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Cashplannr × Moneybird

Live cashflow from your Moneybird administration.

What does this integration do?

Cashplannr connects to Moneybird via the official API. We pull in your general ledger, sales and purchase invoices, and bank transactions, then lay a 13-week cash forecast and proactive alerts on top. Popular with operators in the Netherlands and the cross-border region.

What data do we sync?

General ledger

Bookings and account history from Moneybird. Foundation for pattern recognition and forecast.

AP / AR

Open AR/AP invoices with due dates, folded into your cash-in / cash-out calendar.

Bank

Bank entries from Moneybird or via a Ponto top-up for daily balances.

Administrations

Multiple Moneybird administrations under one account? Cashplannr consolidates them.

What do you get?

Single source of truth

What's in Moneybird is in Cashplannr. No more parallel Excels.

Look forward

Moneybird gives you the past. Cashplannr lays a 24-month cashflow projection on top.

Proactive alerts

Cassy detects dips in your projected cashflow and warns before they happen.

How to connect?

01

Click 'Connect Moneybird'

From your Cashplannr workspace, start the OAuth flow to Moneybird.

02

Authorize

Log into Moneybird and grant Cashplannr read access to your administration(s).

03

Sync runs

Initial history sync, then the link runs continuously in the background.

Secure & GDPR-compliant

Read-only

We don't write back to Moneybird. Your administration stays untouched.

OAuth 2.0

No passwords stored. Access via Moneybird's official authorization, revocable anytime.

EU hosting

Processing and storage within the EU. GDPR-compliant by design.

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