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DuckyHelper in Moneybird

DuckyHelper sees Moneybird on your screen and, in early access, works in it with its own cursor to create and update sales invoices, manage contacts and contact people, add notes, and request payment mandate links. It's built to ask before it sends or pays, and explains or draws on Moneybird when you want to learn it.

Try asking
  • “Find the contacts and add a note to a contact”
  • “Update a sales invoice in Moneybird”
  • “Show me how to add a note to a contact”

Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud. Doing the work for you is early access on Mac.

Contacts in MoneybirdDone in 5sExample
Find the contacts and add a note to a contact
  1. Found the contacts in Moneybird
  2. Added a note to a contact

Done in Moneybird.

Moneybird
Done
Added a note to a contactin Moneybird
Worked for 5s
Found the contacts
Added a note to a contact

Drawn from Moneybird's own actions · early access on Mac

WHAT TO ASK

Things you can ask it to do in Moneybird

Each one is something Moneybird itself lets you do, said the way you'd ask. Questions about your screen work today; having it do the job is early access on Mac.

Ask about it

Works today

It sees your screen, answers out loud and draws on it.

  • “Explain this contact to me”
  • “Where do I find the sales invoices in Moneybird?”
  • “Show me how to add a note to a contact”
  • “What does this button do?”
  • “Walk me through this screen”

Read and find

Early access

It opens Moneybird and looks things up for you.

  • Find the contacts
  • List the sales invoices
  • Look up a contact
  • Look up a sales invoice
  • List the administrations
  • List a contacts synchronization
  • Look up a contact person
  • Look up the additional charges

Write and send

Early access

It's built to ask before anything is sent or paid.

  • Add a note to a contact
  • Create a contact
  • Update a sales invoice
  • Create a sales invoice
  • Update a contact
  • Create a contact person
  • Update a contact person

Manage

Early access

It tidies up and changes things in Moneybird.

  • Delete a contact
  • Archive a contact
  • Delete a contact note
  • Delete a contact person
MAKE IT ALWAYS ON

Do it once. Then let it repeat.

When it's done, it offers to keep an eye on Moneybird for you: every weekday morning it looks, then tells you what's new.

Each run is still built to ask before it sends or pays. Turn it off or change it any time in Work › Automations.

Make this automatic?Schedule
New contacts in Moneybird
WhenEvery weekday at 9:00 AM
DoesFind the contacts
ThenTells you what's new

Always on · early access on Mac

Guide

Use two Moneybird accounts with DuckyHelper and tell it which window to work in.

Read the guide

Why Use DuckyHelper?

Works in Moneybird like you do

  • Early access: it sees Moneybird on your screen and works in it with its own cursor, while you keep using yours
  • Nothing to set up: it works in Moneybird signed in as you
  • Finishes multi-step jobs across Moneybird and your other apps

Built to ask before it sends or pays

  • Built to ask first before it sends a message or pays for anything
  • Built not to type your passwords or card numbers for you
  • It listens and looks only while the pill is open

Shows you, not just tells you

  • Explains Moneybird out loud and draws right on your screen
  • Works it out with you on a blackboard when you want to learn it

Always there, in every app

  • Press one key in any app and ask out loud: fn on a Mac, Ctrl+Shift+Space on Windows and Linux
  • Runs jobs on a schedule (early access)
  • For Mac, Windows and Linux

Want it in every app you use?

One account works in every app on your computer. Try it for 10 minutes, no card, then pick a plan.

SEE PRICING
FAQ

Frequently asked questions

On your screen, the way a person at your computer would. Press fn (Ctrl+Shift+Space on Windows and Linux) and ask about what you see in Moneybird: it answers out loud and can draw on Moneybird to show you where things are. In early access on Mac it also works in Moneybird with its own cursor, signed in as you, while you keep using yours.

For example: “Find the contacts and add a note to a contact” and “Update a sales invoice in Moneybird”. Or ask about what you see: “Show me how to add a note to a contact”. Doing the work for you is in early access on Mac.

No. Open Moneybird and sign in yourself, the way you always do. DuckyHelper works in the window you have open, signed in as you. It's built not to type your passwords or card numbers for you.

It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money.

Yes. Press one key and ask out loud. It answers out loud while you keep working, draws on your screen to show you where things are, or works it out with you on a blackboard.

Yes. DuckyHelper works in any app on your computer, so one job can move between Moneybird and the other apps and pages you use.

Doing the work for you is new and in early access on Mac. Asking out loud, drawing on your screen and the blackboard work today on Mac, Windows and Linux.

No. It listens and looks only while the pill is open. When the pill is closed, nothing is heard or seen.

No, there is no charge per app. Try DuckyHelper for 10 minutes with no card. Plus is $20 a month, $14 a month for your first 3 months. See pricing.

Mac (Apple silicon, macOS 14 or later), Windows and Linux. Download DuckyHelper.

No. DuckyHelper is made by MingLLM, Inc. and is not affiliated with or endorsed by Moneybird. It works in Moneybird the same way you do, on your screen.

Try it in Moneybird.Press one key and ask.

It sees Moneybird, explains it out loud and does the work with you.Try it for 10 minutes, no card.

Download DuckyHelper
Questions and jobs

Do anything

Ask it a question or hand it a job, in any app.

Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.