ceven

Moneybird

Syncs every invoice and contact change into your operational tools, automates the creation of sales invoices from project milestones, and manages customer payment mandates.

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Why use Ceven?

  1. AI native Moneybird integration

    • Describe the outcome and Ceven picks the right Moneybird calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Moneybird data, across all 21 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Moneybird access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Moneybird, when, and on whose behalf.
    • The agent pauses and asks when Moneybird is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Moneybird.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Moneybird action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Moneybird, and when to use it.

Create Moneybird Contact
Use this when you need to onboard a new company or person after you have the administration id.
Create Sales Invoice
Use this when you need to bill a contact with specified line items for work completed.
Get Contact
Pull the full details of a contact by id before generating invoices or updating records.
Update Contact
Use this when you need to modify existing contact details by id for a specific client.
List Sales Invoices
Pull an overview of all sales invoices within a given administration to track billing status.
Get Sales Invoice
Pull detailed invoice data for a known invoice id to verify line items or totals.
Update Sales Invoice
Use this when modifying an invoice header or specific line items before finalization.
Request Payments Mandate URL
Generate a direct debit authorization link for a contact that remains valid for 14 days.
Create Contact Person
Use this when you have the contact id and need to add a specific person to a company record.
Filter Contacts
Retrieve contacts matching specific criteria like creation date or first name.
Get Additional Charges
Pull pending or billed usage and recurring charges for a specific contact.
Add Note to Contact
Use this when you need to record a comment or assign a task to a contact record.
List Administrations
Pull all administrations accessible by the user to obtain the necessary administration id.
Archive Contact
Use this when a contact is no longer needed and should be hidden from the active list.
Delete Contact
Tool to delete a contact. use after confirming that contact should be removed.
Delete Contact Note
Tool to delete a note from a contact. use when a note is no longer needed and should be removed permanently.
Delete Contact Person
Tool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id.
Get Contact by Customer ID
Tool to retrieve full contact details by customer id. use when you need all fields of a contact given its customer id.
Get Contact Person
Tool to get all information about a contact person. use when you have the administration, contact, and contact person ids and need full details before updating.
List Contacts Synchronization
Tool to list all contact ids and versions for synchronization. use when you need to detect which contacts have changed and update local data accordingly.
Update Contact Person
Tool to update a contact person. use after selecting a specific contact person when you need to change their details.

21 actions · scroll to see them all

Frequently asked questions

Ceven uses OAuth2 to connect to your Moneybird account. When you initiate the connection, you are redirected to the Moneybird login page where you grant specific permissions to Ceven. Once authorized, Moneybird provides an access token and a refresh token. We store these tokens using industry standard encryption. The agent uses the access token to perform actions on your behalf and uses the refresh token to maintain the connection without requiring you to log in again every few hours. You can revoke this access at any time through your Moneybird account settings, which immediately kills the token and stops all automated workflows.
Yes. Ceven can monitor your external triggers, such as a closed deal in a CRM or a finished task in a project tool, and then execute the sequence in Moneybird. This includes creating the contact if they do not exist, adding the correct contact person, and drafting the sales invoice with the appropriate line items. While the agent can draft and update invoices, we recommend a final human review step before the invoice is officially sent to the client to ensure pricing accuracy. This creates a hybrid flow where the data entry is automated but the financial sign off remains with the business owner.
Ceven uses the Filter Contacts or Get Contact by Customer ID tools to check for existing records before attempting to create a new one. This prevents the creation of duplicate entries in your accounting ledger. If a match is found based on the email address or company name, the agent will simply pull the existing contact id and use it for the invoice or note. If the information in your source system has changed, you can configure the workflow to update the existing Moneybird contact record to keep your accounting data in sync with your CRM.
Yes. Moneybird implements rate limits on their API to ensure platform stability. If a workflow attempts to sync thousands of contacts or invoices in a very short window, you may encounter a 429 Too Many Requests error. Ceven handles this by implementing an exponential backoff strategy, meaning the agent will automatically wait and retry the request after a short delay. For extremely large data migrations, we suggest scheduling the sync in batches rather than triggering everything at once to avoid hitting these limits and ensuring a smooth data flow.
Ceven can streamline the mandate process by using the Request Payments Mandate URL tool. When a workflow detects that a customer is eligible for direct debit but lacks a mandate, the agent can request the unique URL from Moneybird. This URL is valid for 14 days. The agent can then embed this link into a personalized email or message sent to the customer. Once the customer clicks the link and authorizes the mandate in the Moneybird portal, the contact record is updated. This eliminates the need for manual paperwork and speeds up the collection of recurring payments.
Yes. Because Moneybird allows a single user to access multiple administrations, Ceven uses the List Administrations tool to identify which business entity the workflow should target. You can specify the administration id in your workflow settings or let the agent determine the correct one based on the context of the request. This is particularly useful for accountants or consultants who manage the books for multiple different clients. The agent ensures that invoices and contacts are routed to the correct business ledger without mixing data between different administration accounts.
Ceven can create complex invoices by mapping data from your project tool directly to Moneybird line items. The agent specifies the description, quantity, and unit price for each item. If you have a standard set of services, you can tell the agent to use specific product codes or descriptions to maintain consistency in your financial reporting. If an invoice needs to be adjusted after it is created, the Update Sales Invoice tool allows the agent to modify specific lines or change the header information without having to delete and recreate the entire document.
The current integration focuses heavily on the revenue side through sales invoices and contact management. While Ceven can pull additional charges and manage the billing side of the house, it is primarily designed to automate the quote to cash pipeline. For expense tracking, the agent can help by organizing the contact data and notes associated with vendors, but the primary power of the integration lies in automating the creation and management of sales invoices and the associated customer payment mandates to ensure you get paid faster.

Alternatives to Moneybird

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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