Moneybird Integration
Connect Moneybird to Arahi's no-code AI agents and automate workflows in minutes.
About the Moneybird integration
Accounting software With Arahi AI, you can connect Moneybird to bexio, ERPNext, Harvest and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- Accounting & Finance
- Authentication
- oauth
Moneybird automation use cases
- Invoice chasing sequences
- Send escalating email + SMS reminders for overdue Moneybird invoices until payment lands.
- Expense receipt routing
- Capture receipts from email or Slack and push to Moneybird with category and project pre-tagged.
- Monthly close checklist
- Turn monthly Moneybird close into a tracked checklist with reminders and ownership across the team.
- Revenue recognition digest
- Digest Moneybird revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
Moneybird workflow examples
- Create Moneybird invoices from Stripe charges
Close the books faster by calling Create Sales Invoice in Moneybird for every successful Stripe charge, mapping customer, line items, and tax rates from the payment metadata.
When a Stripe charge succeeds, call Create Sales Invoice in Moneybird.
- Sync HubSpot contacts to Moneybird ledger
Keep accounting aligned with sales by running Create Moneybird Contact for every new HubSpot contact that advances past the qualified stage in the sales pipeline.
When a HubSpot contact reaches qualified, call Create Moneybird Contact.
- Archive inactive contacts and notify Slack
Keep your Moneybird ledger tidy by running Archive Contact monthly for inactive clients and posting the archived list into a Slack channel for finance-team review and approval.
Each month, run Archive Contact for inactive clients and summarize in Slack.
Moneybird actions
- Add Note to Contact
- Tool 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 Contact
- Tool to archive a contact. use when a contact is no longer needed and should be hidden permanently.
- Create Moneybird Contact
- Tool 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 lastname.
- Create Contact Person
- Tool 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 Sales Invoice
- Tool to create a new sales invoice. use when you need to bill a contact with specified line items.
- Delete Contact
- Tool to delete a contact. use after confirming that contact should be removed.
- Delete Contact Note
- Tool to delete a note from a contact. use when a note is no longer needed and should be removed permanently.
- Delete Contact Person
- Tool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id.
- Filter Contacts
- Tool to filter contacts. use when you need to retrieve contacts matching specific criteria like created after or first name.
- Get Additional Charges
- Tool to get additional charges for a contact. use when you need to view pending (or optionally billed) usage or recurring charges.
- Get Contact
- Tool 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 ID
- Tool to retrieve full contact details by customer id. use when you need all fields of a contact given its customer id.
- Get Contact Person
- Tool 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 Invoice
- Tool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id.
- List Administrations
- Tool 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 Synchronization
- Tool 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 Invoices
- Tool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration.
- Request Payments Mandate URL
- Tool 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 Contact
- Tool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed.
- Update Contact Person
- Tool to update a contact person. use after selecting a specific contact person when you need to change their details.
- Update Sales Invoice
- Tool to update an existing sales invoice by id. use when modifying invoice header or line items.