About Moneybird
Moneybird is an online invoicing and accounting platform built for small businesses and freelancers. It streamlines invoicing, expense tracking, financial reporting, and tax compliance in one intuitive dashboard.
With Saysimple's Moneybird integration, you can share invoices, payment reminders, and financial summaries directly within WhatsApp conversations. Agents can pull invoice details without leaving the inbox, reducing back-and-forth emails and speeding up payment collection. Perfect for service-based businesses, consultancies, and e-commerce sellers who want faster, more transparent customer billing conversations.
Popular use cases
Send Invoices via WhatsApp
When a customer requests an invoice or payment details, agents can instantly share it through WhatsApp—no email delays. Customers receive their invoice in the messaging app they already use, increasing visibility and accelerating payment cycles.
Payment Reminders in Real-Time
Set automated WhatsApp reminders for overdue invoices triggered by Moneybird payment status. Customers see friendly payment reminders directly in their chat thread, improving collection rates without the friction of separate reminder emails.
Invoice Reconciliation for Support Teams
Agents can view customer invoice history and payment status within the Saysimple inbox when handling support or billing questions. This eliminates context switching and lets teams resolve billing inquiries instantly during customer conversations.
