Can Auttendo prepare a sales invoice in Moneybird?

Yes. It can look up the customer, read the invoice details supplied for the assignment and create a sales-invoice draft. Your team can review it before sending.

What does the agent need from us?

Connect the Moneybird account for the project and provide the accepted quote or the invoice details. The agent works with the access and actions your organization allows.

Can Moneybird work together with Gmail?

Yes. A customer’s acceptance in Gmail can be the starting point for a sales-invoice draft in Moneybird. The request, work and result stay together in Auttendo.

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.

See what it can do

OperationsOperationsY

You · just now

The customer accepted the quote. Find their Moneybird details and prepare the sales invoice.

Operations

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 review

Sales 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.

Actions

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.