Moneybird Accounting Automation & Approvals
Run Moneybird on autopilot. Keep the veto.
21 actions
Sales invoices go out, contacts get archived, and mandates get requested before you've seen the details. Rills queues every Moneybird action for your approval first.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential accounting action from Moneybird arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Create 4 sales invoices for contacts with completed projects?
4 contacts · project status marked complete this week
Amounts match approved quotes on file
Same batch pattern as last month's invoice run
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About Moneybird automation
Accounting errors don't announce themselves. A sales invoice fires to the wrong contact, a mandate request goes out before the terms are confirmed, or a contact gets archived mid-conversation and nobody notices until the client asks why they stopped hearing from you.
When Moneybird runs unsupervised
Moneybird automation without a human checkpoint means changes post the moment a condition is met. There's no pause between the trigger and the action that ships.
- Create Sales Invoice fires before you've confirmed the line items, and the client gets a document you'd have edited.
- Archive Contact runs on a cleanup rule and buries an account that was still active, breaking any open follow-up.
- Request Payments Mandate URL sends before you've checked whether the contact has already signed, leaving a duplicate request in their inbox.
- Delete Contact executes on a stale-record sweep and removes someone you needed for a dispute or audit trail.
- Update Sales Invoice overwrites a figure mid-approval cycle and the client sees a version you didn't intend to share.
What Rills does inside Moneybird
Rills watches your accounting workflows and surfaces proposed actions, such as Create Sales Invoice, Update Contact, or Request Payments Mandate URL, as a queue you review before anything reaches a client or changes a record. Nothing in your Moneybird ledger moves until you approve Moneybird actions explicitly.
The invoice still goes out; you just see the draft before it does.
Why Moneybird has no triggers and how Rills fills the gap
Moneybird has no native event triggers, so Rills fills the gap with scheduled checks and upstream signals that initiate workflows on a cadence you control.
- List Sales Invoices runs on a daily schedule to surface overdue invoices and propose follow-up notes or mandate requests before they age further.
- Filter Contacts polls on a set interval to catch records flagged for archival or deletion, so no contact disappears without a review step.
- Get Additional Charges checks periodically against open invoices and proposes an updated sales invoice when charges have drifted from what was billed.
- List Contacts Synchronization runs after any CRM or onboarding event upstream, queuing Create Moneybird Contact proposals so new clients appear in accounting only after you confirm the details are right.
What Rills can do in Moneybird
6 of 21 actions across reads, writes, and updates.
- 01
Create Moneybird Contact
Add a new customer, vendor, or partner to your Moneybird accounting system so you can track invoices, payments, and transactions associated with them.
- 02
Filter Contacts
Retrieve a filtered list of contacts from your Moneybird account based on specific criteria such as creation date or name. This helps you quickly find and manage specific contacts without manually reviewing your entire contact list.
- 03
Update Contact
Modify an existing contact's information such as name, email, phone, or address. This is useful when customer details change or need correction in your accounting system.
- 04
Create Sales Invoice
Creates a new sales invoice to bill your customers with itemized products or services. Use this when you need to generate professional invoices that track revenue and manage customer payments.
- 05
List Sales Invoices
Retrieves all sales invoices from your accounting administration, giving you a complete view of your invoicing activity. Use this to quickly access and review your invoice records whenever needed.
- 06
Update Sales Invoice
Modify an existing sales invoice to update pricing, line items, customer details, or other invoice information after creation.
Common questions about Moneybird automation
How do I automate Moneybird invoice creation without mistakes going out?
Rills lets AI draft the sales invoice based on your criteria, then holds it for your approval before anything gets created in Moneybird. You review the proposed action, confirm it looks right, and only then does it ship. Nothing goes to your accounting records without your say.
Can I approve Moneybird contact updates from my phone?
Yes. When Rills proposes an update to a contact or contact person in Moneybird, the action lands in your mobile approval queue. You review it from your phone, swipe to approve or reject, and the update only goes through after you decide. No dashboard required.
How do I automate Moneybird payment mandate requests safely?
Rills can propose a payment mandate URL request for a contact when conditions you define are met. It waits for your approval before the request fires. If the wrong contact gets flagged, you catch it before it goes out, not after the customer already received it.
Can I automate adding notes to Moneybird contacts and still stay in control?
Rills proposes the note and queues it for your review. You approve it before it gets added to the contact record. If the AI drafted something you would not want a client to see in their file, you stop it before it ships, not after it is already sitting there.
How is Rills different from Zapier for Moneybird automation?
Zapier runs actions immediately when a trigger fires. If something goes wrong, it has already happened. Rills puts a human approval step between the AI proposal and the real action in Moneybird. You keep the veto on every invoice, contact change, or archive operation before it touches your books.
Why use Rills instead of Make for Moneybird workflows?
Make executes the steps you build, no pause for review. Rills treats every proposed Moneybird action as a draft first. Your AI can filter contacts, update records, or create invoices as proposals, but none of it hits Moneybird until you approve. That difference matters when your accounting data is involved.
Does Rills support Moneybird webhooks or do I need events to trigger workflows?
Rills does not require Moneybird to send events to start a workflow. You can trigger Moneybird automation from other tools, schedules, or conditions you define elsewhere. Rills then proposes the Moneybird action, such as creating an invoice or archiving a contact, and waits for your approval before it runs.
How much does Rills cost for Moneybird automation?
Approvals and workflow logic are free. You only pay when Rills takes a real action, such as calling the Moneybird API to create an invoice, update a contact, or request a payment mandate. If you review and reject a proposal, you pay nothing for that action.