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Online Bank Statements: plaid.com

account_statement_import_online_plaid folder_open OCA/bank-statement-import open_in_new
Account License: AGPL-3

This module provides online bank statements from Plaid.com, supporting both Sandbox and Production environments.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Connect Odoo bank journals to Plaid.com so bank transactions are downloaded automatically into online bank statements. Users link their Plaid account from the provider form and then sync statements.

This module adds Plaid.com as an online bank statement service. On an online bank statement provider, users choose Plaid.com as the service and fill in the Plaid Client ID, Secret Key and Plaid Host (Sandbox or Production). A 'Sync with Plaid.com' button opens the Plaid login window so the user can link their bank account; once linked, an access token is stored on the provider.

When a statement sync runs, the module asks Plaid for transactions between the selected dates and creates statement lines with the transaction date, reference, unique import ID, raw data and the amount reversed (Plaid amounts are multiplied by -1). If no Plaid account has been linked yet, Odoo shows an error asking the user to sync first.

The module extends the online.bank.statement.provider model and adds a technical plaid.interface model that talks to Plaid. It requires the Python library plaid-python. The Plaid configuration fields and the sync button only appear when the provider service is set to Plaid.

Depends on

account_statement_import_online
Models and fields (2)
  • plaid.interface · new model
  • online.bank.statement.provider · extends an existing modelplaid_host, plaid_access_token

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

Sources · Odoo 16.0

Confirmed on 2026-11-03 in branch 16.0 of OCA/bank-statement-import.

terminal Installation and usage

OCA documentation · Odoo 18.0

Configuration

Source · Odoo 18.0

To configure online bank statements provider:

  • Go to Invoicing \> Configuration \> Bank Accounts
  • Open bank account to configure and edit it
  • Set Bank Feeds to Online
  • Select Plaid.com as online bank statements provider in Online Bank Statements (OCA) section
  • Save the bank account
  • Click on provider and configure provider-specific settings.

or, alternatively:

  • Go to Invoicing \> Overview
  • Open settings of the corresponding journal account
  • Switch to Bank Account tab
  • Set Bank Feeds to Online
  • Select Plaid.com as online bank statements provider in Online Bank Statements (OCA) section
  • Save the bank account
  • Click on provider and configure provider-specific settings.

Plaid Account & Credentials

To obtain the necessary credentials (Client ID and Secret), follow these steps:

  • Create a Plaid Account: Go to dashboard.plaid.com/signup and sign up for a developer account.
  • Get Credentials: Once logged in, navigate to Platform \> Developers \> Keys in the Plaid Dashboard. Here you will find your Client ID and Secret. > [!NOTE] > There are different secrets for Sandbox (testing) and > Production (live) environments. Make sure to copy the secret > corresponding to the environment you intend to use. > [!IMPORTANT] > Account Approval Times: > > - For US-based companies, approval typically takes 1-2 > business days. > - For companies outside the United States, the approval > process may take longer.

Configuration in Odoo

When configuring the provider in Odoo, map the Plaid credentials as follows:

  • Username: Enter your Plaid Client ID.
  • Password: Enter your Plaid Secret (Sandbox or Production).
  • Plaid Environment: Select Sandbox for testing or Production for live data.

Check also account_bank_statement_import_online configuration instructions for more information.

Usage

Source · Odoo 18.0

To pull historical bank statements:

  • Go to Invoicing \> Configuration \> Bank Accounts
  • Select specific bank accounts
  • Configure username, password and host for plaid
  • Launch Actions \> Sync with plaid.com
  • After launch Actions \> Online Bank Statements Pull Wizard
  • Configure date interval and click Pull

If historical data is not needed, then just simply wait for the scheduled activity "Pull Online Bank Statements" to be executed for getting new transactions.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.