Changelog

Tally Improvements: Automated AP/AR

We have linked Invoice Payments and Invoices as well as Bills and Bill Payments. Unlike the simplicity of other accounting platforms, it’s challenging to link these models. There are hidden data models between the two that you need access to link the two models.Now, companies who are interested in automating the Accounts Payable/Accounts Receivable process can leverage the Tally Integration.

Sneak peek: Wafeq and NetSuite Integrations!

We’re thrilled to have begun piloting both our Wafeq and NetSuite integrations with a few customers. If you’re interested in gaining early access to Wafeq or NetSuite, set up a call with me today!

Frictionless Pricing

We have automated our pricing plans with Togai and integrated billing with Stripe. This will make billing seamless for our customers.

New Features: Bulk Writes, Unified Error Handling and more!

Our new feature, Bulk Writes, allows you to make one API call to push multiple data points to your customer’s platform asynchronously. We’ve also introduced Unified Error Handling, API Logs and Webhooks Logs to improve the developer experience.

Other Changes

• Improved Tally Integration: We’ve increased the speed and reliability of syncing Tally data via our Unified API.

• Revamped GraphQL APIs: We’ve revamped our GraphQL APIs for a better developer experience and added support for more powerful aggregation and data queries to filter, order by and find distinct data including on all nested data models.

• Enhanced Financial Statements: We made changes to better support Financial Statements, with the ability to filter by date, group by period, and retrieve for specific intervals.

New Data Model:

• Tracking Categories:
  The Tracking Categories Data Model allows you to track financial transactions or expenses separately (i.e. class, location etc.) This allows you to provide your customers with greater insight into their business performance.

Other Changes

• Revamped Documentation: We have overhauled our documentation to provide you with a more user-friendly and comprehensive resource. The revamped documentation includes detailed guides, tutorials, and examples, making it easier than ever to utilise our platform's features.

• Redesigned Logo: In our commitment to solving your problems, our redesigned logo reflects our evolution as a company while reaffirming our focus on delivering exceptional solutions.

  

• New Pricing Plans: To assist companies of all sizes to start testing and integrating, we have introduced new pricing plans. These plans are designed to meet different needs and budgets, enabling businesses of all sizes to access our platform's full potential.

• Added Data Coverage Tool: This tool allows users to easily view the supported data models, fields, and line items for more than 10 accounting integrations.

New Data Models: Financial statements

• Income Statement

• Balance Sheet

• Cash Flow Statements

Tally Integration Improvements

• We've made several improvements to our Tally integration, including the ability to initialise sync and configure auto-sync directly from the RootFi Dashboard.

• We've also optimised the integration to handle large amounts of data. This allows for faster syncing and using Tally in the background during syncs.

Data model changes

• We've added the Quantity On Hand field to our Items data model to support inventory use cases better. This allows you to track inventory quantities for Items across all integrated accounting platforms.

• Additionally, we've added read-and-write support for Tax Rates for Quickbooks. With this change, you can create invoices with custom tax rates.

Other changes

• Last, but not least, we've redesigned our website landing page to provide a better user experience.

Data Model Changes

• Merged the Customers and Vendors data models into a new Contacts model, making it easier for our customers to access and manage their users’ Contacts data

• Added write support for Invoice Payments, Bill Payments, and Journal Entries for Tally Prime

• We have also added write support for Line Items, Invoices, Bills, Bill Payments, Invoice Payments, Contacts, Bank Transactions, Journal Entries, Purchase Orders, Sales Orders, Invoice Credit Notes, Bill Credit Notes, Expenses, Accounts, Items, Tax Rates, and Bank Accounts for Sage Business Cloud (ZA)

• Support for Purchase Order data model for Zoho Books, Quickbooks and Quickbooks Sandbox, Xero, MS Dynamics 365 Business Central

• Support for Sales Order data model for Zoho Books, Xero, MS Dynamics 365 Business Central

Other Updates

• We’ve added several tutorials to help new users get started with the RootFi platform, including step-by-step guides on how to use our product. You can access these tutorials in the Help Centre on the RootFi Dashboard.

Increased Data Model Coverage

• Support for Sub Category for Accounts data model

• Support for multiple phone numbers (mobile, telephone and fax), external links (website, email), and addresses (Shipping, Billing, Primary) for Company Info, Customers and Vendors data models

• Support for Sub Total, Tax Amount, and Total Discount for Bills and Invoices data models

• Support for Purchase Order data model for Zoho Books, Quickbooks and Quickbooks Sandbox, Xero, MS Dynamics 365 Business Central

• Support for Sales Order data model for Zoho Books, Xero, MS Dynamics 365 Business Central

RootFi Onboarding Improvements

• Introduced an onboarding flow to help new users get started with their integrations more efficiently. The onboarding flow guides users through the website, providing a simple guide on how to get started with its features.

• Integrated with Stripe to enable self-serve billing. This integration will allow users to manage their subscription plans and make payments securely on our website itself.

• Launched a comprehensive Help Centre page, equipped with videos and other resources that offer easy access to information and support.

• Added built-in chat support for our marketing website and dashboard, making it easier to connect with us and receive prompt assistance.

Other Updates

• Implemented incremental syncing to ensure that there are no rate limit issues while using our platform. With this feature, you can seamlessly sync your data without any interruption or delay.

Write Access for Tally

We're also excited to announce Write Access for Tally Prime with support for Line Items, Invoices, Bills, Vendors and Customers.

Other Updates

• Support for Journal Entries data model for Zoho Books, Quickbooks, Quickbooks Sandbox, Xero, Tally, MS Dynamics 365 Business Central, Sage Business Cloud Accounting and Sage Business Cloud Accounting (ZA)

• Support for Bank Transactions data model for Zoho Books, Xero, Sage Business Cloud Accounting and Sage Business Cloud Accounting (ZA)

• Auto-sync frequencies can now be configured for the Tally Integration using the RootFi Dashboard

• Added new fields for exisiting data models

• Redesigned the marketing website (rootfi.dev)

Features and Updates

• Webhooks data can now be saved in the RootFi Integrate database

Webhooks

We're also excited to announce Webhooks for our integrations. Use webhooks to get notified when data gets created, updated or deleted.

Features and Updates

• Support for Write for Bills, Bill Payments, Cusomters, Invoices, Invoice Payments and Vendors for Quickbooks

• Support for Write for Bills, Bill Payments, Cusomters, Invoices, Invoice Payments and Vendors for Xero

• Added auto-syncing

• Added User Management functionality for organisations

• Added Feeedback Module for improving user experience

• Changed colour style of Dashboard

New Integration: Quickbooks Online

We're happy to announce our second integration to our Unified API for Business Data!

Read Data Models

• Accounts

• Invoices

• Bills

• Customers

• Company Info

• Bank Accounts

• Credit Notes

• Vendors

• Tax Rates

• Items

• Expenses

Features and Updates

• Expanded support for Items and Expenses data models

• GraphQL support for data fetching

• Documentation for all APIs

New Integration: Zoho Books

We're incredibly excited to announce our first integration to our Unified API for Business Data!

Read Data Models

• Accounts

• Invoices

• Bills

• Customers

• Company Info

• Bank Accounts

• Credit Notes

• Vendors

• Tax Rates

Write Data Models

• Bills

• Bill Payments

• Customers

• Invoices

• Invoice Payments

• Vendors

Features and Updates

• Link for a frictionless onboarding experience

• Dashboard for setting up and managing integrations