From hours worked to invoice, without retyping
Connect Moneybird and your agents turn the work in your projects into an invoice. The draft sits in your own administration; you send it with one click.
Invoicing from your projects
The connector puts monthly invoices and milestones from your projects into Moneybird as drafts. An agent only sends after your approval and then sees whether it has been paid.
- Draft invoices per project or milestone
- Sending to the client, after your approval
- The status: open, overdue or paid
Connected in three steps
Create an API token
Create a token for your administration in Moneybird.
Paste it into your workspace
An admin enters the token and chooses which administration to invoice from.
Invoice from your projects
With the Invoicing module, the Project manager now prepares your invoices as drafts.
These agents use Moneybird
Financial Advisor
The Financial Advisor puts your figures next to companies in the same industry code and size class, and shows where you differ from your peers and what that is worth.
Project manager
Turns goals, meeting minutes and won deals into projects with concrete tasks, a deadline and an owner.
Also works with
Exact Online
AvailableLedger, invoices and relations from your accounts. Agents look up figures, read balances per period and check outstanding items.
OneDrive
AvailableFile storage from Microsoft 365, through the same connector as Outlook.
Outlook
AvailableEmail (drafts), calendar and tasks (To Do) from Microsoft 365.
Resend
AvailableSend email from your own company domain, without a mailbox. For tasks that need to go out without going through Outlook.
Questions about Moneybird
Does an agent send invoices without me?
No. Creating a draft and sending it both ask for your approval first.
Does it work with multiple administrations?
Yes. When connecting, you choose which administration the invoices go into.
What do I need?
A Moneybird administration and the Invoicing module in your workspace. An admin sets up the connection.
See what Moneybird and your agents do together?
In a 15-minute strategy call we look at which connectors and agents fit your process.