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Moneybird

Your agent retrieves invoices, contacts and bank transactions in Moneybird, and prepares draft invoices once you approve.


What your agent can do

  • Look up invoices and see which are outstanding

  • View bank transactions and payments across your accounts

  • View and log hours worked

  • Look up and update contacts

  • Prepare draft invoices

Try asking

“Which September invoices are still unpaid?”

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