Keep Slack and Moneybird updated automatically.
Your team lives in Slack, and the admin is that loose end that keeps slipping. With this connector someone simply types in a channel what needs invoicing, for example invoice for Test BV, 5 hours of development. Schakel reads the message and drafts the invoice in Moneybird, with the right contact, lines and VAT, so invoicing is no longer a separate step.
What travels across the link
Everything this connector moves between Slack and Moneybird, and how often.
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A message becomes an invoice
You type in plain language or with a slash command what should be on the invoice. Schakel reads it and drafts an invoice in Moneybird.
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Contact recognised or created
The customer name from your message is found in Moneybird as a contact or created, so the invoice sits with the right relation.
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Lines and VAT filled in
Quantities, descriptions and amounts come back as invoice lines, with your default VAT rate, so the draft in Moneybird is correct.
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Confirmation in the channel
Schakel posts a short confirmation in Slack with a link to the draft invoice, so your team sees it is handled and who created it.
What Slack to Moneybird saves you
- Invoice without leaving Slack, straight from a channel.
- Contacts and VAT are filled in, so nobody retypes details.
- Everything lands as a draft in Moneybird, your team stays in control.
- Visible in the channel who created what, so nothing slips.
Setting it up
- 01
Add Schakel to Slack
You install the Schakel app in your Slack workspace and choose which channels may give instructions.
- 02
Grant access to Moneybird
You authorise Schakel through Moneybird and pick the administration the drafts should land in. Your password is never asked for or stored.
- 03
Set your defaults
You set your default VAT rate, invoice template and which team members may create an invoice, so a short message is enough.
- 04
Type your first command
Someone types in the channel what needs invoicing and checks the draft in Moneybird. Once it fits, invoicing is just a message from now on.
What you need
- A Slack workspace where you may add apps, plus the channel the notifications should land in.
- A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.
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.
Request this connector: tell us what you need and we reply within 24 hours.
Related connections
Connect a different pair
Slack and Moneybird is one of many. Pick two systems and see what travels between them.
Common questions
Is the Slack to Moneybird connector available?
Request this connector and get access. You let us know you want to link Slack to Moneybird, and we make sure you can get started. You hear from us within 24 hours.
Is the invoice sent immediately?
No, by default it lands as a draft in Moneybird so you can check it first. Sending right away is possible, but you turn that on yourself.
Can anyone in the workspace create invoices?
No. You decide which channels and which team members may create an invoice, so it stays manageable.
Does this work with a slash command?
Yes. You can send a plain message or use a slash command, whichever your team prefers.
What if the message is unclear?
Then Schakel asks a short question in the channel before anything is created, so no invoice with wrong details appears.
Can you connect Slack to Moneybird?
Yes. Schakel connects through the official APIs of Slack and Moneybird, so you install nothing on your own server and nothing travels outside those two parties.
Which VAT rate do my sales get in Moneybird?
The rate is set per line: 21%, 9% or 0%. Sales to Belgium and other EU countries get the rate of the destination country, ready for your OSS return.
Are commission and fees booked separately in Moneybird?
Yes. Commission, shipping and other fee types each land on their own ledger account in Moneybird, rather than in one lump sum, so your margin stays readable.
Missing something you need?
Tell us what Slack and Moneybird should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.