Convenience makes life easier. An automatic bank connection certainly falls into that category. Never forget to download your bank transactions again, but have these bank transactions automatically imported into your administration! Informer charges 1 euro per connected account per month.
Connect FinAPI
Create a FinAPI account
To use FinAPI, you need to have a FinAPI account. If you do not have an account yet, create one.
Connect your bank in FinAPI
Your bank must be added to FinAPI before it can be connected to Informer. Add your bank to continue.
Activate FinAPI in Informer
To activate FinAPI in Informer, follow the steps below:
Go to Settings in the menu on the left;
Select App store;
Activate the FinAPI module;
Create a bank account in Informer
To connect FinAPI to your account, follow the steps below:
Go to Settings in the menu on the left;
Select Bank accounts and click New;
Add the bank account you want to connect via FinAPI;
Connect Informer to FinAPI
To connect FinAPI to your account, follow the steps below:
Go to Settings in the menu on the left;
Under FinAPI, select Bank accounts;
Click New and select the bank account you want to connect;
Informer will redirect you to FinAPI. Follow the steps to complete the process.
If you receive an error message stating that the bank is not available in finAPI, this is probably because the BIC of the bank account has changed. Go back to your bank account and enter the IBAN again. The BIC will be filled in automatically and can remain as it is. Then try connecting the bank to finAPI again.
Connect the bank in Informer
To set up a bank connection in Informer, follow the steps below:
Go to Settings in the menu on the left;
Select Bank connections and click New;
Select the bank account you want to connect, choose FinAPI as the connection and enter the date from which the transactions should be imported**;**
The connection between FinAPI and Informer has now been successfully established.
Useful information about the FinAPI connection
Transactions are generally imported for up to approximately one year in the past. However, this may vary by bank. If you already have transactions in the system that you imported via CSV, CAMT or another connection (e.g. Ponto), finAPI will continue from the most recently imported transaction.
The bank connection via finAPI must be manually reauthorised at certain intervals (this varies by bank). You can recognise this when transactions are no longer continuously imported and by checking the connection status under Settings > finAPI > Bank accounts. If the status is not 'READY' but 'EXPIRED', you must manually reauthorise the connection using the button in the same section.
If transactions are not imported because they are too far in the past, you must import these missing transactions manually via CSV/CAMT where possible, or enter the transactions manually.