Automatic Bank Synchronization | Auto Plaid Integration

by
Odoo

75.26

v 17.0 Third Party 19
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 557
Technical Name bi_plaid_integration
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 14.0 16.0 15.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 557
Technical Name bi_plaid_integration
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 14.0 16.0 15.0 17.0

Automatic Plaid Integration Odoo Apps

Bank Synchronization by Plaid Odoo Apps

Integrate Plaid Bank Synchronization Odoo Apps

Automatic Plaid Synchronization Odoo App helps users to bank synchronization via Plaid. User needs to configure Plaid integration with a given client ID, secret key, and selection of an environment. User needs to create an account via Plaid and link odoo to Plaid by using its credentials. Also, users can easily get plaid transactions as per the selection of plaid accounts, bank journals, and date ranges in Odoo.

Features

Configure Plaid Integration

User can set client id, secret key and select an environment for plaid integration.

Automatic Plaid Synchronization

Automatic synchronization of their bank statements to feeds bank directly in odoo.

Set Date Range of Plaid Transactions

User can set start and end date to view specific bank transactions via plaid.

Get Plaid Transactions

User can get the bank transactions which has been done via plaid.

Plaid Integration Configuration

Goto Invoicing -> Configuration -> Settings in that set client id, secret key and select an environment for plaid integration.

Sync Via Plaid Menu

User can create a bank to sync via plaid.

Connect Via Plaid Button

In plaid bank form, User can click on 'CONNECT VIA PLAID' button.

Select Your Bank

User can get the list of bank then select the bank(associated with journal).


Enter Your Credentials

User can enter login details and user will be connected to plaid then select the bank account to get the transactions.


Linked Selected Bank Accounts

User can see the selected bank accounts are linked into the bank.

Get Plaid Transactions Menu

Plaid Transactions Wizard

Once open 'Plaid Transactions Wizard', User can select the plaid bank, plaid accounts, bank journal and set date range to get plaid transactions.

Synchronized Bank Statements Via Plaid

Installation Guide

Before installing this module you have to install following packages in your system.

sudo pip install plaid-python

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Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

Odoo Proprietary License v1.0

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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).

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by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
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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or modified copies of the Software.

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too buggy to be useful
by
Alexey Yushin
on 3/17/24, 3:39 PM

really not tested, multiple institutions get merged together, does not follow bank statement import architecture


quite a disappointment overall

Re: too buggy to be useful
by
BrowseInfo
on 3/18/24, 4:15 AM Author

Hello Sir,

Please raise a ticket at the given below link sir.

https://www.browseinfo.com/support-request

Our team will check and guide you further.

Regards


can you also add enable banking ?
by
Radu
on 3/7/24, 10:02 AM