Moneyworks Finance Extensions
MoneyWorks® excels as your system of record. Our extensions turn it into your system of differentiation.
Tailored extensions that turn your accounting system into a business accelerator
As a fast, flexible, and API-ready financial platform, MoneyWorks® is already a rock-solid system of record, but every business operates differently. That’s why our team brings together qualified MoneyWorks® experts and software specialists to create powerful customisations and plug-and-play extensions that unlock deeper capability and flexibility.
Whether you’re looking to automate recurring processes, enhance reporting, manage tasks, or integrate with other tools, our growing suite of ready-to-roll extensions helps you get there faster, with less friction.
Our Application Suites
These advanced platforms tackle complex business challenges with ready-to-implement solutions. Each suite provides multiple high-performance features in one complete package that works seamlessly with your existing MoneyWorks® infrastructure to provide a fully end-to-end solution.
B2B Commerce Platform
Forget retrofitted consumer platforms. Our purpose-built B2B Commerce Platform delivers dynamic ordering, forecasting, and inventory management tools for wholesale environments, all tightly integrated with your MoneyWorks® accounting environment.
Key Features:
- Unified inventory and sales order management
- B2C integration via Shopify stock sync
- Product/category visibility control by client
- Client-specific catalogues, visuals, forms, and price lists
- Discount campaign support
- Stock timelines and pricing forecasts
- Shopify order and stock sync
Moneyworks Warehouse Mobile App
Turn your warehouse into a hub of efficiency with the Moneyworks Warehouse App, a mobile solution designed to simplify fulfilment, streamline returns, and maintain tight inventory control.
Key Features:
- Transaction sync from sales and purchase orders
- Real-time inventory updates during picking and packing
- Instant returns processing from the warehouse floor
- Mobile scanning for stocktakes and audits
- Fast, intuitive product search and navigation
- Automated order and invoice email notifications
- Optimised for use on warehouse handhelds
Specialised extensions
These targeted tools and integrations amplify MoneyWorks®’ capabilities, delivering precision solutions to common operational bottlenecks with focused functionality. Each can be used on its own or combined to suit your workflow.
These modular tools scale with you, so you can pick what you need today and add more as your business grows.
Commission Management and Reports
This comprehensive tool gives you full control over how commissions are calculated, tracked, and reported. Fully integrated with MoneyWorks®, it ensures accuracy and transparency from invoice to payout.
Key Features:
- Tracks sales invoices and credit notes
- Real-time, detailed commission reports
- Configurable commission rules
- Supports collaboration across multiple agents
- Accurate handling of credit notes and payment adjustments
- Built-in tools for commission queries and validation
Invoice and Statement Mailer
End the “we never received it” cycle once and for all. This extension automates the sending of invoices and statements from MoneyWorks® with complete tracking and proof of delivery, powered by Twilio SendGrid for reliable email delivery.
Key Features:
- Automated email delivery
- Monthly statement sends
- Full delivery, open and bounce tracking
- Proof of delivery for debtor follow-ups
- Optimised deliverability with SendGrid
- Custom-branded email templates
- Built-in unsubscribe and compliance tools
Data Platform and Analysis Tools
From accounting accuracy to strategic insight, our BigQuery integration transforms your MoneyWorks® environment into an always-on analytics engine, making it easy for your BI team to blend and visualise data using tools like Looker Studio, Power BI or Tableau.
Key Features:
- Advanced filtering and insights
- Managed Google BigQuery sync
- Compatible with Looker Studio, Power BI, Tableau and more
- Supports integrations with other CRM systems
- Custom dashboards and KPI tracking
- Enterprise-level data visualisation
Agent Portal
Everything your agents need to manage leads, clients, and orders in one secure, centralised portal. The Agent Portal is designed to streamline field sales workflows, reduce administrative delays, and provide full visibility into client activity and earnings. Built for teams working on the go, this portal integrates directly with MoneyWorks® for a seamless sales-to-accounts handoff.
Key features:
- Lead and client submission with approval flow
- Real-time order tools and catalogues
- Secure commission visibility
- Integrated contact and account management
- Mobile-friendly for on-the-go agents
Shopify and E-commerce Integration
Connect your online store and your back office with seamless two-way integration between Shopify and MoneyWorks®. Orders, stock levels, and pricing stay perfectly in sync, so you can sell confidently and manage inventory without duplication or delays.
Key features:
- Shopify order sync to MoneyWorks®
- Real-time inventory sync from MoneyWorks®
- Supports centralised invoicing and order tracking
- Bi-directional sync for full data accuracy
SA Bank Statement Loader
Turn PDF bank statements into ready-to-import MoneyWorks® data in seconds, Our South African PDF Bank Statement Loader converts encrypted PDF statements from major local banks into the MoneyWorks® electronic statement format, ready for fast import and automatic transaction matching.
Key features:
- Format conversion to MoneyWorks® import files
- Supports historical data migration during transitions
- Enables auto-matching via MoneyWorks® rules
- Handles password-protected and encrypted PDFs
- Compliant with South African format and standards
- Bulk processing for multiple accounts
Commission Management and Reports
This comprehensive tool gives you full control over how commissions are calculated, tracked, and reported. Fully integrated with MoneyWorks®, it ensures accuracy and transparency from invoice to payout.
Key Features:
- Tracks sales invoices and credit notes
- Real-time, detailed commission reports
- Configurable commission rules
- Supports collaboration across multiple agents
- Accurate handling of credit notes and payment adjustments
- Built-in tools for commission queries and validation
Invoice and Statement Mailer
End the "we never received it" cycle once and for all. This extension automates the sending of invoices and statements from MoneyWorks® with complete tracking and proof of delivery, powered by Twilio SendGrid for reliable email delivery.
