Other integrations Accounting software
Cashplannr × Moneybird In testing
Cash planning on your Moneybird administration.
This connection is in beta. Live for early users; get in touch for access.
Cash planning on your Moneybird administration.
This connection is in beta. Live for early users; get in touch for access.
Cashplannr connects to Moneybird through the official API. We read your outstanding sales and purchase invoices, your bank accounts and your bank transactions, with the ledger account they are booked on. This connection is in beta: we set it up together with you.
Sales and purchase invoices that are not fully paid yet. They count as outstanding. We do not include drafts.
Your bank accounts and bank transactions from Moneybird, with the balance per account. They count as actual cash.
Your chart of accounts and the account each bank transaction is booked on, so it lands in the right category.
Multiple Moneybird administrations under one login? Each administration becomes a company. You choose which ones to connect.
What is outstanding in Moneybird is in your cash planning. No more separate Excel versions.
Moneybird shows what is invoiced and paid. Cashplannr adds the outlook on your cash on top.
Cashplannr fetches your Moneybird data four times a day. In between, you can start a sync yourself.
In Cashplannr you choose Moneybird. We send you to the Moneybird login screen.
You log in to Moneybird and give Cashplannr access to your administration.
You pick which administrations to follow. After that the sync runs four times a day.
Cashplannr reads data and writes nothing back to Moneybird.
You log in to Moneybird itself. We do not store a password, and you can revoke access at any time.
Processing and storage within the EU, in line with the GDPR.
This connection is in beta. Live for early users; get in touch for access.
