Open Banking Statement Fe
Pull UK bank feeds via your own AISP/aggregator token (BYOK TrueLayer/Plaid)
Stop importing bank CSVs by hand. This connector pulls your transactions straight into Odoo's bank statement lines using your own Open Banking aggregator credentials. Because the access token belongs to your own AISP account (TrueLayer, Plaid or any compatible provider), we never hold an AISP licence and never touch your banking data on our servers.
Key Features
BYOK Connections
Provider profiles for TrueLayer, Plaid or generic with your own client id, secret and access/refresh tokens, linked to an Odoo bank journal and external account.
Fetch & De-Duplicate
Fetch transactions for a date window, de-duplicate by provider transaction id, and create bank statement lines ready for reconciliation.
Normalised Mapping
Amount, currency, date, counterparty name and reference are mapped automatically, with debit/credit sign handling per provider convention.
Token Management
Token-expiry tracking with an OAuth2 refresh-token flow for TrueLayer and generic OAuth2 providers, and a guard that blocks fetches on expired tokens so syncs fail safely rather than silently. Plaid Item tokens are long-lived and do not require a refresh.
Categorisation Rules
Match transactions by counterparty, reference or amount and auto-assign a partner, label or state — with a test action to preview matches.
Scheduled Sync & Audit
A cron auto-syncs all active connections, and a full sync log records fetched, created, duplicate and error counts per run.
No AISP Licence Needed
BYOK means the regulated relationship is between you and your aggregator. We never hold a licence or see your bank data — the fetch runs from your server.
UK Open Banking
Built for the UK Open Banking standard and PSD2 AIS scopes, with provider-aware sign handling and de-duplication for clean statement lines.
Screenshots
Bank Connections
Categorisation Rules
Sync Logs
Transactions
Why Choose This Module
UK finance teams, bookkeepers and accountants who want automatic daily bank feeds into Odoo without manual imports and without trusting a third party with their banking data.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-22