Moneybird

Moneybird is the Dutch bookkeeping platform. Agents manage contacts, sales and purchase invoices, estimates, recurring invoices, and subscriptions, book receipts and journal entries, reconcile banking, and log project time entries.

1 trigger 106 actions OAuth available

Moneybird website Platform Documentation Capability data verified 2026-08-24

A scheduled receivables review runs across the invoices past their terms

List Sales Invoices returns the open documents, with Period supplied alongside the state filter

List Financial Mutations pulls the unprocessed bank lines and matches them on amount and reference

Link Booking reconciles every line that matches exactly one open document

Contact history and prior payment behavior are gathered for whatever is still outstanding

The residual list posts to the controller, each invoice with its age and its evidence

The controller decides what gets written off before Mark Sales Invoice Uncollectible runs

What This Integration Enables

Moneybird is the Dutch bookkeeping platform, and the reason it rewards automation more than a pure invoicing tool is that the business and its accountant work in the same place. The connector goes with them. On the revenue side, agents raise sales invoices, estimates, recurring invoices, and subscriptions. On the cost side, they book purchase invoices and receipts. They post manual journal entries into the general ledger, reconcile bank statement lines against documents or straight to a ledger account when there is no document, and record billable time against projects. That is not an invoicing integration with extras. It is most of a set of books.

Two structural facts govern how an agent should behave here. Create Sales Invoice produces a draft with no invoice number, and Send Sales Invoice is what books it, assigns the number, and opens it, after which the invoice can no longer be freely edited or deleted and a correction means Duplicate To Credit Invoice. And document lines are merged rather than replaced: a line with an identifier is updated, a line without one is added, a line is removed only by naming it with a destroy flag, and a line left out is simply untouched. So an update that sends one line does not replace the invoice's lines. It adds one. Agents that read before they write handle both facts without drama, and FlowRunner's human-in-the-loop discipline covers the one decision on this connector that no amount of reading can settle.

Without FlowRunner

Two systems, one set of books The business works in the invoicing screen and the bookkeeper works in the ledger, and they meet at month end

Bank lines wait for a person Reconciliation is a manual pass through statement lines that nothing else can start without

Bad debt decided by silence An invoice stops being chased because nobody got to it, not because anyone decided

With FlowRunner

One system, reached end to end Documents, ledger accounts, bank mutations, and time entries are all in reach of the same flow

Unambiguous matches cleared automatically Statement lines that match exactly one document are booked, and only the ambiguous ones surface

Bad debt decided on purpose A write off is a named decision with the evidence attached, taken by the person accountable for it

Use Case Scenarios

Payments in, bookings made, exceptions surfaced

Money settles through Mollie and Stripe, and the corresponding lines appear in Moneybird as financial mutations. The agent reads List Financial Mutations for unprocessed lines, matches each against open sales invoices on amount and reference, and calls Link Booking where exactly one document matches. Where a cost has no document behind it, such as a bank charge, Link Booking books it to a ledger account instead, which is the case that usually gets left for a person unnecessarily. Partial payments, combined payments covering several invoices, and lines with no plausible match are collected and posted into Slack for the bookkeeper, each with the two or three candidates the agent came closest to.
Billable time to a booked invoice

Consultants record time against projects. The agent creates entries with Create Time Entry, using a start and an end for a finished block or leaving the end off to start a running timer that Stop Timer later closes. At billing time it reads List Time Entries for the period and the project, assembles a draft with Create Sales Invoice using the ledger account and tax rate each product carries, and stops there. The draft has no number and can still be changed. A person reviews the hours against the engagement before Send Sales Invoice books it, because once booked the document is corrected with a credit invoice rather than edited.
A reporting view that does not re-add the numbers

On a schedule the agent calls Get Report for the profit and loss, the balance sheet, and the aging lists, and writes them into a dashboard in Metabase. It reads the reports rather than pulling every invoice and totaling them locally, which matters here because Moneybird applies a lower rate limit to reports than to the rest of the API, and a flow that loops over report calls will hit it. Where a figure needs backing detail the agent pulls the underlying documents once and attaches them, so the person who questions a number can see what is behind it without asking anyone to export anything.

