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What we connect
We connect directly to your Moneybird administration, with no exports or copy-paste. The data that becomes available to AI:
- Invoices and quotes
- Outstanding items
- Contacts and customers
- Payments and bank transactions
- Subscriptions
- General ledger and VAT
Example questions
Questions your team can ask once Moneybird is connected, especially relevant for accounting firms, accountants, and professional service providers:
- Which customers have not yet been invoiced this month?
- Which invoices have been outstanding for more than 30 days and with whom?
- What is my revenue per client this quarter compared to last year?
- Which subscriptions expire next month?
- How much VAT do I owe this quarter?
Frequently asked questions
Does this work with the official Moneybird integration?
Yes. Moneybird launched an official AI integration via MCP (Model Context Protocol) in 2026. We set up that connection, secure the access, and extend it with workflows Moneybird itself does not offer: automatic briefings, reports across multiple clients, and a link to your time tracking.
Is my financial data secure?
Yes. EU-based hosting, GDPR-compliant, and we never train models on your business data. Access is permission-aware: the system respects who may see what. We work with token rights at the level that fits your administration.
Can I combine Moneybird with my CRM and project tool?
That is exactly the strength. A question about a client pulls the invoices from Moneybird, the deals from your CRM, and the hours from your project tool, all in one answer.






