Open Banking & Bank Feed Connector (Plaid/Yodlee) for Business Central

主な機能

Plaid, Yodlee, or direct open-banking (PSD2 / UK Open Banking) aggregation registered against your specific banks

Daily or hourly automatic transaction pull via a configured Business Central Job Queue Entry

Auto-matching engine (event subscribers on the Bank Acc. Reconciliation tables) against open Bank Account Ledger Entries, amount, date, and reference

One-click review queue for low-confidence and unmatched lines with the raw aggregator payload visible

Multi-bank, multi-company, and multi-currency aware — correct currency code and exchange rate per Bank Account Card

Secure token vault using Isolated Storage / Azure Key Vault for OAuth access and refresh tokens (never plain text)

Table and page extensions surfacing match confidence, counterparty, and transaction category on standard BC pages

Automatic token-refresh handling and consent-expiry alerts (PSD2 90-day re-consent) with admin notification

Dedicated permission set scoping the connector and token store for least-privilege access

Idempotent imports with duplicate detection so re-runs never double-post transactions

Optional Dataverse / Power Platform sync of feed status for Power BI cash dashboards

Telemetry to Application Insights for feed-run success, failure, and latency monitoring

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

ご注文

一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

構築とインストール

ECOSIRE がお客様の Dynamics 365 Business Central 上で構築・設定・インストールします。

本番稼働 + サポート

約2〜4週間で稼働し、リリース後のサポート期間が付きます。

この製品について

Business Central ships with a basic bank feed (the Envestnet Yodlee linkage and AMC Banking 365), but coverage is regional, the import is largely manual, and matching logic is shallow. This build-to-order extension closes those gaps with a connector tailored to your banks, your posting groups, and your matching rules.

ECOSIRE builds, installs, and supports a per-tenant AL extension on your Business Central environment (Online or on-prem). It registers an OAuth/token-based integration with Plaid, Yodlee, or a direct open-banking (PSD2/Open Banking UK) API, then runs a Job Queue Entry that pulls cleared and pending transactions on a daily (or hourly) cadence into the standard Bank Acc. Reconciliation and Bank Account Ledger flow.

Incoming lines are normalized and passed through a configurable matching engine — built with event subscribers on the reconciliation tables and table/page extensions that surface match confidence, counterparty, and the raw payload. Auto-match runs against open Bank Account Ledger Entries, customer/vendor payments, and amount+date+reference heuristics; unmatched lines are queued for one-click review.

Credentials never sit in plain text: access and refresh tokens are held in an Isolated Storage / Azure Key Vault token vault, scoped per company. The extension respects multi-company, multi-bank, and multi-currency setups, applying the correct exchange-rate and currency code per Bank Account Card.

Because it is delivered as a per-tenant extension (not a public AppSource listing), ECOSIRE can hard-wire your aggregator choice, bank-specific field mappings, permission sets, and Power Platform / Dataverse hooks. You get the source-aligned extension installed on your tenant, a permission set, the Job Queue configured, and a documented runbook. No instant download — an honest, scoped delivery.

得られるもの

Per-tenant AL extension (.app) built for your Business Central version and installed on your environment

Aggregator integration configured for your chosen provider (Plaid / Yodlee / direct open-banking) and your specific bank accounts

Configured Job Queue Entry for the automatic daily/hourly feed

Dedicated permission set and token-vault (Isolated Storage / Key Vault) setup

Field-mapping and matching-rule configuration tuned to your posting groups and bank statement formats

Admin runbook plus a short handover/training session covering setup, re-consent, and the review queue

これは誰のためのものですか

Finance Controller / CFO

Wants reconciliation closed daily instead of at month-end, with a clear audit trail of how each bank line was matched to a ledger entry.

Accountant / Bookkeeper

Spends hours importing CSV statements and matching by hand; needs transactions to arrive automatically and pre-matched, leaving only exceptions to review.

Business Central Administrator / IT Lead

Needs a secure, supportable integration — proper permission sets, vaulted tokens, Job Queue monitoring, and telemetry — rather than ad-hoc scripts or a generic AppSource app that doesn't fit their banks.

Open Banking & Bank Feed Connector (Plaid/Yodlee) for Business Central の比較方法

基準	エコシエール	カスタムビルド	競合他社
Automatic daily bank-feed pull (no manual import)	付属	部分的なサポート	部分的なサポート
Plaid / Yodlee / direct open-banking aggregator of your choice	付属	部分的なサポート	含まれていない
Auto-match tuned to your posting groups and matching rules	付属	部分的なサポート	含まれていない
Multi-bank, multi-company, multi-currency handling	付属	部分的なサポート	部分的なサポート
Vaulted OAuth tokens (Isolated Storage / Key Vault) + dedicated permission set	付属	部分的なサポート	部分的なサポート
Built, installed, and supported on your tenant by the vendor	付属	含まれていない	含まれていない
No per-user or recurring SaaS subscription fee	付属	付属	含まれていない

Open Banking & Bank Feed Connector (Plaid/Yodlee) for Business Central に関するよくある質問

How long does delivery take, and what do you need from us?

Typical delivery is 2 to 4 weeks from kickoff, depending on the number of banks, your aggregator choice, and how custom your matching rules are. We need your Business Central version and access (a sandbox to build against), the list of bank accounts to connect, and an aggregator account (Plaid/Yodlee) or open-banking credentials. We build in a sandbox, demo it, then install the per-tenant extension on production.

Is this an instant AppSource download?

No. This is a build-to-order, per-tenant AL extension. ECOSIRE builds it for your specific banks and posting setup, then installs it directly on your Business Central tenant. That is deliberate — it lets us hard-wire your aggregator, field mappings, permission sets, and matching logic instead of shipping a one-size-fits-all listing.

What happens with ongoing support and updates?

The one-time build price includes the install and a handover. We offer an optional support and maintenance retainer covering BC version-upgrade compatibility (AL recompiles against new runtimes), aggregator API changes, PSD2 re-consent handling, and adding new bank accounts or matching rules over time. You own the deployed extension; we keep it running.

How are our bank credentials and tokens kept secure?

Your banking login is never stored by the extension — it lives with the aggregator (Plaid/Yodlee) under their security model. The OAuth access and refresh tokens the extension uses are held in Business Central Isolated Storage or Azure Key Vault, scoped per company, never in plain text fields, and reachable only through the dedicated permission set.

Does it work with multiple banks, companies, and currencies?

Yes. The connector is multi-bank, multi-company, and multi-currency aware. Each Bank Account Card maps to its own feed and currency code, transactions are converted using the correct exchange rate, and duplicate detection keeps re-runs idempotent so nothing double-posts across companies.