Mar 23 2022 · 20:00 IST

Sync your bank transactions with Plaid in ERPNext

ERPNext offers the possibility to synchronize your bank accounts through a service called Plaid. Plaid is well know for enabling connection of financial accounts to an app and is apt for any business in USA or Europe.

If your ERPNext account is connected to Plaid, you will be able to synchronize your bank account transactions without having to manually import a CSV or XLSX bank statement file.

Rijul Chaturvedi, lead consultant for the North American region will take us through a live demo for setting up and using the Plaid Integration feature followed by a QnA session with Kundendu Singh, our host and Sales Development Manager for the North American Market.