What can an AI agent do with Moneybird?

A Moneybird AI agent can monitor your invoices, track payment status, surface overdue amounts, retrieve financial summaries, create new invoices, and send them to clients. It gives you automated accounts receivable oversight without logging into the dashboard every day. Write actions like creating or sending invoices require your approval.

Can my AI agent send payment reminders automatically?

Your agent can identify overdue invoices and draft reminder messages, but sending them requires your approval. You can configure a scheduled task to check for overdue invoices daily and surface the ones that need a follow-up.

Which Moneybird plans support the API?

API access is available on Moneybird's paid plans. The free plan does not include API access. Check Moneybird's current pricing to confirm API availability for your account tier.

Is my financial data stored outside Moneybird?

Invoice and financial data is only read during task execution to produce the requested output: reports, summaries, or alerts. Raw financial records are not stored beyond your run history.