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How to connect PrivatBank to finiq

PrivatBank connects with an “Autoclient” token from Privat24 for Business: finiq gets accounts, balances and statements.

How to get a PrivatBank token

  1. In finiq, open “Integrations” → “Banks” and click “Connect a bank”. At the top of the window, choose PrivatBank.
  2. In Privat24 for business open “Облік та звіти” → “Інтеграція (Автоклієнт)”.
  3. Press “Підключити додаток” → API. Sole proprietors have it on every plan; companies on plans with Autoclient.
  4. Copy the token and paste it below. It only allows viewing statements and balances.
  5. Click “Check and continue”: finiq checks the access and shows the accounts.
  6. For each account, choose “New account”, “Existing account” or “Do not sync”.
  7. In “Load history for”, choose the number of months and click “Start syncing”. Transactions appear gradually.

Good to know

  • A bank connects with a read-only token: statements and balances arrive automatically every 30 minutes and instantly via webhook. The token is stored encrypted.
  • The token is encrypted and never shown in full; disconnecting the bank deletes it.
  • Company EDRPOU (group mode only): Leave empty unless you use the group-of-companies mode.

Who can do this. The owner, admins and financiers connect banks.

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