Moneybird Guide

Setting up the Moneybird Integration

To access your users' data from Moneybird, you need to enable the Moneybird integration in the Platforms Page of the Rutter dashboard.

Moneybird uses OAuth 2.0 and requires a developer app with a client ID and client secret. You will need to register an app in the Moneybird Developer Portal and provide the credentials in the Rutter dashboard.

User Authentication with Moneybird

A Rutter Connection is created when your end user authenticates their Moneybird account via Rutter Link. This in turn allows you to access their account data via the Rutter API.

Moneybird uses OAuth 2.0. When your end user connects through Rutter Link, they will be redirected to moneybird.com to log in and authorize access. The following scopes are requested: sales_invoices, documents, estimates, bank, time_entries, and settings. After approving access, they will be redirected back and the connection will be established automatically.

No additional credential fields need to be entered by the end user — the OAuth redirect flow handles authentication.