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Connect Expensya and Moneybird

Integrate Expensya with Moneybird to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Expensya and Moneybird.

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice

New Invoice

Triggers when a new invoice is created in Moneybird.

New Contact

New Contact

Triggers when a new contact is created in Moneybird.

New Quote

New Quote

Trigger when a new quote is created.

Request a new Trigger for Expensya

Do thisActions

Action is the task that follows automatically within your Expensya integrations.

List Expense Reports

List Expense Reports

List expense reports from Expensya with options to search, filter by date range, status, or owner, sort results, and paginate.

Create Expense From Receipt

Create Expense From Receipt

Upload a receipt to create an expense and extract its details with OCR.

Create Expense With Receipt

Create Expense With Receipt

Create a new expense by attaching a receipt or photo to capture details (amount, currency, category, merchant, VAT, project/report) with optional files and submit it for approval.

Find Users

Find Users

Retrieve users from your Expensya account. Optionally search or filter to narrow results and see each user's name, email, role, type, and account status.

List Projects

List Projects

Retrieve projects from your Expensya account so you can select, map, or filter them in workflows.

List Payment Methods

List Payment Methods

List payment methods—corporate cards, virtual cards, bank accounts, and wallets—available for expenses and payments.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Expensya
Expensya + Moneybird
Expensya logo

About Expensya

Expensya (part of Medius) is an AI-powered spend and expense management platform that automates receipt capture and expense reporting with OCR, enforces policies and approvals, issues corporate/virtual cards with budgets, and supports multi-currency, multi-country compliance, and legal archiving. It integrates with ERPs, HR/payroll, banks, and travel tools to give finance teams full visibility, stronger compliance, and faster reimbursements, with interactive analytics and mobile apps.

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Integrations Moneybird
Moneybird + Expensya
Moneybird logo

About Moneybird

Moneybird is a comprehensive online accounting software designed to streamline financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting to help businesses maintain accurate and up-to-date financial records.

Learn more

Frequently Asked Questions

How do I connect Expensya and Moneybird?

Sign up for a free viaSocket account, then authorize both your Expensya and Moneybird accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Expensya and Moneybird as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Expensya to Moneybird?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Moneybird. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Expensya triggers actions in Moneybird, and a separate workflow where Moneybird triggers actions in Expensya. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Expensya and Moneybird. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Expensya and Moneybird integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.