Operations & finance · API key
Moneybird.
From accepted quote to invoice draft.
An accepted quote in your inbox becomes a sales-invoice draft in Moneybird. Auttendo looks up the customer and prepares the invoice for your team to review.
You · just now
The customer accepted the quote. Find their Moneybird details and prepare the sales invoice.
Read the acceptance → Find the customer → Create an invoice draft
The sales invoice is ready as a draft in Moneybird, with the customer details included. Your team can review it before sending.
MONEYBIRD · SALES INVOICE
Ready to reviewSales invoice draft
Prepared from the accepted quote, linked to the customer in Moneybird.
Your project defines the access and the working agreements.
What your agent can do with Moneybird.
You choose the capabilities for the assignment and the access you give them.
Catalogue names come from the connection itself.
- Add Note to Contact
- Create Contact Person
- Create Sales Invoice
- Get Contact by Customer ID
- List Contacts Synchronization
- List Sales Invoices
- Update Contact
- Update Sales Invoice
Available capabilities depend on the access and authority of your connection. The catalogue below shows known capabilities.
Your tools connected. Your team in control.
You choose the tools for the job. Follow what your agent uses in the conversation and see where your input is needed.
Connect the tools you use.
Connect your account and bring your existing workspace with you.
Give your project the right context.
Make knowledge and tools available for the work your agent takes on.
Follow the work in the conversation.
See which actions were completed and decide when the work calls for it.
Bring Moneybird into the rest of your work.
Explore other tools you can connect to your team’s projects.
Good to know
Specific questions about Moneybird and Auttendo. The practical stuff first.
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