| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 12017 |
| Technical Name |
sttl_yodlee_integration |
| License | LGPL-3 |
| Website | https://www.silvertouch.com/ |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 12017 |
| Technical Name |
sttl_yodlee_integration |
| License | LGPL-3 |
| Website | https://www.silvertouch.com/ |
| Versions | 17.0 18.0 |
CONSULT OUR EXPERTS
Unlock the potential of your business with Silver Touch! Avail a complimentary 1-hour Odoo consulting session and discover tailored solutions for your unique needs.
01
HOUR
DISCUSSION
HOUR
DISCUSSION
Features
Seamless Bank & Financial Data Integration
Automatically fetch real-time bank transactions, credit card statements, and financial data directly into Odoo. Eliminate manual data entry and ensure accurate financial records with automated synchronization.
Enhanced Account Reconciliation
Reduce errors and save time by matching bank transactions with Odoo accounting records. Simplify reconciliation processes and improve financial accuracy for businesses of all sizes.
Secure & Reliable Connection
Ensure secure access to bank data with Yodlee’s robust API. Keep financial information protected while streamlining banking processes.
Multi-Bank Support
Integrate multiple bank accounts seamlessly and fetch transactions from different financial institutions through Yodlee’s API.
Website :
www.silvertouch.com
For any queries :
https://www.silvertouch.com/contact
App Preview
YouTube Preview
Witness the power of our module through the comprehensive demonstration in the linked YouTube video.
Configuration
Add client id, secret, API Endpoint and FastLink URL under Accounting settings.
Yodlee menu
Yodlee menu has 2 options, 1 for fetching Bank Accounts and 2nd for fetching Transactions of those Accounts.
Add a bank
Add name and Login name of the user and click on Connect Accounts button.
Select Institue
Select Institute from the given options or search for available options.
Linked Accounts
After successfull connection with your Institute the page will automatically get refreshed and all the selected accounts will be listed here.
Fetch Transactions
Fetch Transactions by going to Transactions menu. Select your Institute and accounts for which transactions needs to be fetched and selecte duration. Lastly click on Fetch Transactions button.
Other Apps By Silver Touch
Email Validation
Timesheet Calendar
Timesheet Forecasting
Product Catalog
Our Expertise
Industries
Industries we grow
Tech Solutions for Industries to improve the way they operate.
Every industry has special needs and all those special needs ask for a special solution. At Silvertouch we offer solutions that are especially built to aid special characteristics of that specific industry.
Our Presence
India
Silver Touch Technologies Limited
2nd Floor, Saffron Tower, Opp. Central Mall, Panchvati Cross Road, Ahmedabad - 380006 Gujarat, India
+91 79-4002-2770/1/2/3/4
https://www.silvertouch.com
USA
Silver Touch Technologies INC
1149 Green Street, Iselin, NJ 08830, United States of America
+1 (201) 331-9818
https://www.silvertouchinc.com
UK
Silver Touch Technologies UK Limited
4th Floor, Victoria House, Victoria Road, Chelmsford, Essex, United Kingdom - CM1 1JR
+44 203-872-5140
https://www.silvertouchtech.co.uk
Canada
Silver Touch Technologies CA
55 Albert Street, Suite 100, Markham, ON, L3P 2T4, Canada
+1 (647) 829-2482
https://www.silvertouch.ca
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