How to enable the Holvi bank connection
Setting up the bank connection does not require any action from you in Aallon Portti.
- Create your Holvi account
- Send an email to tukipalvelut@aallon.fi. Include in the email:
- Your company's name
- Your company's business ID (Y-tunnus)
- Your Holvi account's bank account number (IBAN)
- You will receive a confirmation by email once the account has been connected to our system.
Having trouble opening the account? Please contact your accounting contact person. We're happy to help with establishing the connection and making the related choices.
Aallon Portti is a system designed for the clients of the accounting firm Aallon Group. For more information about our service offering, visit https://aallon.fi. Welcome as our customer.
How to activate the Aallon Portti bank connection in Holvi
Once you have Aallon Portti software in use, complete the bank connection setup in Holvi. Setting up the bank connection and signing the authorisation take place fully electronically in Holvi's guided bank connection setup.
● Log in to Holvi: Log in to Holvi at https://login.app.holvi.com/.
● Go to Connections: Select the Aallon Portti bank connection
● You'll reach the guided bank connection setup: Choose the connection settings and sign the electronic bank connection authorisation.
You can always edit and update the settings by going to Connections → Aallon Portti
Do this in Holvi if you are a Aallon Portti customer
Once Aallon Portti 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 Aallon Portti -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 → Aallon Portti.
Tips and instructions for selecting settings:
- If you want to make payments from Aallon Portti, approve payment orders in Holvi. You can always enable or activate payment instructions from Holvi connection settings.
- From the perspective of Aallon Portti's ideal operation, you should choose the daily transaction search. This does not affect the price of either Aallon Portti or the service provided by the accounting firm. The bank connection price is also fixed and without transaction fees, so within Aallon Portti this choice does not affect your costs. 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 Aallon Portti 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.