There is money in your Moneybird nobody looks up any more. That is where this assistant starts.
Up front, so you do not start on the wrong foot: Schakel does not connect your Moneybird to OpenAI, nor to an account you hold there. The Schakel assistant runs on DeepSeek and works straight inside your administration. What you get out of that is less abstract than it sounds. Almost every administration holds unprocessed bank entries, payments out with no receipt and logged hours that never made it onto an invoice. That is not a bookkeeping detail, that is money. This page is about what happens to it.
What that looks like
What the assistant does
What this automation does, and when.
-
Bank entries piling up
You can ask how many are still unprocessed, and you can switch on the notification so you hear it rather than discover it. Processing them stays a choice you make.
-
The receipt behind money that left
No document means no cost entry and no reclaimed VAT. Schakel asks for it, reminds you once and then stops, with a floor so bank charges and direct debits stay out of it. Say there is no receipt and it stops asking.
-
Hours still waiting for an invoice
Hours can be logged on the spot, in one sentence, against the right project. And you can ask how many billable hours are open, split across your projects, and have an invoice made of them right away.
-
Payments belonging to the right invoice
Every incoming payment is held against your open invoices, with a confidence of 0 to 100 and the reason attached. By default you get a proposal, and you do the booking.
A model with your export, against a model with access
All three things above need the same thing: something that keeps looking, that knows what already happened, and that is allowed to write back. A chat window with an export in it has none of the three, however good the model is.
Unprocessed bank entries
Can say something about them if you paste them in. Whether you paste them in depends on whether you remember.
Looks by itself and says how many are waiting. You can also simply ask, and get the count out of your own administration.
A payment out with no receipt
Does not know it exists, and certainly does not know you did nothing about it last week either.
Asks for the receipt, reminds you exactly once and then stops. Send it and it is booked and tied to that bank entry.
Hours never invoiced
Can do the arithmetic over the rows you supply, and there it ends.
Says how many billable hours are open and on which projects, and after your yes turns them into an invoice.
Remembering what was already discussed
Every conversation starts over. What you explained last month you explain again next month.
What you explain can become a knowledge card, for instance that a supplier belongs to one project. You see who wrote the card and can switch it off.
This is also exactly why we do not see the model as the interesting part. The interesting part is that something keeps looking and is allowed to write back, with your confirmation attached.
What it saves you
- Costs you would otherwise forget still land in your books, VAT included.
- Hours logged on the spot rather than reconstructed on Sunday evening.
- You know how much is still to be invoiced without running a report.
- Asking for a receipt stops after one reminder, so it stays bearable.
Setting it up
- 01
Connect your administration
You grant access in Moneybird itself. After that the assistant can read what is open and, after your confirmation, write.
- 02
Ask what is piling up
How many bank entries are still unprocessed, how many billable hours are open, what is overdue. That changes nothing and gives you the picture immediately.
- 03
Switch on the receipt requests
Pick a floor that fits your account. Everything under it is left alone, everything above it gets one question and one reminder.
- 04
Let it remember what it needs to know
Say once that a regular supplier belongs to a particular project. That becomes a knowledge card and saves you the question every time after.
What you need
- A Moneybird administration you administer
- A bank account connected in Moneybird, for the entries and the receipts
- A Schakel account for the chat, the cards and the settings
Not sure how to get those keys? Step by step:
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
Then from €10 a month billed yearly, or stay on free. See the tiers
Set the automation upRelated connections
Connect a different pair
Schakel also links two systems to each other directly. Pick two and see what travels between them.
Common questions
Does my Moneybird data run through OpenAI?
No. The assistant runs on DeepSeek and there is no connection to OpenAI or to an account you hold there.
Does it process my bank entries itself?
It says how many are waiting and proposes a match on incoming payments. Booking happens after your yes, unless you deliberately switch automatic booking on.
How often does it ask for a receipt?
Once, and then exactly one reminder. If you still do not answer, it stops. Say there is no receipt and it stops for that entry right away.
Can it invoice hours without me looking?
No. You first see which hours go on which invoice, and only after your confirmation is there a draft in Moneybird.
Will this message me all day?
Only from the types you have switched on, and quiet hours hold them until a reasonable time. You can say in the chat which ones you no longer want.
Does this work if I have no webshop?
Yes. This hangs off one system, your Moneybird. No sales channel is needed, and the examples above come from a painting business.
Can you connect Moneybird to OpenAI?
Yes. Schakel connects through the official APIs of Moneybird and OpenAI, so you install nothing on your own server and nothing travels outside those two parties.
Which OpenAI project or list do the tasks land in?
The project or list you choose. That keeps everything in one place rather than scattered, and follow-up does not depend on someone remembering.