RootFi's latest integrations, features, updates and fixes.
July 31, 2023
We’ve redesigned the sync logs to support bulk writes. Now, your logs will include the bulk write API calls you’ve made all in one place.
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.
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!
We have automated our pricing plans with Togai and integrated billing with Stripe. This will make billing seamless for our customers.
Additional Filters for Financial Statements: We have added additional filters for financial statements data model. These additional filters give you the ability to filter by date range and tenure, giving you more control over how you can view your customer’s data.
Improved Sign-up flow: We’ve made some changes to our sign-up flow to make it even easier to get started for free with RootFi.
Dashboard changes: We’ve made some changes to the dashboard home page to make setting up your first connection intuitive.
June 30, 2023
Our redesigned RootFi Link makes our dashboard more intuitive and seamless. Your customers can now disconnect and reconnect their platforms via a Connections Overview page. This prioritises transparency, allowing your customers to build trust in our practices.
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.
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.
May 31, 2023
With Webhooks 2.0, you can now receive real-time notifications when a company is linked to your account, as well as notifications when the data sync process is complete. These improvements ensure that you stay up-to-date and take immediate action if needed.
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.
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.
April 30, 2023
We're excited to announce our integration with Odoo, an open-source accounting platform that caters to over 7 million businesses across the globe.
Income Statement
Balance Sheet
Cash Flow Statements
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.
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.
Last, but not least, we've redesigned our website landing page to provide a better user experience.
March 31, 2023
We're excited to announce our integration with MYOB Business!
Accounts
Invoices
Bills
Contacts (previously Customers and Vendors)
Company Info
Bank Accounts
Credit Notes
Tax Rates
Items
Expenses
Bill Payments
Invoice Payments
Journal Entries
Documents / Attachments
Accounts
Invoices
Bills
Bank Accounts
Credit Notes
Items
Expenses
Bill Payments
Invoice Payments
Journal Entries
..and Wave!
Accounts
Invoices
Bills
Contacts
Company Info
Bank Accounts
Tax Rates
Items
Accounts
Invoices
Bills
Contacts (previously Customers and Vendors)
Bank Accounts
Tax Rates
Items
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
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.
February 28, 2023
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
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.
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.
January 31, 2022
Here's our seventh!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Items
Expenses
Bill Payments
Invoice Payments
We're also excited to announce Write Access for Tally Prime with support for Line Items, Invoices, Bills, Vendors and Customers.
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)
December 31, 2022
We're happy to announce our fifth integration!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Items
Expenses
Bill Payments
Invoice Payments
We're happy to announce our sixth integration!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Items
Expenses
Webhooks data can now be saved in the RootFi Integrate database
November 30, 2022
We're excited to announce our SDK! You can now remove our URL and host the RootFi Link flow on your application.
We're also excited to announce Webhooks for our integrations. Use webhooks to get notified when data gets created, updated or deleted.
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
November 14, 2022
We're happy to announce our third integration!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Items
Expenses
We're happy to announce our integration with one of the most popular accounting platforms, Tally!
Accounts
Invoices
Bills
Customers
Company Info
Credit Notes
Vendors
Items
Expenses
Support for Passthrough APIs
Support for Raw Data (original response)
Refactored unified schema to be more consistent
October 31, 2022
We're happy to announce our second integration to our Unified API for Business Data!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Items
Expenses
Expanded support for Items and Expenses data models
GraphQL support for data fetching
Documentation for all APIs
October 14, 2022
We're incredibly excited to announce our first integration to our Unified API for Business Data!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Bills
Bill Payments
Customers
Invoices
Invoice Payments
Vendors
Link for a frictionless onboarding experience
Dashboard for setting up and managing integrations