Codat quarterly update — Q2 2025
Review the upcoming changes and deprecations we announced this quarter, get ahead of them, and see what's new with Codat's solutions.
Solution updates
Updates to Codat's solution range
Codat’s solution range and documentation just got a major upgrade — with clearer names, smarter navigation, and a sharper focus on what matters most to you and your customers.
These changes reflect our commitment to empowering both developers and client-facing teams with tailored, insight-driven tools that help businesses grow.
Account: standardized current balance
We have standardized the way we calculate and display Account's currentBalance field across Xero, NetSuite, Dynamics 365 BC, Sage Intacct, Sage 50, Sage 200, and Zoho Books integrations to ensure consistent and accurate balance reporting.
On April 14, 2025, we will enable this enhancement for all clients. To apply the changes to the data, run a Chart of Accounts data syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. after that date.
Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software.: updates to account mapping interface
We have enhanced the account mapping user interface (UI) of our Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. solution with a 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 component and an updated page header.
If you are using our mapping UI, your customers can now manage their own accounting platform 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., boosting control and trust in your app.
QuickBooks Online: Minor version update – no action required
On August 1, 2025, Intuit will migrate all apps using minor versions to minor version 75. We have confirmed that this update won't impact your use of Codat, and no action is required on your part.
WebhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status.: mTLS support
You can now secure your webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. consumers with two-way authentication in the Portal using mutual TLS (mTLS). This ensures that only authorized clients can receive and process webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. events securely.
Setting up mTLS is quick and straightforward - see our step-by-step guide.
WebhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status.: introducing transformations
We’ve introduced webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. transformations, allowing you to modify webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. properties before they are sent to your application. You can change the webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status.'s HTTP method, redirect it to another URL, modify the event schema, or cancel the webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. delivery.
See our step-by-step guide to get started with transformations.
Expenses: increased software coverage
We have expanded the platform coverage of our Expenses solution to include Zoho Books, FreeAgent, and QuickBooks Desktop so you can automate the creation of expenses and reimbursable expenses for a wider range of your clients.
Login service changes: password reset may be required
We've recently upgraded our login and security management service. If you signed up for a Codat account using email and password but haven't logged in between January 13, 2025 and February 3, 2025, you may need to reset your password.
