FinanceAI teammates for Moneybird
Keep unpaid invoices and project billing ready for review.
Your Mate
Your result
The request
List unpaid invoices with their due dates
Result and follow-up
Review the work with your Mate.
More work to hand off
- Compare this month's revenue with the previous period
- Prepare an invoice for a completed project milestone
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
How approvals work
In Safe mode, your Mate can use connected Moneybird tools without asking each time. Payments, refunds, and other financial actions still need your approval.
Connecting Moneybird
- Connection
- Sign in with your account
- Setup
- About 10 minutes
Stripe
FreshBooks
Slack
Google Sheets