Automate your quarter prep with an AI agent

The missing-document list, produced early

A companion compares every transaction in the period against the documents attached to them and produces the gap list: which payments have no invoice, which invoices have no payment, and which expenses arrived with a category nobody chose.

Produced in week two, that list is a small task. Produced on the last day it is an evening.

Where do the missing receipts actually live?

In an inbox.

Supplier invoices arrive as email attachments and stay there, because forwarding each one is a two-second job nobody does forty times.

A companion searches the inbox for every missing amount and supplier, finds the matching attachment, and proposes the booking with the category it thinks fits. You confirm, and the gap list gets shorter without anyone opening a PDF.

• Missing documents searched for by amount, date and supplier rather than by hoping.
• Category suggested with the reasoning, not silently applied.
• Anything the companion could not match reported as unmatched instead of forced.

Chasing without souring the relationship

An automated reminder treats a long-standing client like a stranger.

The version that works mentions the specific project, the amount, and the last thing that was said.

A companion assembles that and holds the draft. It also checks whether anything visible happened at the client, which occasionally turns a chase into a question.

What belongs to Moneybird and your accountant?

Everything with a rule attached.

VAT treatment, the ledger structure, the reports your accountant needs and the current filing requirements.

The exceptions are what a companion is for, which is roughly automate account reconciliation checks, scheduled with the rest of your operations work.

Frequently asked questions