Before the invoice run
At month end the bookkeeper asks which Acme time entries are still open. Memtro lists fourteen not yet invoiced, with person, project and minutes, totalling 31 hours, and notes that six of them are not marked billable.
Moneybird + Memtro
Ask which Moneybird invoices are still open, and how many hours were logged for a client.
Connect Moneybird with a personal API token and Memtro reads contacts, sales invoices with state, due dates and amount unpaid, estimates, projects, time entries and users. Addresses, phone numbers, bank and tax details are not returned. It reads on demand and there is no hourly sync. When you ask, and once an administrator has granted the action by name, it can add notes and to-dos, create and edit contacts, projects and time entries, and draft or credit invoices. Sending an invoice, estimate or payment reminder emails the customer and cannot be recalled. Deleting an invoice or time entry is permanent.
In Memtro
What you can do with Moneybird in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Moneybird tool, reads what it needs, and answers with the source cited.
What it does
- 01Sales invoices by state, contact or invoice-date range, with due date, totals and amount unpaid
- 02Contacts searched by name, email or customer number, never addresses, phone numbers or bank details
- 03Time entries by date range, contact, project, user or whether invoiced yet, with total minutes
- 04When asked and granted, adds contact notes and to-dos, creates, edits or archives contacts, creates projects and records, stops or edits time entries
- 05When asked and granted, drafts or credits sales invoices and registers a payment in the books, which moves no money
- 06When asked and granted, sends an invoice, estimate or payment reminder to the customer, which cannot be recalled, and permanently deletes an invoice or time entry
Acts when asked
When you ask it to
These tools change something in Moneybird. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add a note or to-do to a contact
- 02Record a time entry
- 03Create a contact
- 04Update a contact's details
- 05Archive a contact
- 06Create a draft sales invoice
- 07Send or schedule a sales invoice to the contact
- 08Register a payment on a sales invoice
- 09Send a payment reminder to a contact
- 10Delete a sales invoice (permanent)
- 11Create a credit invoice from a sales invoice
- 12Send an estimate to the contact
- 13Change an estimate's state
- 14Stop a running time entry
- 15Edit a time entry
- 16Delete a time entry (permanent)
- 17Create a project
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Moneybird for you. Each event can start a job, with the event as its input. Moneybird signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01A sales invoice was created
- 02A sales invoice was changed
- 03A sales invoice was sent by email
- 04A sales invoice became open
- 05A sales invoice was paid
- 06A sales invoice became overdue
- 07A reminder was sent for a sales invoice
- 08A sales invoice became uncollectible
- 09A sales invoice was deleted
- 10A contact was created
- 11A contact was changed
- 12A contact was deleted
- 13A quote was created
- 14A customer accepted a quote online
- 15A quote was marked rejected
- 16A quote was invoiced
- 17A payment was registered
- 18A payment was deleted
- 19A document was saved
- 20A purchase payment succeeded
- 21A purchase payment was rejected
- 22A subscription was created
- 23A subscription was cancelled
- 24A time entry was created
- 25An external sales invoice was paid
In practice
Ask it like you would a colleague
Once Moneybird is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Moneybird + Memtro
Which sales invoices are late, and how much is unpaid on each?
How many hours were logged for Northwind this month?
Which time entries for Acme have not been invoiced yet?
Send a payment reminder to Globex for their two overdue invoices
Record two hours for Dan Fletcher on the BigCo website project yesterday
Billing the workshop
Priya Nair asks Memtro to invoice Northwind for last week's workshop hours. Memtro drafts a sales invoice with those time entries, which Moneybird marks as invoiced, and once Priya approves the lines it sends the invoice to Northwind's invoice email, giving it its number.
Teams
Where it fits
The teams that lean on Moneybird most, a question each of them asks, and what they connect beside it.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Moneybird is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesMoneybird with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesMoneybird with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesMoneybird with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportMoneybird with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportMoneybird with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportMoneybird with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatMoneybird with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatMoneybird with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatMoneybird with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in Finance and commerce
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Xero
- Stripe
- Felloh
- Wise
- Starling Bank
- QuickBooks Online
- Shopify
- WooCommerce
NetSuite- Sage Accounting
Ramp- AWS Cost Explorer
- Dynamics 365 Business Central
- Square
- Brex
FreeAgent- GoCardless
- PayPal
- BigCommerce
- Chargebee
- Companies House
- Dynamics 365 Finance & Operations
- ERPNext
- Exact Online
- Lemon Squeezy
- Odoo
- Paddle
- Zoho Books
Holded- Mercury
Mollie
QuickFile
Recurly- Squarespace Commerce
Airwallex- Invoice Ninja
Maxio
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register- Payhawk
- RevenueCat
Soldo
Spendesk- Firefly III
Lago- Medusa
- Braintree
Recharge- PrestaShop
Katana
Chaser
Unleashed- Ecwid
Printful- SumUp
Orb
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome- Moss
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withPersonal API token
- 1
In Moneybird open moneybird.com/user/applications/new and create a personal API token with the sales_invoices, time_entries and settings scopes, and estimates if Memtro should read and send estimates
- 2
Copy the token, which is shown once and works like a password for every administration you can reach
- 3
In Memtro open Connections → Moneybird and paste the Personal API token. If it reaches more than one administration, add the Administration ID, the number after moneybird.com/ in the address, and connect
- 4
Ask which invoices are still open
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Moneybird tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Moneybird?+
Only when you ask, and only what it has been granted: add a note or to-do to a contact; record a time entry; create a contact; update a contact's details; archive a contact; create a draft sales invoice; send or schedule a sales invoice to the contact; register a payment on a sales invoice; send a payment reminder to a contact; delete a sales invoice (permanent); create a credit invoice from a sales invoice; send an estimate to the contact; change an estimate's state; stop a running time entry; edit a time entry; delete a time entry (permanent); create a project. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Moneybird connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Moneybird data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Moneybird?+
Personal API token. In Moneybird open moneybird.com/user/applications/new and create a personal API token with the sales_invoices, time_entries and settings scopes, and estimates if Memtro should read and send estimates.
Can Moneybird start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Moneybird for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Moneybird in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.