Moneybird connector · Accounting & Invoicing
Moneybird connector
The DigiData Moneybird connector automatically retrieves your invoices, contacts, estimates and bank transactions for live AI dashboards, cashflow analyses and automated reporting.
Here you will find the supported data, operation and availability of the connection.
Last reviewed:
The reason
Why connect Moneybird to DigiData?
DigiData is building a direct Moneybird connector for founders and financial teams. Once live, DigiData will automatically synchronize sales invoices, purchase receipts, contact profiles, quotes, bank transactions and payment statuses through the Moneybird API. Tables are prepared for interactive dashboards, the DigiData AI agent in Teams and Slack, and exports via OData and CSV.
Connecting Moneybird to Power BI in short
The Moneybird connector is under development and synchronizes supported tables such as Sales invoices, Invoice lines, Purchase invoices and receipts 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: Under development. 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
- Platform costs plus an amount per active integration, 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?
Live cashflow and revenue dashboards for leadership
Automated debtor alerts when invoices exceed payment terms
Quote conversion rate analysis over time
Scheduled revenue summary emails and Slack updates
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
Connect Moneybird to Power BI or built-in DigiData dashboards. Track revenue trends, outstanding receivables and quote conversion rates without manual exports.
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.
When will the Moneybird connector be available?
The connector is currently in active development. Contact us to request early beta access.
How secure is the Moneybird integration?
DigiData uses official OAuth2 authentication with read-only access and never stores your account 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.
