Automate your banking flows and free up your Financial Management

You are a CEO, CFO, or Accountant. Your mission is to ensure the company’s financial health and keep operations running smoothly. Yet every day, banking-related administrative tasks slow down your productivity.

Do you face these challenges as well ?

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Time Loss

Our analyses show that Isabel Connect can save accounting teams up to 1 hour of manual work per day. Over the course of a year, this represents weeks of lost productivity.

🛡️

Optimal Service Continuity

Unlike the PSD2 standard, which requires frequent security re-authentications, Isabel Connect provides a stable and secure connection valid for a full 12 months. This is ideal to ensure uninterrupted accounting synchronisations.

⚠️

Risk of Errors

Handling SEPA files manually (downloading from Odoo, uploading to the bank) significantly increases the risk of fraud and human error.

What’s holding you back from taking action?

You know a transformation is needed, but three main obstacles remain:

⚙️

Fear of technical complexity

Installing a banking connector sounds heavy. Will we have to manage complex certificates ourselves?

🛡️

Data Security Concerns

Is it really safe to connect my ERP directly to my bank? What about access rights and signing authority?

💰

Doubts About ROI

Is the investment worth it just to “save a few clicks”?

How we solve your challenges

Isabel Connect is not just another connector. It is the result of a close collaboration between Idealis Consulting and Isabel. It is a cross-functional solution designed to automate and secure your financial flows, regardless of your industry.

We know you need a solution that is reliable, easy to deploy, and immediately profitable. That is exactly what Isabel Connect delivers:

Easy setup : Installation is fully handled by our teams. Once in place, authentication only needs to be renewed once per year, regardless of the number of connected bank accounts.
Full automation : Your bank statements (CODA and CAMT) are automatically retrieved every morning. Payments are sent to Isabel 6 in one click, with no file handling required.
Maximum security : The solution relies on the highly secure infrastructure of Isabel 6. Signing rights continue to be managed directly in Isabel, ensuring that no payment can be signed without valid authorization.

Learn more about Isabel Connect

What to expect during this interactive session

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DEMO AGENDA

This public demo is hosted by Renaud Laurent, Financial Solutions Expert for Odoo at Idealis Consulting. He works daily with companies aiming to make their digital accounting processes more reliable and secure.

Total duration: 60 minutes

Introduction & Round Table (5 min)

Quick introductions and sharing of participants’ current banking management context.

Business Value Overview (10 min)

Why banking automation is no longer a luxury, but a management necessity. A concise comparison between manual processing, the PSD2 standard, and the Isabel Connect solution.

Live Interactive Demo of Isabel Connect (30 min)

Live demonstration on Odoo (v17/18):

Reconciliation: Automatic import of bank statements (CODA/CAMT) and reconciliation process
Supplier Payments: Creation of a payment batch in Odoo and one-click transfer to Isabel via the “Send to Isabel” button

Q&A and Open Discussion (15 min)

Technical questions (multi-company, currencies, installation) and practical use cases.

Main features

Register for the Free Demo

What is the difference between a public session and a personalized demo?

Public session
Discover how Isabel Connect transforms the standard financial workflow of an SME. Ideal for validating ease of use and understanding immediate time savings.

Personalized demo

We analyze your specific setup (multi-company, high transaction volumes, multiple currencies) and address installation in your environment (Odoo.sh, On-Premise).

What should I prepare for the session?

Nothing technical. Simply have an idea of your approximate invoice/payment volume and your current bank.

Who should attend from my organization?

Ideally:

The Finance or Accounting Manager
A decision-maker

Is it compatible with my bank and my Odoo version?

Isabel Connect supports around 270 banks through approximately 20 partner banks.

You can connect to over 1,900 European banks via Isabel 6 and Ponto.

The solution is compatible with Odoo versions 14 to 18 (Enterprise and Community).

Is there follow-up after the public demo?

