💡 To connect a company to Catacloud, you need admin or superadmin rights in Accountflow and a Catacloud user.
Step by step: Connect to Catacloud
1. Add the company in Accountflow
- Go to Company under Setup & Admin in the menu on the left.
- Click Add company.
- Choose Add other systems from the dropdown menu.
2. Enter company information
- Company name
- Company comment (optional internal note)
- Organization number
- Period type (e.g., monthly reconciliation)
- Start month for the financial year (if deviating)
- Start date for reconciliation (controls start of data retrieval including A07 messages)
- Responsible user (who will own the reconciliation)
- VAT reporting frequency
- Company groups (if applicable)
- Tick any modules you wish to activate: Payroll, VAT, Assets
💡 Make sure the organization number you enter matches the company in Catacloud.
3. Select accounting system
- Choose Catacloud as accounting system from the dropdown menu.
- Click Save.
- A popup window for authorisation with Catacloud will now open.
4. Log in to Catacloud
- Log in with your Catacloud user in the window that opens.
5. Select company
- Find the relevant company in the list shown.
- Click on the company to proceed.
6. Allow data sharing
- You will now be asked to approve the sharing of required data.
- Click Allow to complete the authorization.
7. Manage the company in Accountflow
- When authorization is completed, the popup window closes automatically.
- The company is now active and ready to use in Accountflow.