Yodlee Bank Feed Integration with Wiise Australia 2.0 (1.2)
We are thrilled to announce the release of our latest integration feature, enabling seamless importing of transactions from Yodlee Open Banking Bank Feeds into Wiise ERP. This integration streamlines financial data management, offering users a more efficient and secure way to handle and reconcile transactions within their ERP.
Key Features:
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Yodlee Open Banking Bank Feeds Integration: Users can now easily import bank transactions directly into Wiise ERP from their connected bank accounts through Wiise Insights on their role centre. This integration ensures real-time access to accurate financial data, empowering users to make informed business decisions swiftly.
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CDR Compliance: Our integration adheres strictly to the Consumer Data Right (CDR) regulations, ensuring that all data transfers are compliant with the latest industry standards and regulations. This compliance provides users with peace of mind regarding the security and privacy of their financial information.
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Consent Management: Users have complete control over their data through robust consent management features. They can grant or revoke consent for data access at any time, maintaining full visibility and control over the sharing of their financial information.
How it Works:
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Connect Bank Accounts: Users can securely link their bank accounts to Wiise ERP using Yodlee's Open Banking API. This process establishes a secure connection for data transmission while maintaining the highest standards of encryption and privacy.
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Import Transactions: Once bank accounts are connected, users can effortlessly import transactions into Wiise ERP with just a few clicks. The integration ensures that transaction data is accurately mapped and synchronized with the ERP system in real-time, eliminating manual entry and minimizing errors.
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Manage Consent: Users can easily manage consent settings directly within Wiise ERP. They have the flexibility to grant or revoke consent for data access, providing them with full control over the sharing of their financial information with authorized applications.
Upgrade Details:
This integration is available as an add-on feature for Wiise ERP users. To enable the Yodlee Open Banking Bank Feeds integration and unlock its full potential, users can contact our support team for assistance with setup and configuration.
Support and Feedback:
We have a help library where you can find information on all Wiise features and previous release notes.
If you have any questions, please reach out to our support team at support@wiise.com.