Moneybird for your voice agent

Moneybird is an online invoicing and accounting platform for small businesses and freelancers. It streamlines billing, expense management, and financial reporting—all in one place.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
One click. You sign in to Moneybird from Connected apps and approve access. There's no API key to paste.
What it reads
16 actions, such as download Document Attachment, get Additional Charges and get Contact.
What it changes
16 actions, such as add Note to Contact, create Moneybird Contact and create Contact Person.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 32. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Moneybird actions

Reads 16

  • Download Document Attachment
  • Get Additional Charges
  • Get Contact
  • Get Contact by Customer ID
  • Get Contact Person
  • Get Document
  • Get External Sales Invoice
  • Get Sales Invoice
  • Get Tax Report
  • List Administrations
  • List Contacts Synchronization
  • List Financial Accounts
  • List Ledger Accounts
  • List Purchase Invoices
  • List Sales Invoices
  • List Tax Rates

Changes 11

  • Add Note to Contact
  • Create Moneybird Contact
  • Create Contact Person
  • Create External Sales Invoice Payment
  • Create Sales Invoice
  • Filter Contacts
  • Request Payments Mandate URL
  • Update Contact
  • Update Contact Person
  • Update Sales Invoice
  • Upload Document Attachment

Deletes 5

  • Archive Contact
  • Delete Contact
  • Delete Contact Note
  • Delete Contact Person
  • Delete Document

Moneybird setup

  1. Signing in to Moneybird

    Choose Moneybird in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    Choose which of the 32 actions the agent may use. Start with lookups and add the ones that change Moneybird when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

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