Finance

• New unified request creation endpoint — Create procurement requests with supported form-field answers through `POST /developer/v1/unified-reques...

• Mark transaction syncs ready — Set mark_ready_to_sync=true when posting transaction sync results to mark successful transactions ready before ...

• ERP deep links for additional accounting syncs — Successful transaction and reimbursement sync items now persist deep_link_url; bill payment s...

Removed the unused installment loan and charge card credit account subtypes, and announced further subtype changes taking effect October 11, 2026 that split home equity and commercial into separate loan and line-of-credit subtypes. Fidelity Investments access for new Custom and Growth customers drops from 8 weeks to 4 weeks, Charles Schwab from 6 weeks to 5 business days, and pay-as-you-go Schwab customers no longer need to explicitly request access.

CRA Servicing is now generally available via new /cra/servicing/subscription/* endpoints, replacing deprecated Cash Flow Updates (migration deadline August 20, 2027). New Chase Items get consent expirations starting February 2027, with earliest renewals in update mode; existing Items default to "always". Also added a Billing page for negotiated-rate customers, a phone call option for Identity Verification codes, and MCC support via a new merchant_category_code field.

• New AI usage endpoint (beta) — Retrieve daily AI usage and spend grouped by provider, model, and product with date-range filtering and cursor pa...

• Vendor name updates — Set the optional name field when updating a vendor to change its display name. The value must contain at least one chara...