Moneybird connector · Accounting & Invoicing
Moneybird dashboard in Power BI
Build a current Moneybird dashboard with administrations, contacts, and sales invoices. DigiData synchronizes invoice status, invoice and due dates, amounts, and currency through OAuth2 and delivers the tables to Power BI and Excel through OData.
Here you will find the supported data, operation and availability of the connection.
Last reviewed:
The reason
Why connect Moneybird to DigiData?
DigiData connects to Moneybird through OAuth2 and synchronizes the administrations you can access. Contacts and sales invoices are exposed as separate tables, including invoice status, invoice and due dates, amounts and currency. Use OData for recurring loads in Power BI or Excel and CSV for a defined export.
Connecting Moneybird to Power BI in short
The Moneybird connector is available and synchronizes supported tables such as Administrations, Sales invoices and Contacts (Customers & Vendors). DigiData offers these source records via OData for Power BI and Excel and via CSV for separate exports. The connector only supplies the entities listed on this page; source permissions, the source API, and your sync schedule determine which records and updates are available. You set up relationships, calculations and dashboards in the reporting tool.
Conditions
Availability, setup and conditions
- Availability
- Status: Available. The connector provides the entities listed on this page under "Available data".
- Setup
- Add Moneybird in the DigiData dashboard and configure access to the source. DigiData confirms during setup which accounts and entities are available.
- Refresh
- Automatic synchronization based on the integration schedule. New source data will not appear until the source sync and then the Power BI refresh are complete.
- Security
- Secure OAuth2 authorization via Moneybird
- Limitations
- Only the listed entities are supported. Availability and timeliness depend in part on the source API and your rights in Moneybird. DigiData supplies source data via OData and CSV; you set up relationships, measures and dashboards in the reporting tool.
- Price and trial period
- €50 per month for the Moneybird connector, plus a €95 monthly DigiData platform fee, without start-up costs. You can test DigiData 14 days for free. View current prices.
What you get
What do you get with the Moneybird link?
An overview of what DigiData does with your Moneybird data:
Which data
Available Moneybird data in DigiData
The following entities are automatically synchronized and available via OData or CSV export:
Use cases
What can you do with Moneybird data?
Revenue and invoice status dashboards for leadership and finance
Monitoring outstanding sales invoices and due dates
Customer and revenue analysis across multiple administrations
How it works
How does the Moneybird link work?
Connect Moneybird
Link your Moneybird account via the DigiData dashboard. Safe and fast.
Select your dates
Check which accounts, environments, and entities are available for this resource. The options differ per connector.
Analyze in Power BI
Use the OData feed in Power BI, Excel or download CSV exports.
Moneybird in Power BI
Load Moneybird sales invoices and contacts into Power BI through the DigiData OData feed. Analyze revenue, invoice status, and outstanding amounts per administration without repeating manual exports for every report.
Frequently asked questions
Questions about the Moneybird integration
How do I connect Moneybird to Power BI?
With DigiData you automatically synchronize Moneybird data to an OData feed. In Power BI Desktop, choose 'Get Data', select OData feed and paste the DigiData URL. You can then load, combine and refresh the tables without building a Moneybird API connection yourself.
How often is Moneybird data refreshed?
DigiData synchronizes Moneybird according to your integration schedule. The exact frequency and availability of new records depend on your settings and the source API.
What does the Moneybird connection cost?
DigiData charges platform costs plus an amount per active integration. There are no start-up costs and you can test for 14 days for free. View the current price on the prices page.
Which Moneybird dashboard should I build first?
Start with sales invoices by administration, month and status. Join contacts using available identifiers and compare amounts in the same currency. Fictional example: 20 paid and 5 open invoices gives 25 invoices, with 20% open by count. That percentage does not measure outstanding value. Add due dates to prioritize follow-up.
Which Moneybird data does DigiData synchronize?
DigiData synchronizes accessible administrations, contacts and sales invoices. Quotes, purchase documents and bank transactions are not yet part of this connector.
How secure is the Moneybird integration?
DigiData connects through the official Moneybird sign-in and never stores your password.
Combine
Other integrations that may interest you
Most companies do not run on one package. Place Moneybird next to your other sources, so that you have one report.
14 days free · no start-up costs
Ready to connect Moneybird to DigiData?
Use the trial period to validate the available tables, synchronization and your reporting model with your own data.
