Open Banking for UK Merchants with SaltEdge and Fulfil ERP

Overview

SaltEdge is an Open Banking provider that connects UK bank accounts directly to Fulfil. UK merchants can authorize their bank through SaltEdge's widget, and Fulfil will discover all available accounts and allow you to import transactions for reconciliation. US merchants should use the Plaid integration instead.

Capabilities

• Account Discovery: After authorization, Fulfil automatically discovers checking, savings, debit card, and credit card accounts.
• Transaction Import: Import bank transactions into Fulfil for reconciliation. Select a connected bank account, choose a date range, and import.
• Multiple Bank Connections: Connect multiple UK banks independently. Each connection is managed separately, so you can have accounts across different financial institutions.
• Re-Authentication: If a bank session expires, you can re-authorize through the SaltEdge widget without creating a new connection.
• Bank Rules: Once transactions are imported, use Fulfil's bank rules to automatically categorize transactions based on description, amount, and other conditions for faster reconciliation.

Supported Account Types

• Checking accounts (Depository)
• Savings accounts (Depository)
• Debit card accounts (Depository)
• Credit card accounts (Credit)

Best For

• UK-Based Merchants: Brands with UK bank accounts that need bank transaction data flowing into their ERP for reconciliation.
• Multi-Currency Brands: Companies operating in GBP who need reliable transaction data alongside their other currencies in Fulfil.

Support

For questions about this integration, contact Fulfil support. For SaltEdge-specific questions, visit SaltEdge's website.