The Moloni invoicing integration: centralize invoices and expenses inside Limitada

This guide is the overview. The step-by-step setup page lives at /en/docs/moloni/ and is the authoritative reference for the connection flow, screens and import options.

What the integration does today

When you connect your Moloni ON account to Limitada, three things start happening:

• Invoice issuing lives inside Limitada. Issuing a new invoice (document type FT, fatura) happens on Limitada’s Invoicing screen, with your Moloni ON data (document series, customers) already available. Other document types (invoice-receipt, credit note) are not currently supported in Limitada and must be issued directly in Moloni ON.
• The fiscal side stays with Moloni ON. Communication with the AT, registration of document series, ATCUD generation, and the technical certification requirements are Moloni ON’s responsibility. Moloni ON’s invoicing software is certified by the AT under no. 3075, so invoices issued through the integration are issued through AT-certified software.
• History is imported. On connection, Limitada imports your document series, customers and invoice history from your Moloni ON account, so the information appears immediately in the Invoicing screen without manual re-entry. Products and catalogue items are not part of this initial import (they use a separate synchronization action).

The connection uses OAuth: no Moloni ON passwords are shared.

What changes day to day

The reason to centralize invoicing in a single panel is not issuing an isolated invoice (any certified software does that), but the fit with the rest of the company’s day-to-day operations already inside Limitada. Three concrete effects:

1. One window instead of two for the main flows. The invoice issued to a customer (FT) and the expense forwarded by email to Limitada live in the same panel. The accountant, invited as a user (on the Starter plan or above), sees both ends without needing separate logins.

2. Shareable Company Card. The company’s official data (NIF, address, Certidão Permanente code, RCBE) sits in Limitada’s Company Card and can be shared as text, image or PDF whenever a new customer asks for the paperwork before receiving the first invoice.

3. Deadlines watched in the same place. Monthly or quarterly VAT, the annual Modelo 22, the IES, the RCBE: all legal deadlines are tracked inside Limitada.

None of this changes the substance of invoicing: invoices are issued through Moloni ON’s AT-certified software, with the certificate number on each document.

How to decide whether to switch it on

Four quick questions:

1. Do you already use Moloni or Moloni ON for invoicing? If yes, the integration slots in at no extra cost and imports the history automatically. If you do not use it yet, the Moloni ON Starter Pack starts at €3.50/month (annual discount) and has a 30-day free trial; the subscription decision is yours.

2. Do you regularly issue simple invoices (FT)? The integration covers FT invoice issuing today. If most of what you issue is FT, the fit is immediate. If you rely heavily on invoice-receipts, credit notes or specific scenarios (foreign currencies, self-invoicing, batch invoicing), those cases continue to be handled directly in Moloni ON.

3. Does your accountant regularly ask for the company’s documents? If yes, inviting the accountant as a Limitada user (on the Starter plan or above) ends the “please send me this month’s invoices by email” routine: the accountant sees the Invoicing area directly, with the history imported from Moloni ON.

4. Do you also want bank reconciliation? Limitada’s bank reconciliation (which matches statement movements against documented expenses) is available on the Pro and Max plans, not on Starter or Free. Note that reconciliation today acts on the expenses side, not on receipts against issued invoices.

If your answer is “yes” to three or more of these, the integration earns its keep. If your answer is “no” to most, you can put it off without penalty: Limitada remains useful for corporate documents, AI-extracted expenses, tracked deadlines and the Company Card, even without integrated invoicing.

What you need before connecting

• An active Moloni ON account (existing or new; see the official Moloni ON page for the plans and options).
• A Limitada account (free signup, no credit card, on the Free plan: 1 user, 1 company, 1 invoice per month, 10 AI extractions per month).
• OAuth authorization to Moloni ON at connection time (uses OAuth; no passwords to share).

If you want to invite your accountant, you need the Starter plan or above (from €5/month), which allows unlimited users with the predefined accountant role. If you also want bank reconciliation, you need the Pro plan (from €10/month) or Max. The compliance checklist sets out the roles and permissions in full.

How to connect

The setup flow is short (the docs page covers the detailed step-by-step with screens):

1. In Limitada, go to the Invoicing setup page and click the Moloni connect button.
2. Authorize Limitada in Moloni ON (OAuth, no passwords).
3. Choose the Moloni ON company you want to use (if you have more than one on the account).
4. Wait for the initial import: document series, customers and invoices come in automatically. You can keep using Limitada while the import runs.

From there, Moloni ON is polled periodically (every 30 minutes) to bring in changes made on the Moloni side (for example, invoices issued outside Limitada). For screens and detailed options, see the Moloni integration guide at /en/docs/moloni/.

After connecting: what shows up in Limitada

• An Invoicing screen with imported document series, customers and invoices, and the ability to create new invoices (FT).
• Expenses (supplier receipts and invoices) on the outflows side, extracted with AI from PDFs, photos or forwarded email, as described in Expenses with automatic extraction.
• Company Card with the official shareable data, available when a customer asks for the company’s paperwork before receiving the first invoice.
• On the Pro or Max plans, the bank reconciliation screen matches statement movements against the expenses documented in Limitada.

For the accountant

On the Starter plan or above, the accountant is invited with a predefined role: read access to the company’s data (documents, official codes, invoices) and write access to the accounting areas (expenses, invoicing, and, on the Pro or Max plans, bank reconciliation). Company-management actions stay restricted to the managing partner. The accountant no longer needs to ask for “this month’s invoices” by email: they see them on the Invoicing screen, with Moloni ON behind.

See the Limitada vs a spreadsheet comparison for the framing on permissions and the accountant role.

This article is for information only. Commercial modalities and exact features may evolve; confirm current details on the official Moloni ON page and on Limitada’s pricing.