Yes. We offer:

A quick validation of your environment compatibility
A clear proposal including subscription and setup (fast deployment)
Access to user guides to ensure your teams feel confident and autonomous

When should I choose a personalized demo instead of a public session?

A personalized demo is recommended if:

You manage multiple entities (multi-company) with separate Isabel accounts
You have specific questions about migrating from another solution (e.g. Codabox or Ponto)
You want to plan an immediate installation

Is my data secure with Smart Membership?

At Idealis Solutions, data security is a top priority, not only to meet regulatory requirements but above all to preserve the trust-based relationship between you and your members.

Smart Membership is built on a robust and proven architecture, with several flexible hosting options to match your level of security requirements:

Secure cloud infrastructure provided by Odoo
Certified data centers ensuring compliance and resilience
Dedicated servers for full control and complete isolation

We apply strict security protocols to protect your sensitive data. This protection is essential to provide your members with a reliable, secure, and privacy-respecting experience.

That said, like any digital solution, Smart Membership must be part of a broader compliance strategy. It is your responsibility to implement any additional measures necessary to fully align with frameworks such as GDPR.

Our team is available to guide you in your hosting and data governance choices, ensuring optimal security aligned with the trust your members place in you.

Read Odoo’s privacy policy : Read more

How much does Smart Membership cost and what are the different plans on offer?

Smart Membership operates on a fixed annual subscription, which includes full access to the platform, hosting, maintenance, support, training, and updates. This price does not vary based on the number of members or Smart Membership users.

The only factors that may affect the cost are:

Any required integrations with external systems
Any required integrations with external systems
The Odoo licenses needed for each internal user accessing the platform

This approach ensures full budget predictability, allowing you to grow your community without fearing sudden cost increases.

We build a tailored offer based on your organization, usage, and the digital experience you want to provide to your members.

Do you have client references in my industry?

Smart Membership is trusted by leading players in the business club and chamber of commerce sectors, who rely on our solution daily to manage their operations and engage with their members.

Our clients, though diverse in size and structure, share a common goal: to provide the best possible value and experience to both their members and their teams.

They use Smart Membership to:

Organize engaging and seamless events,
Simplify membership onboarding and renewals,
Deliver personalized content aligned with the expectations of their communities.

We invite you to explore our case studies and testimonials on our website, where you’ll discover how organizations similar to yours have transformed their operations and deepened member relationships thanks to Smart Membership.

How does the transition process work from our current system to Smart Membership?

At Idealis Group, we understand that switching platforms can feel complex. That’s why we’ve developed a proven methodology to ensure a smooth transition with no disruption in your member relations.

Our process follows six key steps:

Analysis – A thorough review of your current system (data, workflows, constraints)
Planning – Clear definition of the timeline, phases, and responsibilities
Test environment – A secure space to explore and validate features using your own data
Data migration – Secure and structured transfer of your information
Go-live – Coordinated launch with your teams
Ongoing support – Post-launch assistance to ensure full adoption

We tailor every migration to your context, minimizing disruptions, ensuring a consistent member journey, and enabling smooth onboarding for your staff.

By choosing Smart Membership, you ensure your community enjoys a frictionless experience from day one.

Do you offer support for our teams to get up to speed with Smart Membership?

Yes. We offer comprehensive onboarding support to ensure your team can quickly and confidently take ownership of Smart Membership, so you can deliver a smooth, professional, and consistent experience to your members from day one.

Our support includes:

A detailed user guide and complete FAQ,
A list of best practices for daily use,
An e-learning platform (on request) with video tutorials,
A free 2-hour training session,
On-site assistance during the initial deployment phase,
And ongoing support via phone, email, and chat for operational questions.

Once your team masters the platform, we remain at your side to optimize usage based on real-world practices and adapt the tools as your needs evolve.

Our goal is clear: to turn your team into true drivers of the member experience, fully autonomous in managing the platform and maximizing every interaction with your community.

I prefer a personalized demo