INTEGRATION
Moneybird
Connect your Moneybird account so Dytto can read invoices, contacts, bank mutations, and time entries across every administration, and write back to them, without leaving your workflow.
What you can do with Moneybird in Dytto
Dytto reads the live books straight from Moneybird and can write back to them, so the work happens right where you already are.
Sales invoices
Read, create, and send sales invoices, register payments, and check what a client has already been billed.
Purchase invoices & receipts
See purchase invoices, receipts, and general documents, and record a payment against one.
Contacts
Search contacts and their people, and create or update one when details change.
Bank mutations
Read financial mutations from the bank and cash accounts, and link one to the booking it belongs to.
Quotes & projects
Work with estimates, recurring invoice templates, projects, products, and time entries on any administration.
Write with approval
Creating, updating, or sending a record in Moneybird is a write, so it always asks first.
HOW IT WORKS
From a question to the right number
Find the administration
Dytto resolves the right Moneybird administration for the client you’re asking about.
Read the books
It reads invoices, contacts, bank mutations, and time entries directly from Moneybird.
Write with approval
Reads run automatically; creating, updating, or sending a record is a write, so it always asks before anything lands in the books.
GET CONNECTED
Connect Moneybird in a few minutes
Connect through Moneybird’s secure login, no keys or passwords to copy.
1
Open Settings, then Integrations
In Dytto, go to Settings, open Integrations, and choose Moneybird.
2
Authorize with Moneybird
Click Connect to open Moneybird’s own login, then approve access for Dytto. No keys or passwords to copy.
3
Link your clients to their administration
The first time you ask about a client, Dytto matches it to a Moneybird administration, you confirm once and the link is remembered.
Bring Moneybird into your workflows
Connect your Moneybird account once, then ask Dytto about any invoice, contact, or bank mutation, or have it draft the invoice.