Statements

Access and analyze customer financial statements directly within your application. Unlock automation opportunities for bookkeeping, accounting, personalized financial insights, and data-driven innovation.

Statements tutorial

connectionSynced GraphQL Subscription

Subscribe to real-time Connection sync events via GraphQL, receiving notifications when a Connection on a Profile has finished syncing.

Connections documentation | Demo in QuilttHub

Connector Redirects

Configure custom redirect URLs from the Dashboard to send users to a URL of your choice after successful Connect completion.

Connector redirects documentation

Test Environments

New Test Environments designed for CI automatically clean up resources after all Profile sessions expire. Contact Quiltt Support to enable.

Role Management in Dashboard

Dashboard now includes three roles with granular permissions: Manager, Core, and Basic. All existing users migrated to Manager. Invite developers as Core if you want to restrict their ability to add other team members.

• Connector
  • Significantly improve Institution Search performance
  • Improve handling of incomplete MX connections
• GraphQL
  • Expose Credit and Loan as account kinds
  • Add ability to filter accounts by the status of their associated Connection (e.g., ERROR_REPAIRABLE)
• REST API
  • Return 502 Bad Gateway for third-party provider errors instead of 500, with clear messaging
• Platform
  • Increase transaction lookahead from 5 days to 2 weeks
  • Automatically disable inactive API Keys after 180 days with 72-hour notice
• Dashboard
  • Improve validation of customer-supplied API keys (Ntropy, MX, Plaid, Fingoal)
  • Expose Last Seen Date and Client IDs on API Keys

• Connector
  • Fix MX widget close behavior in certain inline container configurations
  • Fix feature upgrade flows sometimes timing out
  • Fix Institution Search resetting when navigating backward
• GraphQL
  • Fix filtering accounts by kind_not argument
  • Fix stale Remote Data occasionally being returned
  • Fix API error when looking up certain malformed IDs
• Platform
  • Fix API error responses when JSON body is malformed
  • Fix Mock provider upgrades not triggering new data syncing
  • Fix syncing Plaid Investment Transactions without associated Securities
• Dashboard
  • Fix toggling Connector settings inadvertently deleting custom provider-specific configuration
  • Fix inaccurate profile counts
  • Fix prematurely hiding API Keys pending removal
• Hub
  • Fix unstable transaction pagination
  • Fix pagination buttons overflowing in Transactions table