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Spend Insights

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Upcoming deprecations

2026-01-10: QuickBooks Desktop syncs will soon be restricted to user-defined schedules
2025-10-31: Upcoming integration deprecations
2026-01-10: Legacy product deprecations

Latest updates

Multi-entity views in Codat Portal
Spend Insights: real-time report updates
Updated Shopify Link flow
Xero: Updates to developer pricing model
Lending: Accounting Score metrics via API
Lending: introducing Credit Model report
Exit confirmation in Embedded Link
Microsoft Dynamics 365 Finance & Operations now supported
Improved QuickBooks Desktop Link flow
Introducing Accounting Closed Books Date Indicator
Journal Entries: Transactional amount and currency now supported
Categorized Financials now supported for Sage Intacct

Spend Insights

Bank Feeds
Bill Pay
Expenses
Lending

Platform API

OpenAPI spec

GitHub
Blog

Get help
End user support
API status
Issue with the docs?

Tags

A

Accounting API1
Accounting integrations1
Action required1
API1
API keys2
Assess1
Auth flow1

B

Bank accounts1
Bank Feeds2
Banking API1

C

Categorized Financials1
Changelog2
Completed9
Connection Management SDK1
Connections1

D

Data deletion1
Delete1
Deprecation42
Dynamics 365 BC2

E

Enhanced Cashflow1
Expenses3

I

Integrations1
Intuit1

L

Lending5
Lending API1
Link6

M

Metrics1

N

NetSuite5

P

Plaid1
Portal6
Product59
Products1

Q

QuickBooks Desktop5
Quickbooks Online1
QuickBooks Online4

R

Resource1

S

Sage 2001
Sage 502
Sage BC1
Sage Intacct4
Shopify2
Spend Insights1
Survey1
Sync for Expenses2
Sync for Payables1

U

UAT2
Upcoming1
Update73
Updates3
UX1

W

Webhooks3

X

Xero3

Z

Zoho Books1