KPL-5795

Your administration stays yours. Somebody just joins who watches along and asks whether they may book.

You already have Moneybird and it works. So the question is not whether AI sounds nice, it is what changes in the administration your business runs on. Honest answer: inside Moneybird nothing changes about how it looks. What is added is an assistant that watches along, that can answer questions from your own figures, that speaks up when something is waiting, and that books after your confirmation. It runs on DeepSeek, not on Claude or ChatGPT, and you switch it off in Moneybird itself. Below is what that means in the first days and weeks.

One administrationNothing without confirmationSwitch it off yourselfRuns on DeepSeek
Set the automation up Free to start · 30 days unlimited
In practice

What that looks like

A bank transaction held against your open invoices. By default Schakel proposes and you book.
Schakel assistant Your dashboard
Today
Payment found. € 242.00 on 12 September. 07:12
Proposal Invoice 2026-0234 Customer Jan Janssen Reason Invoice number in the description Confidence 100 out of 100 Shall I book it? 07:12
Yes 07:20
Booked. Invoice 2026-0234 is marked paid in Moneybird. 07:20
A payment out with no receipt. Schakel asks for it, and reminds you once.
Schakel assistant Your dashboard
Today
Receipt or invoice needed. € 68.40 to Verfhandel Rijnmond on 03-09-2026. Send the invoice or receipt and I will book it and tie the payment to it. 08:02
Seven days later
Still missing a receipt. € 68.40 to Verfhandel Rijnmond, 03-09-2026. If there is none, say so and I will stop asking. 08:02
Verfhandel Rijnmond receipt 08:14
Booked on 3 September with the receipt attached and tied to the payment. Your input VAT is right again. 08:14
The link

What the assistant does

What this automation does, and when.

  1. Day one: looking only

    Once connected you can immediately ask questions about your own figures. That changes nothing, and it is the best way to see whether the assistant reads your administration correctly before you let it record anything.

  2. The first week: it learns your habits

    Which ledger account your revenue lands on, which VAT rates you use, which projects run and which supplier usually belongs to which project. That is recorded as separate cards with the source attached, so you see what you said yourself and what the assistant concluded on its own.

  3. After that: it starts on its own

    Payments are held against your open invoices, overdue invoices and expired quotes come by, and at the end of the month you get invoiced, received and still open in one message. Every type is a switch.

  4. What does not change

    Moneybird stays Moneybird, with the same screens, the same numbering and the same exports. Your bookkeeper carries on as before. No layer appears in between that you must use to get at your own books.

Before and after

What you do today, and what runs differently after

No promises about hours a week, because that depends entirely on what your administration looks like. Just what shifts, job by job, so you can judge for yourself whether it is worth it.

Making an invoice

Today

Log in, find the contact, enter the lines, pick the VAT, pick the project, save. Usually at a moment you were actually doing something else.

After

Type one sentence, check the draft, say yes. The contact is looked up in your own administration, and the project comes from what the assistant knows about your business.

Processing a receipt

Today

The receipt sits in your car, in a coat pocket or somewhere in your camera roll, and is booked in the week you finally get round to your admin.

After

You send the photo the moment you have it. Amount, VAT and date are read, you are asked which project, and after your yes it is in there with the photo attached.

Working through bank entries

Today

A list that grows until you set aside an afternoon and search per row which invoice it belonged to.

After

A match is proposed as it comes in, with the confidence and the reason. You say yes or no, in the time it takes to read it.

Missing receipts

Today

They surface at the quarterly close, when nobody remembers what that payment three months ago was about.

After

You are asked for it at the moment it happens, with exactly one reminder after. Then it stops, and there is a floor under it so bank charges do not bother you.

Knowing where you stand

Today

Log in and click until you find the screen with the number you were after.

After

Ask. Outstanding, revenue, VAT this quarter, cash flow, hours still to be invoiced. Asking never changes anything.

If you want to stop

Today

Not applicable.

After

You withdraw access in Moneybird itself. What was booked simply stays in your administration, because that is where it lives and not with us.

What you get out of it

What it saves you

  • You can start with asking questions only and let it book something later.
  • Whatever gets booked, you saw it as a draft first.
  • What it knows about your business sits in cards you can read and switch off.
  • You stop in Moneybird, and your administration stays exactly as it is.
In four steps

Setting it up

  1. 01

    Grant access in Moneybird

    Authorise once in Moneybird itself and pick which administration it concerns. No password sharing, no installation.

  2. 02

    Walk through the guided setup

    Ledger account, VAT rates and projects. This takes a few minutes and saves the assistant a question every time after.

  3. 03

    Ask questions only, for a week

    Outstanding, revenue, VAT, unprocessed entries. That way you know it holds up before you let anything be recorded, which is the order we would keep ourselves.

  4. 04

    Add one thing at a time

    Receipts first, then payment proposals, then the notifications you want. Everything switches on and off one at a time, including by simply saying so in the chat.

What you need

  • A Moneybird administration you administer
  • A Schakel account for the chat, the knowledge cards and the settings
  • Five minutes for the guided setup: ledger account, VAT rates and projects

Not sure how to get those keys? Step by step:

Moneybird

Where it runs

On app.schakel.app, with your own Schakel account. No webshop required.

Free to start

Then from €10 a month billed yearly, or stay on free. See the tiers

Set the automation up
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Common questions

Does anything change in my Moneybird itself?

No. The same screens, the same numbering, the same exports. What the assistant creates simply appears as an invoice, quote or purchase invoice, indistinguishable from any other.

Can this get in my bookkeeper’s way?

No more than if you had entered it yourself. Everything sits in Moneybird where it belongs. It is worth agreeing which ledger account you use, though, because everything falls back on that.

What happens if I stop?

You withdraw access in Moneybird and it stops. Everything booked stays put, because it lives in your administration and not somewhere with us.

Can it throw something away?

Deleting an invoice is on the list, but right at the bottom and with the same confirmation step as everything else. It happens only if you ask for it and then say yes.

Does this run on Claude or ChatGPT?

No, on DeepSeek. There is no connection to Anthropic or OpenAI and you cannot attach an account or key of your own.

Does this work with several administrations?

You connect per administration, so a question or a booking never accidentally lands in the wrong books.

Can you connect Moneybird to AI?

Yes. Schakel connects through the official APIs of Moneybird and AI, so you install nothing on your own server and nothing travels outside those two parties.

Which AI 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.