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Bởi: Silver Touch Technologies Limited
| Availability |
Odoo Online
Odoo.sh
On Premise
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| 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 |
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.
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.
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.
Ensure secure access to bank data with Yodlee’s robust API. Keep financial information protected while streamlining banking processes.
Integrate multiple bank accounts seamlessly and fetch transactions from different financial institutions through Yodlee’s API.
Witness the power of our module through the comprehensive demonstration in the linked YouTube video.
Add client id, secret, API Endpoint and FastLink URL under Accounting settings.
Yodlee menu has 2 options, 1 for fetching Bank Accounts and 2nd for fetching Transactions of those Accounts.
Add name and Login name of the user and click on Connect Accounts button.
Select Institute from the given options or search for available options.
After successfull connection with your Institute the page will automatically get refreshed and all the selected accounts will be listed here.
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.
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.
India
Silver Touch Technologies Limited
2nd Floor, Saffron Tower, Opp. Central Mall, Panchvati Cross Road, Ahmedabad - 380006 Gujarat, India
USA
Silver Touch Technologies INC
1149 Green Street, Iselin, NJ 08830, United States of America
UK
Silver Touch Technologies UK Limited
4th Floor, Victoria House, Victoria Road, Chelmsford, Essex, United Kingdom - CM1 1JR
Canada
Silver Touch Technologies CA
55 Albert Street, Suite 100, Markham, ON, L3P 2T4, Canada
