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Automatic Bank Synchronization | Auto Plaid Integration

by
Odoo

$ 78.38

v 17.0 Third Party 26
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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/demo-request?app=bi_plaid_integration&version=17&edition=Community
Versions 14.0 15.0 16.0 17.0 18.0
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/demo-request?app=bi_plaid_integration&version=17&edition=Community
Versions 14.0 15.0 16.0 17.0 18.0
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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.

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DEMO REQUEST
VIDEO TUTORIAL
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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

Version : 17.0.0.0
7 December 2023

Initial release of the app.

Version : 17.0.0.3
18 March 2024

greened in odoo.sh

Can I Use this module with Odoo Online ?

This Odoo app can not be used with Odoo Online (SaaS).

Do I got free support when I buy an App ?

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Do I have to buy module for each version ?

Yes, Starting version 13.0, Every version of the module is sold separately.

How can I install the module I bought ?

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

The module I bought doesn't work, What should I do ?

Please raise your ticket to use on support@browseinfo.in We will back to you shortly.

Get Support, For Free!

60 Days Free Support


In case 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.

Have Any Question ?

+91-6351620270

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Sales : sales@browseinfo.in
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There are no ratings yet!
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