Create an API key in e-Financials to give us access to create transactions - guide
Make sure all necessary billing accounts are added to e-Financials - guide
Sign contracts with the selected banks to share data:
LHV Bank - after submitting the Brevis membership application, go to the LHV Bank internet bank where the LHV Connect contract is waiting to be signed by a member of the board
Coop Bank - fill out the Coop Bank Gateway application on the bank's website by selecting "Via financial software" and filling out the form with the necessary information - guide
After completing all the previous steps, the system will automatically activate, after which all new transactions will automatically be reflected in e-Financials according to the speed described in the selected package.
Existing clients
If you already have an account with Brevis, adding an additional bank involves fewer steps:
Make sure all necessary billing accounts are added to e-Financials - guide
Log in to the Brevis platform, select the corresponding bank, and click "Start adding bank". After this, you will be shown more specific instructions regarding the respective bank.
Sign contracts with given bank to share data:
LHV Bank - after clicking "Start adding bank" wait for confirmation after what go to the LHV Bank internet bank where the LHV Connect contract is waiting to be signed by a member of the board
Coop Bank - fill out the Coop Bank Gateway application on the bank's website by selecting "Via financial software" and filling out the form with the necessary information - guide
After completing all the previous steps, the system will automatically activate the integration for the given bank, after which all new transactions will automatically be reflected in e-Financials according to the speed described in the selected package.