Here's how to enable the Merkuri bank connection
Once you have activated the Merkuri bank connection in Holvi (see the next section), log in to Merkuri at https://go.merkuri.fi/ and add your bank account details in Merkuri under your company's information, in Settings – Company basic information – Add bank account.
Having trouble setting up the connection? Read more information on setting up the connection here or email tuki@merkuri.fi.
You can add a bank account once you are a Merkuri customer. If you are still in your trial period, go to create a contract in Merkuri using this guide.
Do this in Holvi if you are a Merkuri customer
Once Merkuri is in use, finalise the setup in Holvi. The bank connection activation and authorisation signature happen entirely online in Holvi's guided bank connection setup.
- Log in to Holvi: https://login.app.holvi.com/.
- Go to Connections: Select Merkuri bank connection.
- You will access the guided bank connection setup: Select connection settings and sign the electronic bank connection authorisation.
You can always modify and update settings by going to Connections → Merkuri.
Tips and instructions for selecting settings:
- If you want to make payments from Merkuri, approve payment orders in Holvi. You can always enable or activate payment instructions from Holvi connection settings.
- The price of the bank connection is fixed, and without separate transaction fees, so you can freely choose the daily transaction search to Merkuri. However, you can also choose weekly or monthly data transfer if you wish. The transfer cycle can be changed at any time, and the change will take effect in the following month.
- The bank connection authorisation is signed electronically in the Holvi user interface. Authorisation is necessary for Merkuri to process your company's data.
- The connection starts working on the same day.
- With the bank connection, data can also be provided retrospectively (max. 365 days) or the start date can be set in the future. Select the desired start date during the setup phase. Also select the day when the transaction search begins. You can also ask your accountant for tips on the start date.
Problems with payments?
Make sure you have enabled payment instructions in Holvi. You can enable payments in Holvi's bank connection settings under Connections.