AI for Moneybird that knows the rest of your business
Moneybird holds your books. Liaison connects to it with access you grant and reads the ledger, the invoices and the bills, keeps receivables and payables straight against the bank, and does the bookkeeping work you would otherwise do at night.
Because it reads Moneybird together with your payments, your CRM and your inbox, an answer about your books comes with the rest of the picture. You keep Moneybird; nothing is replaced or re-entered.
What Liaison does with Moneybird
- Chases overdue invoices with one reminder per customer, written in your voice, gentle for good payers and firmer for repeat late ones.
- Reconciles payment-processor payouts against the deposits in the books and flags what does not match.
- Codes and enters bills, checks the cash position before anything is paid, and stages the payment run for you to confirm.
- Builds a 30, 60 and 90-day cash forecast from how each customer actually pays.
Questions it answers across Moneybird and your other tools
- “Who owes us more than 60 days, and when did we last email each of them?”
- “Can we make payroll on Friday if the two biggest invoices land late?”
- “Which bills are due this week, and is there cash for all of them?”
- “Why does revenue in the books not match what the CRM says we closed?”
What it can do in Moneybird
3 actions Liaison can take in Moneybird. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create ContactCreate a new contact
- Create QuoteCreate a new quote
- Create Sale InvoiceCreate a sale invoice
Works alongside Moneybird
The tools Liaison most often reads together with Moneybird.
Liaison in Moneybird, set up with you, for $629 a month.
- Connects to Moneybird with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Moneybird with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Moneybird?
No. You keep Moneybird exactly as it is. Liaison connects to it, reads it together with your payments, your CRM and your inbox, and does the work in it the way a person on your team would.
How does Liaison connect to Moneybird?
With access you grant from your own Moneybird account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Moneybird without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.