$ 35.55
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
bi_plaid_integration
|
| License | OPL-1 |
| Technical Name |
bi_plaid_integration
|
| License | OPL-1 |
Introduction
The bi_plaid_integration module enables smooth integration between Odoo and your financial institutions through the Plaid API. It automates the retrieval of bank account information and transaction data into Odoo, enhancing reconciliation workflows and ensuring up-to-date financial visibility. This module is ideal for businesses that prioritize real-time cashflow oversight and efficient accounting automation.
Key Features
Securely connect bank journals to user bank accounts using Plaid client credentials
Automatically fetch bank accounts and transaction history within defined date ranges
Schedule regular synchronization for ongoing updates to account balances
Operate directly from the accounting dashboard with intuitive database-level controls
Enable manual fetch on demand to capture recent or missing transactions
Benefits
Eliminate time-consuming manual bank statement imports
Enhance financial accuracy and control with timely bank transaction updates
Simplify reconciliation workflows through automated bank feed imports
Strengthen data governance with secure API-based integration
Improve cashflow transparency and accounting efficiency
Compatibility & Technical Details
Technical Name: bi_plaid_integration
License: LGPL-3
Required Modules:
Invoicing (account)
Discuss (mail)
Installation Steps:
Confirm the Invoicing and Discuss modules are installed and active.
Add the bi_plaid_integration module to your Odoo add-ons directory.
Update the module list and install it.
Configure the “Plaid Credentials” in the accounting settings using client ID, secret, and environment.
Link bank journals to your institutions and fetch accounts or transactions automatically through the interface.
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.