💱 AUSTRALIAN BANK INTEGRATION FOR ERPNext

🌍 Connect Airwallex & Skript. 🔄 Automate bank feeds. ⚡ Reconcile faster inside ERPNext.

1. Overview

The Australian Bank Integration for ERPNext allows your finance team to automatically import bank transactions from Airwallex and Skript (Open-Banking platform for 100+ Australian banks) directly into ERPNext—accurately and without manual work. 🤖💰

Whether you use Airwallex for global multi-currency operations or need feeds from traditional Australian banks via Skript, the integration provides a unified interface to keep your ERPNext Bank Transaction records clean, current, and reconcile-ready. 📊✨

This solution is designed for businesses managing high transaction volumes, multiple bank accounts, and finance teams looking to eliminate manual imports and speed up month-end closing. 🚀

2. What Problems Does It Solve?

This integration eliminates common banking and reconciliation challenges:

• ⚠️ Manual CSV downloads & uploads — ✅ Auto-import transactions from Airwallex & Skript
• ⚠️ Delayed or outdated balance visibility — ✅ Near real-time updates into ERPNext
• ⚠️ Missing & duplicate transactions — ✅ Duplicate prevention & clean transaction mapping
• ⚠️ Hard to manage multi-currency accounts — ✅ Automatic currency-based assignment for Airwallex accounts
• ⚠️ No direct API access to major AU banks — ✅ Skript Open-Banking coverage for 100+ Australian banks
• ⚠️ Slow reconciliation workflow — ✅ Continuous background syncing and date-based syncs

With automation in place:

• ✔ Bank data flows automatically into ERPNext
• ✔ Finance teams save hours every week
• ✔ Month-end closing becomes faster and more accurate

3. Key Benefits

• 🌟 Real-time visibility
  💬 Transactions sync automatically without manual imports or spreadsheets.
• 🌟 Multi-bank / multi-currency coverage
  💬 Use Airwallex for global multi-currency accounts and Skript for Australian domestic banks.
• 🌟 Cleaner reconciliation
  💬 Duplicate detection and rules-based import ensure clean Bank Transaction data.
• 🌟 Automated scheduling
  💬 Hourly, daily, weekly or monthly scheduled syncs keep data fresh with no manual effort.
• 🌟 Reduced finance workload
  💬 Finance teams focus on review and decision-making instead of manual data entry.
• 🌟 Secure & compliant
  💬 Encrypted credentials in ERPNext and CDR-compliant open-banking feeds via Skript.

4. Core Features

• ✔ Multi-bank & multi-provider support
  Connect multiple Airwallex accounts and multiple Skript-linked bank accounts under a single integration configuration in ERPNext.
• ✔ Automatic scheduled syncing
  ⏰ Hourly · 📅 Daily · 📆 Weekly · 🗓 Monthly — choose how often transactions should sync.
• ✔ Manual historical sync
  Backfill older transactions for backdated accounting, migrations or filling gaps.
• ✔ Transaction type handling
  Support for payments, refunds, transfers, deposits, fees and currency conversions (for Airwallex multi-currency flows).
• ✔ Duplicate prevention
  Existing transactions are detected and skipped to prevent double entries, even when re-running a sync for the same date range.
• ✔ Real-time sync tracking
  Progress indicators show records processed, total records and any errors during long-running syncs.
• ✔ Audit-friendly logging
  Each sync run is logged in ERPNext for troubleshooting, audit trails and compliance reviews.

5. Common Use Cases

• 📅 Daily bank reconciliation across multiple accounts
• 💱 Multi-currency banking with Airwallex
• 🏦 Centralising Australian bank feeds via Skript
• 📚 Backdated accounting and historical data imports
• 📊 High-volume transaction environments (e-commerce, SaaS, marketplaces)

6. Who Is It For?

• 👨‍💼 Finance Managers & Controllers
• 🧾 Accountants & Bookkeepers
• 💼 CFOs & Finance Leaders
• 🧑‍💻 ERPNext Administrators
• 🌍 Australian and global businesses using Airwallex and/or local banks

Industries:

💻 SaaS
🛍 D2C / E-commerce
🚢 Export / Import
🏬 Retail & Wholesale
🚚 Logistics & Supply Chain
🏢 Professional Services

7. Setup & Onboarding

1. 🔧 Open Bank Integration Setting in ERPNext.
2. ⚙️ Enable Airwallex and/or Skript integration as required.
3. 🆔 Add the API credentials (keys, secrets, URLs) for each provider.
4. 🏦 Map each external account to an ERPNext Bank Account.
5. 🎛 Configure transaction filters or date ranges if needed.
6. ⏰ Set your desired automatic sync schedule.
7. 📅 (Optional) Run a historical sync to import past transactions.

8. Technical Details (Admins Only)

🧩 Architecture
Multiple provider support (Airwallex + Skript) under a single integration layer, with separate sync flows and a shared transaction-mapping engine feeding ERPNext Bank Transactions.

🌐 API Handling
Paginated transaction fetching, incremental sync tracking, token refresh logic and automatic retry for transient failures.

🧮 Data Normalisation
Clean transformation of provider data into ERPNext’s Bank Transaction schema with automatic classification into deposits, withdrawals and other transaction types.

🚨 Error Handling
Provider-level error isolation, detailed logs for each sync run and graceful recovery without blocking other providers.

🔐 Security
Credentials stored in encrypted ERPNext fields, HTTPS-only API calls, and CDR-compliant open-banking feeds via Skript.

9. Frequently Asked Questions

• ❓ Can I connect multiple bank accounts?
  ✔ Yes — you can connect multiple Airwallex accounts and multiple Skript-linked bank accounts.
• ❓ Does it support multi-currency?
  ✔ Yes — especially through Airwallex, which is built for multi-currency accounts.
• ❓ Do I need technical skills to set it up?
  ✔ No — any ERPNext admin with provider credentials can configure it via the Bank Integration Setting.
• ❓ Does it create duplicate transactions?
  ✔ No — the integration checks before creation and skips duplicates.
• ❓ Can I import historical transactions?
  ✔ Yes — you can run manual, date-range based historical syncs.
• ❓ Will it slow down ERPNext?
  ✔ No — syncs run as background jobs and are designed not to block day-to-day usage.

10. Security & Data Handling

• 🔒 API credentials stored in encrypted ERPNext fields
• 📁 Sync logs and statuses stored entirely within your ERPNext instance
• 📡 All communication happens over HTTPS
• 📍 CDR Open-Banking compliant feeds via Skript

11. Support

📩 Email: support@akhilaminc.com
🌐 Website: akhilaminc.com

12. Related Integrations

• 🔗 Xero Integration
• 🔗 PostGrid Integration
• 🔗 OrderCapture OCR