codatio · pmckinney-codat · Feb 5, 2026 · Feb 4, 2026 · Feb 5, 2026
diff --git a/.claude/skills/docusaurus-config/references/detailed-guide.md b/.claude/skills/docusaurus-config/references/detailed-guide.md
@@ -204,24 +204,20 @@ function MyComponent() {
 When modifying config, verify:
 
 1. **Required fields present**:
-
    - ✅ `title` exists
    - ✅ `url` exists and has no trailing slash
    - ✅ `baseUrl` exists and starts/ends with `/`
 
 2. **Plugins and themes**:
-
    - ✅ Use proper package names or shorthand
    - ✅ Options passed as second array element
    - ✅ No duplicate plugins
 
 3. **Custom data**:
-
    - ✅ Unknown fields in `customFields` object
    - ✅ No direct custom properties at root level
 
 4. **File format**:
-
    - ✅ Valid JS/TS syntax
    - ✅ Proper export (ESM or CommonJS)
    - ✅ TypeScript types imported if using TS

diff --git a/blog/250204-new-product-docs.md b/blog/250204-new-product-docs.md
@@ -51,7 +51,7 @@ If you are using or planning to use Codat, this update is for you - our new look
 | **Sync for Expenses**   | Codat now refers to this solution as [Expenses](/expenses/overview) with a focus on the [accounting automation](/usecases/summary/accounting-automation) use case.                 |
 | **Sync for Payables**   | Codat now refers to this solution as [Bill Pay (async)](/payables/async/suppliers) with a focus on the [accounting automation](/usecases/summary/accounting-automation) use case.  |
 | **Bill Pay kit**        | Codat now refers to this solution as [Bill Pay (sync)](/payables/sync/suppliers) with a focus on the [accounting automation](/usecases/summary/accounting-automation) use case.    |
-| **Sync for Commerce**   | This solution is no longer available for sale. If you are an existing client using Sync for Commerce, you can still access its [documentation](/commerce/overview).              |
+| **Sync for Commerce**   | This solution is no longer available for sale. If you are an existing client using Sync for Commerce, you can still access its [documentation](/commerce/overview).                |
 
 ## How to get started?
 

diff --git a/blog/251003-deprecation-of-legacy-products.md b/blog/251003-deprecation-of-legacy-products.md
@@ -5,7 +5,7 @@ tags: ["Deprecation"]
 authors: habbajobir
 ---
 
-To streamline our platform and enable us to focus on our key products, Codat is deprecating legacy products and consolidating multiple versions into a single variant. 
+To streamline our platform and enable us to focus on our key products, Codat is deprecating legacy products and consolidating multiple versions into a single variant.
 
 <!--truncate-->
 

diff --git a/blog/260107-accounting-score.md b/blog/260107-accounting-score.md
@@ -26,7 +26,7 @@ The **Accounting Score** metrics are now available via API as part of Codat’s
 In addition to the overall score, the API identifies the **top three accounting issues** for a company, allowing lenders to quickly focus on the most impactful risks. This helps lenders:
 
 - Understand the reliability of borrower data earlier in the underwriting process.
-- Reduce manual review by highlighting the key accounting concerns upfront. 
+- Reduce manual review by highlighting the key accounting concerns upfront.
 - Make more confident, efficient credit risk decisions.
 
 The Accounting Score is available across all accounting integrations supported by the [Lending](/lending/overview) solution.

diff --git a/blog/260107-credit-model.md b/blog/260107-credit-model.md
@@ -17,14 +17,14 @@ The Credit Model report is a premium feature of Codat’s [Lending](/lending/ove
 
 Lending's new **Credit Model report** combines accounting and banking data into a single structured view that supports faster and more consistent underwriting decisions. It includes:
 
