The LHV <–> SimplBooks integration automates the import of LHV bank transactions into SimplBooks. This means there is no longer a need to download transaction files from the bank or upload them to SimplBooks for saving bank transactions. Once the integration is activated, transactions from the previous day are imported automatically into SimplBooks overnight. Additionally, payment orders can be sent directly to the bank, where they need to be confirmed. Activating and using the integration does not incur any additional cost.
To activate the integration, your company must have a bank account with LHV. Once this condition is met, log in to your SimplBooks account, go to Settings -> Integrations and select “LHV Pank” from the list.
By clicking the “Activate” button, a view will open where you can verify the bank account and company registration code. Once the data is verified, click the “Activate” button again.
After this the system will ask you to authenticate yourself using Smart-ID, Mobile-ID or an ID card. The integration can only be activated by the company’s legal representative (board member). This ensures that data from your bank account is accessible only to the correct and authorized users.
Once authentication is successful, the contract initiation process will begin automatically. Within a few hours to a couple of days, you should receive a notification from LHV Bank. The contract must be digitally signed, after which the bank will confirm the agreement. Finally, the integration will be fully activated in SimplBooks – completely automatically.
If it becomes necessary to remove the integration, two steps need to be followed. First, remove the integration under Integrations in the SimplBooks environment and secondly, terminate the contract with the bank.
If you have any additional questions, write to us at support@simplbooks.ee
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