Capture Moneybird Accomplishments in Confirm Performance Reviews
Reviews that rely on memory miss 80% of what actually happened. Connect Moneybird and never lose an accomplishment again.
How Confirm captures Moneybird data
Confirm connects to Moneybird and continuously pulls your team's real work activity. When review season opens, AI-drafted self-reflections and manager reviews are pre-populated with what actually happened — not what people can remember.
Connect Moneybird to Confirm
Your dedicated integrations lead sets up a secure, read-only API connection to your Moneybird workspace. Most setups take less than a day.
Confirm captures ongoing activity
As your team works in Moneybird, Confirm continuously captures relevant accomplishments — completed work, milestones hit, and contributions made.
AI drafts reviews with real data
When performance cycles open, Confirm uses Moneybird activity to draft self-reflections and manager reviews grounded in actual output — not memory.
Managers review and finalize
Managers review AI-drafted content sourced from Moneybird and other connected tools, edit as needed, and submit — cutting review prep time dramatically.
What you get with Moneybird + Confirm
Reporting cycles captured
Reporting cycles closed, reconciliations completed, and audits supported via Moneybird surface automatically in Confirm reviews.
Finance contributions recognized
Finance teams' actual system activity in Moneybird — not just self-reported highlights — becomes part of the performance record.
AI reviews with real finance data
Confirm uses Moneybird activity to draft review content that recognizes finance team work automatically.
Dedicated integrations lead
Your Confirm integrations lead handles the Moneybird setup so you're live quickly without engineering resources.
"Reviews that rely on memory miss 80% of what actually happened. Connect Moneybird and never lose an accomplishment again."
Book a Demo →Frequently asked questions
What data does Confirm pull from Moneybird?
Confirm pulls work activity and output data from Moneybird — the specific metrics depend on your category. This data is used to populate AI-drafted self-reflections and manager reviews with real accomplishments instead of relying on memory.
How does Moneybird data appear in performance reviews?
Moneybird activity surfaces automatically as accomplishments in review drafts. Employees see their actual work called out in self-reflections. Managers see what their reports actually shipped. No more "tell me what you accomplished this quarter."
How long does it take to set up the Moneybird integration?
Most integrations are live within a few days. Your dedicated Confirm integrations lead handles the API connection, permissions, and field mapping — no engineering required on your side.
Is employee data from Moneybird kept private?
Yes. Confirm uses read-only API connections to Moneybird and only pulls performance-relevant activity data. All connections are encrypted and access is role-based. Confirm is SOC 2 compliant.
How often does Confirm sync from Moneybird?
Confirm syncs Moneybird data on a regular schedule (typically daily) so your review data is always current when performance cycles open.
Ready to connect Moneybird with Confirm?
Book a 30-minute demo and see how Confirm connects to Moneybird to capture real work data for accurate performance reviews.