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What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Retrieve invoices, contacts, and payment statuses.
Example
"Find all unpaid invoices from the last 30 days."
Memory Recall
Review historical transactions or recurring payments.
Example
"Summarize all payments from client X in Q2."
Instant Reaction
React instantly to overdue invoices or new payment entries.
Example
"Alert the finance team when an invoice becomes overdue."
Autonomous Routine
Perform scheduled financial checks or updates.
Example
"Generate a daily report of all newly issued invoices."
Agent-Initiated Action
Create or update contacts, invoices, or ledger entries as needed.
Example
"Send a new invoice for €1200 to client John & Co with net-15 terms."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Zapier
Automate workflows between Moneybird and other apps
Slack
Receive real-time notifications on invoice status
Google Sheets
Export financial data for reporting and analysis
Try It with Your Agent
Create and send an invoice in Moneybird to the client Acme Corp for 1500 euros for consulting services completed last week, and notify me when it is paid.
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Moneybird in Fastn UCL: Navigate to the Connectors section and select Moneybird to connect.
2
Authenticate using your Moneybird account credentials and authorize Fastn UCL to access your financial data.
3
Enable the “Create Invoice” and “Track Payment Status” actions in the Actions tab to allow the AI agent to manage billing and monitor invoice status.
4
Use the AI Agent: Ask prompts like “Generate a €1500 invoice for Acme Corp for consulting services” or “Notify me when the invoice is marked as paid in Moneybird.”
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
