All WHMCS Addons WiseCP Addons
Open Banking Reconciliation

Open Banking Reconciliation WHMCS

v3.2.3

June 18th, 2024

WHMCS v8.4

Monthly License

15€ Monthly

Order now

Quarterly License

35€ Every 3 months

Order now

Semi-annual License

60€ Every 6 month

Order now

Annual License

100€ Annually

Order now

Open Source Version

600€ Permanent License

Order now

Additional services

  • Installation Service

    We will upload, install and configure the add-on for you within two working days.

    75€

Overview

Bank Transfer Payment Reconciliation from 2500+ Banks through Open Banking APIs

Automate bank payment reconciliation effortlessly from almost any bank in the EU. Transactions are collected from the connected account on every cron run. When matched with an invoice number, the transaction is registered on WHMCS automatically!

GoCardless offers free access forever to the banking API, an account is required for this addon.

Features

Automatic Reconciliation

Transactions are queried from the bank automatically on every cron run. The addon attempts to match the transactions based on a customizable regex rule and the currency of the unpaid invoice. If there is no 100% match, the transaction can be reviewed manually and easily assigned to an invoice.

Rules

With the default settings, the addon matches the invoice number from the transaction reference as "#12345". The regular expression rule can be customized to fit your specific needs, allowing the addon to match any transactions.
  • • New Feature: Override the invoice matching functionality via hooks for any custom implementation.

Ignore Automatic Payment with Keywords

Easily ignore automatic payments by specifying keywords like incoming transactions from credit card processors.

Admin Widget

In the admin dashboard widget, quickly see the number of transactions waiting for your review. Soon, you will also be able to see your account balances.

Import Transactions on a Schedule

Import transactions on a schedule different to the WHMCS cron schedule to reduce bank API errors.

Multi-Currency / Multi-Bank

The addon handles an unlimited number of banks, different countries, and currencies. You can specify separate payment gateways per account.

Bank Coverage

Through GoCardless, you can connect multiple banks from 31 EEA countries. Connect to Wise, Revolut, N26, PayPal, and most national banks such as ING, BNG, Raiffeisen Bank, Deutsche Bank, OTP Bank, HSBC, and many more.
  • • Full list available here: https://gocardless.com/bank-account-data/coverage/

Wise Direct API and More

Connect with Wise API directly. Other providers like Plaid and Enable Banking coming soon.

Discounts

Contact us if you have multiple WHMCS instances. We can offer you a discount on multiple licenses.

Compatibility

  • • All versions of WHMCS v8.5+

System Requirements

  • • GoCardless.com account (completely free forever) OR Wise account OR Plaid account (coming soon) OR Enable Banking account (coming soon)
  • • PHP 7.4 & ionCube 10+ & WHMCS 8.5+ (active development)

Changelog

v3.2.3 Released on June 18th, 2024

Bug fixes / Changes
  • • Auto apply transaction only for non Paid invoices
  • • Handle license problems on configuration page
Minimum PHP version
  • • PHP 7.4

v3.2.2 Released on June 3rd, 2024

New features
  • • Change the order of invoices in the assign invoices list
Bug fixes / Changes
  • • Wrong date calculation when a connection is suspended
Minimum PHP version
  • • PHP 7.4

v3.2.1 Released on May 30th, 2024

New features
  • • Ignore list setting - hide regular payments for given keywords, eg. card payment processors
Bug fixes / Changes
  • • Wise API key path
  • • Auto add transaction fixed
Minimum PHP version
  • • PHP 7.4

v3.1.2 Released on May 28th, 2024

Bug fixes / Changes
  • • Admin widget available again
  • • List all transaction page available again
  • • Code improvements
  • • Fix auto add transactions
Minimum PHP version
  • • PHP 7.4

v3.0.2 Released on May 15th, 2024

Bug fixes / Changes
  • • Fixed encoding issue
  • • Added direct link to GoCardless bank selector css
Minimum PHP version
  • • PHP 7.4

v3.0.0 Released on April 1st, 2024

New features
  • • Complete rewrite of the addon
  • • New direct Wise provider
  • • Provider check frequency adjustable
  • • Multiple PHP versions supported
Minimum PHP version
  • • PHP 7.4

v1.8.5 Released on February 13th, 2024

New features
  • • Updated GoCardless base url
Minimum PHP version
  • • 7-4

v2.1.1 Released on February 13th, 2024

New features
  • • Updated GoCardless base url
Minimum PHP version
  • • PHP 8.1

v2.1.0 Released on November 26th, 2023

New features
  • • Aligned with version 1.8.4
Minimum PHP version
  • • PHP 8.1

v1.8.4 Released on August 25th, 2023

Bug fixes / Changes
  • • URL changes to procyonlabs.eu
Minimum PHP version
  • • PHP 7.4

v2.0.2 Released on August 25th, 2023

Bug fixes / Changes
  • • URL changes to procyonlabs.eu
Minimum PHP version
  • • PHP 8.1

v1.8.3 Released on July 6th, 2023

New features
  • • Fetching invoices for "Payment Pending"
Minimum PHP version
  • • PHP 7.4

v1.8.2 Released on June 7th, 2023

New features
  • • More debugging options
Removed
  • • Removed logic to match invoice based on price
Bug fixes / Changes
  • • References to Nordigen to GoCardless Bank Account Data
Minimum PHP version
  • • PHP 7.4

v2.0.1 Released on February 14th, 2023

New features
  • • PHP 8.1 & ionCube 12 & WHMCS 8.5+ (active development, V1.x versions supporting earlier PHP versions)
Bug fixes / Changes
  • • Fix installation issue
  • • Fix url in emails
Minimum PHP version
  • • PHP 8.1

v1.8.1 Released on December 19th, 2022

New features
  • • Added new transaction status
Minimum PHP version
  • • PHP 7.4

v1.7.0 Released on November 29th, 2022

New features
  • • Setting to disable auto add of transactions
  • • Hook for custom matching functionality (example in install instructions)
Minimum PHP version
  • • PHP 7.4

v1.6.0 Released on November 10th, 2022

New features
  • • Adding new transaction fields for mapping
  • • Ignore account (as payment gateway option)
Bug fixes / Changes
  • • CSS file path on new bank connection page
  • • Fix "Change" page for account mapping change
Minimum PHP version
  • • PHP 7.4

v1.5.2 Released on October 24th, 2022

New features
  • • Fallback to Offline license check
Bug fixes / Changes
  • • remittanceInformationUnstructuredArray saved correctly
Minimum PHP version
  • • PHP 7.4

v1.4.1 Released on August 22nd, 2022

New features
  • • Suspending account transaction checks for 2 hours in case of failure to prevent requisition suspension
  • • Supporting custom admin path (redirects, emails)
Bug fixes / Changes
  • • Renew button is visible for linked accounts
Minimum PHP version
  • • PHP 7.4

v1.3.0 Released on June 19th, 2022

New features
  • • Test Regex on existing transactions (all transactions page)
  • • Added page to re-map API response keys and change payment gateways
Removed
  • • First transactions ignored
Bug fixes / Changes
  • • Setup form layout
Minimum PHP version
  • • PHP 7.4

Reviews

Thomas Gravesen

July 17th, 2023

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

July 17th, 2023

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.