Pick a template → connect your tools → go live in 2 minutes.
Close the books faster by calling Create Sales Invoice in Moneybird for every successful Stripe charge, mapping customer, line items, and tax rates from the payment metadata.
Stripe: Charge succeeded
Arahi AI: Match & assign
Moneybird: Create sales invoice
Keep accounting aligned with sales by running Create Moneybird Contact for every new HubSpot contact that advances past the qualified stage in the sales pipeline.
HubSpot: Contact reaches qualified stage
Arahi AI: Match & assign
Moneybird: Create contact
Keep your Moneybird ledger tidy by running Archive Contact monthly for inactive clients and posting the archived list into a Slack channel for finance-team review and approval.
Moneybird: Monthly schedule for inactive contacts
Arahi AI: Decide the next action
Moneybird: Archive inactive contacts
Slack: Post archived contacts list
An event occurs in Moneybird or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Moneybird and other tools — no manual work required.
Moneybird simplifies workflows, while Arahi AI empowers these tasks with AI agents.
Send escalating email + SMS reminders for overdue Moneybird invoices until payment lands.
Capture receipts from email or Slack and push to Moneybird with category and project pre-tagged.
Turn monthly Moneybird close into a tracked checklist with reminders and ownership across the team.
Digest Moneybird revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
Ready-to-use Moneybird actions you can add to your agents instantly.
Custom API calls to Moneybird with full control for advanced use cases.
Sign in to your Arahi AI account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes Arahi AI to access your API using OAuth.
Choose "Moneybird" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Moneybird data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Accounting software With Arahi AI, you can connect Moneybird to bexio, ERPNext, Harvest and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a commerce tool, Moneybird connects with other commerce apps like bexio, ERPNext, Harvest, Invoice Ninja through Arahi AI's integration platform. Build multi-step automations that combine Moneybird with AI-powered decision making, data transformation, and cross-app orchestration.
Every item is a real, named endpoint from Moneybird's API. Your agent can watch events and run 21 actions — no glue code.
Things the agent can do
Tool to add a note or to-do to a contact. use when you need to record a comment or assign a task to a contact.
Tool to archive a contact. use when a contact is no longer needed and should be hidden permanently.
Tool to create a new contact in moneybird. use after you have an administration id and need to onboard a new company/person. provide either company name or both firstname and las…
Tool to create a new contact person. use when you have the contact id and need to add a person after confirming their firstname and lastname.
Tool to create a new sales invoice. use when you need to bill a contact with specified line items.
Tool to delete a contact. use after confirming that contact should be removed.
Tool to delete a note from a contact. use when a note is no longer needed and should be removed permanently.
Tool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id.
Tool to filter contacts. use when you need to retrieve contacts matching specific criteria like created after or first name.
Tool to get additional charges for a contact. use when you need to view pending (or optionally billed) usage or recurring charges.
Tool to retrieve all information about a specific contact by id. use when you need the full details of a contact, for example before generating invoices.
Tool to retrieve full contact details by customer id. use when you need all fields of a contact given its customer id.
Tool to get all information about a contact person. use when you have the administration, contact, and contact person ids and need full details before updating.
Tool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id.
Tool to list all administrations accessible by the authenticated user. use when you need to obtain administration id for subsequent operations like create contact.
Tool to list all contact ids and versions for synchronization. use when you need to detect which contacts have changed and update local data accordingly.
Tool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration.
Tool to request a url for setting up a payments mandate. use when you need to generate a direct-debit authorization link for a contact (valid for 14 days).
Tool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed.
Tool to update a contact person. use after selecting a specific contact person when you need to change their details.
Tool to update an existing sales invoice by id. use when modifying invoice header or line items.
Curated for Moneybird's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Moneybird.
