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Online statement downloads - Finbricks

How to set up automatic bank statement downloads in ABRA Flexi via the Finbricks service?

Written by Petr Pech

Finbricks support is temporarily suspended. Seamless functionality cannot currently be guaranteed.

With version 2023.5.0, online statement downloading was implemented. The service is provided by Finbricks, whose tool has been integrated into ABRA Flexi.

You can now have statements (transaction history) from your bank accounts available in your application quickly and online. Thanks to the API, you can also set up your own automated downloading.

The following banks are currently supported:

  • MONETA Money Bank

  • Česká spořitelna

  • FIO banka (currently domestic transactions only)

  • Air Bank

  • mBank (currently domestic transactions only)

  • Creditas

  • RaiffeisenBank

  • Komerční banka

Some banks do not provide a unique identifier for individual transactions, which means bank statement downloading is not available for those banks. You can find the list of affected banks below. These banks cannot be connected via the Finbricks service.

Unsupported banks:

  • ČSOB

  • UniCredit

Currently, the statement download feature cannot download a foreign-currency transaction to a foreign-currency account (e.g., a GBP transaction to a USD account). Foreign-currency transactions on a domestic account are handled correctly.

Online account connection via the Finbricks service does not support the creation of payment orders.

The guide below covers two key steps:

  1. Setup in Finbricks

    1. Signing the contract

    2. Obtaining access keys

  2. Setup in ABRA Flexi

    1. Configuring authentication keys for bank accounts

Technical support is provided by ABRA Flexi — please direct all inquiries to the support line: podporaflexi@abra.eu; +420 371 124 321.

Setup in Finbricks

Before starting the setup process, contact Finbricks and request the following:

  • Signing the service agreement — via the web form on their website

  • Access keys to enter into ABRA Flexi — available in the web administration portal after signing the contract

Before we look at the setup in ABRA Flexi, you must first be registered with the Finbricks service. You can complete registration using the contact form.

After signing the contract, FinBricks will send a link to the email address specified in the contract, where you can set a password for your newly created Finbricks profile.

The complete setup process is described on the Finbricks website.

Webinar Recording

If you prefer video tutorials — whether for the Finbricks side or the ABRA Flexi side — you can watch the recording of our webinar.

Below the video you will find timestamps to help you navigate the content.

00:00 Introduction

01:00 Overview of the Finbricks add-on

06:25 Onboarding process and signing the contract documentation

09:43 Obtaining access keys in the Finbricks administration

13:02 Setting up the add-on in ABRA Flexi

18:01 Benefits of the add-on in accounting practice

33:00 Questions and discussion

Setup in ABRA Flexi

The Finbricks integration functionality is included automatically in all license variants.

In the company settings (documentation for the desktop and web application), you need to have the bank transaction types defined for loading statements (see the screenshot below).

Desktop application

Web application

Once your license has been extended with this functionality and the settings are correctly configured as shown in the screenshot above, you can proceed to the Finbricks configuration itself.

The first step is to upload the previously generated private key and enter the assigned customer ID. In ABRA Flexi, this is done in the "Finbricks Keys" module.

Desktop application ("Tools - Finbricks Keys")

Web application (open the agenda using the search)

The second step is to correctly configure the bank account (documentation for the desktop and web application). For correct functionality, the following fields must be filled in:

  • IBAN and SWIFT (or BIC)

  • Statement format: "Finbricks"

Desktop application

Web application

After filling in the three fields above, all that remains is to activate the connection on the "Online" tab.

In the screenshots below, you can also see the option to set a "Download statements from" date. This date defines from which date statements should be downloaded. Anything older than this date will not be downloaded.

Desktop application

Web application

Clicking the "Activate" button will open a web browser and redirect you to your online banking portal. Here you must authorize FinBricks access to your account by logging in. The screenshot below shows an example of the login screen for Moneta Money Bank.

Once access has been authorized, all that remains is to load the statements. This is done in the bank module using the "Download online statements" function.

Desktop application

Web application

If the operation is successful, the bank statements will be loaded.

Note

By default, only statements from the past week are downloaded. The number of days to look back can be changed using an advanced parameter (enter the number of days to look back as the value). All subsequent downloads will be governed by the last downloaded statement.

Deactivating the connection in ABRA Flexi

The connection can be deactivated in the same place where it was originally activated. Simply click the button of the same name.

Desktop application

Web application

Reactivating the connection in ABRA Flexi

The Finbricks token is valid for 180 days. Once this period expires, you must generate a new token and upload it to the application.

Steps:

FAQ

Can I automate statement downloading?

Yes, using the REST API interface. Downloading is triggered by calling the URL "/banka/nacteni-vypisu-online" (see the documentation). We also offer automation setup via the Make.com platform.

How much does the service cost?

You pay CZK 199 for the first account and CZK 49 for each additional account. (Prices are exclusive of VAT and charged monthly.)

Is the service included in any license variant?

The Finbricks integration is included in every Flexi license variant. You pay for the service directly to Finbricks based on the number of bank accounts.

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