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Prix: $299.00 USD
Versions ERPNext: —
Temps d'installation: 30 minutes
Licence: Perpétuel unique
Langues: 11 langues

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ERPNext Wise Business Payments & FX

Name: ERPNext Wise Business Payments & FX
Brand: ECOSIRE
SKU: erpnext-wise-payments

A build-to-order ERPNext app that connects your Wise Business account for batch supplier payouts, mid-market FX, multi-currency balances, and automatic bank-feed reconciliation. ECOSIRE scopes, builds, installs, and supports it — no instant download.

$299.00USD

Aucun paiement maintenant. Ceci envoie une demande de devis à notre équipe — nous vous recontacterons par e-mail avec les tarifs et les prochaines étapes.

Fonctionnalités clés

`Wise Settings` single DocType storing the API token in an encrypted `Password` field, with sandbox/production environment toggle and profile-ID selection

`Wise Payout Batch` DocType with a child table of recipients for one-submit batch disbursement of dozens of supplier or contractor payments

Live mid-market rate and fee retrieval via a `Wise Quote` fetch before commit, so the booked rate matches the quoted rate

`hooks.py` `doc_events` (on_submit / on_cancel) that create, fund, and write the Wise transfer reference back onto the linked `Payment Entry`

Whitelisted server methods (`@frappe.whitelist()`) exposing quote, payout, and status calls to client scripts and the Frappe REST API

`Wise Recipient` DocType mapping each ERPNext `Supplier`/`Employee` to a stored Wise recipient, validated against Wise account-requirement rules per currency

Multi-currency balance awareness — batches fund from the correct Wise currency balance and warn on insufficient funds before submission

Scheduler-driven statement polling via `scheduler_events` that imports Wise transactions as ERPNext `Bank Transaction` records

Automatic reconciliation pass matching on amount, currency, date window, and stored transfer reference, with high-confidence auto-match

Review queue with a client script for one-click confirm or reassign of transactions that don't auto-match

Realized FX gain/loss on settlement posted to the configurable exchange-gain/loss account, keeping the GL accurate

Role- and permission-guarded release: only an authorized role profile (e.g. Accounts Manager) can submit and fund a payout batch

Idempotency keys and retry-safe background jobs so a timeout or retry never issues a duplicate transfer

Every API call logged to `Integration Request` and webhook/status callbacks updating transfer state for a complete audit trail

Built and tested for Frappe/ERPNext v15 and v16, packaged as a standard installable Frappe app

À propos de ce produit

If your team runs ERPNext and pays suppliers or contractors across borders, you already know where the platform runs out of road. ERPNext core can record a Payment Entry in any currency and revalue balances at period end, but it has no live connection to Wise: exchange rates are typed in by hand or pulled from a daily source, payouts are exported to CSV and re-keyed into a bank portal, and the incoming statement is reconciled line-by-line in the Bank Reconciliation Tool. The result is stale FX, transposition errors on account numbers, and finance staff spending days a month matching Wise transfers back to invoices. None of that is a Wise problem or an ERPNext problem — it is the missing integration between them.

Pourquoi choisir ERPNext Wise Business Payments & FX

`Wise Settings` single DocType storing the API token in an encrypted `Password` field, with sandbox/production environment toggle and profile-ID selection

`Wise Payout Batch` DocType with a child table of recipients for one-submit batch disbursement of dozens of supplier or contractor payments

Live mid-market rate and fee retrieval via a `Wise Quote` fetch before commit, so the booked rate matches the quoted rate

`hooks.py` `doc_events` (on_submit / on_cancel) that create, fund, and write the Wise transfer reference back onto the linked `Payment Entry`

Whitelisted server methods (`@frappe.whitelist()`) exposing quote, payout, and status calls to client scripts and the Frappe REST API

`Wise Recipient` DocType mapping each ERPNext `Supplier`/`Employee` to a stored Wise recipient, validated against Wise account-requirement rules per currency