Key Features:
- Automated email delivery
- Monthly statement sends
- Full delivery, open and bounce tracking
- Proof of delivery for debtor follow-ups
- Optimised deliverability with SendGrid
- Custom-branded email templates
- Built-in unsubscribe and compliance tools
Data Platform and Analysis Tools
From accounting accuracy to strategic insight, our BigQuery integration transforms your MoneyWorks® environment into an always-on analytics engine, making it easy for your BI team to blend and visualise data using tools like Looker Studio, Power BI or Tableau.
Key Features:
- Advanced filtering and insights
- Managed Google BigQuery sync
- Compatible with Looker Studio, Power BI, Tableau and more
- Supports integrations with other CRM systems
- Custom dashboards and KPI tracking
- Enterprise-level data visualisation
Agent Portal
Everything your agents need to manage leads, clients, and orders in one secure, centralised portal. The Agent Portal is designed to streamline field sales workflows, reduce administrative delays, and provide full visibility into client activity and earnings. Built for teams working on the go, this portal integrates directly with MoneyWorks® for a seamless sales-to-accounts handoff.
Key features:
- Lead and client submission with approval flow
- Real-time order tools and catalogues
- Secure commission visibility
- Integrated contact and account management
- Mobile-friendly for on-the-go agents
Shopify and E-commerce Integration
Connect your online store and your back office with seamless two-way integration between Shopify and MoneyWorks®. Orders, stock levels, and pricing stay perfectly in sync, so you can sell confidently and manage inventory without duplication or delays.
Key features:
- Shopify order sync to MoneyWorks®
- Real-time inventory sync from MoneyWorks®
- Supports centralised invoicing and order tracking
- Bi-directional sync for full data accuracy
SA Bank Statement Loader
Turn PDF bank statements into ready-to-import MoneyWorks® data in seconds, Our South African PDF Bank Statement Loader converts encrypted PDF statements from major local banks into the MoneyWorks® electronic statement format, ready for fast import and automatic transaction matching.
Key features:
- Format conversion to MoneyWorks® import files
- Supports historical data migration during transitions
- Enables auto-matching via MoneyWorks® rules
- Handles password-protected and encrypted PDFs
- Compliant with South African format and standards
- Bulk processing for multiple accounts
Coming Soon !
New Services and Extensions in Development Coming Soon!
Our development pipeline is packed with powerful new extensions that are on their way. Join our waitlist to be first in line when these exciting new features are released.
Smart Invoice Capture
Your invoices will process themselves through our AI -powered system that automatically reads, categorises, and enters supplier invoices directly into MoneyWorks®.
Smart pattern recognition ensures consistency across all your supplier transactions, maintaining your accounting standards while freeing your team to focus on higher-value financial analysis.
Accounting System Transition Service
Effortlessly transition from your current accounting software to MoneyWorks® with our expert-led migration service.
Your historical financial data will transfer seamlessly with all transactions, client records, and account structures preserved intact.
Our migration specialists will guide the entire process, ensuring minimal business disruption while giving you immediate access to your complete financial history from day one.
Interest Function
Applying compounding interest to unpaid invoices will soon be effortless with automatic calculations that adapt to your specific payment terms.
Gain full transparency with detailed interest accrual histories while effortlessly managing partial payments and variable interest rates for improved cash flow management.
Smart Inventory
Leverage AI forecasting that learns from your business patterns to predict exact stock requirements for each product in each location.
Utilising the low-data AI, SUE, you can build a customised forecasting model that factors in promotions, events, and other variables, while keeping you in control of both inputs and outputs, with clear explanations of how each prediction is made.
Payroll Integration
Automatically generate accounting transactions whenever salaries are processed, eliminating manual data entry and reducing end-of-month reconciliation time.
Currently in development for SimplePay, future expansions will support additional payroll platforms.
Timesheet Integration
Connect your professional time tracking apps directly with your MoneyWorks® system, giving project managers complete visibility while simplifying billing.
Synchronise clients, projects, and time entries automatically between platforms, letting teams track time where it’s most convenient while maintaining financial accuracy in your accounting system.
Whatsapp Communications
Scaling businesses need better communications tools. Send WhatsApp messages straight from MoneyWorks® without switching platforms.
Update customers on order progress, arrange delivery times, and build stronger client relationships through the channels they prefer.
MCP AI Agent Protocol
With our upcoming AI Agent Protocol, soon, you’ll be able to have conversations with your financial data through natural language.
Ask questions about accounts receivable, sales trends, or expense reports and receive instant insights without navigating complex reports or learning specialised software interfaces.
Need a solution that doesn’t exist yet?
Beyond our extensions, we specialise in bespoke development tailored to your unique business requirements. We pride ourselves on turning complex business requirements into elegant, practical tools that seamlessly integrate with your MoneyWorks® environment. Our team of consultants and developers work closely with clients to understand their specific workflows, challenges, and growth objectives—creating customised solutions that address precisely what your business needs.
Frequently Asked Questions
Which versions of MoneyWork support these extensions?
To use any of the above extensions, you’ll need to be running MoneyWorks® Now or Datacentre with REST features enabled.
What are the cost of these extensions?
Costing is determined based on the unique requirements of each organization to provide a solution that aligns with your objectives
Are there minimum system requirements or platform restrictions for the Warehouse App
As long as your system can run MoneyWorks® Now or Datacentre and has an internet connection, you’re all set—no additional requirements needed.
