Hero background
Logo
No-code automationYour No-code and AI Automation Partner

Automate Moneybird API Workflows with Make.com, n8n and Zapier

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
Solution
1. Auto-Notify Your Team

Send email to team when a new invoice is created.

Perform a Payment Recording
Solution
2. Sync Payments Automatically

Record payment details in Xero once received.

Perform an Expense Categorization
Solution
3. Efficient Expense Management

Automatically categorize expenses from Moneybird.

When a Payment Missed
Solution
4. Notify Missed Payments

Alert your team via Slack for missed payments.

Perform a Customer Update
Solution
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.

  • 1
    Automated Invoicing

    Create automated workflows for creating and sending invoices directly from Moneybird.

  • 2
    Expense Management

    Manage and categorize expenses effortlessly using automated categorizations.

  • 3
    Payment Reconciliation

    Automatically reconcile payments with bank transactions, minimizing manual entry.

Feature

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 is 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

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