# Odoo Yodlee Integration

### Fetch Bank Accounts and Transactions from Yodlee

Demo Available 30 Days Support
Odoo Community
Odoo Enterprise
Odoo.SH

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### 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.

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### 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.

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