Overview
Connect Moneybird to Octanist so your campaigns are measured on revenue. Paid invoices in Moneybird are linked to the leads they came from and sent to your ad platforms as conversion value.
How it works
You sign in with Moneybird. Octanist looks for paid invoices and matches each customer to a lead by email address, phone number or the deal it came from. Only totals, dates and the customer reference are read.
Optimize for revenue, not leads
A lead is only worth something once it pays. With Moneybird connected, your ad platforms see what each campaign actually earns, even when the sale closes weeks later.
Use cases
Real revenue
Use the amounts in Moneybird as conversion value instead of an estimate.
Revenue by campaign
See in Octanist which channels and campaigns bring in paying customers.
Value-based bidding
Give your ad platforms the revenue signal they need to bid for valuable customers.
Read-only
Octanist reads from Moneybird and never changes your bookkeeping.
Getting started
Open Integrations in Octanist and choose Moneybird. Tell us which actions in Moneybird mean qualified, won or lost, and our team sets up the connection with you.
