An AI teammate for Moneybird.
Connect Moneybird and your Cicada agent works in it for you: 21 Moneybird actions, from looking things up to making changes. Ask from iMessage, WhatsApp, Slack or the app, and keep it read-only if you only want it to look.
300 free credits. No card. Read-only if you want.
- Which Moneybird invoices are overdue, and by how much?
- Check this month's Moneybird payments against the sheet and flag anything that doesn't match.
- Send me money in and money out from Moneybird every Monday.
- Draft reminders for the customers more than 30 days late in Moneybird.
21 Moneybird actions, picked for what you ask.
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.
Reads
9 in all · always allowed- Get ContactRetrieve all information about a specific contact by id. use when you need the full details of a…
- Filter ContactsFilter contacts. use when you need to retrieve contacts matching specific criteria like created…
- Get Sales InvoiceGet a single sales invoice by id. use when you need detailed invoice data for a known invoice id.
- Get Contact PersonGet all information about a contact person. use when you have the administration, contact, and…
- List Sales InvoicesList all sales invoices in an administration. use when you need an overview of invoices for a given…
- List AdministrationsList all administrations accessible by the authenticated user.
- Get Additional ChargesGet additional charges for a contact. use when you need to view pending (or optionally billed)…
- Get Contact by Customer IDRetrieve full contact details by customer id. use when you need all fields of a contact given its…
- List Contacts SynchronizationList all contact ids and versions for synchronization. use when you need to detect which contacts…
Changes
12 in all · off when Moneybird is read-only- Delete ContactDelete a contact. use after confirming that contact should be removed.
- Update ContactUpdate a contact. use when you need to modify existing contact details by id.
- Archive ContactArchive a contact. use when a contact is no longer needed and should be hidden permanently.
- Add Note to ContactAdd a note or to-do to a contact. use when you need to record a comment or assign a task to a…
- Delete Contact NoteDelete a note from a contact. use when a note is no longer needed and should be removed permanently.
- Create Sales InvoiceCreate a new sales invoice. use when you need to bill a contact with specified line items.
- Update Sales InvoiceUpdate an existing sales invoice by id. use when modifying invoice header or line items.
- Create Contact PersonCreate a new contact person. use when you have the contact id and need to add a person after…
- Delete Contact PersonDelete a contact person from a contact. use after confirming the administration id, contact id, and…
- Update Contact PersonUpdate a contact person. use after selecting a specific contact person when you need to change…
- Create Moneybird ContactCreate a new contact in Moneybird. use after you have an administration id and need to onboard a…
Showing 20 of 21. Your agent can use every one of them; you don't pick them, you ask for the outcome.
Connected in a minute. In your control after that.
Connect Moneybird
Open Connections, find Moneybird and press Connect. You sign in on Moneybird's own page; there's nothing to configure.
Choose what it may do
Full, Ask first or Read-only, for the whole workspace. Share Moneybird with the team, or keep it under each person's own login.
Ask from anywhere
Text your agent on iMessage or WhatsApp, message it in Slack or the app, or put a Moneybird job on a schedule: every morning, every Friday.
Moneybird, together with the rest of your stack.
Ask for an outcome that spans apps and your agent pulls from each one, cross-checks them and sends back one answer.
More finance & payments integrations
Often used alongside
Moneybird and Cicada, answered.
Does Cicada integrate with Moneybird?
Yes. Moneybird is one of the 888 apps with a page here, and it connects with one click. Once it's connected, every agent in your workspace can use it from any channel you talk to them on.
How do I connect Moneybird?
Open Connections, find Moneybird and press Connect. You sign in on Moneybird's own page; there's nothing to configure.
What can Cicada do in Moneybird?
21 actions: 9 that read from Moneybird and 12 that change things in it, for example get contact, filter contacts, get sales invoice. It picks the right ones for what you ask and chains them with your other apps.
Can I stop Cicada changing things in Moneybird?
Yes. In Connections, set Moneybird to Read-only and no agent in your workspace can create, change or delete anything in it; it can still read. Ask first lets it act but makes it check with you before each change.
Can I ask about Moneybird from my phone?
Yes. Text your agent on iMessage or WhatsApp, or message it in Slack or the app. It answers in the same thread, and it can run Moneybird jobs on a schedule, like every morning at 8.
Is my Moneybird data safe?
Your Moneybird login or key is stored on the server and never appears in a conversation. Disconnecting removes it. Every action an agent takes is in your activity log, and your data isn't used to train models.
One teammate. The output of a team.
Works nights, remembers every decision, answers in the thread. Start free with 300 credits.