AI Provider Manager
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Accounting
Odoo 16–20
Automatic Plaid Bank Sync
Connect bank accounts with Plaid and import bank transactions from 12,000+ banks into Odoo automatically.
Overview
About this app
Downloading statements from the bank website and importing files every week is slow and error-prone. Reconciliation is always days behind, and transactions get missed or imported twice.
Automatic Plaid Bank Synchronization connects your bank accounts through Plaid. Transactions arrive in your Odoo bank journals by themselves — every 4 hours or on demand — with the right signs, ready to reconcile. Works on Community and Enterprise, with nothing extra to install.
| Without this app | With Plaid Bank Synchronization |
|---|---|
| Statements downloaded and imported by hand. | Transactions arrive in your bank journals automatically. |
| Reconciliation always days behind. | Reconcile the same day with Odoo's bank reconciliation. |
| Missed or duplicated transactions. | Each transaction imported once; changes and removals followed. |
| Bank files in different formats for every bank. | One connection flow for every Plaid-supported bank. |
How to try it
Click Try the live demo, log in with demo / demo, then open Accounting → Configuration → Plaid Bank Sync → Bank Connections, open the connection and click Transactions to see what was imported.
Features
What it does
Secure Plaid Link login
Users log in to their bank in Plaid's own window. Your Plaid secret stays on the server.
All accounts of the bank
Checking, savings and credit cards. Choose which to import and into which journal.
Automatic sync
New transactions every 4 hours, or right away with Sync Now.
No duplicates
Posted transactions only; changes updated, cancellations removed. Reconciled lines are never touched.
Correct signs
Payments negative, deposits positive — as Odoo expects.
Sandbox mode
Test with Plaid's free sandbox banks, then switch to Production.
Screenshots
A bank connected through Plaid: choose accounts and journals
Imported transactions: payments negative, deposits positive
Plaid credentials, Sandbox or Production, countries
See it in action
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