US Plaid Bank-Feed
Plaid Bank-Feed Connector (BYOK) — pull US bank & credit-card transactions with your own Plaid key, auto-import and auto-categorize them into Odoo, no manual statement uploads
Plaid Bank-Feed Connector (BYOK) — pull US bank & credit-card transactions with your own Plaid key, auto-import and auto-categorize them into Odoo, no manual statement uploads
Key Features
Bring-your-own-key Plaid connection
Bring-your-own-key Plaid connection — connect with your own client id, secret and item access token; no shared aggregator agreement, no credentials held on our side.
Incremental transaction sync
Incremental transaction sync — uses Plaid's cursor-based /transactions/sync so each pull only imports added, modified and removed transactions, with automatic de-duplication.
Date-range back-fill
Date-range back-fill — an import wizard pulls a specific from/to window through /transactions/get for historical clean-up.
Multi-account aggregation
Multi-account aggregation — every depository and credit account behind the linked item is imported with its mask, type, subtype and live balances.
Rule-based auto-categorization
Rule-based auto-categorization — ordered rules match on name, merchant, Plaid Personal Finance Category or amount and assign the target Odoo account.
Personal Finance Category mapping
Personal Finance Category mapping — Plaid's primary/detailed category is stored on every line and can drive categorization out of the box.
One-click connection test
One-click connection test — verify your key against the live Plaid item and see which institution you reached before importing anything.
Scheduled background sync
Scheduled background sync — a cron job imports new transactions on a schedule so reconciliation stays current without manual pulls.
Money-in / money-out direction
Money-in / money-out direction — Plaid's amount sign is normalized into a clear inflow/outflow direction and signed Odoo amount.
Full audit trail
Full audit trail — connections and transactions are tracked with chatter, sync counters and a per-run import log.
Screenshots
Why Choose This Module
Transactions are pulled with Plaid's incremental /transactions/sync cursor, so every run only fetches what changed — new charges are added, updated ones are refreshed and removed pending items are cleaned up, all without duplicates. Each transaction arrives with its merchant name, amount, currency, date, pending flag, payment channel and Plaid's Personal Finance Category, and is then matched against your categorization rules to pick the Odoo account it should post to. A scheduled job keeps the feed current so your books are always close to real time.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail, account
- Support: support@pokutsoft.com
Update date: 2026-07-05
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1232 |
| Technical Name |
us_plaid_bank_feed_connector |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, 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). You may develop Odoo modules that use the Software as a library (typically 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 compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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