ERPNext Online banking
We get it. You just wanted your bank statements input. So did we. We fixed it.
Access your data
Your bank is online. Your ERP should be too
No more data entry
Access up to 24 months of data, instantly
Open Financial Web
Secure, Compliant data access
Business Banking
ERPNExt version 15 Banking
ERPNext version 15 has a bank account DocType (database table) built in. However, your balances are not. You could mess around with importing and exporting data via CSV, QFX, or other formats – or this may sound like Greek to you.
While Vontic doesn’t speak Greek, it does speak Geek. We can handle this integration for you.
Download our ERPNext Marketplace app that replaces the built-in Plaid integration. Create a service plan via PayPal or Stripe, and start downloading your data for pennies per account.
Seamless Finances
Easy to Use Financial Tools
No Toggling Between Apps
Quit having to flip between your bank website and your ERP
Easily See Balances
Log in once – see all of your bank balances with your familiar ERPNext dashboards
Automatic Expense Tracking
No more chasing after that Foreman to justify the Home Depot expenses. Create the PO, and automatically update it based on transactions. Whatever makes it easier to create, makes it easier to account.
Easy Finance
Securely import your transactions within days of them happening
Fast Online Categorization
No more asking people with business credit cards to submit PO’s. Create them automatically from recurring bank entries (Utilities to Tax deductions, etc.) Still retain full control over PO’s – standard ERPNext documents may be automatically created but you are in control of submission, approval, cancelations, and modifications.
About Us
Get To Know More About Plaid and Vontic Online Banking
When you build on the world’s largest open banking data network, every product and solution is made better for you and your customers through new data and insights. Your services improve each day without you having to do a thing.
adults in the US
Offer a trusted experience used by half of U.S. adults
daily connections
Get data from thousands of new daily connections. Plaid is built to scale; your company can grow as much as you need!
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Countries
Plaid is widespread, making it easier to integrate into your company. You can validate that Plaid operates for your bank and country before adoption.
FAQ
Does Plaid or Vontic have access to your credentials?
Vontic never stores your banking credentials.
The type of connection Plaid has to your financial institution determines whether or not Plaid has access to the login credentials for your financial account: your username and password.
In many cases, after you request that we link your financial institution to an app or service you want to use, you will be prompted to provide your login credentials to your financial institution, and, upon successful authentication, your financial institution will then return your data to Plaid. In these cases, Plaid does not access or store your account credentials. Instead, your financial institution provides Plaid with a type of security identifier, which permits Plaid to securely reconnect to your financial institution at regularly scheduled intervals to keep your apps and services up-to-date.
In other cases, when you link a financial institution to an app via Plaid, you provide your login credentials to us. We store those credentials and use them to collect the data to power the services you’ve chosen and, when requested, securely share it with the app you’re using and establish a secure connection that you control. We then help keep your data safe and private with best-in-class encryption protocols. For more information on how we use your data, please refer to our End User Privacy Policy.
Regardless of which type of connection is made, we do not share your credentials with the apps or services you’ve connected to your financial institution via Plaid. Learn more about how Plaid handles data.
Who is Plaid?
At Plaid, we enable you to share your data with the apps and services you want, protect against fraud and abuse, and enhance your overall digital finance experience. Our mission is to unlock financial freedom for everyone and, one of the ways we believe we can best accomplish this mission is to provide you with control of and access to your own financial data. You can learn more about how plaid works.
When you sign up for a financial app or service, oftentimes the app or service will request access to your financial data in order to provide services to you. For example, if you use a budgeting app, the app may ask you if you want to share data from your bank account to help you track expenses in the app. This is where Plaid comes in. We collect the data to power the services you’ve chosen and, when requested, securely share it with the app you’re using and establish a secure connection that you control. You can learn more about why Plaid is involved, and how Plaid works.