How to set up a Netvisor connection in Holvi
Want to set up a Netvisor bank connection with Holvi? No problem. Now you can do it fully online. Just follow these simple steps and get connected at the click of a button.
Netvisor
- Sign in to Netvisor: Head over to the Netvisor login page https://login.netvisor.fi/en
- Add your Holvi IBAN number: Once you’re in, go to Company > Bank accounts. From there, select Add bank account and enter the Holvi IBAN numbers you want to connect to Netvisor.
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Payment ID (optional): If your company wants to make payments from Netvisor, there’s a payment ID ready for you. A Holvi payment ID is 0 + company’s business code. Remember to activate the payment option in Holvi too.
Not a Netvisor customer yet? Get more info from your accountant or the Netvisor sales team.
Mon-Fri: 9.00-16.00
Phone. 010 778 3700
myynti.netvisor@visma.com
Holvi
Once the Netvisor setup is complete, head back to Holvi. You’ll be able to establish an electronic bank connection step-by-step:
- Sign in to Holvi: Log in to Holvi here https://login.app.holvi.com/. Find your profile in the right hand corner and select Plan & Billing. Change your plan to add a bank connection.
- Navigate to Connections: Find the Connections section in the menu.
- Choose Netvisor: Select the Netvisor bank connection.
- Follow a guided setup for your bank connection: Continue to customise your settings fully online, with easy step-by-step onboarding.
How to customise your connection
- Select the same IBANs you added in Netvisor.
- Activate the payment initiation option from Holvi if you want to initiate payments from Netvisor. Payments can be also activated later.
- The Holvi bank connection price is fixed, so there are no surprise fees later on. Feel free to have statements delivered daily. Weekly or monthly delivery is also an option. Delivery frequency can be changed anytime, the change comes in to effect the following month.
- You can sign the electronic power of attorney fully online within the Holvi web app. This is needed in order to grant Netvisor (Visma Solutions Oy) the rights to handle your company data.
- By default, statements will be delivered from Holvi to Netvisor starting from today’s date. You may also choose a start date in the future or you can request delivery of historical statements (up to a maximum of 365 days in the past). We recommend consulting your accountant regarding how far back you need historical statements.
- Confirm the desired start date during the onboarding by selecting “Generate historical statements” and then the date.
Problems with payments?
1. Make sure that the linked Holvi account and the Netvisor account have matching IBANs and company-IDs and that the payment ID in Netvisor matches the one you want to connect .
2. Also make sure that you have activated payments in Holvi. You can enable payments in Holvi's bank connections settings under Connections.