Odoo integration with banks
Optimize your capital management and automate payments using built-in modules from well-known banks to control your finances in a single window of the Odoo ERP and CRM system. Focus on strategic planning instead of paperwork. Integration of banks with the CRM system allows you to get full transparency of cash flows in real time, instant automatic calculation of receivables, and the ability to conduct transactions from the system interface. Do you want to turn your finance department into a center of efficiency? Sign up for a consultation now to keep every transaction under control.
What does integrating online banking into CRM give you?
he integration of CRM with banks helps to reduce the time for processing statements, reduce the number of errors, and ensure full control over the company's cash flow. The system combines financial transactions, payments, and reporting in a single environment:
- Automatic import bank statements via API for individual entrepreneurs and legal entities.
- Automatic matching payments with invoices, orders, and documents in Odoo.
- Settings rules for automatic payment spreading.
- Initiating outgoing payments with the necessary access and integration.
- Accounting for payments from various channels, including Plata by Mono and LiqPay.
- Working with multi-currency accounts and multi-account accounting.
- Control accounts receivable and accounts payable.
- Formation of financial statements in real time.
Integration of online banking into CRM allows businesses to get up-to-date data for decision-making and reduce the amount of manual work for the accounting and finance departments.
Advantages of integrating banks with the Odoo CRM system
When a business enters a marketplace, the main task is to maintain control over processes and not drown in routine. ERP for Rozetka solves this problem, making business more transparent and manageable:
- Full transaction history. Integration of CRM with the bank helps to record every action: from the moment the manager creates a payment to any subsequent adjustments. Thanks to the logging of changes, you can find out who made the changes, when, and why.
- Instant linking of payments to orders. Forget about manually copying transaction numbers. Using the intuitive interface, you can select the actual payment from your PrivatBank card directly in the order card. Payment confirmation is instantaneous, which speeds up the order processing process.
- Flexible work with advances. Integration of banks with CRM makes it easy to manage subscriptions. Record a partial payment from the customer immediately after receiving it. The system will automatically analyze the total cost of the order and calculate the balance to be paid.
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What banks can Odoo be integrated with
Monobank
is a leading bank in Ukraine that has completely abandoned traditional branches in favor of a mobile format and technological API solutions. Individual entrepreneurs (IEs) choose this platform for convenient capital management via smartphone, fast account opening, and the ability to deeply automate transaction accounting using integration tools for receiving statements.
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PrivatBank
is the main financial partner for Ukrainian business, which is a reliable basis for settlement operations. The specialized ecosystem of Privat24 for Business provides companies with a full-fledged digital office for controlling accounts and payments. With the help of an extensive network of integration interfaces, it is easy to combine bank data with internal automation systems.
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