Moneybird
Dutch online bookkeeping and invoicing software for entrepreneurs and small businesses.
- Category
- Finance & ERP
- Type
- Accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0, Access token
02Data
What you can sync.
- Sales invoices
- Documents
- Contacts
- Financial mutations
- Ledger accounts
Join Moneybird sales invoices with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other Moneybird data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- An access token
Moneybird uses OAuth 2.0 (client ID, client secret, refresh token) or an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Moneybird if you need help.
04How it works
How it works in DataMind.
-
Pick Moneybird.
Open Lake, pick Moneybird in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Moneybird API docs.
-
Answer a few questions.
The AI reads the Moneybird documentation, then asks which credentials you will use, which data to sync (for example sales invoices and documents), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Moneybird data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
