Connect ERPNext directly to your banks via Plaid (US/CA) or GoCardless Open Banking (EU/UK). Transactions import automatically, get deduplicated, and are ready for reconciliation.
You're downloading CSV bank statements and manually importing transactions into ERPNext. Tedious, error-prone, and always behind.
Connect ERPNext directly to your banks via Plaid (US/CA) or GoCardless Open Banking (EU/UK). Transactions import automatically, get deduplicated, and are ready for reconciliation.
Connect your bank accounts via Plaid or GoCardless
Transactions sync automatically on a schedule
Deduplication ensures no double entries
Transactions land in ERPNext ready for bank reconciliation
Here's what it looks like in action:
Two providers cover US, Canada, EU, and UK banks. Connect whichever works for your region.
Transactions import automatically. No more CSV downloads.
Already imported that transaction? The sync skips it. No duplicates.
Transactions land in ERPNext's bank reconciliation workflow. Match to invoices and payments.
Python Frappe module, sync scheduler, README, email support
⚠️ Requirements: ERPNext v14+, Plaid API keys (US/CA) or GoCardless API keys (EU/UK)
No — use whichever covers your region. US/CA = Plaid, EU/UK = GoCardless.
No. One-time purchase. You pay Plaid/GoCardless directly for their API usage.
Questions? Email [email protected] · 14-day money-back guarantee