INTEGRATIONSSIMPLICATE + MONEYBIRDConnect Simplicate to Moneybird
You invoice from Simplicate, based on hours or a fixed price, and your accounts are in Moneybird, the Dutch online bookkeeping tool. Connect them and nobody enters an invoice twice, while the project lead sees in Simplicate whether the customer has paid.
ISO 9001 & 27001
- Sales invoices goes to Moneybird
- Customer accounts goes to Moneybird
- Payment status comes from Moneybird
- General ledger and VAT goes to Moneybird
Built for clients including Tata Steel, M&G Investments, Digistore24, Toppers in Concert, Bar-le-Duc and Loogman
Without an integration, someone creates the invoice in Simplicate, downloads the PDF and books it again in Moneybird. Or the bookkeeper makes an export every month. That takes time, and it goes wrong in the details: a VAT rate set slightly differently, a customer with a different name in Moneybird, a credit note that gets forgotten.
The other way round, Simplicate doesn't know what happens in Moneybird. The customer pays, Moneybird matches the payment to the invoice, but in Simplicate the invoice is still open. The project lead sends a reminder, or holds back work for a customer who paid long ago.
For each item: which direction it goes, when, and why. This is the starting point; in the first conversation we fit it to your situation.
- 01Sales invoicesSimplicate → Moneybirdwhen an invoice has been sent from Simplicate
The invoice goes to Moneybird with lines, amounts and VAT and is booked there. Simplicate remains the place where the invoice is created; you don't edit it in Moneybird any more.
- 02Customer accountsSimplicate → Moneybirdwith the first invoice to a customer
The organisation from Simplicate becomes a contact in Moneybird, with billing address and VAT number. Later changes go across too, so both systems know the same customer.
- 03Payment statusMoneybird → Simplicatewhen Moneybird marks an invoice as paid
Moneybird can send a webhook when a sales invoice gets the paid status. The integration then registers a payment on the invoice in Simplicate, through the payments endpoint in the API.
- 04General ledger and VATSimplicate → Moneybirdat set-up and with every new revenue group
Revenue groups and VAT classes in Simplicate point to general ledger accounts and VAT rates in Moneybird. This isn't a daily flow but a mapping table the integration uses for every invoice.
Not always. If an existing integration for Simplicate and Moneybird does exactly what you need, we'll tell you.
Simplicate offers an accounting integration with Moneybird. It is built and maintained by a Simplicate integration partner, not by Simplicate or Moneybird themselves. It synchronises sales invoices, customer accounts and payments, and when an invoice is marked as paid in Moneybird, that comes back to Simplicate.
For an agency with one administration and a regular invoice flow, that is usually enough. Do check beforehand whether it handles your VAT situations, such as reverse-charge VAT or customers abroad, and how it deals with credit notes and partial payments.
- You have several administrations or operating companies, and every invoice has to land in the right Moneybird administration.
- Partial payments and payment plans need to be visible in Simplicate, not just paid or open.
- You want a general ledger breakdown per service or per customer that goes beyond the standard mapping.
- You want to see the margin per project, with hours from Simplicate and purchases from Moneybird side by side.
AI reads, sorts and prepares a suggestion. Where it matters, a person decides.
Flagging an unusual invoice
Before an invoice goes out, AI can compare it with the logged hours, the budget and earlier invoices to the same customer. An invoice twice as high as usual, or hours without a description, go on a list. The project lead decides whether it goes out as it is.
A reminder with context
If an invoice has been open for a long time, AI can draft a reminder with the project name, the period delivered and the contact from Simplicate. Finance or the project lead reviews and sends it. AI sends nothing itself and only sees that one customer's data.
Simplicate creates the invoice, Moneybird books it
Don't edit a sent invoice in Moneybird. Make corrections with a credit note in Simplicate, which also goes through the integration. Otherwise the two systems differ and nobody knows which amount is right.
