor version update
- March 5 - Webhooks: mTLS support
- April 1 - QuickBooks Online: Minor version update – no action required
- April 2 - Bank Feeds: updates to account mapping interface
- April 7 - Codat quarterly update — Q2 2025
- April 7 - 2025-04-14: Account: standardized current balance
- April 7 - 2025-07-10: NetSuite: Deprecation of foreign currency support in Journal Entries
- May 13 - Link v1.10.0 update
- June 3 - New Intuit App Partner Program
- June 4 - OpenAPI Specification Updates
- July 3 - 2026-07-10: Enhanced Cashflow Report: Deprecation of legacy endpoints
- August 1 - OpenAPI Specification Updates
- August 8 - 2026-01-10: Relaxed validation for removing the last product from a company
- August 15 - Connection Management SDK: Updated landing page title
- August 19 - Improved Dynamics 365 Business Central Link flow
- September 29 - Categorized Financials now supported for Sage Intacct
- September 30 - Journal Entries: Transactional amount and currency now supported
- October 3 - 2026-01-10: Legacy product deprecations
- October 3 - 2025-10-31: Upcoming integration deprecations
- October 3 - Introducing Accounting Closed Books Date Indicator
- October 6 - Improved QuickBooks Desktop Link flow
- October 6 - 2026-01-10: QuickBooks Desktop syncs will soon be restricted to user-defined schedules
- December 12 - Microsoft Dynamics 365 Finance & Operations now supported
2024
- February 20 - Introducing QuickBooks Desktop for Sync for Expenses
- February 23 - Java client libraries now available
- February 27 - Introducing the new QuickBooks Desktop connector
- March 5 - 2024-04-02: Xero BankStatement Report breaking change
- March 6 - Introducing our new webhooks service
- March 6 - 2024-07-10: Deprecation of /rules/alerts endpoints
- March 14 - Introducing improved categorization for bank statements
- March 16 - Introducing reimbursable expenses
- March 26 - 2024-07-10: Deprecation of RuleId in rules webhooks
- March 26 - 2024-07-10: Removing 'Transfer in/out' transaction types from Sync for Expenses
- April 3 - Introducing our solution kit for the bill pay scenario
- April 4 - Expenses support for QuickBooks Desktop
- April 5 - 2024-07-10: Deprecation of rule-based email notifications
- April 11 - Introducing our new webhook Zapier integration
- June 10 - 2024-10-10: Deprecation of `Adjustment in/out` transaction types for Sync for Expenses
- June 21 - 2024-07-01: Xero changes allowed Organisation Class values
- June 22 - Expenses support for FreeAgent
- July 4 - Webhooks update: deprecation flags for event catalog properties
- July 4 - 2025-01-10: Deprecation extension for webhook changes
- July 16 - Service emails - early access
- August 2 - 2025-01-10: Deprecation of legacy QuickBooks Desktop Integration
- September 25 - UI improvements to connection flows
- September 26 - Introducing company tags
- October 4 - Webhooks update: new event types
- October 4 - 2025-01-10: Deprecation of legacy webhooks
- October 4 - 2025-01-10: Deprecation of legacy webhook event types
- October 4 - 2025-01-10: Deprecation of company-specific webhooks
- October 4 - 2025-01-10: Changes to the bankFeeds.sourceAccount webhook payload
- October 18 - Codat developer update — Q3 2024
- October 30 - New webhook event type: connection.failed
- November 20 - `onConnectionStarted` callback added to Link SDK
- November 24 - Launch your bank feed faster with Bank Feeds SDK
- November 25 - Webhooks update: replay missed messages
- November 25 - Company tags: introducing filtering
2023
- January 15 - Completed 2023-04-11: Deprecation of legacy bank account endpoints
- January 15 - Completed 2023-04-11: Changes to handling of deleted data
- January 15 - Completed 2023-01-31: Deprecation of UAT environment
- January 15 - New dashboard design with a more detailed connection status breakdown
- January 18 - Completed 2023-04-11: Deprecation of API key management endpoints
- February 3 - Changelog - February 2023
- February 17 - Completed 2023-01-31: Deprecation of UAT environment: Date of DNS switchover
- March 1 - Changelog - March 2023
- March 3 - Completed 2023-07-10: Deprecation of the use of bankAccounts and bankTransactions data types for banking data connections
- March 10 - Completed 2023-07-10: QuickBooks Desktop - change to directIncomes mappings
- March 14 - Completed 2023-07-10: Deprecation of the Company metrics endpoint
- April 4 - Changelog - April 2023
- April 5 - Completed 2023-07-24: Deprecation of legacy Account Categories and related features in Assess
- April 28 - Changelog - April 2023
- June 13 - Completed 2023-10-10: Webhooks - 'New company synchronized' notification triggers after all datasets are complete
- June 30 - 2023-11-15: Deprecation of the `PUT bankFeedAccounts` endpoint
- June 30 - Completed 2023-10-10: QuickBooks Online - Change to mapping of manual contra journal entries
- July 5 - 2023-07-31: Expiry of QuickBooks Desktop connector certificates
- July 6 - Completed 2023-10-10: Change in pricing for some accounting integrations
- August 8 - ❓ Survey: What Cloud provider do you use?
- September 4 - Introducing our newly reorganized Codat products
- September 12 - C# client libraries now available
- September 20 - 2024-01-10: Deprecation of legacy @codat/link-sdk
- October 3 - 2024-01-10: Deprecation of `data` object returned when creating or updating records
- October 4 - 2024-01-10: Changes to how deleted data in accounting software is handled
- October 5 - Is retrieving SMB data taking unusually long?
- October 18 - Validation of new sign-in methods
- October 26 - NetSuite: attachments now support all date formats
2022
- July 14 - We've added a Support button in the navigation bar for quick access to Codat's support resources
- July 15 - Use our new Data Coverage Explorer to view and compare our data coverage across all supported accounting, commerce, and banking platforms.
- August 6 - We've updated the navigation bar in the Codat Portal to make your experience more intuitive.
- August 17 - Completed 2022-10-10: Sage 50 - deleted payment on accounts will be soft deleted
- August 17 - Completed 2022-10-10: QuickBooks Desktop: Only one of account ref or item ref will be allowed when writing bills
- August 17 - Product update #1
- August 17 - Codat's Plaid integration now supports Instant Match, meaning access to 3,000 more U.S. institutions and a simpler auth flow for customers.
- August 25 - Completed 2023-01-10: Deprecation of string request to the create connections endpoint
- August 26 - Completed 2023-01-10: QuickBooks Online - change to invoice write validation
- September 26 - Completed 2023-01-10: FreshBooks - expenses will no longer be fetched as bills and bill payments
- October 3 - Completed 2023-01-10: QuickBooks Online: Purchases will no longer be fetched as bills and bill payments
- October 5 - Company data: data types now viewed via dropdown
- October 18 - API key improvements
- October 23 - Company data write history now available via the Portal
- November 3 - Your auth flow branding settings are now in one settings page