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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.

Sign in to connect Moneybird

Sign in to connect an account and start using Moneybird in your apps.

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.

Add Note to Contact

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.

Archive Contact

Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.

Create Contact Person

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.

Create Moneybird Contact

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.

Create Sales Invoice

Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.

Delete Contact

Tool to delete a contact. Use after confirming that contact should be removed.

Delete Contact Note

Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.

Delete Contact Person

Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.

Filter Contacts

Tool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.

Get Additional Charges

Tool to get additional charges for a contact. Use when you need to view pending (or optionally billed) usage or recurring charges.