Online Bank Synchronization using Plaid

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Odoo 1
v 12.0 Third Party 5

299.00 €

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Technical name plaid_ept
LicenseOPL-1
Websitehttp://www.emiprotechnologies.com
Read description for v 11.0
Required Apps Invoicing (account)
Technical name plaid_ept
LicenseOPL-1
Websitehttp://www.emiprotechnologies.com
Read description for v 11.0
Required Apps Invoicing (account)

Plaid Integration with Odoo

OVERVIEW

It is crucial but necessary to maintain accounting bank balance as per bank statement. To do this in the regular time interval is time-consuming process. Most of the accounting person spend lots of time to record bank statement and its transaction into Odoo. This App(Odoo Paid Integration) reduces unnecessary time consumption on recording bank statement. It will import your bank transactions to Odoo and will create bank statement at regular time interval i.e every hour.

Features

  • Integrate Plaid with Odoo.
  • Import your Bank Statements Automatically or Manually using Plaid.
  • Update your Bank Credentials using Plaid.
  • Synchronize Bank Statements From Invoicing Dashboard of Odoo.
  • Use Multiple Plaid Environment Like.
    • SandBox: Use test credentials and account data to build out and test your Plaid integration.
    • Development: Test your Plaid integration with real credentials and account data for up to 100 Items.
    • Production: Connect unlimited bank accounts and access our full range of products; all requests are billed.

How to setup Plaid?

To Create an account in Plaid Click here to get started!

Configure Plaid Account Credentials in Odoo

Configure Plaid Account in Journal

Quick Integration with Plaid



If you choose single account then you can successfully add Plaid Bank Account to Odoo

If you choose multiple account then you can't add Plaid Bank Account to Odoo

Select the appropriate Plaid Account in the Journal

Sync Manually from Invoicing Dashboard

Suggested Products

Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
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by depending on it, importing it and using its resources), but without copying
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modules under the license of your choice, provided that this license is
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LGPL, MIT, or proprietary licenses similar to this one).

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The above copyright notice and this permission notice must be included in all
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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Odoo
Is there a list of supported banks?
by on

I'm specifically interested in the Commonwealth Bank of Australia


Odoo
Everything worked well with bank but not with paypal, until they fixed it :)
by on

Everything works well now, even paypal which had problems before. They stand behind their product and will provide you excellent support. Worth it.