Dolibarr module for automatic bank tracking

Monthly subscription* for the use of bank tracking.

• This module allows you to connect your Dolibarr management solution to your online bank accounts and retrieve all your transactions in one click.
• Thanks to our partner Powens, it is possible to link Dolibarr to more than 1796 financial institutions in France and abroad (list).
  • No more oversights, no more duplicates during import, no files to reprocess.
  • A significant time saver.
• Automatic reconciliation function, this module tries to reconcile as much information as possible (customer payments, suppliers, social charges, loans, donations, various payments, etc.) with the elements available in your preferred ERP/CRM by creating the necessary regulations, for example.
• Bank balance tracking function.
  • This data is accessible via a widget on your Dolibarr dashboard.
• Terms and conditions of the Automatic Bank Monitoring subscription offer:
  • Offer with a 2-month commitment*.
  • This package includes activation fees related to legal administrative procedures (SSINFO-BANKING).
• Prerequisites:
  • Dolibarr
    • minimum supported version: 18.0.x
    • maximum supported version: 22.0.x
  • PHP
    • minimum supported version: 7.4
    • maximum supported version: 8.2
• Limitations:
  • Bank statement retrieval is limited to 2 banks (no limit per bank account). To obtain connections to more financial institutions, subscribing to an option is required (LIC.BANKING+-AN).
• Information:
  • A preliminary information form is available here.
  • The user guide is available here (In French only for now).