Human-in-Loop Highlight

Mark Sales Invoice Uncollectible is the operation on this connector that a person has to own. It writes the loss off in the books and stops the reminder schedule, which means it does two irreversible things at once: it moves money out of receivables into bad debt, and it silences the only mechanism that would have kept asking for it. An agent can assemble every fact behind that decision, and should. It reads the invoice age from List Sales Invoices, the payment history from Get Contact, whether any unreconciled bank mutation is anywhere near the amount, and whether reminders have actually been going out. Then it stops: "Invoice 2026-0431 to Van Dijk BV, 4,850 euro, 118 days past terms. Three reminders sent, no reply since June. No bank mutation within 500 euro of this amount is unprocessed. This customer paid eleven invoices on time before this one. Write off, or send a fourth reminder?" The controller answers. The agent had the evidence, the arithmetic, and the ability to make the call. What it did not have was the standing to decide that a customer relationship is over, and that is the correct place for the line.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

106 actions

Account

List Administrations Lists the administrations the connection can reach, which is where the administration identifier every other operation needs comes from.
List Users Lists the users of an administration, which is where the user identifier a time entry or a to-do assignment needs comes from.

Contacts

List Contacts Lists the contacts of an administration, optionally narrowed by a search term or by a custom field value.
Get Contact Reads one contact by its identifier, including its contact people, notes, and custom fields.
Find Contact By Customer Number Reads one contact by the short customer number printed on its documents rather than by its internal identifier.
Create Contact Creates a contact. At least one of the company name, the first name, or the last name must be given.
Update Contact Updates a contact. Only the fields supplied are changed, so a field left empty keeps its current value.
Archive Contact Archives a contact so it stops appearing in pickers while keeping its documents. The reversible alternative to deleting it.
Delete Contact Deletes a contact. Moneybird refuses when the contact has documents, in which case Archive Contact is the right operation.
Create Contact Person Adds a contact person to a contact, which is who a document can be addressed to inside a company.
Delete Contact Person Removes a contact person from a contact.

Sales Invoices

List Sales Invoices Lists the sales invoices of an administration. Supplying any filter drops the default period restriction, so give Period as well when the search should stay inside one.
Get Sales Invoice Reads one sales invoice by its identifier, including its lines, payments, and notes.
Find Sales Invoice By Number Reads one sales invoice by the invoice number printed on it, which is different from the internal identifier.
Find Sales Invoice By Reference Reads one sales invoice by the reference stored on it, which is the field an external order number usually goes in.
Create Sales Invoice Creates a sales invoice as a draft. It has no invoice number until Send Sales Invoice books it.
Update Sales Invoice Updates a sales invoice. Lines are merged rather than replaced, so a line is removed only by sending its id together with a true destroy flag.
Send Sales Invoice Sends a sales invoice, which books the draft, assigns its number, and delivers it by the chosen method. A booked invoice can no longer be freely edited.
Register Sales Invoice Payment Records a payment against a sales invoice, which moves it towards paid. A private or cash payment also needs a financial account.
Send Payment Reminder Sends a payment reminder for one or more sales invoices of the same contact. Moneybird requires the contact, workflow, document style, and identity identifiers alongside the invoices.
Mark Sales Invoice Uncollectible Writes off a sales invoice as uncollectible, which books the loss and stops the reminder schedule. The operation this page's human gate exists for.
Duplicate To Credit Invoice Creates a credit invoice from a sales invoice, which is how a booked invoice is corrected without deleting it.
Delete Sales Invoice Deletes a sales invoice. Only a draft can be deleted; a booked invoice is corrected with a credit invoice.
Download Sales Invoice PDF Downloads a sales invoice as a PDF into FlowRunner file storage.
Download Sales Invoice UBL Downloads a sales invoice as a UBL electronic invoicing file into FlowRunner file storage.
Add Sales Invoice Attachment Attaches a file to a sales invoice by fetching it from a URL and uploading it.

