Bring Dinero entries into budget and cash-flow views in Foundbase
Foundbase reads entries from the selected Dinero organisation. The entries can be used in budget and cash-flow views while bookkeeping remains in Dinero.
Dinero in Foundbase: read access to accounting entries
The Dinero integration gives Foundbase read access to the selected Dinero organisation. The user chooses an organisation and period, and Foundbase retrieves the entries available through Dinero.
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What does the Dinero integration do in Foundbase?
The Dinero integration gives Foundbase read access to the selected Dinero organisation. The user chooses an organisation and period, and Foundbase retrieves the entries available through Dinero.
The entries support the financial overview in Foundbase, including calculations for revenue, operating expenses and liquidity-related figures. An entry can remain unclassified when its account cannot be mapped safely.
The integration does not move bookkeeping. Invoices, vouchers, VAT and other accounting work stay in Dinero, and Foundbase does not write changes back.
Refresh the data and review account classification before using the financial overview for decisions. This page does not promise a fixed refresh frequency or automatic two-way synchronisation.
Dinero and Foundbase: data direction and use
Foundbase reads data from the selected Dinero organisationEntries can be limited to an accounting periodBookkeeping remains in DineroFoundbase does not write entries back to DineroRetrieved entries support budget and financial viewsUnclassified accounts should be reviewed before financial decisions
- Foundbase reads data from the selected Dinero organisation
- Entries can be limited to an accounting period
- Bookkeeping remains in Dinero
- Foundbase does not write entries back to Dinero
- Retrieved entries support budget and financial views
- Unclassified accounts should be reviewed before financial decisions
Examples of using Dinero data in Foundbase
These examples describe possible workflows. They are not customer cases and do not promise automatic updates or specific financial outcomes.
Review actual figures for a budget period
Choose an organisation and period, retrieve the entries and review their classification before comparing the figures with budget.
View accounting figures beside project plans
A project team can view retrieved expenses in the financial overview and assess them beside planned tasks and delivery.
Review accounts without a safe classification
Accounts that Foundbase cannot map safely remain unclassified so the team can review them before reporting.
Keep responsibilities clear
The bookkeeper continues in Dinero while leadership uses the retrieved entries in Foundbase budget and financial context.
Related integrations for accounting and payments
Compare other accounting and payment integrations, and check the data direction supported by each integration.
Customer testimonials
Dinero for bookkeeping, Foundbase for financial context
The integration keeps the roles separate: bookkeeping stays in Dinero while Foundbase shows retrieved entries in budget and financial context.
I have been looking for the right functional and user-friendly tool that can help with everything from project management, financial management, sales work, etc. The answer to this is Foundbase.
Dinero integration: data direction, budget and financial context
Which Dinero data does Foundbase use?
Foundbase retrieves organisations, accounting years and entries through the Dinero integration. The user selects the relevant organisation and can limit entries to a period.
The retrieved entries support financial metrics and budget views in Foundbase. Available fields depend on the data Dinero exposes for the organisation.
Does Foundbase write data back to Dinero?
No. The integration uses read access. Foundbase retrieves accounting data but does not change entries, vouchers or bookkeeping in Dinero.
This keeps the roles clear: Dinero handles accounting while Foundbase shows the retrieved figures alongside budget, projects and pipeline.
How entries are used in the financial overview
Foundbase classifies account lines into categories such as revenue, operating expenses and liquidity. The classification supports the view of actual figures.
If an account cannot be classified safely, it remains unclassified. Review accounts and the selected period before using the figures in a forecast or management report.
How to get started with the Dinero integration
Connect Dinero, choose an organisation and accounting period, and retrieve the entries in Foundbase. Then confirm that the period and account classification match your accounting setup.
Use the financial overview alongside the budget. If CRM and projects also sit in Foundbase, planned activity can be assessed beside the retrieved accounting figures.
Use Dinero data in the right Foundbase context
The Dinero integration provides accounting data through read access. These pages explain how budget, projects and CRM sit beside the retrieved figures.
Budget and cash flowSee how budget periods, actual figures and cash-flow views are structured in Foundbase.Project managementSee how projects, tasks and ownership are structured without mixing planned activity with booked figures.CRM and pipelineSee how customers and opportunities are managed in CRM while actual accounting figures are retrieved from Dinero.
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Want to view Dinero data in Foundbase?
Connect a Dinero organisation with read access, choose a period and review the entries in the financial overview.
Frequently asked questions about the Dinero integration
It retrieves entries from a selected Dinero organisation using read access. Foundbase uses the retrieved data in budget and financial views while bookkeeping remains in Dinero.
Foundbase retrieves organisations, accounting years and entries that Dinero makes available through the integration. Entries can be limited to a selected period.
No. The integration uses read access and does not change entries, vouchers or bookkeeping in Dinero.
Account lines are classified for the financial overview. Accounts that cannot be mapped safely remain unclassified and should be reviewed before reporting.
Yes. Retrieved accounting figures can be viewed in Foundbase financial context while CRM and project data keep their own roles. This does not replace checking the accounting period and account classification.