Help and setup

1. What does FollowBird do?

FollowBird sends email reminders for open Moneybird estimates. You set up to 3 moments (days after an estimate has been open), write one email template with preview, and FollowBird sends that mail while the estimate stays open. When the client accepts, follow-up stops for that estimate.

You manage everything per Moneybird administration: your own template, your own schedule, and you can pause reminders per administration.

2. Connecting Moneybird

You start with Moneybird OAuth: click Sign in or Try free on followbird.nl. You sign in to Moneybird and authorize FollowBird for the administration(s) you want to follow up. There is no separate FollowBird password.

On every connection (including an additional administration) we ask for access to your estimates and settings; no access to invoices or bank data (OAuth scopes estimates and settings). With settings we only register, list and remove FollowBird's own webhooks in Moneybird so estimate changes are processed sooner.

According to Moneybird, these scopes can technically include contacts. FollowBird does not read a separate contact list; we only use the contact details that belong to an open estimate (name, email address and company name) to fill your template and send the reminder.

We store tokens encrypted. See our privacy policy for more on data.

3. Scheduling reminders

• You can set up to 3 reminder moments, each with a number of days after the estimate has been open (1–365 days, all different).
• Each moment is sent at most once per estimate. If several moments are due together, FollowBird sends the earliest and schedules the next for a later run.
• Reminders only go to estimates with a contact email address and only while the estimate is open or late in Moneybird. On acceptance, the sequence stops.
• Pause reminders turns off sending for one administration; the connection stays in place.

4. Email template and preview

On the Email page in the app you edit the subject and blocks. Placeholders such as {{contact.name}} and {{estimate.number}} are filled per estimate. The preview uses a sample estimate from your administration.

Clients receive mail from [email protected] with a display name based on your administration name. Replies go to your verified notification email (under Notifications), otherwise to your Moneybird administration email when we can read it.

5. Subscription and billing

• 14-day trial for each newly linked administration.
• Then €19 per month per administration, excl. VAT. Reminders only go out with an active subscription, a paid period still open, a valid trial, or a referral month.
• You subscribe and cancel monthly via Billing in the app (Stripe customer portal).

See also our terms.

6. Referrals

Share your personal referral link (page Referral). When a different Moneybird organization signs up via your link and has completed two paid months after its trial, your administration gets one extra free month (credit and extended access in FollowBird).

7. Disconnecting and deleting data

Sign out ends your session. To stop the subscription, use Billing → Manage billing in Stripe.

To disconnect Moneybird and request deletion of your data, email [email protected]. After cancellation and the end of the last paid period, we delete account and connection data within 3 months, except what we must keep by law (see privacy policy).

8. Support

Questions or issues? Email [email protected]. We reply as soon as we can.