SEB: bank connection

How you apply for and activate the SEB integration in Kleer, and how approval of payments works.

Implementation guide for bank connection for a customer with SEB

SEB customer in Kleer

For you who are a customer of SEB, we at Kleer provide an integration between the bank and Kleer to fetch transactions that have taken place and to send payments. Read the information below to connect the integration between Kleer and SEB.

1. Apply for and activate the integration

To activate the bank integration between Kleer and SEB, go to SEB’s page about automatic bookkeeping and then follow the steps to start the integration.

• You need to log in and sign with BankID. When you get to choosing the start date for the integration, choose “välj ett senare datum” (choose a later date) and enter the company’s go-live date in Kleer.
• It is important that you choose to have all the accounts you have at SEB connected to the service.
• When the application is complete, you receive a receipt confirming that the integration has been ordered. This receipt is to be forwarded to your implementation consultant in Startdeliver under the task “Ladda upp kvittens/bekräftelse Bank & Skatteverket” (Upload receipt/confirmation Bank & Swedish Tax Agency).

2. Approval of payments

SEB offers customers the option to approve payments only in Kleer, or both in Kleer and in the internet bank (two places). We always suggest that customers approve payments only in Kleer. Otherwise all payment files must also be approved by logging in to Business Arena and signing with BankID.

This is controlled by a choice in the form in Business Arena when a customer connects the ISO integration, and they should choose “endast i affärssystemet” (only in the business system):

What do you do if something does not work in the application?

Contact your bank contact and tell them that you tried to apply for the integration with Kleer but that it did not work.

What does administrator power of attorney mean?

Administrator power of attorney for the internet bank means that someone authorised at your company will be able to administer permissions in the internet bank themselves, without having to contact your bank contact.

What does your bank contact need to do?

The set-up between Kleer and SEB is handled entirely between Kleer and the telephone bank, so your bank contact will not need to do anything about connecting the integration.