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Integration · Moneybird

Connect Moneybird. Through your own data warehouse.

You use Moneybird data in ENABLE through your own PostgreSQL data warehouse: the data is loaded and modelled there, and dashboards, plain-language questions and apps read from it. ENABLE has no built-in connector for Moneybird.

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Moneybird logoERP and accounting

What is Moneybird?

Moneybird is a Dutch online package for invoicing and bookkeeping. It is aimed at freelancers and small businesses that process their own invoices, receipts and bank transactions.

How to use Moneybird data in ENABLE

Data from Moneybird is loaded outside the portal, with a standard connector or a custom integration, and then modelled in your data warehouse. Data Analytics sets this up. From then on Power BI dashboards, the SQL Explorer with AI and the data API read from the same model, and access profiles decide who sees what.

Setting Moneybird invoices alongside deals from Pipedrive or HubSpot shows how long it takes from a won deal to the first invoice. Payments from Mollie or Stripe help match receipts to invoices.

In ENABLE

What you do with Moneybird data

Plain-language questions

  • “How much revenue comes in every month through recurring invoices?”
  • “Which customers did we have to send payment reminders to most often this year?”
  • “What is the average annual revenue per customer, and which ten customers are well above it?”
  • “How many logged hours have not yet been invoiced?”

The SQL Explorer with AI turns a question like this into SQL on your data warehouse. You see the query, run it yourself, and the AI only receives metadata. More about the SQL Explorer

Steps

How to connect Moneybird

  1. 1Sketch the end resultFirst decide which questions and dashboards you want from Moneybird data; that tells you which data is needed.
  2. 2Load into your data warehouseOutside the portal, with a standard connector or a custom integration. We decide which route fits during the intake.
  3. 3ModelTables and definitions that work with your other sources, so everyone sees the same numbers.
  4. 4Use in ENABLEPower BI dashboards, the SQL Explorer with AI and the data API, with access profiles and optional row-level security.

More systems in ERP and accounting

FAQ

Frequently asked questions

Does ENABLE have a built-in Moneybird connector?

No. ENABLE reads from your own PostgreSQL data warehouse. Data from Moneybird is loaded into it outside the portal, with a standard connector or a custom integration; we decide which route fits during the intake.

Which Moneybird data can you use?

Typically sales invoices, recurring invoices, estimates and contacts. Exactly which tables you use depends on the questions you want to answer: Data Analytics first sketches the end result and then connects the data it needs.

Can I ask questions about Moneybird data in plain language?

Yes, with the SQL Explorer with AI. The AI turns your question into SQL on your data warehouse and only receives metadata for that, such as table and column names, never the rows themselves. The SQL Explorer is available to client admins by default and can be switched on for users per organisation.

What does it cost to connect Moneybird?

The price of ENABLE depends on your plan. Each plan includes a number of data sources, from 2 on Solo to 50 on Enterprise+, and an extra data source costs €49 per month. Prices are indicative; after a demo and intake you receive a tailored proposal.

See Moneybird data in ENABLE?

In a demo we show how data from Moneybird reaches dashboards, plain-language questions and apps via your data warehouse. Bring your questions.

Book a demo info@enableyourdata.com