Does the Moneybird agent actually execute tasks?

Yes. Unlike a suggestion engine, the Moneybird agent performs the work by interacting directly with your accounts, creating records, and sending communications.

How is this different from native Moneybird AI?

Native AI features are often limited to suggestions within the app. Our agent works across your entire stack, connecting Moneybird to your CRM, email, and project tools.

How does this compare to Zapier or Make?

Zapier requires you to build and maintain complex logic. With DoMyWork, you simply describe the task in plain English, and the agent handles the multi-step execution for you.

Can the agent monitor my Moneybird account 24/7?

Yes. You can set up agents on autopilot to watch for specific events, like new payments or overdue invoices, and act on them the moment they occur.

Is my financial data safe with DoMyWork?

We prioritise security. Your data is processed only to execute the tasks you request, and we follow strict protocols to ensure your Moneybird information remains protected.

Can I connect Moneybird to multiple apps at once?

Absolutely. You can instruct the agent to pull data from one app, process it, and update Moneybird and another tool simultaneously in a single request.

AI Agent for Moneybird

Send invoices, reconcile payments, and update your financial records automatically. DoMyWork AI agents work with Moneybird and 1,500+ apps to keep your cash flow healthy.

Find all unpaid invoices from last month

Draft a payment reminder for [Client]

Sync new sales from Shopify to Moneybird

Reconcile bank transactions with open invoices

Generate a monthly revenue report

Update contact details from my CRM

Agent for

Moneybird

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your financial data into resolved payments and reports

Draft payment reminders, reconcile bank transactions, sync sales data, and update client records.

12 overdue invoices identified

Chase every late payment from the last 30 days

"Check my Moneybird account for all invoices marked as unpaid past their due date from last month. Draft a polite reminder email in Gmail for each one, including the invoice link, and save them as drafts for me to review."

Send Message

Summarise monthly revenue for my board meeting

"Pull the total revenue from Moneybird for the last month, categorise it by service type, and create a summary table in a Google Doc."

Send Message

Check for unallocated bank transactions

"Review my linked bank account in Moneybird, identify any transactions that haven't been linked to an invoice, and list them for me."

Send Message

Update client address details from my CRM

"Compare contact addresses in HubSpot with those in Moneybird and update any that are outdated."

Send Message

Flag high-value clients who haven't paid

"Identify any unpaid invoices over €2,000 and send me a Slack alert with the client name and amount."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile pending transactions with existing invoices

"Match the latest bank transactions in Moneybird to open invoices based on amount and date, and mark them as paid."

Send Message

Check for missing VAT details on new invoices

"Review all invoices created this week and flag any that are missing a valid VAT number."

Send Message

Prepare a list of all deductible expenses

"Export all expense records from the last quarter and categorise them by tax type in a spreadsheet."

Send Message

Identify duplicate invoice entries

"Scan my Moneybird account for invoices with the same amount and date from the same client."

Send Message

Verify payment status of all open invoices

"Create a report of every invoice currently marked as 'open' and its age in days."

Send Message

Got a different task in mind? Describe it

Send Message

Send out my monthly retainer invoices

"Find the recurring invoice template for my retainer clients, update the date, and send them out via email."

Send Message

Convert project hours into an invoice

"Take the time entries from my project tracker for this month and create a new invoice in Moneybird."

Send Message

Draft a follow-up for a new client

"Look up the contact I just added to Moneybird and draft a welcome email in Gmail."

Send Message

Find all payments received this week

"List all invoices marked as 'paid' in Moneybird since Monday and send me a summary."

Send Message

Update my tax settings for new services

"Check my current service list in Moneybird and ensure the correct VAT rate is applied to each."

Send Message

Got a different task in mind? Describe it

Send Message

Sync new Shopify orders to Moneybird

"Take all new orders from Shopify and generate corresponding invoices in Moneybird."

Send Message

Clean up contact records with missing emails

"Find all contacts in Moneybird without an email address and flag them in a spreadsheet."

Send Message

Archive old project invoices

"Identify all invoices from projects marked as 'completed' and move them to the archive folder."

Send Message

Notify the team of new large payments

"Post a message in Slack whenever a payment over €5,000 is received in Moneybird."

