To start, connect both your docupilot and Moneydance accounts to viaSocket. Once connected, you can set up a workflow where an event in docupilot triggers actions in Moneydance (or vice versa).

Absolutely. You can customize how docupilot data is recorded in Moneydance. This includes choosing which data fields go into which fields of Moneydance, setting up custom formats, and filtering out unwanted information.

The data sync between docupilot and Moneydance typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.