The Moneybird Gmail™ add-on is designed to simplify the workflow for users who regularly receive invoices, receipts, or other important PDF documents in Gmail™ and need to upload them directly to Moneybird, a powerful accounting software. This add-on integrates seamlessly with Gmail™, allowing users to quickly send PDF attachments to Moneybird without leaving their inbox. It’s a valuable tool for freelancers, small business owners, and accountants who rely on Moneybird for invoicing, expense tracking, and financial management.

Key Features
Direct PDF Upload from Gmail™
With the Moneybird Gmail™ add-on, users can easily upload PDF attachments directly from their Gmail™ interface to their Moneybird account. This eliminates the need to download files locally and then upload them manually to Moneybird, saving both time and effort.

Seamless Moneybird Authorization
The add-on includes a straightforward authorization process, allowing users to connect their Moneybird account securely. Once authorized, the add-on has the necessary permissions to upload documents directly, ensuring a smooth integration between Gmail™ and Moneybird.

Quick and Easy Access
Located conveniently in the Gmail™ sidebar, the add-on is always available when viewing an email thread with PDF attachments. Users can open the sidebar, select the PDF they want to upload, and complete the action with a few clicks.

How It Works
Once installed, the Moneybird Gmail™ add-on becomes accessible in any Gmail™ email thread containing PDF attachments. Here’s a step-by-step overview of how it enhances your document management workflow:

Receive an Email with a PDF Attachment
Open any email thread in Gmail™ that includes a PDF document you want to store in Moneybird.

Select the PDF Button in the Sidebar
With the add-on open in the Gmail™ sidebar, click on the PDF button to initiate the upload process. This button allows you to quickly select the PDF and start the transfer to Moneybird.

Authorize Access to Moneybird
If it’s your first time using the add-on, you’ll be prompted to authorize access to your Moneybird account. This one-time setup ensures secure access to your Moneybird data for document uploads.

Automatic File Transfer to Moneybird
After selecting the PDF and confirming the upload, the add-on securely transfers the file to your Moneybird account. You can then access it in Moneybird, ready to be attached to invoices, expenses, or any other accounting record.

Benefits
Increased Efficiency: The add-on removes the hassle of downloading and re-uploading PDF files, streamlining your workflow and saving valuable time.
Enhanced Organization: By directly sending PDFs to Moneybird, you can keep all relevant documents organized in one place, reducing the chances of losing or misfiling important records.

Improved Accounting Processes: For small business owners, freelancers, and accounting professionals, this add-on simplifies the process of documenting expenses, making it easier to stay on top of finances.

Cost-Effective Solution: You can test the add-on for free, and if it works to your liking, for a single flat fee of 4€ it offers you unlimited usage.