monday.com + MOCO: The Perfect Agency Duo –…

Why Two Tools Instead of One?

Agencies face a classic dilemma: monday.com excels at project management, task coordination, and client communication – but for time tracking, budget control, and invoicing, specialized tools simply do it better.

MOCO is exactly that tool. As agency management software, it covers time tracking, proposals, invoicing, and budget monitoring – everything monday.com deliberately doesn't prioritize.

The question isn't either/or, it's: How do you connect both optimally?

The Architecture: Who Does What?

Area	monday.com	MOCO
Project Planning	✅ Boards, Gantt, Workload	–
Task Management	✅ Items, Subitems, Dependencies	–
Client Communication	✅ Updates, Email Integration	–
Time Tracking	–	✅ Timer, Hour Logging
Budget Control	–	✅ Target/Actual, Profitability
Invoicing	–	✅ Proposals → Invoices
Reporting	✅ Dashboards	✅ Financial Reports

make.com as the Bridge

The integration between monday.com and MOCO runs through make.com – the visual automation platform that connects both systems bidirectionally.

Scenario 1: Sync Projects

When a new project board is created in monday.com, make.com automatically creates a corresponding project in MOCO – including budget, client, and timeline.

Scenario 2: Push Time Logs to monday.com

The core of the integration: MOCO time entries are automatically transferred to monday.com at both the project and task level. This enables:

Real-time budget tracking directly in monday.com dashboards
Target vs. actual comparisons at board level
Transparent utilization for project managers and stakeholders

Scenario 3: Status Synchronization

When a task is marked "Done" in monday.com, make.com can close the corresponding activity in MOCO – and vice versa.

What You Get

Full Transparency

Everyone sees the current state – project managers in monday.com, controllers in MOCO. No duplicate data entry, no conflicting numbers.

Accurate Budgets

When time entries flow automatically, the numbers are correct. No manual transfers, no forgetting, no surprises at billing time.

Scalability

The make.com scenarios grow with your agency. New projects, new clients, new workflows – once set up, it runs.

The Data Flow

monday.com (project created)
    ↓ make.com
MOCO (project created)
    ↓
Team logs time in MOCO
    ↓ make.com
monday.com (hours updated at task level)
    ↓
Dashboard shows budget status in real time

Extension Possibilities

The base integration is just the beginning. Via make.com, you can connect additional tools:

Billomat/lexoffice – Automatically send MOCO invoices to accounting
Slack – Notifications on budget overruns
Google Sheets – Auto-generate monthly reports
HubSpot/Pipedrive – Keep client data in sync

Conclusion

The combination of monday.com + MOCO + make.com is the setup we recommend for agencies in the DACH region. Each tool plays to its strengths – and make.com ensures all data ends up where it's needed.

For international agencies that need integrated PM, Teamleader Orbit is an interesting alternative – though without DATEV export.

Full transparency. Accurate budgets. Zero duplicate work.

→ Request integration setup