Moneybird Integration
Moneybird is an online accounting software primarily designed for small businesses, freelancers, and entrepreneurs to manage their finances more efficiently. It offers various features such as invoicing, expense tracking, financial reporting, and integration with banks for easy transaction synchronization.
How does this integration help Sprinto
The integration primarily helps Sprinto retrieve the user account details like user name, email address, role, etc. It helps Sprinto to map and check if the user with access offboards the organization. The org role information also helps Sprinto ensure only the configured valid roles access the system.
Checks for Moneybird integrations
Following are the Sprinto checks for Moneybird integration:
User should be identified
Moneybird access should be removed for offboarded user
Critical system access control should be configured
User access to Critical System should be valid
Note: The user access to the critical system becomes valid if the respective Org role is added to the system.
Before you begin
Log in to Sprinto as administrator.
Ensure you have “Admin” access on the Moneybird account you want to integrate.
Sprinto utilized Truto.one as an integration partner to build this integration.
Integrate Sprinto with Moneybird
Follow the below steps to integrate Moneybird on Sprinto.
Integrate Moneybird on Sprinto.
Go to Security Hub > Settings > Integrations > Available, and click Connect next to Moneybird.
Read the on-screen instructions, and click Next.
On Integration page, select the acknowledgment checkbox and click Connect to Moneybird. Note: Ensure you have a pop-up window enabled on your browser.
On Authentication page, click Connect.
Login to your Moneybird account using your credentials.
Follow the on-screen instructions and grant the necessary permissions to Sprinto.
Add Moneybird as a critical system on Sprinto.
On Sprinto app, go to Security Hub > Access > Critical systems, and click + Add Critical System.
On Add Critical System page, select Moneybird and click Add System.
Configure valid users for Moneybird.
Go to Security Hub > Access > Critical systems, and select Moneybird.
On Summary page, click Configure Now next to the Moneybird account.
On Manage page, click Configure next to access validity.
Choose one of the options to define valid users based on roles.
Final step
After completing Step 3, allow 15 to 20 minutes for Sprinto to finish the data syncing process. Sprinto may take a few hours to evaluate the synced data and activate relevant Sprinto checks. If needed, go to Security Hub > Access > Critical System to check for pending tasks next to Moneybird.
If you need any assistance with the integration, kindly get in touch with Sprinto support.
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