Five things that run on their own
Sales invoices from a completed job
A completed job is retyped into an invoice.
With Altramano
A completed job becomes a draft invoice in Moneybird, ready to send.
After a job, the draft invoice is ready.
Connecting Moneybird
Connecting Moneybird with Altramano means: the Moneybird integration connects Altramano to your Moneybird books through the official Moneybird login. Contacts and invoices are read, sales invoices created, sent and registered as paid, all in your own environment in Amsterdam and with approval wherever you want it.
Outstanding items and reminders
Someone pulls the outstanding invoices every week and types reminders.
With Altramano
The outstanding sales invoices are pulled; per customer a reminder is ready in your tone.
Saves, estimated± 1 hour a week
Payments from Mollie back into Moneybird
Payments are put on the invoice by hand.
With Altramano
A payment in Mollie is found on the matching invoice and registered in Moneybird.
Saves, estimated± 1 hour a week
A new customer straight in as a contact
A new customer from the CRM or a form is retyped into Moneybird.
With Altramano
A new customer becomes a contact in Moneybird, with the details from the source.
BenefitNew customers in Moneybird without retyping.
A monthly report from Moneybird in the Studio
Figures are exported and retyped in Excel.
With Altramano
The Studio makes a dashboard from the sales and purchase invoices in Moneybird and refreshes it every month.
Saves, estimated± 30 minutes a week
What an AI agent does with Moneybird
Sales invoices from a completed job. Now: a completed job is retyped into an invoice. With Altramano: a completed job becomes a draft invoice in Moneybird, ready to send. The agent does this with Moneybird through logging in to the service, in your own environment in Amsterdam. Whatever goes out or gets booked, it puts to you first: you say yes, then it runs. Every run is in Runs.
How you connect it
- In Altramano, go to Integrations and choose Moneybird.
- Connect through logging in to the service. Altramano keeps only an access key, encrypted, in your own environment.
- Choose a template or describe the task in the Studio. Test it against your real integration.
- Say yes before it goes live. After that it runs by itself, with every run there to read back.
Frequently asked questions
How do I connect Moneybird?
You sign in with your Moneybird account and grant access; after that you choose the administration per step. No separate module is needed.
Can I withdraw the integration again?
Yes, in Moneybird under connected apps, or in Altramano under Integrations. Both take effect immediately.
Does it send invoices without me seeing it?
Only in steps you set up without approval. By default an invoice is ready as a draft and waits for a yes; every run is in Runs.
Is this integration on right away?
Yes. You choose it in your environment under Integrations and connect in a few minutes.
What if Moneybird cannot do something through the integration?
Then there is the general HTTP integration, or we extend the integration if the system has an API.