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Holvi integrates with Netvisor to help Finnish SMEs manage bookkeeping more efficiently. This guide explains how to set up and use both systems together, from initial setup to exporting data. For more information, see the in-depth guide here.

Note: Only users with the Creator or Admin role in Holvi can set up and manage these connections.

There are two main ways to use Holvi with Netvisor:

1. Netvisor as your main accounting system

Use Netvisor for all accounting tasks. Holvi automatically sends bank statement data to Netvisor.

2. Holvi + Netvisor integration

Use Holvi for day-to-day bookkeeping (categorisation, VAT, receipts), then export completed data to Netvisor.

Using Netvisor as your main accounting system

Set up Netvisor

  • Log in to Netvisor
  • Go to Company → Bank accounts → Add bank account
  • Add your Holvi IBAN(s)

Connect Holvi to Netvisor

  • Log in to Holvi
  • Go to Connections
  • Enable the Bank Connection add-on (if required)
  • Select Netvisor under Accounting software connections
  • Enable bank statement delivery

This connection can also be used to pay invoices and salaries from Netvisor via Holvi.

Result

  • Bank statements are sent automatically (daily, weekly, or monthly)
  • Netvisor can match payments and automate bookkeeping

Using Holvi and Netvisor together

This option allows you to complete bookkeeping in Holvi and send finalised data to Netvisor.

Step 1: Set up Netvisor

Add your Holvi account

  • Log in to Netvisor
  • Add your Holvi IBAN (if not already done)

Enable permissions

Under API resource access rights, enable:

  • accounting.nv (export bookkeeping data)
  • accountlist.nv (import chart of accounts)
  • dimensionlist.nv (import cost centres)
  • accountingedit.nv (to edit bookkeeping material)

Set up API access

  • Go to Company → API → API identifiers
  • Create a new API ID
  • Copy the User ID and User Key

Step 2: Set up bookkeeping in Holvi

  • Go to Bookkeeping → Categories
  • Create categories (e.g. Sales, Expenses)
  • Match each category to the correct Netvisor account number

Example:

  • Sales → 3000

Configure bank accounts

  • Go to Bookkeeping → Settings
  • Add the correct general ledger account for each IBAN (e.g. 1910)

Step 3: Connect Holvi to Netvisor

  • Go to Connections
  • Enable the Bank Connection add-on (if required)
  • Select Netvisor
  • Enable both:
    • Bank statement delivery
    • Bookkeeping data sync (categories, VAT, receipts)

Step 4: Do your bookkeeping in Holvi

For each transaction:

Categorise

  • Assign the correct category

Add VAT

  • Apply the correct VAT rate

Attach documents

  • Upload receipts or invoices
  • Use the mobile app to capture them as you go

Optional

  • Split transactions into multiple line items
  • Add notes for your accountant

Step 5: Export data to Netvisor

  • Go to Bookkeeping → Export
  • Select Export to Netvisor
  • Select the exact entries you want to export (use filters if necessary)
  • Click Export selection

Result

  • Vouchers are created automatically in Netvisor
  • No manual entry is required

If export fails

Common reasons include:

  • Incorrect API credentials
  • Missing permissions in Netvisor
  • Connection issues

Manual export option

You can export data as a CSV file from Reports and upload it to Netvisor manually if needed.

Best practice

  • Align your setup with your accountant before starting
  • Keep bookkeeping up to date to avoid errors
  • Ensure VAT is applied correctly
  • Attach receipts as soon as possible
  • Updated

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