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Moneybird

Moneybird is a popular Dutch cloud bookkeeping platform. Monitr connects via OAuth and imports general ledger data, accounts, and open invoice data.

What Monitr imports from Moneybird

DataUsed for
General Ledger transactionsAll reports and dashboards
Chart of accountsAccount mapping
Open invoices (outstanding items)Outstanding Items dashboard

Connecting Moneybird

  1. Go to Integrations in the sidebar.
  2. Select the Accounting Software tab.
  3. Find the Moneybird card and click Add.
  4. Click Connect — you're redirected to Moneybird's OAuth login.
  5. Authorise Monitr.
  6. Select the administration to import.

Supported features

FeatureSupported
GL transactionsYes
Account mappingYes
Outstanding itemsYes
Analytical axesLimited — Moneybird uses projects; these are imported as an analytical dimension
Fixed assetsNo

Managing the integration

Once connected, the integration card shows the connected administration. Click the Settings (gear) icon in the integration card title area.

Click the settings (gear) icon to remove the connection or delete the entire integration from Monitr.

Reconnecting

If the Moneybird token expires or is revoked (e.g., after a password change), you need to reconnect:

  1. Go to Integrations in the sidebar.
  2. Click the Settings (gear) icon on the Moneybird integration card.
  3. Click the delete (trash can) icon next to your administration to remove the connection.
  4. Find the Moneybird card and click Add.
  5. Follow the OAuth flow again.

Moneybird uses long-lived tokens that rarely expire naturally, but reconnection is required if you revoke access.

Notes

  • The first full import for organisations with large transaction histories may take significantly longer than other integrations. Subsequent incremental imports are fast.