The first step is to log into your Holvi account. Once there, go to your account, and in the menu on the bottom left, in “Account Settings”, click on “Manage users”.

, How To Grant Us Permission To Access Your Holvi Bank Statements For The Accountancy Matching

There you will see a list of currently authorized users. Probably, only one of the people in the company will appear (the one who opened the Holvi account).

Then under “Invite a new user”, you must put our “contact” email as it appears in the image and make sure you select the “Editor” role (which does not give us permission to manage or perform transactions).

, How To Grant Us Permission To Access Your Holvi Bank Statements For The Accountancy Matching

And that’s it. It was easy, isn’t it? Just make sure to let us know when you’ve finished so we can verify everything is correctly configured.

in Banks and Payments

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