What You Need to Know About Bookkeeping with Holvi

In addition to your fully digital business account, we want to support you with your bookkeeping. For that, we offer different stages of bookkeeping support:

Bookkeeping preparation
Categorise your incoming and outgoing transactions, organise your account with budget periods and generate a multitude of exports to make your external bookkeeping easier

Bookkeeping Integration

You can connect your Holvi account to lexoffice to automatically transfer the relevant data to a fully digital bookkeeping solution

Holvi Bookkeeper

The newest addition to the team is a fully integrated bookkeeping service. Concentrate on your business while we take care of your books and taxes. 

Bookkeeping Preparation 

Your Holvi account allows you to easily categorise your income and expenses. In addition to that, you can setup budget periods to always keep track of your cash flow. 

You can easily download a multitude of exports by selecting Reports after you have logged in via your web browser and also export your data to your Dropbox.

Bookkeeping Integration

You can connect your Holvi account to your lexoffice account by selecting Integrations on the left hand side of the menu in the browser. 
After linking your Holvi business account and your lexoffice account, all your transaction data is transferred to lexoffice in real-time. This allows you to get a complete overview of your finances in your lexoffice dashboard, create and send invoices and complete your tax return at any time.

Holvi Bookkeeper 

If you are a sole trader or freelancer, you can benefit from our full service bookkeeping. An accountant takes care care of your bookkeeping and taxes while you concentrate on what really matters: your business. 

Our accountants take care of your monthly bookkeeping and taxes as well as VAT reports, payments and your yearly tax declaration. 

More Information

Here are some more articles to help you with bookkeeping:

• FAQ - Bookkeeping preparation
• Holvi's Reports
• Lexoffice FAQ
• Bookkeeping categories

FAQ

1. Where do I download the reports?
   Please log in to your account using your web browser and then select Reports from the menu on the left hand side.
2. Where do I download account statements?
   Please log in to your account using your web browser and the select Reports and then Account Statements from sub-menu.
3. How do I activate the preset bookkeeping categories? 
   Send us a message or start a chat in the browser version of your account. We're happy to activate the bookkeeping categories for you!
4. How do I invite my accountant to my Holvi account?                                                   Here are the instructions how to invite users to the account.