-- **Dashboard** – a consolidated view of a borrower’s overall financial health  
-- **Credit score** – a customizable credit score aligned to the metrics most relevant to your lending criteria  
-- **Accounting score** – an assessment of the quality, completeness, and reliability of the borrower’s bookkeeping  
-- **Financial summary** – automatically spread financial statements with calculated metrics and ratios  
-- **Bank summary** – bank transaction data transformed into a cash-based profit and loss statement  
-- **Debt summary** – a breakdown of existing debt with historical and projected repayment terms  
-- **Customer summary** – receivables analysis, including terms, concentration, and payment punctuality  
-- **Repayment summary** – payables analysis, including terms, concentration, and payment punctuality  
+- **Dashboard** – a consolidated view of a borrower’s overall financial health
+- **Credit score** – a customizable credit score aligned to the metrics most relevant to your lending criteria
+- **Accounting score** – an assessment of the quality, completeness, and reliability of the borrower’s bookkeeping
+- **Financial summary** – automatically spread financial statements with calculated metrics and ratios
+- **Bank summary** – bank transaction data transformed into a cash-based profit and loss statement
+- **Debt summary** – a breakdown of existing debt with historical and projected repayment terms
+- **Customer summary** – receivables analysis, including terms, concentration, and payment punctuality
+- **Repayment summary** – payables analysis, including terms, concentration, and payment punctuality
 
 The **Credit Model report** is now available to download via the Codat **Portal** and **API**.
 
@@ -36,12 +36,12 @@ This update is relevant for Lending clients who require deeper insights into the
 
 The Credit Model report is ideal for:
 
-- **SME lending:** quickly assess the creditworthiness of small and medium-sized businesses, even with limited traditional financial history.  
+- **SME lending:** quickly assess the creditworthiness of small and medium-sized businesses, even with limited traditional financial history.
 - **Dynamic risk assessment:** monitor borrower health in real time or near-real time for proactive risk management.
 - **Streamlined underwriting:** reduce manual data entry and analysis to accelerate loan origination and improve operational efficiency.
 
 ## How to get started?
 
-Contact your **Account Manager** or our **Support team** to enable access to this feature. You must be using our Lending solution to leverage the Credit Model report. 
+Contact your **Account Manager** or our **Support team** to enable access to this feature. You must be using our Lending solution to leverage the Credit Model report.
 
 Once enabled, refer to the [Credit model overview](/lending/premium-products/credit-model-overview#get-started) to start using the report via the Portal or API.
diff --git a/blog/260116-xero-pricing.md b/blog/260116-xero-pricing.md
@@ -20,15 +20,18 @@ For ecosystem app partners Xero is introducing five pricing tiers based on:
 The tiers each have different connection limits, included API egress usage, and monthly fees.
 
 ## Why this matters
+
 Depending on your current connection volumes and API usage, you may need to:
+
 - Select a tier.
 - Add a payment method in [Xero’s developer portal](http://developer.xero.com/app/manage/) (required once moving beyond Starter).
 - Monitor and optimise API usage to manage costs.
 
 ## What you should do now
+
 To avoid disruption and ensure you’re ready ahead of March, we recommend you:
 
 - Review [Xero’s pricing and tier model](https://developer.xero.com/pricing#tier-fees-connection-limits-and-api-volume-usage).
 - Login to your [Xero developer app](http://developer.xero.com/app/manage/) and check your API usage.
 - Plan for tier selection/billing readiness ahead of March 2026.
-- Please review your datasets' [sync frequency](https://docs.codat.io/using-the-api/queueing-data-syncs#sync-frequency) in the Codat portal. It is always reccomended that you only sync data as often as is essential for your use-case. 
+- Please review your datasets' [sync frequency](https://docs.codat.io/using-the-api/queueing-data-syncs#sync-frequency) in the Codat portal. It is always reccomended that you only sync data as often as is essential for your use-case.
diff --git a/docs/auth-flow/_partial-auth-flow-examples.md b/docs/auth-flow/_partial-auth-flow-examples.md
@@ -73,11 +73,9 @@ function App() {
 ```
 
 3. **Conditional steps**
-
    - **If you're using TypeScript**, extend your type declarations with our types by installing the types package using `npm install --save-dev @codat/sdk-link-types`. Otherwise, delete the type-related code in the snippets.
 
    - **If you're using content security policy (CSP) headers**, edit these headers:
-
      - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src`, `style-src`, `font-src`, `connect-src`, `img-src`).
      - Add `unsafe-inline` to `style-src`. Do _not_ use a hash because this can change at any time without warning.
 
@@ -164,11 +162,9 @@ export default function Home() {
 ```
 
 3. **Conditional steps**
-
    - **If you're using TypeScript**, extend your type declarations with our types by installing the types package using `npm install --save-dev @codat/sdk-link-types`. Otherwise, delete the type related code in the snippets.
 
