Ponto

Ponto is a service that allows companies and professionals to aggregate their accounts in one place and directly see all their transactions within one app. It is a third-party solution that is continuously expanding the number of bank institutions that can be synchronized with Odoo.

Odoo can synchronize directly with your bank to get all bank statements imported automatically into your database.

Ponto is a paid third-party provider that can handle the synchronization between your bank accounts and Odoo.

Configuration

Update your synchronization credentials

To update your Ponto credentials or modify the synchronization settings, activate the developer mode, go to Accounting ‣ Configuration ‣ Online Synchronization, and select the institution from which you want to fetch the other accounts. Click Fetch Accounts to start the flow.

Note

During the update, select all accounts you want to synchronize, even the ones coming from other banking institutions.

Fetch new accounts

To add new online accounts to your connection, activate the developer mode, go to Accounting ‣ Configuration ‣ Online Synchronization, and select the institution from which you want to fetch the other accounts. Click Fetch Accounts to start the flow.

Note

Don’t forget to keep authorization for existing accounts (for all institutions that you have synchronized with Ponto).

FAQ

After my synchronization, no account appears

You selected an institution from the list and did not authorize any accounts from this institution.

I have an error about that my authorization has expired

Every 6 months (180 days) you must re-authorize the connection between your bank account and Ponto. This must be done from the Ponto website. If you do not do this, the synchronization will stop for these accounts.

I have some errors with my beta institution

Ponto provides institutions in beta, these institutions are not directly supported by Odoo and we advise you to contact Ponto directly.

Important

Using an institution in beta is beneficial for Ponto, it allows them to have real feedback on the connection with the institution.