| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1384 |
| Technical Name |
hst_plaid_sync |
| License | LGPL-3 |
| Website | https://hsxtech.net |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1384 |
| Technical Name |
hst_plaid_sync |
| License | LGPL-3 |
| Website | https://hsxtech.net |
Automatic Plaid Synchronization
Online bank account synchronization via Plaid for automatic bank statement feeds in Odoo. Link your bank journals to online accounts and configure periodic automatic synchronization.
What this module does
This module enables Online Bank Synchronization via Plaid. Link bank journals to your online bank accounts for supported banking institutions and configure periodic automatic synchronization of bank statements to get bank feeds directly in Odoo.
Key Features
- Online bank synchronization via Plaid API.
- Link bank journals to online bank accounts.
- Multiple banking institutions supported via Plaid.
- Periodic automatic synchronization configuration.
- Bank feeds directly in Odoo accounting module.
- Secure authentication via Plaid credentials.
Setup Instructions
- Install the module in your Odoo instance.
- Open Accounting module and navigate to Configuration.
- Select "Online Sync via Plaid" from the menu.
- Enter your Plaid credentials (Client ID and Secret).
- Click "Connect to Plaid" to link your bank accounts.
- Start synchronizing transactions automatically!
Screenshots
Our Services
Helping businesses unlock insights through scalable Odoo & data solutions. We deliver performance-driven Odoo integrations, data pipelines, and reporting tailored to your needs.
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