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The Fortnox integration makes your invoicing and bookkeeping available in client work. Ask which invoices are unpaid for a customer, how many hours were reported on a project, or what was booked to a cost centre last month, and Hebno answers from Fortnox with each record cited. When a request implies a change, such as preparing an invoice or an offer, Hebno shows a confirmation card and writes to Fortnox only after you confirm.

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At a glance

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Before you start

You need:
  • An owner or admin role in Hebno.
  • A Fortnox user with system administrator rights in each Fortnox company you want to connect. Only a system administrator can activate an integration.
  • The Fortnox licences for the areas you want to use: Fakturering (invoicing) for invoices and offers, Bokföring (bookkeeping) for vouchers and accounts, and Tid (time) for time reporting.

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Permissions

Fortnox shows the scopes on its consent screen when you activate the integration.
Fortnox checks both the scope and the company’s licence on every call. A request for an area the company has no licence for returns an error rather than partial data.

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Connect Fortnox

1

Allow the integration

Open Admin → Connectors → Catalogue, find Fortnox under Finance, and set it to Allow.
2

Connect the organisation

Select Connect and sign in to Fortnox as a system administrator. Choose the company and approve the scopes. Repeat for each company. Hebno lists the companies it can access.
3

Choose teams and data areas

Under Who can use it, choose All teams or pick teams for each company. Under Data areas, choose what members can see. See Data areas.
4

Set access

Access is Read only by default. Choose Read and write to let members propose draft invoices and draft offers.
The card shows Connected with each company name. In Fortnox, Hebno appears under Settings → Integrations, where a system administrator can also deactivate it. Members can link their own Fortnox user so reads use their own Fortnox permissions and writes are made in their name.
  1. In Hebno, open Settings → Connections, find Fortnox and select Link your account.
  2. Sign in to Fortnox and approve the request for the companies you use.
When your account is linked, Hebno reads and writes as you, and you see only what your Fortnox user rights allow.

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Data areas

Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of the scopes and licences in Fortnox.
Admin connector panel showing who can use it, access and data areas

An organisation connection with team access and data areas. Financial figures default to owners and admins.

To share financials with delivery leads, open the Fortnox card in Admin → Connectors, select Financials and add the teams that should see them.
When a member has linked their own account, Hebno uses that member’s Fortnox rights instead of the organisation connection. Data areas still apply, so a member never sees more through Hebno than both Fortnox and your Hebno settings allow.

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What Hebno reads

Reads are live. Hebno queries Fortnox when a request needs it, so figures match what the finance team sees. Only what a reply used is stored with the conversation as its sources.
Excerpts a reply uses, including balances and invoice totals, become part of the conversation. Anyone you share the conversation with can read them.

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What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm. Hebno writes drafts only.
Confirmation card for Fortnox with editable fields

A Fortnox change pending confirmation. Nothing is written until you confirm.

A draft invoice or offer is unbooked and unsent in Fortnox until a person reviews it there. Hebno never books, sends or cancels an invoice, sends an offer, registers a payment, creates a voucher, reports time or changes customers, articles, accounts or settings. If you have linked your own account, the record is created as you. Otherwise it is created through the organisation connection, with the write recorded against you in Admin → Logs → Integrations. Linking marks which Fortnox records belong to a project, so you can ask “what has Contoso been invoiced?” without naming the customer number.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then Fortnox.
  3. Choose the company, then search and select the customer and each project the engagement uses.
In chats tagged to the project, Hebno starts with the linked records for any billing, hours or receivables question, and cards default to them. See Linked records.

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Use Fortnox in chat

  • Attach: open the + menu, choose Sources → Fortnox, and pick a customer, an invoice, an offer, a project or a voucher. Or type / and choose Fortnox.
  • Ask: name the customer, project or period in your request. For example:
    List unpaid Contoso Retail invoices and how many days each is past due.
    How many hours did the team report on the Contoso pricing review in October 2026?
    Prepare a draft offer for Contoso for a four-week pricing review.
  • Research runs show a Checking Fortnox step, with a chip for each record it read.
  • Agents can read Fortnox on a schedule, for example a Monday summary of invoices past due. Writes an agent proposes appear in agent approvals for review.

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Troubleshooting