finAPI Bank Connector

by ,
Odoo          
v 11.0 Third Party

3000.00 €

This module requires Odoo Enterprise Edition.
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Technical name ktcg_finapi_connector
LicenseOPL-1
Websitehttp://www.ktcg.eu
Required Apps Invoicing (account)
Technical name ktcg_finapi_connector
LicenseOPL-1
Websitehttp://www.ktcg.eu
Required Apps Invoicing (account)

PSD2 Compliant Bank Statement Import

Get a reliable and up-to-date view on all your bank account movements

The app provides a minimal-effort, reliable and up-to-date view on all your bank account movements in odoo and hence ideally supports your day-to-day accounts receivables and cash-flow tracking.

The presented solution shows how account movements of current accounts and credit card accounts can be automatically imported, classified and reconciled in odoo. The logic is equipped with a self-learning algorithm.

The app conforms to the EU regulation "Payment Service Directive 2" commonly known as PSD2 and is integrated with the payment provider interface finAPI. finAPI supports all relevant German and Austrian banks.

Additional data sources (bank connections) are available upon request.

You need an additional finAPI ACCESS Enterprise Contract to use the service. Start immediately and test all finAPI® features for 30 days free of charge. More information is available under www.finapi.io.

Get an online demo and additional information at www.ktcg.eu.

Description

The service module "Bank Connector finAPI" enables downloads of account balance and bank account transactions (in the following "financial data"), credit card accounts and other providers (in the following "financial service provider") for a registered end user (in the following "end user"). The downloaded data is then saved on a server, provided by finAPI and passed to requesting odoo instance.

Retrieval of account transactions and balances takes place with FinTS/HBCI-interface HBCI V2.2 resp. FinTS 3.0 provided by the banks, if the bank supports the PIN/TAN procedure. Other means of retrieval include screenscraping or direct API access.

In order to retrieve financial data the client allows the finAPI a once or ongoing read access to the bank accounts, credit cards or other accounts on his behalf and also grants the right to utilize the data for the described purpose. Here, access data is supplied for identification and authorization to the online banking resp. to the applicable payment service. The data is supplied encrypted from the client's server to the finAPI server and to the bank resp. the financial service provider. After authorization is complete, all financial data which is available online to the bank or payment service is then transmitted to finAPI and saved on the finAPI server. The data retrieval and subsequent data processing takes place asynchronously and can sometimes cause time lag during data transmittance. finAPI can determine the criteria to prioritize the asynchronous process.

Supported Account Types

Account Types finAPI Connector
Checking Accounts (Private Clients)
Other Bank Accounts
Credit Cards
Depots
API Connections (e.g. PayPal)
Checking Accounts (Business Accounts)

odoo Integration

Accounting Dashboard with finAPI ConnectorAccounting Dashboard with finAPI Connector Reconcile DialogReconcile Dialog Import new Bank Statements with the finAPI ConnectorImport new Bank Statements with the finAPI Connector finAPI PSD2 Web Form with bank access informationfinAPI PSD2 Web Form with bank access information Company setup information finAPICompany setup information finAPI Bank setup information finAPIBank setup information finAPI User setup information finAPIUser setup information finAPI
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
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LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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