Integrations / Accounting
Connect Moneybird to WhatsApp: contacts and sales invoices by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Moneybird once, then ask Flann to look things up in it or get work done in it, by text or voice note. Cash questions rarely wait for a convenient moment. A supplier calls, a customer queries a bill, a payment looks wrong. With Moneybird connected, you message Flann and get the figure from the real record, not from memory.
21 actions in Moneybird. 9 only look things up, and 12 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Moneybird
Send any of these on WhatsApp, in your own words. Flann finds the right Moneybird action and fills in the details from the conversation.
“Look up the contact in Moneybird.”
“Look up the sales invoice in Moneybird.”
“Look up the contact person in Moneybird.”
“Add a note in Moneybird.”
“Create a contact in Moneybird.”
“Create a sales invoice in Moneybird.”
What Flann can work with in Moneybird
Moneybird gives Flann 21 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | archivecreatedeletelook upupdate | 6 |
| Sales invoices | createlook upupdate | 4 |
| Contact persons | createdeletelook upupdate | 4 |
There are three ways to get contacts work done in Moneybird. Side by side:
| Compare | Moneybird on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about contacts | Filters and searches you run yourself | Only the look-ups someone built | 9 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 12 changes, made from a message |
| Moneybird records | All of them, one screen at a time | Only the ones you wire up | 8 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | One sign-in to Moneybird |
YesPartlyNo
Step by step: Moneybird jobs you can hand to Flann
Each step below names the Moneybird action Flann actually runs.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in Moneybird with these details.”
- Flann runs
Get Contactin Moneybird and shows you what it found. - Flann runs
Create Moneybird Contactin Moneybird. - Flann creates it in Moneybird and confirms in the chat.
Fix a sales invoice without opening Moneybird
- You message Flann on WhatsApp: “Change the sales invoice in Moneybird: here is what is different.”
- Flann runs
List Sales Invoicesin Moneybird and shows you what it found. - Flann runs
Update Sales Invoicein Moneybird. - Flann makes the change in Moneybird and confirms in the chat.
Clean up contact persons you no longer need
- You message Flann on WhatsApp: “Which contact persons in Moneybird are out of date? Remove the ones I confirm.”
- Flann runs
Get Contact Personin Moneybird and shows you what it found. - Flann runs
Delete Contact Personin Moneybird. - Each removal is confirmed in the chat.
Repetitive Moneybird work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Payment queries from customers
Today
Customers message to ask whether their transfer arrived, and each question means logging in to Moneybird to check. Then you reply, then you forget to mark it.
With Flann
“Did Layla’s transfer for the March invoice land in Moneybird?”
It checks Moneybird straight away and tells you whether the payment is in, when it arrived and what is still open.
What you stop doing: Checking a single payment no longer means a trip to the laptop.
Knowing which bills to pay
Today
Supplier bills arrive by email, post and WhatsApp, and only some of them make it into Moneybird. Due dates slip past and late fees follow.
With Flann
“List the supplier bills due before Friday in Moneybird and what we have in the bank.”
Straight from Moneybird, Flann lists the bills falling due, with the supplier, the amount and any that are already late, next to your current balance. You decide what to pay.
What you stop doing: Nobody has to keep due dates on a sticky note by the till.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Moneybird
- Open Connectors in Flann and choose Moneybird.
- Sign in to your Moneybird account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Moneybird action itself.
Look-ups run as soon as you ask and change nothing in Moneybird. You can disconnect Moneybird from Connectors at any time.
Ways to use Moneybird with Flann
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Moneybird and shows it to you before saving.
Chase what is owed
Ask Flann who still owes you. It checks Moneybird, lists the open items and drafts a reminder for each customer.
Find the slow payers
Ask which customers pay late. Flann reads the history in Moneybird and gives you the short list, so you decide who gets a nudge.
Everything Flann can do in Moneybird
The full list of Moneybird actions available to Flann once you connect it.
Looks up 9
- Filter Contacts
- Get Additional Charges
- Get Contact
- Get Contact by Customer ID
- Get Contact Person
- Get Sales Invoice
- List Administrations
- List Contacts Synchronization
- List Sales Invoices
Changes 12
- Add Note to Contact
- Archive Contact
- Create Contact Person
- Create Moneybird Contact
- Create Sales Invoice
- Delete Contact
- Delete Contact Note
- Delete Contact Person
- Request Payments Mandate URL
- Update Contact
- Update Contact Person
- Update Sales Invoice
More Accounting apps Flann works with
RazorpayCommon questions
What can Flann do with contacts in Moneybird?
Flann can archive, create, delete, look up and update contacts in Moneybird, using 6 actions (Archive Contact, Create Moneybird Contact, Delete Contact, Get Contact and more). Looking up runs straight away and changes nothing. The other actions create or change contacts in Moneybird.
What can Flann do with sales invoices in Moneybird?
Flann can create, look up and update sales invoices in Moneybird, using 4 actions (Create Sales Invoice, Get Sales Invoice, List Sales Invoices, Update Sales Invoice). Looking up runs straight away and changes nothing. The other actions create or change sales invoices in Moneybird.
How does Flann connect to Moneybird?
Open Connectors in Flann, choose Moneybird and sign in to your Moneybird account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 21 actions in Moneybird.
Can I use Moneybird from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Moneybird for you. You do not need to open Moneybird.
Does connecting Moneybird cost extra?
No. Moneybird is included in every Flann plan, along with every other app Flann connects to.