---
title: "Moneybird connector"
description: "Connect Moneybird to OpenEmail. The assistant looks things up in Moneybird and acts there when you say so. Free to start."
url: "https://openemail.uk/connectors/moneybird"
---

# 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 mail](https://openemail.uk/mail/inbox) [Get Started](https://openemail.uk/signup.md)[All connectors](https://openemail.uk/connectors.md) Free to start Asks 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

### Apaleo

Apaleo is a cloud-based property management platform handling reservations, billing, and daily operations for hospitality businesses

Scheduling & booking · Actions: 29

### Zoho Books

Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem

Accounting · Actions: 265

### Zoho Inventory

Zoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels, streamlining supply chain operations

Accounting · Actions: 67

### FreshBooks

FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.

Accounting · Actions: 10

### YNAB

YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt

Accounting · Actions: 27

### Servicem8

ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking

Scheduling & booking · Actions: 34

Start free

## Connect your first app in a minute.

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

[Open mail](https://openemail.uk/mail/inbox) [Get Started](https://openemail.uk/signup.md)[How connectors work](https://openemail.uk/docs/knowledge/ai/connectors.md)