Send Message

Update payment terms for all clients

"Change the default payment term on all existing draft invoices to 30 days."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Moneybird AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Moneybird AI Agent

🛸 Autopilot

Act on your financial data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new invoices, reconcile payments, and alert you to issues before they impact your cash flow.

Setting up an autopilot is too easy

New invoice is created in Moneybird

Describe...

1. Alert me when a high-value invoice is paid

WhenNew payment is received in Moneybird

Then

Check the payment amount. If it is over €2,000, post a congratulatory message in Slack with the client name.

Put on Autopilot

2. Flag overdue invoices for immediate action

WhenEvery Monday at 09:00 AM

Then

Scan for invoices 14+ days overdue and send a digest email.

Put on Autopilot

3. Auto-notify accountant of new expenses

WhenNew expense is created in Moneybird

Then

Forward the expense details to my accountant's email.

Put on Autopilot

4. Detect potential duplicate invoice entries

WhenNew invoice is created in Moneybird

Then

Check if an invoice with the same amount exists for this client.

Put on Autopilot

5. Summary of weekly cash flow

WhenEvery Friday at 05:00 PM

Then

Summarise total payments received this week.

Put on Autopilot

1. Validate VAT numbers on new invoices

WhenNew invoice is created in Moneybird

Then

Check if the VAT number is present and valid; flag the invoice if missing.

Put on Autopilot

2. Reconcile new bank transactions automatically

WhenNew bank transaction is imported in Moneybird

Then

Match against open invoices and link if found.

Put on Autopilot

3. Alert on large expense spikes

WhenNew expense is created in Moneybird

Then

Compare expense amount to historical average and alert if unusually high.

Put on Autopilot

4. Monthly tax report preparation

WhenEvery 1st of the month at 08:00 AM

Then

Compile all invoices and expenses into a spreadsheet.

Put on Autopilot

5. Flag invoices with incorrect tax rates

WhenNew invoice is created in Moneybird

Then

Check if the tax rate matches the client's country.

Put on Autopilot

1. Send thank you note after payment

WhenNew payment is received in Moneybird

Then

Draft a thank you email in Gmail for the client.

Put on Autopilot

2. Follow up on invoice viewing

WhenInvoice is viewed in Moneybird

Then

If not paid within 3 days, send a polite nudge.

Put on Autopilot

3. Log time from calendar to invoice

WhenNew invitee is scheduled in Calendly

Then

Add the meeting duration to my draft invoice.

Put on Autopilot

4. Monthly income tracking

WhenEvery 30th of the month at 06:00 PM

Then

Update my income spreadsheet with total paid invoices.

Put on Autopilot

5. Notify when invoice is rejected

WhenInvoice status is updated in Moneybird

Then

If status is rejected, notify me in Slack.

Put on Autopilot

1. Sync e-commerce sales to accounting

WhenNew order is created in Shopify

Then

Create a corresponding invoice in Moneybird.

Put on Autopilot

2. Update inventory after invoice

WhenNew invoice is created in Moneybird

Then

Reduce stock levels in my inventory app.

Put on Autopilot

3. Alert team on payment failures

WhenPayment is failed in Moneybird

Then

Post the failure details to the support Slack channel.

Put on Autopilot

4. Archive completed projects

WhenTask is completed in Asana

Then

Archive all related invoices in Moneybird.

Put on Autopilot

5. Weekly report of new clients

WhenEvery Monday at 09:00 AM

Then

List all new contacts created in Moneybird last week.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Moneybird

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

New Client Onboarding Playbook

FormCollect data with form

1. Enter Client Details

Enter Client Details

Fill fields below 👇

Client Name *

Email *

Complete in a clickSend data to 1500+ apps

2. Create Contact

Create ContactinMoneybird

AI AgentExecute agent from playbook

3. Draft Welcome Email

Agent

Draft a welcome email for {{Client Name}}.

4. Send Email

Send EmailinGmail

New Client Onboarding Playbook

Create client, send welcome, and set up invoice.

Clone This Playbook

Expense Approval Playbook

Review and approve new expenses.

Clone This Playbook

Revenue Forecast Playbook

Calculate monthly revenue.

Clone This Playbook

Client Offboarding Playbook

Archive client and final invoice.

