New clients

1. Fill out the Brevis membership application
   • Choose which banks you want transactions from to be sent to e-Financials
   • Choose a package
   • Choose the frequency of billing
   • Application to join Brevis can be found here
2. Create an API key in e-Financials to give us access to create transactions - guide
3. Make sure all necessary billing accounts are added to e-Financials - guide
4. 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:

1. Make sure all necessary billing accounts are added to e-Financials - guide
2. Send e-mail to [email protected] where you describe to which company you want to add which bank
3. Sign contracts with given bank to share data:
   • LHV Bank - after contacting us 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 new bank, after which all new transactions will automatically be reflected in e-Financials according to the speed described in the selected package.