ECOSIRE builds that integration as a proper Frappe app installed on your bench, not a screen-scrape or a spreadsheet macro. We add DocTypes such as Wise Settings (single, holding the API token in an encrypted Password field, profile ID, and environment toggle), Wise Payout Batch with a child table of recipients, and Wise Recipient mapped to each ERPNext Supplier/Employee. A Wise Quote fetch calls the Wise API for the live mid-market rate and total fee before you commit, so the rate you see is the rate you book. When a batch is submitted, hooks.py doc_events fire server-side handlers that create the Wise transfer, fund it from the correct multi-currency balance, and write back the provider reference onto the linked Payment Entry — all through whitelisted methods (@frappe.whitelist()) with role-guarded permissions so only an authorized Accounts Manager can release money.

Reconciliation is driven by ERPNext's scheduler. A scheduler_events hook polls the Wise statement endpoint on an interval, imports each transaction as a Bank Transaction, and runs a matching pass against outstanding Payment Entry and Sales/Purchase Invoice records using amount, currency, date window, and the stored transfer reference. High-confidence matches auto-reconcile; the rest land in a review queue with a client script that lets a user confirm or reassign in one click. FX gains and losses on settlement post to the exchange-gain/loss account you configure, and every API call is logged to an Integration Request row for a full audit trail. The app targets Frappe/ERPNext v15 and v16, uses the framework REST API and background jobs correctly, and ships with sensible retry and idempotency handling so a network blip never double-pays a supplier.

Because this is build-to-order, nothing is downloaded and switched on blindly. We start with a scoping call to confirm your Wise account structure, currencies, approval chain, and chart-of-accounts mapping, then build against your requirements, test on a staging copy of your bench, and hand over source, documentation, and a git repository. Typical delivery is 2-4 weeks from confirmed scope, and you get a post-go-live support window plus a rollback plan so the change is reversible if anything is off. You own the code at the end.

Ce que vous obtenez

Installable source code for your Frappe/ERPNext version (v15 or v16), packaged as a standard bench app
Installation and configuration on your environment, including Wise API credentials, account mapping, and scheduler setup
Technical documentation: DocType reference, hooks and scheduler events, whitelisted API methods, and configuration guide
User guide plus a live training session for your finance and accounts team
Post-go-live support window for bug fixes and adjustments after launch
UAT on a staging copy of your bench with a documented, tested rollback plan
Git repository handover so you fully own and can extend the code
Sandbox-tested payout and reconciliation runbook covering funding, matching, and exception handling

Pour qui c'est

Finance / Accounts Manager

Runs supplier and contractor payments in ERPNext and wants batch payouts at the mid-market rate without exporting CSVs or re-keying account numbers into a separate Wise portal. Needs an approval-gated release and confidence that the booked rate equals the quoted rate.

CFO or Financial Controller

Cares about accurate multi-currency books — correct realized FX gain/loss, clean bank reconciliation, and a full audit trail of every transfer. Wants month-end close to stop being a manual matching exercise.

ERPNext System Administrator / Implementation Partner

Owns the bench and needs a properly packaged Frappe app that respects permissions, uses scheduler and background jobs correctly, is v15/v16 compatible, and ships with source and a git repo they can maintain and extend.

Operations lead at a cross-border business

Pays teams, freelancers, or vendors across several currencies each month and wants multi-currency balances and payouts driven from ERPNext data instead of duplicated across tools and spreadsheets.

Aperçu de l'installation

Télécharger depuis ECOSIRE
Achetez la licence sur ecosire.com et téléchargez le ZIP de l'application ERPNext Wise Business Payments & FX depuis le tableau de bord de votre compte.
Ajoutez l'application à votre banc
Extrayez le ZIP dans le dossier d'applications de votre banc ou exécutez « bench get-app » avec le chemin d'accès à l'application extraite.
Installer sur votre site
Exécutez `bench --site SITE_NAME install-app APP_NAME` suivi de `bench migrate` pour installer ERPNext Wise Business Payments & FX et appliquer son schéma.
Activez votre licence
Ouvrez les paramètres de licence ECOSIRE sur votre site et activez votre clé de licence. Nécessite les applications gratuites ecosire_connect et ecosire_license_client.

