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Your No-code and AI Automation PartnerBoost Financial Efficiency with Moneybird
Transform your business finances by automating invoicing, transaction tracking, and financial reporting in Moneybird through seamless integrations. Save time and increase accuracy with tailored automation solutions.
When an Invoice Created
1. Auto-Notify Your Team
Send email to team when a new invoice is created.
Perform a Payment Recording
2. Sync Payments Automatically
Record payment details in Xero once received.
Perform an Expense Categorization
3. Efficient Expense Management
Automatically categorize expenses from Moneybird.
When a Payment Missed
4. Notify Missed Payments
Alert your team via Slack for missed payments.
Perform a Customer Update
5. Keep CRM Updated
Update Salesforce with billing information.
- Repeat -
Automation Benefits
Unlock Financial Automation Benefits
Leveraging automation with Moneybird streamlines your financial processes, reduces errors, and improves overall financial oversight.
Reduce Operational Costs
Less manual work leads to significantly reduced overhead costs.
Enhance Data Accuracy
Automated data entry minimizes human error and enhances precision.
Improve Cash Flow Management
Real-time automated tracking allows for better cash flow analysis.
Increase Efficiency
Automated processes save time and increase productivity for financial teams.
Seamless Integration
Integrate easily with third-party apps for enhanced functionality.
Minimize Manual Workload
Automate routine finance tasks to free up valuable time for your team.
Features
Streamline Financial Operations with Moneybird
Utilize Moneybird's API to automate complex financial tasks, streamline operations, and integrate seamlessly with other business tools.
- 1Automated Invoicing
Create automated workflows for creating and sending invoices directly from Moneybird.
- 2Expense Management
Manage and categorize expenses effortlessly using automated categorizations.
- 3Payment Reconciliation
Automatically reconcile payments with bank transactions, minimizing manual entry.
Outcomes
Achieve Greater Financial Clarity and Efficiency
Automating Moneybird can provide significant improvements in operational efficiency, cost reductions, and timely financial insights.
75%
Reduction in Manual Errors
50%
Increase in Financial Processing Speed
40% faster
Improved Financial Insight Timeliness
FAQ
Moneybird Automation FAQs
Find answers to common questions about automating Moneybird and learn how it can transform your financial workflows.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.