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
We connect to Moneybird via its API or standard interfaces — read-only, no disruption.
- 2
Data lands in your Azure platform: cleaned, modelled and kept in full history.
- 3
Power BI dashboards go live after line-by-line validation against your current reports.
- 4
Power Automate acts on the insight: alerts, approvals and documents.
Power BIMicrosoft AzurePower AutomateMicrosoft FabricMoneybird
Other platforms we integrate
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