Moneybird

· #412 most-used

Cloud accounting built for Dutch and Belgian SMEs — invoicing, VAT, and bookkeeping on autopilot

ProductivityFinanceAutomationPaymentsAccounting

Moneybird is the leading cloud accounting platform for freelancers and small businesses in the Netherlands and Belgium. It handles sales invoices, purchase receipts, quotes, contacts, VAT filings, and bank reconciliation in one clean interface — built specifically for Dutch and Belgian tax compliance. Connect Moneybird to Actionist and your Finance, Sales, and Operations agents can create invoices and contacts, send quotes, track payments, and react to new invoice or contact events — all without touching the Moneybird dashboard manually.

Try Moneybird with Actionist Visit Moneybird

Average time saved

9 hours

per person · per month

≈ 1 workdays back

Eliminates manual work. Agents eliminate manual invoice creation, quote follow-up, contact entry, and the weekly reconciliation rounds that finance teams typically do by hand in Moneybird.

Schedule

What your Moneybird agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

Moneybird × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

7Apps spanned

~20 hrsSaved / week

4Personas served

For finance

Featured4 apps

Deal closed → invoice created and sent

When a deal closes in HubSpot, the Finance Agent finds or creates the customer contact in Moneybird, creates a correctly-valued invoice with the agreed line items, and sends it — all within about a minute of the CRM status change. The invoice number and due date are logged to the revenue spreadsheet and the finance team is notified in Slack. Billing starts before the handshake is even finished.

~6 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a deal is marked Closed Won in the CRM

Trigger

Step 1

HubSpot

Detect deal status change to Closed Won

read

Step 2

Moneybird

Find or create contact for the customer in Moneybird

write

Step 3

Moneybird

Create sales invoice from deal line items and agreed amount

write

Step 4

Moneybird

Send sales invoice to customer

write

Step 5

Google Sheets

Append invoice number, amount, and due date to revenue log

write

Step 6

Slack

Post invoice sent confirmation to #finance channel

Result

Create sales invoice from deal line items and agreed amountSend sales invoice to customerAppend invoice number, amount, and due date to revenue logPost invoice sent confirmation to #finance channel

The win

Saved per run

25 min

Runs / week

~15×

Every closed deal is invoiced the same day — no billing lag

Driven byFinance Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
30 min / week
Manual invoice creation after deal close
Reps email the bookkeeper with deal details and wait for the invoice to be created and sent — often a 1–2 day lag after the deal closes.
Sales Agent
0 min
Agent invoices the moment the deal closes
The agent creates and sends the sales invoice in Moneybird within about a minute of the CRM deal moving to Closed Won — no rep action, no bookkeeper handoff.
Marketing
60 min / week
Manual ad-spend document entry
Someone on the team downloads each ad-platform invoice, logs into Moneybird, creates a document, types in the amount and supplier, and uploads the PDF — repeated for every platform every week.
Marketing Agent
0 min
Agent books all ad-spend documents on Monday
The Marketing Agent reads the AP inbox, creates a Moneybird document for each platform invoice, and attaches the PDF — the bookkeeper opens Monday with ad-costs already booked.
Customer Support
45 min / week
Finance escalation for billing questions
Support agents cannot see invoice status in Moneybird and escalate billing questions to finance, adding an average half-day delay before the customer gets an answer.
Customer Support Agent
0 min
Agent surfaces invoice status in the support ticket
The Support Agent finds the contact and retrieves their open invoice balance from Moneybird, enriching the ticket so the support rep can answer billing questions directly.
Human Resources
40 min / week
Manual freelancer invoice data entry
HR or finance staff manually transcribe freelancer invoice details into Moneybird — company name, amount, VAT, IBAN — for every contractor invoice received.
Human Resources Agent
0 min
Agent creates and books freelancer documents automatically
The HR Agent creates the purchase document in Moneybird with the correct details and attaches the PDF the moment the freelancer submits their invoice by email.
Finance
90 min / week
Manual overdue invoice chase list
The bookkeeper checks the Moneybird invoice list each morning, identifies overdue invoices, and writes and sends individual payment reminders — 15–30 minutes every day.
Finance Agent
0 min
Agent runs the full collections cycle on a schedule
The Finance Agent lists overdue invoices, retrieves debtor details, sends personalised reminders via Gmail, and logs the chase in the CRM — daily, without human involvement.
Operations
25 min / week
Manual vendor contact setup and maintenance
Operations staff manually create vendor contacts in Moneybird when a new supplier is approved, transcribing IBAN and VAT details from the contract or supplier registration form.
Operations Agent
0 min
Agent creates supplier contacts on procurement approval
The Operations Agent creates the vendor contact in Moneybird the same day the supplier is approved — full details set, ready to match purchase invoices on arrival.
Legal
20 min / week
Manual document attachment and compliance check
Legal staff manually check that key invoices have signed contract attachments, then open Moneybird to add missing documents — a time-consuming weekly sweep before each filing.
Legal Agent
0 min
Agent audits and attaches compliance documents weekly
The Legal Agent reviews invoices for missing attachments, adds them via Add Attachment to Document, and logs the result to the compliance tracker — the full sweep takes minutes.

