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Moneybird

General Information

Website: https://www.moneybird.com/
Software type: Solution as a Software (Saas)
Geography: 🇧🇪Belgium, 🇳🇱Netherlands, 🇩🇪 Germany
Support multi-folder: ❌

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Introduction

Stress-free bookkeeping. Moneybird has all the features you need for your financial administration.You choose what you need and how smartly you want to automate it: from sending invoices with ease to fully integrating your webshop and payments.

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Configure Moneybird

Prerequisite(s) You will have to create a Moneybird developer account as well as an Oauth2 application. To do so, you will need to:
  • Create a moneybird developer account
  • Create an oauth2 application
Process
  1. Create a Moneybird account: Create account \
  2. Create your Moneybird sandbox account:
    Create sandbox administration\
  3. Set up your Oauth2 application by creating a new application here
See as well the official Moneybird documentation here
  1. Go to your account, connectors menu and activate Moneybird in one click. Then, you will be asked to provide your Moneybird client ID & secret.
  2. Most of the scopes are mandatory. The “bank” scope can be added as well depending on your use case (using bank endpoints).

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Test Moneybird

To test the software integration, you can use the sandbox account you created during the configuration process (step 2). You can create multiple sandbox account for free if needed.

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Connect Moneybird

To activate a connexion with Moneybird, users will have to go through the following steps.