Estimates

List Estimates Lists the estimates of an administration. Supplying any filter drops the default period restriction, so give Period as well when the search should stay inside one.
Get Estimate Reads one estimate by its identifier, including its lines and notes.
Create Estimate Creates an estimate as a draft. A line marked optional is shown to the client without counting towards the total until they select it.
Update Estimate Updates an estimate. Lines are merged rather than replaced, so a line is removed only by sending its id together with a true destroy flag.
Send Estimate Sends an estimate to its contact, which books the draft and assigns its number. Manual delivery books it without sending anything.
Change Estimate State Moves an estimate to another state, which is how an acceptance or a rejection recorded outside Moneybird is written back.
Bill Estimate Creates a sales invoice from an accepted estimate, carrying its lines across and marking the estimate as billed.
Delete Estimate Deletes an estimate from the administration.
Download Estimate PDF Downloads an estimate as a PDF into FlowRunner file storage.

Recurring Invoices

List Recurring Sales Invoices Lists the recurring sales invoice templates, each of which produces real invoices on its own schedule.
Get Recurring Sales Invoice Reads one recurring sales invoice by its identifier, including its lines and its schedule.
Create Recurring Sales Invoice Creates a recurring sales invoice. The first invoice date must be in the future, and the auto send setting decides whether each generated invoice is sent or left as a draft.
Update Recurring Sales Invoice Updates a recurring sales invoice. Lines are merged rather than replaced.
Delete Recurring Sales Invoice Deletes a recurring sales invoice, or deactivates it when it has already produced invoices so that those invoices keep their origin.

External Sales Invoices

List External Sales Invoices Lists the external sales invoices, which is revenue billed by another system and only booked in Moneybird.
Get External Sales Invoice Reads one external sales invoice by its identifier, including its lines and payments.
Create External Sales Invoice Books revenue billed by another system into Moneybird. Moneybird never sends it, so the source system stays the one that billed the customer.
Update External Sales Invoice Updates an external sales invoice. Lines are merged rather than replaced.
Register External Sales Invoice Payment Records a payment against an external sales invoice, which moves it towards paid.
Delete External Sales Invoice Deletes an external sales invoice from the administration.

Purchase Invoices

List Purchase Invoices Lists the purchase invoices, which are the bills owed to suppliers as opposed to receipts already paid.
Get Purchase Invoice Reads one purchase invoice by its identifier, including its lines, payments, and attachments.
Create Purchase Invoice Books a supplier bill as a purchase invoice. Each line needs the ledger account the cost belongs to, and the tax rate travels on the line.
Update Purchase Invoice Updates a purchase invoice. Lines are merged rather than replaced.
Register Purchase Invoice Payment Records a payment against a purchase invoice, which marks the supplier bill as settled.
Add Purchase Invoice Attachment Attaches the supplier's own document to a purchase invoice by fetching it from a URL, which is what keeps the booking auditable.
Delete Purchase Invoice Deletes a purchase invoice from the administration.

Receipts

List Receipts Lists the receipts, which are the purchases already paid at the counter as opposed to supplier bills still owed.
Get Receipt Reads one receipt by its identifier, including its lines, payments, and attachments.
Create Receipt Books a purchase already paid as a receipt. Naming a financial account settles it from that account in the same call.
Update Receipt Updates a receipt. Lines are merged rather than replaced.
Register Receipt Payment Records a payment against a receipt that was booked without one.
Add Receipt Attachment Attaches the scanned receipt to the booking by fetching it from a URL.
Delete Receipt Deletes a receipt from the administration.

Journal Documents

List Journal Documents Lists the general journal documents, which are the manual bookkeeping entries.
Get Journal Document Reads one general journal document by its identifier, including every debit and credit entry on it.
Create Journal Document Posts a manual bookkeeping entry as a general journal document. The debits and credits are added up first and an unbalanced entry is refused before it is sent.
Delete Journal Document Deletes a general journal document, which reverses the manual entry it posted.

Products

List Products Lists the products, which carry the default price, tax rate, and ledger account a document line inherits.
Get Product Reads one product by its identifier.
Find Product By Identifier Reads one product by the identifier code you gave it, which is what an external catalog usually stores.
Create Product Creates a product. The price and the ledger account revenue is booked to are both required.
Update Product Updates a product. Only the fields supplied are changed.
Delete Product Deletes a product. Documents that already reference it keep the line as it was written.

