Moneybird
Online invoicing and accounting tool for freelancers and small businesses covering invoices, expenses, and reports.
Best for sending invoices, reconciling payments, tracking expenses, and reacting when invoices are paid or sent.
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Example Use Cases
These are example ways Snow can use Moneybird when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.
Tool to add a note or to-do to a contact. Use when you need to record a comment or assign a task to a contact.
Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
Tool to create a new contact person. Use when you have the contact ID and need to add a person after confirming their firstname and lastname.
Tool to create a new contact in Moneybird. Use after you have an administration ID and need to onboard a new company/person. Provide either company_name or both firstname and lastname.
Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.
Tool to delete a contact. Use after confirming that contact should be removed.
Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.
Tool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.
Tool to get additional charges for a contact. Use when you need to view pending (or optionally billed) usage or recurring charges.