产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $499.00 USD
- dynamics_365_business_central 版本
- —
- 设置时间
- 30分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
Open Banking & Bank Feed Connector (Plaid/Yodlee) for Business Central
A per-tenant AL extension that aggregates bank transactions via Plaid/Yodlee/open-banking APIs and auto-matches them to BC ledger entries for continuous reconciliation. Built, installed, and supported by ECOSIRE.
$499.00USD
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
核心功能
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
关于此产品
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.
为什么选择 Open Banking & Bank Feed Connector (Plaid/Yodlee) for Business Central
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)
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.
你得到什么
- 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
这是给谁的
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.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 Open Banking & Bank Feed Connector (Plaid/Yodlee) for Business Central 模块 ZIP。
上传至Odoo
将 ZIP 解压到服务器上的 Odoo 自定义插件文件夹中（或通过“应用程序”>“从 Odoo.sh / runbot 上的文件安装”上传）。
安装模块
激活开发者模式，打开应用程序，单击更新应用程序列表，搜索 Open Banking & Bank Feed Connector (Plaid/Yodlee) for Business Central，然后按安装。
配置设置
打开新菜单，粘贴您的 ECOSIRE 许可证密钥，连接任何外部凭据（Shopify、Amazon、Stripe 等），然后保存。
验证并上线
运行内置连接测试，同步前 10 条记录，并安排定期 cron。如果出现任何问题，请联系支持人员。
Open Banking & Bank Feed Connector (Plaid/Yodlee) for Business Central 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| Automatic daily bank-feed pull (no manual import) | ||||
| Plaid / Yodlee / direct open-banking aggregator of your choice | ||||
| Auto-match tuned to your posting groups and matching rules | ||||
| Multi-bank, multi-company, multi-currency handling | ||||
| Vaulted OAuth tokens (Isolated Storage / Key Vault) + dedicated permission set | ||||
| Built, installed, and supported on your tenant by the vendor | ||||
| No per-user or recurring SaaS subscription fee |
关于Open Banking & Bank Feed Connector (Plaid/Yodlee) for Business Central的常见问题
+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.
为什么客户信任 ECOSIRE
SOC 2 对齐
符合 GDPR
安全条纹支付
30 天退款
终身更新
LGPL-3.0 许可证
申请报价
Open Banking & Bank Feed Connector (Plaid/Yodlee) for Business Central
A per-tenant AL extension that aggregates bank transactions via Plaid/Yodlee/open-banking APIs and auto-matches them to BC ledger entries for continuous reconciliation. Built, installed, and supported by ECOSIRE.
- 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