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Connect Billy

Connect Billy for automatic bookkeeping, bank reconciliation, and payments on top of your Billy ledger.

Written by Nicki Elgaard

Connect Billy so Payfriend can book, reconcile, and pay bills as a layer on top of your Billy ledger.

What syncs

Data

Direction

Note

Contacts / suppliers / customers

In / both

On sync and use

Invoices and document-related data

Both

Depends on flow

Bookings

Payfriend → Billy

When approved or auto

Bank

Via Payfriend Open Banking

Matches documents in Payfriend

Move-in import: Moving into Payfriend.

Before you start

  • Billy user with integration rights

  • Active Billy agreement for the right company

  • Payfriend company ready

How to connect

1. Settings → Integrations

2. Choose Billy → Connect

3. Approve in Billy

Sign in and accept Payfriend access to the ledger.

4. Confirm status “Connected”

5. Continue onboarding

Bank + document sources + reconciliation start.

After connecting

  • Verify data starts mirroring

  • Book a test document and check in Billy

  • Keep one source of truth — avoid double manual entry

Issues and limits

Problem

Fix

Can’t connect

Check Billy plan/rights; try another browser

Partial sync

Wait; reload; support with timestamp

Business Central/Uniconta

Not live yet — only e-conomic, Dinero, Billy

See also

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