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AI for Moneybird

We connect an AI agent directly to your Moneybird accounting via the official REST API and webhooks. The agent recognizes invoices, prepares bookings and keeps your records up to date, while you approve every financial transaction. EU hosting, GDPR-compliant and with data processing agreements — you always stay in control.

Official API integration via Moneybird's official REST API

Webhooks real-time triggers on new invoices and transactions

EU/GDPR EU hosting and data processing agreements for your financial data

UnifyAI offers AI integrations with Moneybird for SMEs. Our AI Agents connect to Moneybird to automate business processes — securely, with EU hosting and human-in-the-loop so you stay in control of sensitive actions. Implementation typically in 2-3 weeks, fully GDPR-compliant.

Capabilities

What our AI does with Moneybird

Automatically recognize purchase invoices and prepare them as draft bookings including supplier, amount and general ledger account

Match bank transactions from Moneybird against outstanding invoices and payments, with discrepancies presented for your review

Prepare VAT categorization per booking so you only need to review and approve

Draft sales invoices and subscriptions based on your data, ready to send after your approval

Generate periodic summaries and reporting overviews from your accounts, such as outstanding items or revenue per period

Secure access via API key or OAuth, with human-in-the-loop: the AI prepares, you approve every booking and payment

In practice

Use cases

Process purchase invoices

Incoming invoices are automatically recognized and prepared as draft bookings in Moneybird with supplier, amount and general ledger account. You review and post definitively.

Match bank statements

The agent links bank transactions to outstanding invoices and payments in Moneybird. Uncertain matches are presented separately for your assessment.

Prepare invoicing and subscriptions

Based on your data, the agent prepares sales invoices and recurring subscriptions as drafts, ready to send once you approve.

Frequently asked questions

Questions about AI + Moneybird

Does this work with my Moneybird subscription?

The integration works via Moneybird's official API, which is available with standard subscriptions. We'll confirm with you beforehand which package you have and whether the required API access is available so the integration runs smoothly.

How do you connect to Moneybird?

We integrate via Moneybird's official REST API and webhooks, with secure access via API key or OAuth. Where practical we can also use iPaaS layers like n8n, Make or Zapier. You don't need to build anything yourself.

Does my financial data stay GDPR-compliant?

Yes. We work with EU hosting and establish data processing agreements. Your accounts remain in Moneybird; the agent only uses the data needed for the agreed tasks, with appropriate access restrictions.

Can the AI automatically post or invoice?

Not by default without your approval. The agent prepares bookings, invoices and payments as drafts; you approve them. Human-in-the-loop is our default — you decide which steps might be further automated.

GDPR-compliantEU hosting, DPIA

2-3 weeks to liveIncluding test period

Official APIDocumented connection

Human-in-the-loopYou stay in control