Gateway interface
Directly link your accounting programme to the bank!
Have you ever stopped to consider how much unnecessary work your accountant has to do? Saving and uploading files, making entries and compiling reports are time-consuming and prone to human error. Automation of your banking helps you save time and avoid mistakes.
To make everyday accounting easier, we offer the Gateway interface free of charge. This interface establishes a direct link between your accounting programme and your bank services.
There are three ways you can start using Gateway:
- Subscribe via the accounting
- Develop the interface yourself based on the technical documentation we provide
- Use open banking solutions to create a range of applications
Gateway applications can also be submitted by an accountant or another person linked to the company (who doesn’t necessarily have to be a client of the bank) provided they identify themselves beforehand.
You can find out more about the process of entering into an agreement .
Coop Pank Gateway options
- Forwarding payments to the bank – Forget the hassle of manually exporting files from your financial software and importing them into the Internet bank when making payments! With Gateway you can forward up to 5000 payment orders to the bank in one go, direct from your accounting programme.
- Making collective payments – You can also make collective payments via Gateway, enabling salary, pension and social insurance payments to be made confidentially, because the payments are deducted from your account in one aggregate amount.
- Automated account statements – View your previous day's balance and transactions in your own financial software.
- Real-time monitoring of accruals and expenses – Gateway enables alerts to be issued in the event of transactions being made and account information to be viewed in real time without logging in to the bank.
- Account enquiries – Make account statement enquiries for the last seven years direct from your financial software.
Gateway partners
The following companies have added Coop Pank Gateway to their financial software:
- Account Studio
- Directo
- Dynamics 365 Business Central (BCSitera)
- Dynamics 365 Business Central (Oixio)
- E-arveldaja (Brevis OÜ)
- Envoice
- Joosep
- Korto
- Merit Aktiva
- Merit Palk
- Odoo
- PMen
- Rapid
- SAF
- SimplBooks
- SmartAccounts
- Standard Books
Your company can start using Gateway immediately (and entirely free of charge) via one of our software partners. There are no costs involved in the everyday use of the interface either. If your accounting programme hasn’t yet partnered up with us or if you have any questions, feel free to contact us at gateway@cooppank.ee .
We'll develop the Gateway interface ourselves
If you’d prefer to develop the Gateway interface yourselves, first take a look at the technical documentation and instructions on generating keys then submit an application (selecting "Develop interface myself") in Sandbox to start testing.
Which services can I develop?
- Pre-generated account statement reflecting accruals and expenses for the previous day
- Report on Account balance for the current day
- Notifications in real time providing account information
- Account enquiries for the preceding seven years
- Forwarding of payments (incl. collective payments) and notifications on the processing of payments
- Forwarding of payments for approval to the Internet bank or personally signed in the digital container
- Forwarding of payments signed with company’s digital stamp.
If you have any questions, e-mail us at gateway@cooppank.ee .
Create innovative new applications with APIs
Open-banking APIs enable companies that have been issued with the relevant licence to make use of Coop Pank's open-banking API interface to initiate payments, make account information inquiries and check available funds with the consent of the account holder. Find out more about these opportunities on our open-banking platform.
Video
Gateway connection with Merit Aktiva software
Interfaces - good to know
- Bank statements for the previous day are available to everyone with no monthly fees.
- All services (incl. urgent notifications) are free of charge for those who sign up via accounting software.
- Transfer of large payment files (max. 5000 payments in one file).
- Payments can be sent to the Internet bank for confirmation.
- If you develop the Gateway interface yourself, the monthly fee is the best on the market!
- No additional fees are charged on payments, because all euro payments in the Corporate Plan are free of charge.
- Account enquiries are available for the last seven years.
- Generating a bank certificate is free of charge.
- No fees are charged for amending your contract.
- Account Studio - after entering into a Gateway agreement with Coop Pank, go to the AccountStudio software to activate the service and select from the menu "Baasandmed" > "Oma firma andmed". Next, select "Lisainfo" > "Pangaliidesed" and check the box "Coop Pank Gateway". If you need additional information, contact AccountStudio customer support by calling 680 6054 or writing to info@accountstudio.ee.
- Directo - After entering into a Gateway agreement, go to the Directo programme and click on ‘Group rights’ (or ‘User rights’) and then ‘Other’ and enable the channel Coop Gateway. In addition to at least one method of payment, you must also designate Coop Gateway as the Export channel.
- Dynamics 365 Business Central - After entering into an agreement, please contact your BC partner consultant to install the "Realtime Bank" app and make the necessary settings.
- E-arveldaja (Brevis OÜ) - After signing the Gateway agreement with Coop Pank, enter the information from the agreement into the Brevis system. You can find more detailed instructions here.
- Envoice - After signing the Gateway agreement at the bank, log in to your Envoice company account. If the representation rights are not confirmed, do that first. Then go to the “Bank” menu, add your accounts, and activate the Coop Pank integration. Now you can send payment files directly to the bank. Read more in the guide.
- Joosep - Once the agreement has been entered into in Coop Pank, open “Institution’s bank settings form” in Joosep and select ‘Export format: Send immediately to bank’. This will enable you to export payments and to import statements without entering the bank.
- Korto - To activate the service in the Korto programme, open the Coop Pank Gateway settings, tick the ‘Service activated’ box and enter the number of the agreement entered into in the bank.
- Merit Aktiva ja Merit Palk - After entering into an agreement, go to the Merit software section ‘Bank account details’ and tick the ‘Establish direct connection with bank’ box. This connection can be activated using the ID card or Mobile ID of a member of the management board.
- Odoo - Once an agreement has been entered into in the bank, call Odoo customer support on 323 2030 or e-mail info@odoo.ee. Customer support will help you set up the programme as needed.
- PMen - Once an agreement has been entered into in the bank, call PMen customer support on +372 504 5063 or e-mail raidi@pmen.ee. Customer support will help you set up the programme as needed.
- Rapid - Once an agreement has been entered into in the bank, call Rapid customer support on 4330077 or 56350700 or e-mail rapid@tttarkvara.ee. Customer support is available from 9:00-16:00 and will help you set up the programme as needed.
- SAF - Submit a request to join. After signing the contract and installing the security certificates, open "Options - Other options - Own company" in the SAF Administrator programme and copy the thumbprint of the certificate installed there and the COOP Gateway client code, and select EE as the country. You can also call the customer support of AS Sysdec on 6722365 or 6722366 if you need help.
- SimplBooks - After entering into an agreement, log in to your SimplBooks account. Open "Settings" and select "Interfaces". Click on "Activate" next to Coop Pank and choose which bank account you would like to link. Interfaces can be activated by an authorized person after authentication with an ID card, Mobile ID or Smart ID.
- SmartAccounts - After the interface has been activated by the bank, open the menu item "Settings - Integrated services" in SmartAccounts and activate the Coop Pank Interface. The interface can be activated by an authorized representative of the company using an ID card or Mobile-ID. When the interface is activated on both sides, new transactions will appear on your bank account with a few hours' delay under "Payments - Bank Statement Import". Note: Currently, SmartAccounts only queries account statements.
- Standard Books - Once the bank has activated the agreement, contact Excellent customer support to obtain a COOP Agreement ID. Enter the Agreement ID in the settings field in Standard Books under Module General > Settings > Bank interface settings > COOP Pank > COOP Agreement ID.
- Take a look at the the terms and conditions of Coop Pank Gateway.
- Take a look at the the terms and conditions of Open Banking.
