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, no 3am stomach-drop wondering what shipped while you slept.
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.