Plugin · accounting
Groxbot + Moneybird
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
How a Bot uses Moneybird
21 Moneybird tools. Connect under Plugins. The Bot still asks before anything leaves the thread.
- Read Moneybird for the invoices, payouts, or disputes you name.
- Flag exceptions over policy. Never refund, pay, or submit evidence alone.
- Return a table: amount, reason, what to do next.
Never without you
- Refund, payout, or charge
- Submit a dispute
First message
List Moneybird exceptions over policy this week. Do not refund or pay.
Tools a Bot can call
A sample from the Moneybird toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.
- Add Note to Contact
- Archive Contact
- Create Moneybird Contact
- Create Contact Person
- Create Sales Invoice
- Delete Contact
Jobs that use Moneybird
- Founder analytics — Pull the numbers you name. Cite the source. Never change production dashboards. Five bullets, then open questions.
- Expense manager — Read receipts and statements. Flag anything over policy. Never submit or pay. Return a table of exceptions.
- Account health — Watch the accounts you name. Flag churn risk with evidence. Do not message the customer until you say so.
Related integrations
FAQ
Does Groxbot have a native Moneybird integration?
Yes. Connect Moneybird under Plugins. The Bot still asks before anything leaves the thread — sending billing included.
Can a Bot change live Moneybird data?
Not by default. Groxbot is talk-first: draft in the thread, grant access when it hits a wall. Live Moneybird writes wait for you.
Do I need a workflow builder?
No. Create a Bot, message it, grant access as needed. There isn't anything to learn — it's like bringing on a coworker.