# Ray and Moneybird

> Sales invoices and the contacts they are addressed to.

Source: https://heyray.io/integrations/moneybird

Ray is an AI teammate that works in your team chat, on Slack today. Connect Moneybird and it can do the Moneybird part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written. 8 reads run without asking. 7 actions wait for a human approval.

## What Ray reads in Moneybird

Reading changes nothing, so Ray never stops to ask whether it may look something up.

- Sales invoices and their state
- Contacts and the people at them

## What waits for your approval

Every one of these posts an approval card in the thread showing exactly what is about to happen. Nothing runs until someone clicks approve, and no setting turns that off.

- Create or update a sales invoice
- Add or update a contact and their people
- Leave a note on a contact

## Things Ray is never handed

These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.

- Request a direct-debit mandate from a customer
- Archive or delete a contact

## Ask it like this

- "@Ray has Acme paid the January invoice?"
- "@Ray which invoices are overdue right now?"
- "@Ray raise an invoice for the Northwind retainer."
- "@Ray what did we invoice in total last quarter?"

## Connecting Moneybird

Every person on the team connects their own Moneybird account on Moneybird's own login screen, so Ray can only reach what that person can already reach, and the history in Moneybird shows who actually asked. Passwords never pass through Ray. Disconnecting Moneybird or uninstalling Ray revokes the connection.

## More

- This page for people: https://heyray.io/integrations/moneybird
- Every integration: https://heyray.io/integrations.md
- Install Ray: https://heyray.io/install.md
- Pricing: https://heyray.io/pricing.md