    - **If you're using content security policy (CSP) headers**, edit these headers:
-
      - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src`, `style-src`, `font-src`, `connect-src`, `img-src`).
      - Add `unsafe-inline` to `style-src`. Do _not_ use a hash because this can change at any time without warning.
 
@@ -248,7 +244,6 @@ const openModal = () => {
 ```
 
 5. **Conditional steps**
-
    - **If you're using TypeScript**, extend your type declarations with our types. Download the <a href="https://github.com/codatio/sdk-link/blob/main/snippets/types.d.ts" target="_blank"> `types.d.ts`</a> file, then copy and paste its contents into a new or existing `.d.ts` file.
    - **If you're using content security policy (CSP) headers**, edit these headers:
      - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src`, `style-src`, `font-src`, `connect-src`, `img-src`).
@@ -328,7 +323,6 @@ In the example below, we use webpack's [magic comments](https://webpack.js.org/a
 ```
 
 4. **Conditional steps**
-
    - **If you're using TypeScript**, extend your type declarations with our types. Download the <a href="https://github.com/codatio/sdk-link/blob/main/snippets/types.d.ts" target="_blank"> `types.d.ts`</a> file, then copy and paste its contents into a new or existing `.d.ts` file.
    - **If you're using content security policy (CSP) headers**, edit these headers:
      - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src`, `style-src`, `font-src`, `connect-src`, `img-src`).
@@ -395,7 +389,6 @@ For an example of the component in action, [see our demo app](https://github.com
 ```
 
 4. **Conditional steps**
-
    - **If you're using TypeScript**, extend your type declarations with our types. Download the <a href="https://github.com/codatio/sdk-link/blob/main/snippets/types.d.ts" target="_blank"> `types.d.ts`</a> file, then copy and paste its contents into a new or existing `.d.ts` file.
    - **If you're using content security policy (CSP) headers**, edit these headers:
      - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src`, `style-src`, `font-src`, `connect-src`, `img-src`).
@@ -462,7 +455,6 @@ For an example of the component in action, [see our demo app](https://github.com
 ```
 
 4. **Conditional steps**
-
    - **If you're using TypeScript**, extend your type declarations with our types. Download the <a href="https://github.com/codatio/sdk-link/blob/main/snippets/types.d.ts" target="_blank"> `types.d.ts`</a> file, then copy and paste its contents into a new or existing `.d.ts` file.
    - **If you're using content security policy (CSP) headers**, edit these headers:
      - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src`, `style-src`, `font-src`, `connect-src`, `img-src`).

diff --git a/docs/auth-flow/optimize/connection-management.md b/docs/auth-flow/optimize/connection-management.md
@@ -241,7 +241,6 @@ export const ConnectionManagement = ({
 ```
 
 3. **If you're using content security policy (CSP) headers:**
-
    - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src, style-src, font-src, connect-src, img-src`).
    - Add `unsafe-inline` to `style-src`. Don't use a hash because this can change at any time without warning.
 
@@ -322,7 +321,6 @@ export default function Home() {
 ```
 
 3. **If you're using content security policy (CSP) headers:**
-
    - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src, style-src, font-src, connect-src, img-src`).
    - Add `unsafe-inline` to `style-src`. Do _not_ use a hash because this can change at any time without warning.
 
@@ -393,7 +391,6 @@ const openModal = () => {
 ```
 
 4. **If you're using content security policy (CSP) headers**:
-
    - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src, style-src, font-src, connect-src, img-src`).
    - Add `unsafe-inline` to `style-src`. Do _not_ use a hash because this can change at any time without warning.
 
@@ -464,7 +461,6 @@ onError(error) {
 ```
 
 4. **If you're using content security policy (CSP) headers**:
-
    - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src, style-src, font-src, connect-src, img-src`).
    - Add `unsafe-inline` to `style-src`. Do _not_ use a hash because this can change at any time without warning.
 
