Table of contents

July 2023 Product Update

Rhea Nair
Product Marketing Manager
July 2023 Product Update

Table of contents

We’re on a mission to make data accessible to power your financial solutions. With RootFi’s Unified API, leverage data from over 10+ accounting integrations to automate accounting, uncover business insights, underwrite credit and more.

Learn about the improvements we have been making to the RootFi platform over the past month:

New Integration: Wafeq!

We’re thrilled to launch our latest integration with Wafeq, the accounting platform designed for the MENA region. With this new integration, you can now expand to a broader market as 5000+ businesses currently use Wafeq.

Sneak Peek: NetSuite Integration

We’re thrilled to have begun piloting our NetSuite integration with a few customers. If you’re interested in gaining early access to NetSuite, set up a call with our team today!

Tally Improvements: Automated AP/AR

We have linked Invoices and Invoices Payments as well as Bills and Bill Payments. Unlike the simplicity of other accounting platforms, it’s challenging to link these models in Tally. There are hidden data models between the two you need to access to link the two models, a process we have taken care of.

If you're interested in automating the Accounts Payable/Accounts Receivable process, you can leverage the Tally Integration.

Bulk Writes 2.0

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.

Frictionless Billing

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

Other changes

  • Additional Filters for Financial Statements: We have added additional filters for the 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 changed our sign-up flow to make it even easier to get started with RootFi.
  • Dashboard changes: We’ve made some changes to the dashboard home page to make setting up your first connection intuitive and easy.

Save time, money and developer resources to get business financial data and focus on your core product with RootFi. If you have any questions, feedback, or interest in trying RootFi, we’d love to get in touch. You can start for free or contact us here.

We’re on a mission to make data accessible to power your financial solutions. With RootFi’s Unified API, leverage data from over 10+ accounting integrations to automate accounting, uncover business insights, underwrite credit and more.

Learn about the improvements we have been making to the RootFi platform over the past month:

New Integration: Wafeq!

We’re thrilled to launch our latest integration with Wafeq, the accounting platform designed for the MENA region. With this new integration, you can now expand to a broader market as 5000+ businesses currently use Wafeq.

Sneak Peek: NetSuite Integration

We’re thrilled to have begun piloting our NetSuite integration with a few customers. If you’re interested in gaining early access to NetSuite, set up a call with our team today!

Tally Improvements: Automated AP/AR

We have linked Invoices and Invoices Payments as well as Bills and Bill Payments. Unlike the simplicity of other accounting platforms, it’s challenging to link these models in Tally. There are hidden data models between the two you need to access to link the two models, a process we have taken care of.

If you're interested in automating the Accounts Payable/Accounts Receivable process, you can leverage the Tally Integration.

Bulk Writes 2.0

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.

Frictionless Billing

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

Other changes

  • Additional Filters for Financial Statements: We have added additional filters for the 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 changed our sign-up flow to make it even easier to get started with RootFi.
  • Dashboard changes: We’ve made some changes to the dashboard home page to make setting up your first connection intuitive and easy.

Save time, money and developer resources to get business financial data and focus on your core product with RootFi. If you have any questions, feedback, or interest in trying RootFi, we’d love to get in touch. You can start for free or contact us here.

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