ERP integration

Moneybird → Power BI, without the Excel detour

Moneybird invoicing and bookkeeping data flows into Power BI for revenue, debtor and cash-flow dashboards that update themselves.

What we build on Moneybird

  • Moneybird API integration
  • Debtor and revenue dashboards
  • Automated weekly summaries

How the integration works

  1. 1

    We connect to Moneybird via its API or standard interfaces — read-only, no disruption.

  2. 2

    Data lands in your Azure platform: cleaned, modelled and kept in full history.

  3. 3

    Power BI dashboards go live after line-by-line validation against your current reports.

  4. 4

    Power Automate acts on the insight: alerts, approvals and documents.

Power BIMicrosoft AzurePower AutomateMicrosoft FabricMoneybird

Get more out of Moneybird

Book a BI consultation and we will show you exactly what Moneybird data can look like in Power BI — for your entities, your KPIs, your team.

Business Intelligence · Data Platforms · Power BI · Automation · Microsoft Cloud