Clone This Playbook

Tax Audit Preparation Playbook

Gather all tax documents.

Clone This Playbook

Bank Reconciliation Playbook

Match transactions with invoices.

Clone This Playbook

VAT Return Playbook

Prepare VAT report.

Clone This Playbook

Expense Audit Playbook

Review expenses for compliance.

Clone This Playbook

Client Balance Playbook

Check client balances.

Clone This Playbook

Year-End Closing Playbook

Close the books.

Clone This Playbook

Project Invoice Playbook

Create invoice from project.

Clone This Playbook

Payment Reminder Playbook

Nudge for payment.

Clone This Playbook

Expense Tracking Playbook

Log new expense.

Clone This Playbook

Client Update Playbook

Update contact info.

Clone This Playbook

Revenue Summary Playbook

Get income summary.

Clone This Playbook

Order Sync Playbook

Sync orders to invoices.

Clone This Playbook

Inventory Update Playbook

Update stock levels.

Clone This Playbook

Bulk Contact Import Playbook

Import new contacts.

Clone This Playbook

Payment Failure Playbook

Handle failed payments.

Clone This Playbook

Archiving Playbook

Archive old records.

Clone This Playbook

1500+ App Integrations

Connect Moneybird + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Swipe Pages

Manychat

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Raisely

Elastic Email

LeadDyno

Adobe Commerce (Magento)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

Wix

You Need A Budget (YNAB)

Accredible Credential

Cisco Webex (Meetings)

Box

GREEN-API (In Review)

BrowserAct

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

ReachStream Email Verifier

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New invoice is created in Moneybird

Then

Recurring Work on autopilot

Autopilot

Invoice Processing

Enter invoice details

Validate and send

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Moneybird

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Moneybird AI Agent

An AI agent for Moneybird is a digital worker that executes tasks like sending invoices, reconciling payments, and updating records across Moneybird and 1,500+ other apps.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Moneybird

Turn your financial data into resolved payments and reports

Chase every late payment from the last 30 days

Summarise monthly revenue for my board meeting

Check for unallocated bank transactions

Update client address details from my CRM

Flag high-value clients who haven't paid

Got a different task in mind? Describe it

Reconcile pending transactions with existing invoices

Check for missing VAT details on new invoices

Prepare a list of all deductible expenses

Identify duplicate invoice entries

Verify payment status of all open invoices

Got a different task in mind? Describe it

Send out my monthly retainer invoices

Convert project hours into an invoice

Draft a follow-up for a new client

Find all payments received this week

Update my tax settings for new services

Got a different task in mind? Describe it

Sync new Shopify orders to Moneybird

Clean up contact records with missing emails

Archive old project invoices

Notify the team of new large payments

Update payment terms for all clients

Got a different task in mind? Describe it

How Does a Moneybird AI Agent Work

Act on your financial data the moment it changes — with agents on autopilot

1. Alert me when a high-value invoice is paid

2. Flag overdue invoices for immediate action

3. Auto-notify accountant of new expenses

4. Detect potential duplicate invoice entries

5. Summary of weekly cash flow

1. Validate VAT numbers on new invoices

2. Reconcile new bank transactions automatically

3. Alert on large expense spikes

4. Monthly tax report preparation

5. Flag invoices with incorrect tax rates

1. Send thank you note after payment

2. Follow up on invoice viewing

3. Log time from calendar to invoice

4. Monthly income tracking

5. Notify when invoice is rejected

1. Sync e-commerce sales to accounting

2. Update inventory after invoice

3. Alert team on payment failures

4. Archive completed projects

5. Weekly report of new clients

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

New Client Onboarding Playbook

Expense Approval Playbook

Revenue Forecast Playbook

Client Offboarding Playbook

Tax Audit Preparation Playbook

Bank Reconciliation Playbook

VAT Return Playbook

Expense Audit Playbook

Client Balance Playbook

Year-End Closing Playbook

Project Invoice Playbook

Payment Reminder Playbook

Expense Tracking Playbook

Client Update Playbook

Revenue Summary Playbook

Order Sync Playbook

Inventory Update Playbook

Bulk Contact Import Playbook

Payment Failure Playbook

Archiving Playbook

Connect Moneybird + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Moneybird AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Moneybird AI Agent