Effortlessly reconcile bank transfers from over 2700 banks across the EU, UK and Latin America using powerful Open Banking APIs. This addon automates the reconciliation of payments by fetching transactions from your connected bank accounts during every cron run. Once matched to an invoice number, the transaction is registered in WHMCS automatically, saving you time and eliminating manual errors.
The addon can be used with GoCardless, Wise API, Syncfy or Enable Banking (coming soon).
This addon is designed to eliminate the challenges of manual payment reconciliation while boosting efficiency and accuracy. Key benefits include:
Upgrade your WHMCS system with Bank Transfer Payment Reconciliation, the smart solution for modern financial operations. Start automating today!
Streamline your financial processes with automated reconciliation. Transactions are fetched from the bank on every cron run and matched to unpaid invoices using a customizable regex rule. Matched transactions are registered in WHMCS automatically, and unmatched ones can be manually reviewed and assigned effortlessly.
Out of the box, the addon matches invoice numbers formatted as "#12345" from transaction references. Need a different setup? No problem! Customize the regular expression rules to adapt the addon to your specific requirements.
Prevent conflicts by excluding specific transactions automatically. Specify keywords like "credit card processor" or any other terms to ignore payments that don’t require reconciliation.
Keep a finger on the pulse of your payment processes with the admin dashboard widget. Quickly view transactions awaiting review, and in the near future, monitor account balances directly from the widget.
Import transactions independently of WHMCS's cron schedule to reduce the risk of API errors or overloading. Set a custom sync frequency to ensure smooth operations.
Handle payments from unlimited bank accounts across multiple countries and currencies. Assign specific payment gateways to each bank account for precise financial management.
Leverage Open Banking to connect with over 2,700 banks in 31 EEA countries and Latin American banks. Supported institutions include Wise, Revolut, N26, PayPal, Binance, and major banks like ING, Deutsche Bank, HSBC, and more.
Expand your capabilities with direct API integrations. Wise API: Connect directly for enhanced functionality. Note: Wise Direct API is not available in EEA countries and United Kingdom. Upcoming Providers: Integrations with Plaid and Enable Banking are on the horizon.
If you operate multiple WHMCS instances, reach out to us! We offer special discounts on multiple licenses to support your scaling needs. https://procyonlabs.eu/contact-us.
The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.
New in version 3.0.0+:
Integrate your financial data stored in WHMCS into QuickBooks Online.
Thomas Gravesen @thomas5627
This plugin is so awesome. It saves us a lot of time when you are dealing with clients who pay by bank transfer. And the developer Gabor, he replies very fast via email, and he even helped make a regex that could fit into how our clients put the invoice number. This is a must have plugin, if you receive bank transfer. 5 stars from us, genuinely deserved
Gabor Bencsik @gabor8460
Very easy to use and works as expected. This module has allowed us to reallocate resources to other, more important tasks.Gabor K. was quick to answer any questions we had, and with his help we were able to set up the automation easily.