Adding a Holvi and NoCFO connection

Last updated 17 days ago

Adding a Holvi connection is different from adding a regular bank connection. The Holvi connection is added from Settings via a separate Holvi integration, and the connection is confirmed in Holvi's mobile app.

Before you start

If you already have a bank connection to Holvi in the Bank integrations section, remove it first before adding the Holvi integration.

Adding the connection

  1. Go to Settings → Bank connections and integrations → Connect a NoCFO or Holvi account and click "Connect a NoCFO or Holvi account"

  2. You'll be directed to Holvi's pages — enter the email address and password you use for Holvi

  3. Confirm adding the connection in Holvi's mobile app

  4. Allow access to transactions and their linked attachments

Finishing the connection

After approving, link the Holvi accounts to their corresponding bookkeeping accounts and choose the date from which transactions will be retrieved. If the company has more than one user, choose who can pay invoices directly from the service.

Click "Activate integration" — after this, NoCFO retrieves transactions and attachments from Holvi automatically.