Connect your other business bank accounts to Holvi

Simplify your business's financial management by connecting your bank accounts from other institutions directly to Holvi. Our account aggregation feature gives you an overview of your finances, helping you monitor balances and transactions from one place.

You can connect accounts from a variety of financial institutions, including:

Which banks are supported?

Payment accounts from the following banks can be connected to Holvi:

Connecting your accounts

To get started, make sure you have the correct user permissions. Account creators and administrators can manage connections, while anyone except cardholders can view the data. Please note, this feature is currently available only on the Holvi web app.

How to connect an account:

1. Log in to the Holvi web app.
2. Select your company.
3. Click Connections in the sidebar menu.
4. In the “Connected bank accounts” section, click the Connect button.
5. Review the terms and privacy policy.
6. Select your financial institution from the list or use the search bar.
7. A new tab will open. Authenticate using your credentials and follow the steps required by your bank.
8. Select the accounts you want to connect and approve the request.
9. You will be redirected back to Holvi. A confirmation email will be sent once all your data has been downloaded, which may take some time.

Viewing your connected account data

Once the connection is complete, your external accounts and transactions will appear in two places:

• Holvi home page: Your main dashboard will show up to five connected accounts in the Connected accounts section.
• Accounts dashboard: For a full list, click Accounts in the sidebar. You'll see all your accounts organised by financial institution, with clear logos and currency icons.

Frequently asked questions

• Does it cost anything extra to connect my accounts? No.This feature is available on all Holvi plans for free.
• Is it safe to connect my accounts? Yes. Holvi does not store your external bank credentials or have the ability to initiate transactions from your connected accounts. You authenticate directly with your financial institution, giving consent only to fetch transaction data.
• How often is my data synchronised? We synchronise your account data at least every 30 minutes.
• Can I connect multiple bank accounts from the same bank to Holvi? Yes you can. When connecting to a bank for the first time, ensure you select all the payment accounts you wish to connect from the bank’s selection screen. 
  If you have already connected a bank account from a particular bank and want to add more, please make sure to select all the bank accounts you want to sync with Holvi (not just the new ones) on the bank’s selection screen.
• What if I can't find my bank? If your bank isn't on the list, the connection isn't available yet. Please let our support team know which bank you'd like to connect so we can add it to our roadmap.
• How do I renew or disconnect an account? For security, you must renew your account authorisation every 180 days. We'll send you reminders via email and in the app. To renew or disconnect, go to Connections in the sidebar, select the tile for the financial institution, and follow the on-screen instructions.
• I'm having trouble connecting/authorising/seeing the right transactions for my external account. What should I do? If you're having trouble connecting, authorising or seeing transactions for your external account, don't worry. On rare occasions, you might experience a temporary issue with our system or a service provider, which could cause problems like:
• Being unable to connect a new account.
• Having trouble renewing authorisation for an existing account.
• Not seeing up-to-date or accurate transaction information.

We actively monitor our system and integrations to resolve any issues as quickly as possible. If you encounter any of these problems, please contact our support team for assistance.