Integration · Banking, payments and credit
Svea Finans — collection and reminder cases next to the ledger
Active debt collection and reminder cases at Svea Finans are mirrored in and tied to the ledger, so you see what has been passed on without signing in to Svea.
- Direction
- In — read-only mirror
- Connection
- Enter the sign-in
Into Workspace
What Workspace takes from Svea Finans
Collection cases
The active cases, with amount and status.
Reminder cases
The reminders sent, tied to the customer.
Read-only: Workspace never writes to Svea Finans.
How Svea Finans is connected
Pick the system
Under Integrations in Workspace, with the fields Svea Finans needs.
Enter the sign-in
The username, password and one-time-code secret for Svea Finans are kept in a vault, never in the database, and are never shown again.
First sync
The history is mirrored in, and from then on a sync job of its own keeps it current. A stop shows on Sync health before it shows in the numbers.
Banking, payments and credit
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Do you use Svea Finans?
We show what Svea Finans looks like in Workspace, in a demo with your own setup.