Sanaf AI
Start free
Accounting

Moneybird, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Moneybird account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Accounting
  • Signs in to your account
  • 21 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Moneybird is

Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.

You sign in with your own Moneybird account, the same way you already do. We never see or hold your password.

How a run works

One message in, the work done in Moneybird.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Moneybird. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Moneybird account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

21 tools it already has

What it can do in Moneybird

These are the ready-made tools your AI employee already has in Moneybird. It is not limited to them, but it never has to be taught these.

  • Add Note to ContactTool to add a note or to-do to a contact. use when you need to record a comment or assign a task to a contact.
  • Archive ContactTool to archive a contact. use when a contact is no longer needed and should be hidden permanently.
  • Create Contact PersonTool to create a new contact person. use when you have the contact id and need to add a person after confirming their firstname and lastname.
  • Create Moneybird ContactTool to create a new contact in moneybird. use after you have an administration id and need to onboard a new company/person. provide either company name or both firstname and lastn
  • Create Sales InvoiceTool to create a new sales invoice. use when you need to bill a contact with specified line items.
  • Delete ContactTool to delete a contact. use after confirming that contact should be removed.
  • Delete Contact NoteTool to delete a note from a contact. use when a note is no longer needed and should be removed permanently.
  • Delete Contact PersonTool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id.
  • Filter ContactsTool to filter contacts. use when you need to retrieve contacts matching specific criteria like created after or first name.
  • Get Additional ChargesTool to get additional charges for a contact. use when you need to view pending (or optionally billed) usage or recurring charges.
  • Get ContactTool to retrieve all information about a specific contact by id. use when you need the full details of a contact, for example before generating invoices.
  • Get Contact by Customer IDTool to retrieve full contact details by customer id. use when you need all fields of a contact given its customer id.
  • Get Contact PersonTool to get all information about a contact person. use when you have the administration, contact, and contact person ids and need full details before updating.
  • Get Sales InvoiceTool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id.
  • List AdministrationsTool to list all administrations accessible by the authenticated user. use when you need to obtain administration id for subsequent operations like create contact.
  • List Contacts SynchronizationTool to list all contact ids and versions for synchronization. use when you need to detect which contacts have changed and update local data accordingly.
  • List Sales InvoicesTool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration.
  • Request Payments Mandate URLTool to request a url for setting up a payments mandate. use when you need to generate a direct-debit authorization link for a contact (valid for 14 days).
  • Update ContactTool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed.
  • Update Contact PersonTool to update a contact person. use after selecting a specific contact person when you need to change their details.
  • Update Sales InvoiceTool to update an existing sales invoice by id. use when modifying invoice header or line items.
Access, and who is in charge of it

You stay the boss of your Moneybird account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Moneybird account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Moneybird is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Moneybird and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Moneybird

Can an AI employee really work inside Moneybird?
Yes. It signs in to your own Moneybird account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Moneybird?
No. Nothing moves and nothing is replaced. Your records stay in Moneybird, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Moneybird account?
You sign in with your own Moneybird account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Moneybird?
It has 21 ready-made tools in Moneybird today, among them Add Note to Contact, Archive Contact and Create Contact Person. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Moneybird and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Moneybird and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Moneybird?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Moneybird is written down with what it did and when.