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Bank Feed Automation and MFA

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Posted on by Fay.Hakkani

HI,

Do you know if Yodlee fixed the issue with Multi factor authentication ? if not, what do you recommend for an alternative for electronic bank reconciliation where you can download the bank transactions to Business central bank reconciliation when you have multi factor authentication access to your bank.

thank you,

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Fay.Hakkani 86 on at

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RE: Bank Feed Automation and MFA

Thank you Andy,

the customer does not want to do a csv file import. they want to automatically import the data. I just want a recommendation on what ISV solution works with Bank feeds that has MFA.
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Andy Sather on at

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RE: Bank Feed Automation and MFA

Hello Fay - I do know Yodlee does have MFA with multiple banks. It could just be an issue with that bank specifically. We could open a ticket with Yodlee to investigate, but we would need a support case logged to do so. The only alternative we have is using the simplified bank import (in Assisted Setup) where you take the CSV file from the bank and import this into BC. It is not automatic, but you are able to import the transactions. The Assisted setup walks you through on how to set it up quickly.

Let me know if you have any questions.