💡 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.