Projects and Time

List Projects Lists the projects, which are what document lines and time entries are attributed to for per project reporting.
Get Project Reads one project by its identifier.
Create Project Creates a project. Its name must be unique within the administration.
Update Project Updates a project, which is also how it is archived by setting its state.
Delete Project Deletes a project. Archiving it with Update Project is the reversible alternative.
List Time Entries Lists the time entries, which are what a billable hour is recorded as before it reaches an invoice.
Get Time Entry Reads one time entry by its identifier.
Create Time Entry Records time. Giving both a start and an end records a finished block, while leaving the end off starts a running timer.
Update Time Entry Updates a time entry. Only the fields supplied are changed.
Stop Timer Stops a running time entry, closing it at the current moment.
Resume Timer Resumes a stopped time entry so that it runs again from now.
Delete Time Entry Deletes a time entry from the administration.

Ledger and Reference

List Ledger Accounts Lists the chart of accounts, which is where the ledger account identifier every document line and booking needs comes from.
Get Ledger Account Reads one ledger account by its identifier.
Create Ledger Account Creates a ledger account. Moneybird requires an existing RGS version 3.5 code, the Dutch standard chart of accounts, alongside the name and the account type.
Update Ledger Account Updates a ledger account. Only the fields supplied are changed.
Delete Ledger Account Deletes a ledger account. Moneybird refuses when bookings already reference it.
List Tax Rates Lists the tax rates, which is where the tax rate identifier a document line needs comes from.
List Workflows Lists the workflows, each of which decides the numbering, the wording, and the reminder schedule of the documents that use it.
List Document Styles Lists the document styles, which decide how an invoice or estimate is printed.
List Custom Fields Lists the custom fields, which is where the identifier a custom field value has to name comes from.
List Identities Lists the identities, which are the sender blocks printed on documents and which a payment reminder has to name.

Banking

List Financial Accounts Lists the bank and payment accounts, which is where the financial account identifier a payment names comes from.
List Financial Mutations Lists the bank statement lines. An unprocessed mutation is one still waiting to be reconciled.
Get Financial Mutation Reads one bank statement line by its identifier, including what it has already been booked against.
Link Booking Reconciles a bank statement line by linking it to what it paid for, which can be a document or a ledger account when there is no document.
Unlink Booking Removes a booking from a bank statement line, returning the mutation to unprocessed.
Get Payment Reads one payment by its identifier, which is how a payment referenced from a webhook delivery is looked up.

Subscriptions

List Subscriptions Lists the subscriptions. A subscription bills a product on a schedule, where a recurring sales invoice carries its own lines instead.
Get Subscription Reads one subscription by its identifier.
Create Subscription Creates a subscription that bills a product on a schedule. The frequency must be compatible with the product's own billing period.
Update Subscription Updates a subscription. Only the fields supplied are changed.
Cancel Subscription Cancels a subscription so that it stops generating invoices.

Reports and Advanced

Get Report Reads one of the reports, such as the profit and loss, the balance sheet, or the aging lists. Reports carry their own lower rate limit, so a flow that loops over them will hit it.
Add Note Adds a note to a record, or a to-do when it is assigned to a user, which is how a flow asks someone to look at a document.
Call API Calls any Moneybird API route inside the administration, which covers the parts of the API this connector does not name, such as assets, task lists, and the synchronization endpoints.

Triggers

1 triggers

Event Triggers

On Moneybird Event Fires when Moneybird reports the chosen event, such as an invoice being paid or a contact being created. Moneybird publishes a large event catalog, so the picker also offers whole family subscriptions: an All Events entry subscribes to every event under that group name rather than requiring each one to be listed. Deliveries are signed, and the signature is verified against the secret Moneybird returns once at registration.

Frequently Asked Questions

What can FlowRunner do with Moneybird?

FlowRunner agents can run List Administrations, List Users, and List Contacts in Moneybird, plus 103 more actions.

Does connecting Moneybird to FlowRunner require OAuth?

Yes. Moneybird connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can Moneybird trigger a FlowRunner workflow automatically?

Yes. Moneybird supports 1 trigger that can start a FlowRunner workflow automatically.

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