Moneybird
Clients ask about invoices and billing details at all hours. Your AI agent pulls live data from Moneybird, creates contacts, retrieves sales invoices, and answers payment questions instantly. No more digging through spreadsheets or waiting for your bookkeeper.
From contact management to invoice retrieval, your AI agent accesses Moneybird's full bookkeeping toolkit to answer billing questions on the spot.
Moneybird
See how businesses using Moneybird let AI agents handle invoice inquiries, contact updates, and billing questions without lifting a finger.
A freelance client messages asking whether invoice #2024-087 has been paid. Your AI Agent retrieves the sales invoice from Moneybird, checks the payment status and date, and confirms the payment was received last Tuesday. The client gets clarity in seconds. Your bookkeeper never needs to pause their VAT return preparation.
A new customer provides their company name, KvK number, and billing address while chatting with your AI Agent. The agent creates their Moneybird contact with all provided details, including VAT number and invoice email. By the time your first project wraps up, the contact record is already waiting for invoicing.
A retainer client asks how much they owe this month. Your AI Agent queries their pending additional charges in Moneybird, compiles the unbilled hours and expenses, and presents a clear breakdown. The client sees exactly what will appear on their next invoice, building trust and eliminating billing surprises.
Moneybird
FAQs
The agent uses Moneybird's Sales Invoices API to fetch invoices by ID or filter by state and period. When a client asks about a specific invoice, the agent queries your administration in real time and returns details like amounts, line items, and payment status. No data is cached or stored separately.
Yes. The Moneybird Create Contact endpoint supports Chamber of Commerce (KvK) numbers, tax/VAT (BTW) numbers, SEPA direct debit details including IBAN and BIC, and SEPA mandate information. Your agent can populate all of these fields during a conversation when a new client provides their details.
Tars requires a personal API token from your Moneybird account. You generate this in your Moneybird settings under Personal API Tokens. The token provides access to the specific administrations you authorize. You can revoke it at any time from your Moneybird dashboard.
No. The agent queries your Moneybird administration in real time during each conversation. Invoice amounts, contact details, and financial records are fetched live and used only for the active conversation. We do not maintain a separate database of your accounting data.
Yes. The Moneybird API supports listing all administrations accessible by the authenticated user. If you manage multiple businesses or client administrations, the agent can switch between them based on context and route queries to the correct administration automatically.
Moneybird's portal lets clients view invoices but requires them to log in and navigate the interface. Tars adds a conversational layer, so clients simply ask a question on your website or WhatsApp and get instant answers. Plus, the agent can update contacts, check charges, and handle inquiries across all your business tools, not just Moneybird.
The agent can both retrieve and update sales invoices through Moneybird's API. It can modify header fields and line items on draft invoices. For sent invoices, modifications follow Moneybird's standard rules, and the agent respects those restrictions automatically.
The agent can access your entire Moneybird invoice history. It filters by period parameters including previous years, so whether the invoice is from last month or three years ago, the agent retrieves it and provides the client with accurate details.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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