Changelog

May 18, 2026

• Added GET /users to list users in the authenticated tenant (cursor-based pagination).
• Added GET /users/{id} to retrieve a single user profile.

• Added GET /roles to list DEFAULT and CUSTOMIZED roles with filters by type and roleType.
• Added GET /roles/{roleId} to retrieve a single role.
• Added GET /roles/{roleId}/permissions to list permission groups and controls for a role.
• Added GET /roles/{roleId}/policy-groups to read the policy-group delta on a custom role.

• Added GET /entities to list entities with filter[name] and sortable fields (name, createdAt, updatedAt).
• Added GET /entities/{id} to retrieve a single entity by ID.

• Added GET /gl-groups to list multi-ERP GL groupings within a tenant.

• Added GET /workflows to list workflows with filters (isActive, type, name) and sign-prefix sorting.
• Added POST /workflows to create a new workflow.
• Added GET /workflows/{workflowId} to retrieve a single workflow.
• Added PATCH /workflows/{workflowId} to update a workflow (JSON Merge Patch).
• Added POST /workflows/{workflowId}/bulk-assign to reassign up to 1000 entities to a target workflow.

October 28, 2025

• Added new Users API
• Moved Users endpoint to Users API

• Added new User Groups API
• Added User Groups endpoint to User Groups API

October 22, 2025

• Added assignedUserGroup object to the create/update endpoints

September 10, 2025

• Removed Amortization API

June 30, 2025

• Added new Controls API
• Added In-depth API guides for uploading compliance documents.

• Added new Programs API.

• Added new Processes API.

• Added new Guest Users API.

• Added Controls, Programs, Processes, and Guest Users scopes.

February 20, 2025

• Added PATCH route for locking or unlocking folders by ID.

February 13, 2025

• Added GET Folder by id endpoint to provide metadata about a folder.

February 5, 2025

• Added v2 of Update Transactions with entityId (companyId) as an additional parameter for GL transaction updates.

January 13, 2025

• Added Post Reconciliation Signature route for reconciliation.

December 18, 2024

• Relaunched FloQast API
• Added In-depth API guides
• Improved Dev Tools
• Added Dark mode support