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All integrations

Finance & accounting

Moneybird for your Agent

Flow can read invoices, payments and accounts in Moneybird and use the figures in your bids.

It asks for your approval before it changes anything in Moneybird. Connect by signing in with Moneybird.

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Pull our turnover for the last three years from Moneybird for the financial standing section.

Connect Moneybird in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Moneybird.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Moneybird.

What Flow can do depends on what Moneybird offers through its API and on the access you choose.

Things to ask

Type these to Flow once Moneybird is connected.

  • Moneybird

    Pull our turnover for the last three years from Moneybird for the financial standing section.

  • Moneybird

    List unpaid Moneybird invoices from public buyers.

About Moneybird

Moneybird is an online invoicing and accounting platform for small businesses and freelancers. It streamlines billing, expense management, and financial reporting—all in one place.

Ready to submit more bids?

Start for free today.

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