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Create invoices, look up balances and add contacts with your Moneybird account, during a call.

Connect Moneybird to AgentCalls with one click and your agent can work inside your invoicing and accounting. While a caller is on the line, it can find a contact, check whether they have a balance, create a sales invoice with the line items you agree on, and add a note so the next person knows what was discussed. It can also add a new contact when someone calls for the first time. Your records stay in Moneybird, and your agent only does what your tools allow.

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What your agent can do with Moneybird

  • Look up a contact by name and confirm their details during the call
  • Create a sales invoice with agreed line items and send it to the contact
  • Add a new company or person as a contact after you confirm their name
  • Record a note or to-do on a contact so your team sees what was discussed
  • Add a contact person to an existing company when a second person calls

Moneybird exposes 21 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound invoice request

  1. Caller

    Hi, this is Daniel Reyes from Reyes Plumbing. We need an invoice for last Tuesday's boiler service.

  2. Agent

    Thanks, Daniel. I found Reyes Plumbing in your records. Can you confirm the service was one boiler inspection at 85 pounds and parts at 42 pounds?

  3. Caller

    Yes, that's right.

  4. Agent

    Done. I've created the invoice for 127 pounds and sent it to your billing email. Anything else?

Balance check before a new job

  1. Caller

    Good morning, this is Amira Haddad from Haddad Design. Can you check if we have any open invoices before I book the next project?

  2. Agent

    Good morning, Amira. Yes, I see one open invoice for 1,200 dollars, due on the 14th. It's still unpaid.

  3. Caller

    Okay, I'll pay it today. Please add a note that I'll book the new project after payment.

  4. Agent

    Noted on your account. Your team will see that the project is waiting for payment.

New client and a second contact

  1. Caller

    Hello, I'm calling for Brightline Dental. We'd like to set up an account. Our office manager is Lena Park.

  2. Agent

    Welcome. I'll create Brightline Dental as a new contact. Lena Park can be added as a contact person. Should I use her direct email?

  3. Caller

    Yes, lena@brightlinedental.co.uk.

  4. Agent

    Both are added. Lena is now linked to Brightline Dental, and your team can send her the first invoice.

How to connect Moneybird

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Moneybird

    From Integrations in the dashboard, choose Moneybird and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Moneybird actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Finance & invoicing integrations

Questions, answered.

Does the agent work with Moneybird during the call or after it?

Both. During a call, your agent can look up contacts, check balances, create invoices and add notes in real time. Anything it records is saved straight to your Moneybird account.

What do I need to connect Moneybird?

You need an active Moneybird account. Sign in to Moneybird from the AgentCalls dashboard and approve the connection. It takes one click.

Which plan includes the Moneybird integration?

Integrations, including Moneybird, are included from the Growth plan.

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Put your agent to work with Moneybird.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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