--- id: "integration-11808" type: "integration" lang: "en" title: "Moneybird Integration: Invoices, Quotes and Payment Status from Chats - Moneybird at Binom" url: "https://binomai.com/integrations/moneybird-integration/" translation_group: "integration-11512" translations: ru: url: "https://binomai.com/ru/integrations/moneybird-integration/" markdown: "https://binomai.com/ai/ru/integrations/moneybird-integration.md" uk: url: "https://binomai.com/ua/integrations/moneybird-integration/" markdown: "https://binomai.com/ai/ua/integrations/moneybird-integration.md" categories: ["Accounting"] published: "2026-10-21T11:38:19Z" updated: "2026-10-21T11:38:19Z" --- # Moneybird Integration: Invoices, Quotes and Payment Status from Chats - Moneybird at Binom *Updated: 21.10.2026, 11:38 UTC* The Moneybird integration with Binom turns agreements from a conversation into accounting records: the AI employee creates a contact, estimate or invoice, sends it to the client, reminds about payment and reports the status by invoice number. Moneybird is available on request in the Binom dashboard: Integrations → More integrations → Moneybird. ## What Binom can do in Moneybird Binom here refers to your AI employee. Once Moneybird is connected, it calls the service's actions when the conversation needs that data. You decide which actions are available to it. In the dashboard, each action is labeled: **read** (Binom only views data), **write** or **delete** (Binom changes or deletes data in Moneybird). | Section | What Binom can view | What Binom can change | | --- | --- | --- | | Invoices | Invoices, search by number and reference, PDF and UBL | Create, send, remind, register payment, credit note | | Estimates | Estimates, search by number, PDF | Create, send, change status, convert to invoice | | Contacts | Contacts and contact persons | Create, edit, notes | | Incoming invoices | Supplier invoices | Create, register payment | | Reference data | Products, tax rates, ledger accounts | Create and edit | ## Can the chatbot report an invoice status in Moneybird by number? Yes. The client gives the invoice number, Binom finds it ("Find Sales Invoice By Invoice ID") and reports the status. ## Invoice and estimate from a conversation Binom creates an estimate ("Create Estimate") and sends it ("Send Estimate"). When the client agrees, the estimate is converted into an invoice ("Bill Estimate"), which Binom sends ("Send Sales Invoice"). ## What access you will need You can connect in one of two ways: sign in via OAuth 2.0 (you log in to your service account and confirm access); or a personal access token. The token works for one Moneybird administration only. Details for each method are shown in the "Authentication" block on the Moneybird page in the dashboard. ## How to get the Moneybird integration Moneybird is connected on request: first, the Binom team sets up the integration for your account. The general catalog rules are described in the instructions [how to connect a service from "More integrations"](https://binomai.com/faq/connect-service-to-chatbot/). 1. Open [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), type "Moneybird" in the "Search integrations" field and open the Moneybird card. 2. On the "Moneybird integration for assistant" page, you will see the message "Integration is available on request. Request it now, and we will set it up for you as a priority." The assistant here is your Binom. The "Authentication" block shows what access will be needed, and the "Actions" list shows everything Binom can do in Moneybird. 3. Click "Request integration". The message "Request sent. You will receive a notification when the integration is available." appears, and the button changes to "Requested". 4. A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the Moneybird page. 5. Click "Connect", go through the steps in the "Connecting Moneybird" window and click "Done". After "Connecting...", the status will change to "Connected". If the message "Confirmation has not arrived yet. The connection may still complete; check again in a minute." appears, click "Check again". ## How to choose what Binom can do in Moneybird A connected integration does nothing until you allow actions. The dashboard says it directly: "Select the actions that the assistant may perform. While nothing is selected, it has no access to any of them." 1. On the Moneybird page, tick the needed actions in the "Actions" list. The "Filter by actions" field helps you find them by name. The counter shows how many are selected. 2. Check the "Ask before changing data" toggle. It is on by default: before any action that writes or deletes data, Binom will describe what it is about to do and wait for your confirmation. 3. Click "Save". The message "Allowed actions saved" confirms the changes. To get started, "Filter Contacts", "Create Contact", "Create Sales Invoice" and "Find Sales Invoice By Invoice ID" are enough. Add actions that change or delete data when you are ready to let Binom make changes in Moneybird. ## How to check that the integration works - Start a new conversation with your Binom, for example through a [public chat link](https://binomai.com/faq/public-chat-link/), ask for the status of a real invoice by its number, and compare it with Moneybird. ## Possible problems ### Binom does not use Moneybird data in its answers **What to check:** the Moneybird status is "Connected", and the needed actions are selected (for example "Create Contact"). **What to do:** select the actions and click "Save". **How to tell it is fixed:** the message "Allowed actions saved" appears, and in a new conversation Binom answers using Moneybird data. ### "Could not save the request. Please try again." **What to do:** click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (Moneybird). **How to tell it is fixed:** the button shows "Requested". ### "Integration is temporarily unavailable - your request has been recorded." Nothing else needs to be done: the request is saved, and you will receive a notification when Moneybird can be connected. ### "Reconnection required" **What this means:** "The service no longer accepts saved access, so the assistant does not use it." **What to do:** open the Moneybird page in [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), click "Reconnect", and go through the connection window again. **How to tell it is fixed:** the status is "Connected". ### "Could not start the connection. Please try again." **What to do:** click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (Moneybird), and a screenshot of the message. **How to tell it is fixed:** the "Connecting Moneybird" window opens. ### "On a paid plan" instead of the connect button The page will show "Available on a paid plan. Tell us what you need, and we will let you know when it launches." For what each plan includes, see the [plans and subscription pricing](https://app.binomai.com/plans) page, and for how to change your plan, see the guide [how to change or upgrade your plan](https://binomai.com/faq/change-subscription-plan/). After changing your plan, return to [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) and open Moneybird again. ### "You do not have permission to manage this section." **What this means:** only users with the Owner or Administrator access level can manage integrations. **What to do:** ask the account owner to give you the Administrator access level or to connect Moneybird yourself. More details: [access levels in the team](https://binomai.com/faq/kak-raspredelit-obyazannosti-v-komande-s-pomoshhyu-pyati-urovnej-dostupa-owner-admin-editor-operator-viewer/). **How to tell it's resolved:** after you refresh the page, the integration settings open. If the problem persists, write to support@binomai.com or send "I want to talk to a person" in the chat with [Binom Tutor](https://app.binomai.com/cabinet/binom/binom-tutor-stream). Include the name of the Binom, the integration, and attach a screenshot of the message. ## How to disconnect Moneybird On the Moneybird page, click "Disconnect". The "Disconnect Moneybird?" window will show a warning: "The assistant will lose access to the service. To restore it, you will need to reconnect the integration and enter the credentials again." Confirm, and "Integration disconnected" will appear. ## Other common questions ### Can Binom remind a client about an unpaid invoice in Moneybird? Yes, using the "Send Sales Invoice Reminders" action. ### Do I need a developer to integrate Moneybird? No. You request Moneybird in the [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) section, the Binom team sets up the integration, and then you connect the account yourself and choose the actions. ## What's next - [FreeAgent integration](https://binomai.com/integrations/freeagent-integration/) - [FreshBooks integration](https://binomai.com/integrations/freshbooks-integration/)