Connecting Moneybird to AI: ask about open items in plain language
Moneybird can be connected to AI. The assistant looks up the contacts and sales invoices of the administration you point it at and can prepare a sales invoice as a draft on request. Anyone who wants to know what is outstanding asks in the conversation instead of logging in and filtering a list.
What the assistant does for you in the books
Find a customer again
The assistant looks up a relation by name or by email address and shows what has been recorded about that customer. You do not need to know how someone was filed in order to find them.
Add a new relation
If a client is not there yet, the assistant can add them. It first checks whether the name already exists, because a customer who ends up in the books twice causes trouble at invoicing time.
Look up sales invoices
Invoices come back with their amount, their date and the customer they belong to. The assistant sticks to the status and the period the question is about, so to what is open in a month or to everything that is late.
Prepare an invoice as a draft
On request the assistant prepares a sales invoice with the right relation, the lines and the VAT rate. It stays a draft, so somebody checks the amounts before anything reaches a customer.
Inside the administration you choose
A connector belongs to one administration. If you run several, each gets its own connector with its own name, so an answer never contains figures from the wrong set of books.
What this takes off a team's plate
Customer contact
- Situation
- A customer on the phone asks whether their latest invoice has arrived, and the colleague has no access to the books.
- What the agent does
- The assistant looks up the relation and shows that customer's invoices with their status.
- Result
- The customer hears the answer during the call, and nobody has to interrupt a colleague.
Credit control
- Situation
- Someone has to go through the overdue invoices every week before the reminder round starts.
- What the agent does
- The assistant lists the invoices that are past their due date per relation.
- Result
- A call list ready in half a minute, with the amounts and dates already attached.
Small business
- Situation
- After a job an invoice has to go out with the right lines and the right VAT rate.
- What the agent does
- The assistant proposes the invoice lines based on what was agreed and prepares the invoice as a draft.
- Result
- Less retyping, and the final word still belongs to the owner.
Sales
- Situation
- A new client comes in and has to exist as a relation before anything can be invoiced.
- What the agent does
- The assistant checks whether the name is already there and only adds the relation if it is missing.
- Result
- No duplicate customer cards, and the first invoice can use the right relation straight away.
What is needed on your side
-
1
Make the connection
You issue an access key from Moneybird for the administration you want to open up. That key stays yours: revoke it at any moment and the connector stops immediately.
-
2
Decide what the assistant may do
You choose whether it may only look things up or also prepare something. Leave writing back switched off and the option simply does not exist in the conversation, so nothing in the books can change.
-
3
Decide who may use it
Per role or department you set who can address the finance assistant. For the rest of the organisation it is not on the list, even if someone went looking for it.
-
4
Follow along and adjust
Every action lands in the log, so it is clear afterwards which question led to which answer. We set it up together and adjust once practice shows what is still missing.
An administration holds more than numbers
Moneybird holds not just amounts but also addresses, email addresses and how your customers pay. The connector is set up so none of that travels further than it has to.
Where the data lives: Nederland of de EU
Access you revoke yourself
The connector uses a key you issue in Moneybird and can withdraw again yourself. IntraGPT stores no login details for the administration.
Only for the people it concerns
You decide per role who may use the finance assistant. An employee without that role does not even see the connector listed and cannot pull anything from it.
Drafts rather than sent invoices
A prepared invoice stays a draft in Moneybird. The assistant sends nothing to a customer, so a mistake in an amount or a VAT rate is corrected before anyone outside the company sees it.
On a dedicated server
The model runs on a dedicated server in the Netherlands. Data from your administration is not sent to an American model provider and is never used for training.
Common questions about Moneybird and AI
Can I connect Moneybird to ChatGPT?
ChatGPT has no built-in connection to Moneybird, and retyping invoices into a public chatbot is not something you want. IntraGPT works like a chat but looks straight into your own administration. The connector is tied to that one administration, fetches only what the question needs and records every action in the log.
Does IntraGPT work with Moneybird?
Yes. Moneybird is one of the accounting packages IntraGPT handles: looking up contacts and sales invoices, and on request preparing a relation or a draft invoice. The connection uses the official Moneybird integration route with a key you issue yourself.
What does a Moneybird connector cost?
Connecting is part of the project we run together. What drives the work is the number of administrations, whether the assistant may write back and which roles may use it. A short call makes that concrete, including what has to be arranged on your side.
How long does setup take?
Making the connection takes very little time. The lead time usually goes into agreeing who may use the assistant and whether writing back is allowed. With one administration and look-up only, you are done the same day.
Why does the assistant not see our second administration?
A connector belongs to one administration, and that is deliberate. If you keep several sets of books, we set them up separately with recognisable names. A user therefore always knows which company an answer is about, and figures cannot quietly get mixed up.
Can the assistant see expenses or the VAT return?
No. The connector covers contacts and sales invoices. Expenses, bank transactions and the VAT return fall outside it, so the assistant gives no answer about them. If you would like that added, tell us and we will look at what it takes.
What do draft, open, paid and late actually mean?
Those are the statuses Moneybird gives a sales invoice. A draft has not been sent, open has been sent but not settled, paid speaks for itself and late is past the due date. The assistant uses exactly those words, so an answer lines up with what you see on screen.
Should the assistant be allowed to prepare invoices?
That is an administrator's choice. Look-up only is enough for questions about open items and customers. Switch preparation on and it happens only on explicit request, and the result stays a draft. You can always enable it later once the reading side has proved itself.