Exact Online + Moneybird Integration

Integrate Exact Online to Moneybird in one click, or tell Integrately AI how you want each contact handled. Create invoices, update contacts, send documents, and track financial transactions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Moneybird
    Contact is created in Moneybird Instant
  • Moneybird
    Quote is created in Moneybird Instant
  • Moneybird
    Sales invoice is created in Moneybird Instant
  • Moneybird
    Sales invoice sent by email in Moneybird Instant
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2.
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Moneybird
    Create sales invoice in Moneybird
  • Moneybird
    Update contact in Moneybird
  • Moneybird
    Send sales invoice in Moneybird
  • Moneybird
    Create contact in Moneybird
  • Moneybird
    Search contact in Moneybird
  • Moneybird
    Create document in Moneybird
  • Moneybird
    Add attachment to document in Moneybird
  • Moneybird
    Create quote in Moneybird

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Ready WorkflowsReady Workflows ย  for Exact Online + Moneybird Integration

Create sales invoices, update contacts, send quotes, and keep your business finances aligned, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Exact Online + Moneybird flow

Streamline billing, notify teams, and manage customer communications right after your core accounting flows finish. Pick a combination and activate it in one click.

Exact Online
Moneybird
+
StripeStripe (4)
+
PipedrivePipedrive (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
TrelloTrello (4)
+
Google DriveGoogle Drive (4)
M
E
S
Create an Exact Online contact and a Stripe customer whenever a new contact is created in Moneybird.
New Moneybird contacts immediately appear in Exact Online and Stripe, eliminating manual customer entry.
E
M
S
Create a Moneybird sales invoice and a Stripe customer whenever an Exact Online contact is created or updated.
Exact Online contact changes instantly generate invoices in Moneybird and customers in Stripe.
E
M
S
Create a Moneybird quote and a Stripe invoice whenever an item is created or updated in Exact Online.
New Exact Online items automatically generate quotes in Moneybird and invoices in Stripe.
M
E
S
When a sales invoice is created in Moneybird, update the Exact Online account and create a Stripe customer.
Moneybird invoices trigger account updates in Exact Online and customer creation in Stripe.

Supported triggers and actions for Exact Online and Moneybird

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it โ†’
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it โ†’
Search item by code in Exact Online
Searches for an item by code
Try it โ†’
Create cost unit in Exact Online
Creates a new cost unit
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Create project in Exact Online
Creates a new project
Try it โ†’
Create item in Exact Online
Creates a new item
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Search account by name in Exact Online
Searches for an account by name
Try it โ†’
Search address by contact name in Exact Online
Searches for an address by contact name
Try it โ†’
Search bank account by account name in Exact Online
Searches for a bank account by name
Try it โ†’
Search contact by first name in Exact Online
Searches for a contact by first name
Try it โ†’
Search cost centre by code in Exact Online
Searches for a cost center by code
Try it โ†’
Search cost unit by code in Exact Online
Searches for an item by code
Try it โ†’
Create cost centre in Exact Online
Creates a new cost centre
Try it โ†’
Create document in Exact Online
Creates a new document
Try it โ†’
Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
Try it โ†’
Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
Try it โ†’
Update address in Exact Online
Updates an address
Try it โ†’
Update cost center in Exact Online
Updates a cost center
Try it โ†’
Update cost unit in Exact Online
Updates a cost unit
Try it โ†’
Search document by accountName in Exact Online
Searches for documents by account name
Try it โ†’
Create bank account in Exact Online
Creates a new bank account
Try it โ†’
Create contact in Exact Online
Creates an contact
Try it โ†’
Create account in Exact Online
Creates an account
Try it โ†’
Create address in Exact Online
Creates a new address
Try it โ†’
Moneybird
Moneybird Triggers & Actions
Instant
Contact is created in Moneybird
Triggers the automation when a new contact is created
Try it โ†’
Instant
Quote is created in Moneybird
Triggers the automation when a new quote is created
Try it โ†’
Instant
Sales invoice is created in Moneybird
Triggers the automation when a sales invoice is created
Try it โ†’
Instant
Sales invoice sent by email in Moneybird
Triggers the automation when a sales invoice is sent by email
Try it โ†’
Create sales invoice in Moneybird
Generates a new sales invoice with pre-filled details
Try it โ†’
Update contact in Moneybird
Updates the contact to the database
Try it โ†’
Send sales invoice in Moneybird
Sends a sales invoice
Try it โ†’
Create contact in Moneybird
Adds a new contact to the database
Try it โ†’
Search contact in Moneybird
Finds and retrieves contact information
Try it โ†’
Create document in Moneybird
Generates a new document
Try it โ†’
Add attachment to document in Moneybird
Include attachments in the particular document
Try it โ†’
Create quote in Moneybird
Generates a new quote with pre-filled information
Try it โ†’

What can you automate with Exact Online + Moneybird?

