Work with bank integration

In Visma eAccounting Smart it is possible to enable an integration with your bank, allowing you to automatically reconcile your account statements. All incoming and outgoing invoice payments will automatically be matched with the related open items your accounts. In addition, all other transactions associated with the account, such as interest, fees and card transactions, will be shown in Cash and bank in Visma eAccounting Smart for reconciliation.

  • Danske bank
  • DNB
  • Eika Gruppen
  • Handelsbanken
  • Haugesund Sparebank
  • Nordea
  • Skudenes & Aakra Sparebank
  • SpareBank 1
  • Sparebanken Møre
  • Sparebanken Sør
  • Sparebanken Vest
  • And so on...

Visma eAccounting Smart supports bank integrations with over 80 banks, see a full overview here (in Norwegian).

Bank integration advantages

  • Purchase invoices are sent to the bank for payment.
  • Bank statements are automatically transferred from the bank to Visma eAccounting Smart.
  • Paid purchase and sales invoices are matched against the corresponding payments on the bank statement and automatically posted to the ledger.

If you do not want your payments to be sent automatically, you can disable the settings for this. Read more in Send purchase invoice payments with active bank integration.

Start integration with you bank

In order to activate bank integration, you need a company account or a foreign currency account registered in Visma eAccounting Smart. Please check that the account you want to activate integration for has an IBAN number entered under Settings - Cash and bank accounts. The IBAN number for your bank account can be found in your internet bank or on a bank statement.

Please note that the bank integration activation may be subject to a bank fee. Contact your bank for more information.

Activate bank integration

In order to activate a bank integration between Visma eAccounting Smart and your bank, you have to set up an agreement with your bank.

Depending on your bank integration, incoming and outgoing payments and other bank transactions will either be visible in the program the same day or the day after they are carried out

  1. Go to Settings - Cash and bank accounts.
  2. Select the account you wish to integrate and choose Activate bank integration.
  3. Choose the accounts you would like to activate bank integration for and select Go to bank.
  4. Select your bank and place an order to set up a bank integration agreement.

Some banks have their own bank integration order forms that must be filled out at the bank and some banks must be contacted in person in order to enter into an agreement.

It usually takes 1-3 business days for the first bank statement to be transferred to the program. Only bank statements from after the integration was activated are transferred, previous transactions must be entered manually.

While awaiting the bank's approval, bank transactions cannot be registered manually on the accounts used for the bank integration as of the activation date. You can however manually reconcile transactions from past dates. When the bank integration is activated you can manually register any bank transactions made during the activation period.

You can disable the bank integration under Settings - Cash and bank accounts.

  1. Select Inactivate bank integration and uncheck the bank accounts for which you wish to disable the bank integration.
  2. Contact your bank and terminate the agreement with them.

Related topics

Send purchase invoice payments with active bank integration
Import bank statements