@@ -518,7 +514,6 @@ We suggest wrapping the `CodatConnections` component in a modal so that you can
 ```
 
 4. **If you're using content security policy (CSP) headers**:
-
    - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src, style-src, font-src, connect-src, img-src`).
    - Add `unsafe-inline` to `style-src`. Do _not_ use a hash because this can change at any time without warning.
 
@@ -584,7 +579,6 @@ We suggest wrapping the `CodatConnections` component in a modal so that you can
 ```
 
 4. **If you're using content security policy (CSP) headers**:
-
    - Allowlist Codat by adding `*.codat.io` to `default-src` (or each of `script-src, style-src, font-src, connect-src, img-src`).
    - Add `unsafe-inline` to `style-src`. Do _not_ use a hash because this can change at any time without warning.
 

diff --git a/docs/bank-feeds/overview.mdx b/docs/bank-feeds/overview.mdx
@@ -129,11 +129,11 @@ on your customer's software, there are
 [three methods](/bank-feeds/mapping/overview) you can use for mapping: Codat's
 UI, your own UI, or the integration's UI.
 
-:::note Platform requirements 
+:::note Platform requirements
 
-The setup process and platform registration
-requirements vary for each Bank Feeds integration. For detailed instructions,
-refer to the documentation we provide for each integration. 
+The setup process and platform registration requirements vary for each Bank
+Feeds integration. For detailed instructions, refer to the documentation we
+provide for each integration.
 
 :::
 

diff --git a/docs/configure/user-management/user-roles.md b/docs/configure/user-management/user-roles.md
@@ -34,19 +34,19 @@ _Administrator_ users have full access to all the features available in the Coda
 
 | Action                                           | Onboarding | Analyst | Developer | Administrator |
 | ------------------------------------------------ | ---------- | ------- | --------- | ------------- |
-| Add Companies                                    | ✔         | ✔      | ✔        | ✔            |
-| Edit Companies                                   | ✔         | ✔      | ✔        | ✔            |
-| Delete Companies                                 |            | ✔      | ✔        | ✔            |
-| Add connections, view their status and Link URLs | ✔         | ✔      | ✔        | ✔            |
-| Add or remove products from companies            | ✔         | ✔      | ✔        | ✔            |
-| Manage (delete and unlink) connections           |            |         | ✔        | ✔            |
-| View contributed company data (Portal)           |            | ✔      | ✔        | ✔            |
-| View contributed company data (API)              | ✔         | ✔      | ✔        | ✔            |
-| Upload files on behalf of a company              | ✔         | ✔      | ✔        | ✔            |
-| Manage and view webhooks                         |            |         | ✔        | ✔            |
-| Configure Link                                   |            |         | ✔        | ✔            |
-| Manage integrations                              |            |         | ✔        | ✔            |
-| Manage data type settings                        |            |         | ✔        | ✔            |
-| Manage upcoming deprecations                     |            |         | ✔        | ✔            |
-| Manage other settings                            |            |         | ✔        | ✔            |
-| Add and update users                             |            |         |           | ✔            |
+| Add Companies                                    | ✔          | ✔       | ✔         | ✔             |
+| Edit Companies                                   | ✔          | ✔       | ✔         | ✔             |
+| Delete Companies                                 |            | ✔       | ✔         | ✔             |
+| Add connections, view their status and Link URLs | ✔          | ✔       | ✔         | ✔             |
+| Add or remove products from companies            | ✔          | ✔       | ✔         | ✔             |
+| Manage (delete and unlink) connections           |            |         | ✔         | ✔             |
+| View contributed company data (Portal)           |            | ✔       | ✔         | ✔             |
+| View contributed company data (API)              | ✔          | ✔       | ✔         | ✔             |
+| Upload files on behalf of a company              | ✔          | ✔       | ✔         | ✔             |
+| Manage and view webhooks                         |            |         | ✔         | ✔             |
+| Configure Link                                   |            |         | ✔         | ✔             |
+| Manage integrations                              |            |         | ✔         | ✔             |
+| Manage data type settings                        |            |         | ✔         | ✔             |
+| Manage upcoming deprecations                     |            |         | ✔         | ✔             |
+| Manage other settings                            |            |         | ✔         | ✔             |
+| Add and update users                             |            |         |           | ✔             |