Invoice creation

Raising invoices by hand delays cash and invites typos. A Beam agent reads billing details from a connected order or project, then creates the invoice in Moneybird using the line items, tax rules, and terms your team approved, and files it against the customer. Standard invoices are drafted and issued automatically. When an amount looks unusual, tax treatment is unclear, or a customer record is incomplete, the agent holds the invoice for a person to check, so nothing incorrect reaches a client or your ledger before someone has looked at it.

Transaction categorization

Uncategorized transactions pile up and slow the books. A Beam agent reads new transactions in Moneybird, applies the ledger categories and rules your team defined, and updates each entry so reporting stays clean. Clear, recognizable transactions are categorized on their own. When a payment does not fit a known pattern, could belong to several accounts, or looks like a possible duplicate, the agent sets it aside for a person to classify, so judgment calls that affect your accounts are never guessed at by an automated rule.

Payment matching

Chasing which payment settles which invoice eats bookkeeping time. A Beam agent reads incoming payments in Moneybird and links each to the matching open invoice using amount, reference, and customer, then marks the invoice paid. Clean, exact matches are cleared automatically. When a payment is partial, covers several invoices, or cannot be tied to any open item with confidence, the agent flags it for a person to resolve, so the ledger reflects real settlement rather than a forced or approximate match that hides a problem.