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Dinero
Bring Dinero entries into budget and cash-flow views in Foundbase
Foundbase reads entries from the Dinero organization you select. Use them in budget and cash-flow views while bookkeeping remains in Dinero.
What it does
Dinero and Foundbase
Connect Dinero and choose the organization Foundbase should read from. Retrieve entries for a selected period and review them in the finance view alongside your budgets.
Connect your account
Connect the provider and grant the permissions the integration needs.
Continue working in Foundbase
Use supported data and actions in the relevant workspace tools.
From Dinero to budget reviews
An example of reading accounting data. Select the same period in accounting and the budget when comparing figures.
- Access and setup
- Requires Starter or a higher plan after the 14-day trial. Integrations also require a connected account with the appropriate permissions.
- Choose accounts and period
- Connect the relevant Dinero account with the required permissions. Choose the accounts or organization and the period to retrieve.
- Review figures in Foundbase
- Retrieve entries and compare them with the budget. Check that the period and accounts match the review you intend to make.
- Bookkeeping stays in accounting
- The integration reads accounting data. Foundbase budget entries do not become booked transactions in Dinero.
From need to action
Bring Dinero into your daily work
Connect Dinero and choose the organization Foundbase should read from. Retrieve entries for a selected period and review them in the finance view alongside your budgets.
How it works
From the first step to follow-up
An example of how the work can fit together. Your team chooses the tools, owners and sequence.
Connect account
Choose access
Review data
Put it to work
Your tools
Build a workspace around your work
Foundbase is an AI-powered platform where you pick the tools that suit your work. Start with CRM and tasks, for example, and add budgeting, contracts or strategy when you need them. Each tool has its own visual workspace.
Features and integrations depend on your plan and access.View plans
Integrations and access
Connect the tools you already use
Choose the connections you need from the Foundbase integration catalog. Each integration page explains which data and actions it supports and what the setup involves.
You need a Dinero account with API access. The integration uses read access, and bookkeeping stays in Dinero.
Explore integrationsAI assistant
Describe what you need. Continue visually.
Ask the assistant to find information or help with a supported action in your workspace. Then open the task, contact or tool when you want to go through the details. The assistant stays within your connections and permissions.
Getting started
Start with one part of your day
Step 1
Choose your starting point
Create a workspace and start with the tools you need for one specific task.
Step 2
Add your content
Add contacts, tasks or a budget. Connect the integrations you need to work with data from other systems.
Step 3
Invite the team
Invite colleagues with the roles they need. Assign the first task and get going together.
Access and collaboration
A shared workspace with clear access
Roles and permissions
Access to data and actions follows each person’s membership and permissions in your workspace.
View plans and accessYour data and connections
Read how Foundbase handles your information and which terms apply to your account.
Read the privacy policyHelp with the next step
Get in touch with questions about setup or day-to-day use. The pricing page shows the support included in each plan.
Contact FoundbaseFAQ
Questions about Dinero
Can’t find the answer? Email support@foundbase.io
Connect Dinero and choose the organization Foundbase should read from. Retrieve entries for a selected period and review them in the finance view alongside your budgets.
You need a Dinero account with API access. The integration uses read access, and bookkeeping stays in Dinero.
Yes. Foundbase is an AI-powered platform with visual tools for CRM, tasks, budgeting, contracts, strategy and more. You decide which tools to use. Access to features and integrations depends on your plan and permissions.
The assistant can find information and help with supported actions in your workspace, such as tasks, contacts and follow-ups. It works with the data, connections and permissions you have access to, and you can always carry on in the visual tools.
Choose based on the features you need. The pricing page lists the current plans, user limits and included features. Automations and some integrations may require a higher plan.
Get started
See how Foundbase fits your work
Create a free account and pick the tools you want to start with, or explore the demo with sample data.
Try Foundbase free for 14 days
- No credit card required
- Then stay on Free with CRM and task management
- Or choose a plan with unlimited AI, contracts, e-signatures, budgets, integrations and automations
See Foundbase in a live demo
Explore a workspace with sample data right away, or book a call and we'll show you the assistant and what Foundbase can do for you.
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