Release Update - February 08, 2021



  • API calls now logs all customer API request, response, and performance stats (to be exposed in the Dashboard later this year).
  • API responses ordered by report startDate ASC by default.
  • Changed default API response limit to 500.


  • Customers are now able to self-sign up without the need for whitelisting. New customers now default to the free plan (restricted to 3 business connections).
  • Ability to subscribe to a paid plan or downgrade to a free one.

Bug Fixes & Improvements

  • Optimized scheduled data refresh.
  • Fixed data inconsistencies in QBO and Xero extractions.
  • Fixed a bug that prevented the business status from updating after authentication.
  • Sandbox now returns financial ratios.