Bank

Module: Accounts

Export API  Coming Soon
5
Total Fields
1
Required Fields
1
Read-only Fields
0
Link Fields
DocType Properties
  • Is Submittable: No
  • Is Tree: No
  • Track Changes: Yes
  • Custom: No
  • Naming Series: Not set
  • Search By: Not set
Fields (5)
Field Name Label Type Options Properties Default
bank_name Bank Name Data -
Required Unique
-
swift_number SWIFT number Data -
Unique
-
website Website Data -
-
bank_transaction_mapping Bank Transaction Mapping Table Bank Transaction Mapping
-
plaid_access_token Plaid Access Token Data -
Read-only Hidden
-

Privacy Policy

Last updated: March 27, 2026

1. Information We Collect

When you use the ERPNext DocType Inspector, we may collect and process information necessary to facilitate the connection to your ERPNext instances. This includes ERPNext URLs, API Keys, and API Secrets which are required to fetch DocType metadata.

2. How We Use Your Information

The credentials you provide are used strictly for communicating with your designated ERPNext instance. We use this access solely to read DocType structures, retrieve fields, and generate TypeScript interfaces or API documentation on your behalf.

3. Data Storage & Caching

To improve performance and limit repeated requests to your ERPNext instance, we temporarily cache the structure of fetched DocTypes (such as fields, descriptions, and types) using a local cache mechanism with a short Time-To-Live (e.g., 20 minutes). We do not permanently store your API credentials or any sensitive business data from your ERPNext system.

4. Third-Party Services

Our tool allows you to deep-link DocType metadata directly into external AI assistants (such as Claude or ChatGPT). When you use these features, the generated schema and prompts are handed over to the respective AI platforms. Please refer to their respective Privacy Policies to understand how they process this data.

5. Security

We are committed to securing your data. We use appropriate technical and organizational measures to protect your credentials during transmission. However, no internet-based service is 100% secure, and we advise against using production credentials if a test environment is available.

6. Changes to This Policy

We may update our Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

If you have questions about this privacy policy, please contact the project maintainers or open an issue in the project repository.