+ 100s of other Moneybird automations

Average time saved

31 hrs / person / month

Calculator

Calculate what your team saves

Team size

5 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

550

Annual ROI

$41,250

Based on Moneybird's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.2 hrs / person / week of admin work automated.

Connect

How to plug Moneybird into Actionist

Pick the connection method that suits your environment.

Connect via Moneybird's OAuth flow. Actionist opens the Moneybird authorisation page, you grant permission, and the agent gets scoped access to your chosen administration.

Open the Apps tab

Find Moneybird in the Apps library and click Connect. OAuth is the recommended path.

Authorise in Moneybird

A Moneybird OAuth window opens — sign in and grant Actionist permission to read and write your contacts, invoices, quotes, and documents.

Select your administration

Moneybird supports multiple administrations. Select the one you want Actionist to operate on, then confirm.

Test the connection

Actionist runs a read-only test call to confirm the handshake. You are ready to build agents.

Actions

13 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

3 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Moneybird + Actionist

How does Actionist connect to Moneybird?

Go to the Apps tab, find Moneybird, and click Connect. Actionist opens a Moneybird OAuth window — sign in with your Moneybird credentials and grant permission. If you have multiple administrations, you will be asked to select which one the agent should operate on. Actionist then runs a read-only verification call to confirm the handshake before any actions run.

Can Actionist agents create and send invoices automatically?

Yes. The Create Sales Invoice action creates a draft or open invoice in Moneybird, and the Send Sales Invoice action delivers it to the customer by email or Peppol — all without anyone opening the Moneybird interface. A common pattern is to trigger invoice creation when a deal closes in the CRM, then send it immediately: the customer receives the invoice within about a minute of the deal being marked Closed Won.

What happens if the customer contact does not exist in Moneybird yet?

Use the Find or Create Contact action. It searches Moneybird for a contact matching the given name or email, returns the existing record if found, and creates a new one if not. This is the recommended action for any workflow where a new customer or supplier might appear — it prevents duplicate contacts and ensures the invoice or document is always linked to a single authoritative record.

Which Moneybird events can trigger an Actionist workflow?

The three available triggers are New Contact, New Quote, and New Sales Invoice. Each fires within about a minute of the corresponding record being created in your Moneybird administration. Use New Sales Invoice to sync invoices to spreadsheets or notify Slack; New Contact to propagate customers or suppliers to other systems; New Quote to update your CRM pipeline stage and schedule a follow-up call.

Does Actionist support the Dutch and Belgian VAT rules in Moneybird?

Actionist does not interpret tax law, but the Find Tax Rate action lets agents look up the correct BTW rate (21%, 9%, 0%, or custom rates) from your Moneybird administration and apply it to invoices and quotes at runtime. Agents can be configured to always apply the correct rate for each product line based on the item type, preventing misclassification before the VAT return is filed.

Can I attach documents and receipts to invoices from Actionist?

Yes. The Add Attachment to Document action attaches a file — a PDF receipt, a signed contract, a delivery note — to an existing document or invoice in Moneybird. Agents can pick up attachment files from email, Google Drive, or any connected storage tool and apply them to the right Moneybird record automatically. Auditors always have the source document alongside the bookkeeping entry.

Can Actionist handle overdue invoice chasing in Moneybird?

Yes. Schedule an agent task to run each morning using List Sales Invoices filtered to open invoices past their due date. For each overdue invoice the agent can retrieve the debtor's contact details via Find Contact, send a payment reminder via Gmail, and log the chase event in the CRM. The entire collections cycle runs on a schedule — no human has to scan the Moneybird invoice list daily or write reminder emails from scratch.

Is Moneybird available to businesses outside the Netherlands and Belgium?

Moneybird is designed specifically for the Dutch and Belgian market — its VAT rules, BTW rates, payment references (Acceptgiro/IBAN), and accounting standards are tailored to Dutch and Belgian bookkeeping requirements. Businesses operating in other countries will generally find it does not support their local tax and banking formats. For non-Dutch or non-Belgian operations, consider an alternative accounting integration such as QuickBooks Online or Xero.