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.
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Agent
An invoice or transaction comes in
The agent finds the receipt, the order or the agreement.
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Agent
Ready in Moneybird
Linked and checked.
You
You check
Only what is different.
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.
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.
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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
Powered by ClaudeRelated processes.
Questions about the Moneybird connection.
Does Moneybird not read invoices itself already?
It does, and that stays the same. The agent does what comes next: checking whether the invoice is right, finding missing receipts and preparing reminders. If reading is all you need, you do not need an agent.
Is this also for a freelancer or small business?
Yes. Your first AI agent costs € 750 and is live within 2 weeks. Whether it pays off, we calculate together first.
How does the connection stay secure?
The agent only gets the permissions it needs for its task. Which data it reads and what it may prepare is set out in advance in the AI agent design. Whatever matters is checked by a person before it goes through. More on Security and management.
Am I tied to you afterwards?
No. The agent and the connection are yours and fully transferable. Hosting can be with us or in your own environment.