Comment ERPNext Wise Business Payments & FX se compare

Critère	ÉCOSIRE	Construction personnalisée	Concurrent
Wise payout integration	Batch payouts created and funded directly from ERPNext	Possible but you design and maintain the whole API layer	Often generic; may not map to your suppliers or approval chain
FX rate accuracy	Live mid-market quote fetched before commit; booked = quoted	Depends entirely on what your developer wires up	Varies; frequently a static or daily-imported rate
Bank reconciliation	Scheduler polls statement, auto-matches, queue for the rest	You build the polling, matching, and review UI yourself	Import may exist but matching rules are often shallow
Multi-currency balances	Batches fund from the correct Wise currency balance with checks	Must be modeled and tested by your team	May ignore balance state and just push transfers
Version support	Built and tested for Frappe/ERPNext v15 and v16	Whatever you commit to maintaining	Compatibility lags; may break on your version
Ownership & source	Full source plus git repository handed over to you	You own it but also carry all the build cost	Usually closed-source, license-locked, per-seat
Security & audit	Encrypted token, role-gated release, idempotency, full logging	Only as strong as your implementation and review	Opaque; hard to audit a black-box add-on
Support model	Post-go-live window plus optional ongoing ECOSIRE support	Internal team or contractor on your dime	Vendor support tiers, often slow for edge cases

Foire aux questions sur ERPNext Wise Business Payments & FX

How long does delivery take?

This is a build-to-order app, so it is not an instant download. Typical delivery is 2-4 weeks from confirmed scope. We start with a short scoping call, agree the requirements, build against them, test on a staging copy of your bench, then install on production. The exact timeline depends on how many currencies, approval steps, and edge cases your workflow needs.

Is this a ready-made Frappe Marketplace app I can just install?

No. ECOSIRE builds, installs, and supports it for your specific ERPNext setup. We tailor the DocTypes, account mappings, approval chain, and reconciliation rules to your Wise account and chart of accounts, then hand over the source code and git repository so you own it.

Which ERPNext versions are supported?

We build and test for Frappe/ERPNext v15 and v16. Tell us your exact version and hosting (Frappe Cloud, self-hosted, or your own bench) on the scoping call and we target that. If you are on an older version we will advise whether an upgrade is needed before integrating.

How do payouts and FX rates actually work?

You assemble a `Wise Payout Batch` from ERPNext supplier or employee data. Before committing, the app fetches a live Wise quote showing the mid-market rate and fee, so the rate you approve is the rate you book. On submit, a server-side handler creates and funds the Wise transfer from the correct currency balance and writes the transfer reference back onto the linked `Payment Entry`. Only an authorized role can release the batch.

How does reconciliation stay automatic?

A scheduler event polls the Wise statement endpoint and imports transactions as ERPNext `Bank Transaction` records. A matching pass reconciles them against outstanding payment entries and invoices using amount, currency, date, and the stored transfer reference. High-confidence matches reconcile automatically; anything ambiguous goes to a review queue for one-click confirmation. Realized FX gain/loss posts to your configured account.

What about support and updates after go-live?

Every build includes a post-go-live support window for bug fixes and adjustments. Because you receive the full source and git repository, your own team can maintain and extend the app, or you can engage ECOSIRE for ongoing support, new features, or version upgrades (for example moving from v15 to v16) under a separate agreement.

Is it safe to release real money through it?

Yes. The API token is stored in an encrypted field, payout release is guarded by ERPNext role permissions, and every transfer uses idempotency keys with retry-safe background jobs so a timeout or retry never double-pays. Every API call is logged to `Integration Request` for a complete audit trail, and we test the full flow in the Wise sandbox during UAT before touching production.

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