Streamline your accounting, invoicing, and contact management workflows with powerful automation.

What you can automate?
๐Ÿ”„
Sync contacts between Exact Online and Moneybird instantly
Automatically create or update contacts across both platforms the moment a new record is added, ensuring your customer data remains identical everywhere.
๐Ÿงพ
Generate sales invoices from business activities
Turn exact account updates and quotes into fully formatted sales invoices in Moneybird without touching a keyboard.
๐Ÿ””
Alert your team on important financial updates
Send instant notifications to your team channels whenever invoices are sent or new accounts are established.
๐Ÿ”€
Route transactions based on submitted fields
Trigger different follow-up actions and document creation steps depending on specific criteria submitted in your quotes or invoices.
๐Ÿ“
Keep financial documents up to date
Automatically create and update documents, projects, and items across both platforms as your business processes evolve.
๐Ÿ”
Search and verify records before updating
Perform intelligent lookups for bank accounts, items, and contacts to prevent duplicate records from entering your system.
๐Ÿ“จ
Handle email invoices and quotes seamlessly
Automatically track when sales invoices are sent by email and trigger corresponding updates in your accounting database.
๐ŸŒ
Extend your financial workflows to external apps
Connect your core Exact Online and Moneybird flow with Stripe to manage payments and customer billing in one unified pipeline.
And much more...

Who is Exact Online + Moneybird integration for?

Accounting teams, small business owners, and project managers who manage financial records and need seamless data flow between Exact Online and Moneybird.

Financial analysts
Financial analysts
Sales representatives
Sales representatives
Client managers
Client managers
Operations coordinators
Operations coordinators
Project managers
Project managers
Business owners
Business owners
๐Ÿ“ˆ
Financial analysts
You're reviewing periodic revenue reports but your accounting database only updates when someone manually exports records, so the totals you're auditing against are always outdated โ€” with this integration, every new invoice lands in your system instantly and your reporting stays accurate.
โšก
Sales representatives
You're closing deals and need billing records created immediately, but manual entry delays invoicing and frustrates your clients โ€” connecting these apps means every approved account triggers instant invoicing so your billing pipeline moves without friction.
๐Ÿค
Client managers
You're managing ongoing accounts and need accurate project records, but scattered customer data leads to missed updates and confused stakeholders โ€” this integration means every contact change updates your systems automatically.
๐Ÿ“Š
Operations coordinators
You're processing high volumes of transactions daily and manual data entry creates backlogs across your software stack โ€” automating both apps means every record transfers instantly and your operations run smoothly without bottlenecks.
๐Ÿ’ผ
Project managers
You're tracking billable hours and deliverables depending on upstream accounting setups, but delays in data handover halt your project planning โ€” with this integration, every new item and account update flows straight into your workflow.
๐Ÿ“
Business owners
You're trying to maintain a reliable financial audit trail but keep finding missing entries between your CRM and billing tools โ€” connecting these apps means your records remain complete and accurate across every platform.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Moneybird

Build and manage your Exact Online + Moneybird automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Moneybird with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exact Online to Moneybird?
Frequently Asked Questions
You can connect Exact Online to Moneybird in 1-click using ready-made templates on Integrately. Choose your workflow, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Moneybird sales invoices from Exact Online contacts?
Frequently Asked Questions
Can I connect Exact Online, Moneybird, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Moneybird?
Frequently Asked Questions
How does Exact Online handle contact data during synchronization?
Frequently Asked Questions
Can Moneybird trigger updates in Exact Online automatically?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Moneybird?
Frequently Asked Questions
Is the Exact Online and Moneybird integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Moneybird With 1500+ Other Apps

Exact Online
Popular Exact Online Integrations
Connect Exact Online to ERP, CRM, and project management tools to streamline your business operations.
Moneybird
Popular Moneybird Integrations
Sync Moneybird with payment gateways, invoicing tools, and reporting platforms to keep financial data accurate.
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