Tendersight + Moneybird

Moneybird meets your AI assistants

Link Moneybird with Tendersight to create an automated pipeline for your records. Your AI assistants get real-time access to act on your data.

What you can do

Powerful automation capabilities out of the box.

Changes in Moneybird are reflected in Tendersight within seconds. Always work with the latest records without refreshing or re-importing.

Set rules to import only the records you need. Filter by date, status, keywords, or custom criteria to keep your workspace focused.

Your Moneybird credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.

Import historical records from Moneybird in bulk. Backfill your AI assistants with past data to improve response quality from day one.

Get started in three simple steps.

Link your Moneybird account in one click. Secure OAuth authentication — no passwords stored.

Define what triggers an import — new records, updates, or on a schedule. Fine-tune with filters.

Sit back as records from Moneybird are processed, analyzed, and turned into actionable intelligence by your AI assistants.

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Start free. No credit card required.