Bookkeeping
Moneybird connection with an AI agent.
Moneybird already reads your invoices. The agent does the rest: it checks them, links them to the right agreement and tells you when something does not add up.
- Fits
- AI agent project
- Lead time
- 2 to 4 weeks
- Price
- from €750
What an agent does in Moneybird.
Examples of work the agent prepares. What your agent does exactly is set out in the AI agent design.
Check invoices
A higher amount than last month, an unknown supplier or a duplicate invoice: the agent flags it before you book.
Collect receipts and attachments
If a receipt is missing for a bank transaction, the agent finds it in the mailbox and prepares it in Moneybird.
Prepare reminders
Open customer invoices: the agent prepares a reminder in a tone that suits the customer. You send it.
How we connect Moneybird.
Through the official connection
The agent works through the official connection of the package, with its own user. No shared passwords.
Only the rights it needs
What the agent reads and what it prepares is set out in the AI agent design beforehand.
Nothing without your check
The agent prepares, you approve. What it may later push through on its own, you agree together.
Create your AI agent design for Moneybird.
The UnifyAI Agent shows in a few minutes what an agent prepares for you in Moneybird, what you check and roughly what it costs.
- 1
Describe the work
Which task in Moneybird you do by hand today.
- 2
Answer a few questions
How often, where it comes in and who checks it today.
- 3
Receive your AI agent design
The steps, the connections and a price indication.
AgentWhich work in Moneybird do you want to get rid of? Describe one task, and I will create your AI agent design.
Continue with your AI agent design
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