OpenEmail + Moneybird

Connect Moneybird once. Then ask the assistant in OpenEmail to look things up in it, or to do things there for you.

Open mailGet StartedAll connectorsFree to startAsks before it changes anything

Accounting, Proposal & invoice management

About Moneybird

Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.

Actions: 21

What the assistant can do in Moneybird

A few of the things it can do once Moneybird is connected.

Look things up

These run as soon as you ask.

  • Filter Contacts

    Filter contacts

  • Get Additional Charges

    Get additional charges for a contact

  • Get Contact

    Retrieve all information about a specific contact by ID

  • Get Contact by Customer ID

    Retrieve full contact details by customer ID

  • Get Contact Person

    Get all information about a contact person

Make changes

It shows you what it is about to do and waits for your OK.

  • Add Note to Contact

    Add a note or to-do to a contact

  • Archive Contact

    Archive a contact

  • Create Moneybird Contact

    Create a new contact in Moneybird

  • Create Contact Person

    Create a new contact person

  • Create Sales Invoice

    Create a new sales invoice

How it works

Three steps

Connect Moneybird

Sign in to Moneybird from the Connectors page. There is nothing to install.

Ask in plain words

Ask the assistant in OpenEmail. It finds the right action in Moneybird and runs it.

Stay in control

Lookups run at once. Anything that changes Moneybird waits for your OK.

Price

Free to start

The Free plan includes 2 connected apps and 10 AI actions a day. You can pause or disconnect Moneybird whenever you like.

More apps

Works with these too

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Zoho Inventory

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FreshBooks

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YNAB

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Servicem8

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Start free

Connect your first app
in a minute.

Create an account, connect an app and ask the assistant about it.