VAT and revenue groups
Every VAT class and revenue group in Simplicate needs a fixed counterpart in Moneybird. Watch out for reverse-charge VAT and supplies within the EU: an invoice with the wrong rate is an error in your VAT return, even if the amount is right.
One numbering sequence
The invoice number is created in Simplicate. Check that this number stays visible in Moneybird and that no second numbering sequence appears for the same invoices.
Partial payments
If you only respond to the paid status, you miss partial payments. Moneybird has a separate webhook for those, for every registered payment. The integration then tracks the outstanding amount per invoice itself.
What goes where
Which data moves, in which direction, and which system wins when two values differ. That is written down before anything gets built. For this integration, that means: Sales invoices, Customer accounts, Payment status, General ledger and VAT.
Fields and rules
For every field, how it translates between the systems: statuses, VAT codes, general ledger accounts, item numbers. And what happens with a duplicate or a missing value. For this integration, that means: Simplicate creates the invoice, Moneybird books it, VAT and revenue groups, One numbering sequence, Partial payments.
Testing with real cases
In a sandbox or test administration, with the exceptions you actually run into: credit notes, partial deliveries, changed customer details.
Live, with logging and monitoring
Every sync is logged, and when something fails, someone gets an alert. If a vendor changes its API, we update the integration.
No account manager. You talk to someone who builds integrations themselves, and who will tell you when a standard integration is enough.
- Office on the Duivendrechtsekade in Amsterdam
- ISO 9001 and ISO 27001, certified by Kiwa
- 500 projects delivered
- 4.8 from 127 reviews
Is there a standard integration between Simplicate and Moneybird?
Yes. Simplicate offers an accounting integration with Moneybird, built by a Simplicate integration partner. It synchronises sales invoices, customer accounts and payments, and marks an invoice in Simplicate as paid when that happens in Moneybird.
Which system leads for invoices?
Simplicate. That's where the invoice is created, based on hours, services or a fixed price. Moneybird books it and processes the payment. Make corrections with a credit note in Simplicate, not by editing the invoice in Moneybird.
Does the payment status from Moneybird come back to Simplicate?
Yes. Moneybird can send a webhook when a sales invoice has been paid, and the Simplicate API has an endpoint to register a payment on an invoice. The standard integration also syncs the payment status back.
Can I create invoices in Simplicate through the API and then send them to Moneybird?
You can, but invoices created through the API consist of loose lines with no link to the services on the project, and you can't create instalments through the API. So preferably let invoices originate in Simplicate itself and only connect the booking and the payment.
What do I need to set up for VAT?
A fixed mapping from every VAT class and revenue group in Simplicate to a VAT rate and general ledger account in Moneybird. Test the exceptions in particular: reverse-charge VAT, customers inside and outside the EU, and credit notes.
Related services
- Connect Exact Online to SimplicateConnect Exact Online to Simplicate: what Simplicate's own integration does with invoices and payments, how to set up revenue groups, and when you need more.
- Connect Simplicate to HubSpotConnect Simplicate to HubSpot: what the built-in integration does, how a won deal becomes a project, and which system should lead for your customer data.
- Connect Moneybird to ShopifyConnect Moneybird to Shopify: orders become invoices, VAT is right on sales to other EU countries, and Shopify Payments payouts are reconciled automatically.
- Connect Moneybird to WooCommerceConnect Moneybird to WooCommerce: which order status creates an invoice, how to avoid duplicate invoice numbers, and what plugins do to your VAT along the way.
- Connect Moneybird to MollieConnect Moneybird to Mollie: how to reconcile payments and payouts, post Mollie fees only once, and what you can't test in Mollie's test mode before going live.
- Connect Moneybird to PipedriveConnect Moneybird to Pipedrive: a won deal becomes a draft invoice, you see payment status on the customer in your CRM, and duplicate contacts are prevented.
Sources
The technical facts on this page come from the vendors' official documentation, checked on 19 September 2026. Vendors change their APIs and limits; when we build an integration, we always check the current state.