User Guides
Connecting to
As an essential part of your automation flow, where both bank transactions and vouchers are fetched, the system must also be able to communicate with your accounting software (Dinero). This makes it possible to fetch the chart of accounts, match with your account numbers, and send approved vouchers and entries directly to your accounting in Dinero. All through our Dinero integration.
Takes only 2 minutes to set up - and requires no payment or commitment.
Supported Systems
We currently support direct integration with:
- Dinero: Seamless transfer of vouchers and entries to cash journals.
How to connect to Dinero
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Go to Accounting System under Integrations in the sidebar menu, after which you will enter the "Connection Manager" for accounting systems.
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Click on Connect Dinero.
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Secure login: You will be redirected to Dinero's official login page. Log in with your usual details and approve.
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Select organization: After logging in, you will see a list of your Dinero organizations. Select the one you want to use with this company.
You must also select Bookkeeping Method: Choose between "Cash journal" (journal entry) or "Voucher-oriented" depending on what you typically use in Dinero.
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You are now connected to Dinero and can start integrating your bookkeeping activities.
Options after the connection is established?
- Chart of Accounts: The system automatically fetches your chart of accounts from Dinero. This includes all your expense, income, and VAT accounts.
- Automatic synchronization: Your accounts are kept synchronized. If you add a new account in Dinero, it will appear in our system shortly after.
- Direct export: When you click "Approve" in the cash journal, the entry is created immediately on your Dinero account.
- Voucher transfer: The voucher file itself (PDF/image) is also transferred to Dinero and attached to the entry, so you always comply with bookkeeping laws.
Troubleshooting
- Connection expired: For security reasons, the connection to Dinero may expire after some time. If you see a connection error, simply go to the Accounting Connection page and click "Reconnect".
- Missing accounts: If you just added an account in Dinero and cannot see it yet, you can click "Refresh accounts" under the Bookkeeping section. The first time you connect Dinero, we fetch all your accounts automatically after the connection is established.
