Exact Online + AI: ask questions about your bookkeeping in plain English

Imagine this: a customer calls with a question about an invoice. Normally you log in, navigate through menus, set filters and copy amounts into an email. That quickly takes 3 to 5 minutes per question. Multiply this by dozens of questions per week, and you lose hours on something that is really a simple lookup. With Exact AI Connect this happens instantly: you type your question in plain English and get the answer right away. No clicking, filters or Excel.

Just type what you want to know

Here is how it works: the connector runs through the Model Context Protocol (MCP), an open standard that lets AI assistants communicate securely with Exact Online. Think of it as an interpreter that translates your question into the language of Exact Online and translates the answer back to you.

So you ask questions like: “What is the revenue this month?”
And the AI responds instantly: "March revenue is €47,250, 12% more than February.”

The best part? The AI remembers the context of your conversation. If you then ask for invoices or contact details of a customer, the AI automatically knows which relation you mean. You talk to the AI just like you would with a colleague, and context and follow-up come naturally.

What can you ask?

With Exact AI Connect you do more than request figures. You can also run analyses, track trends and even make changes (always with your confirmation).

Financial overview

With AI you have instant insight into your figures, without menus or Excel. For example, ask:

• “Which invoices are outstanding?”
• “What is the revenue this month?”
• “Show the profit and loss statement for Q1”
• “Which invoices have been outstanding for more than 30 days?”
• “Prepare the VAT return”
• “How does the balance sheet look?”

Customers and suppliers

Quickly find the right information about relations and payments:

• “Look up customer Jansen”
• “What is the payment history of De Vries Trading?”
• “Which suppliers have outstanding invoices?”
• “Show the contact details of Tech Solutions”
• “Which customers are behind on payments?”

Analyses and comparisons

Get valuable insights and trends in one click:

• “Top 10 customers by revenue this year”
• “Compare Q1 revenue with last year”
• “Revenue trend per month, past 12 months”
• “What is the average payment term per customer?”
• “Which products deliver the highest margin?”

Changes (always with confirmation)

Make adjustments safely, with AI that checks and confirms first:

• "Create an invoice for Bakker BV"
• "Update the address of customer Pietersen"
• "Create a new contact at Jansen Logistics"

For every change the AI first shows a summary and asks for your approval. Nothing is changed without your permission. Want to know how safe this is? Read our article about the security of your accounting data with AI. 

Here is what a conversation with your AI assistant looks like

Suppose you want to quickly know which customers have high outstanding invoices. Instead of logging in, filtering and retyping amounts, you simply type your question in natural English.

You: "Which customers have invoices outstanding of more than 5,000 euros?"

AI: "There are 3 customers with outstanding invoices above 5,000 euros:

Total outstanding: €20,540.00. Would you like the contact details too? "

You: "Yes, for Tech Solutions"

AI: "Tech Solutions BV

• Contact person: P. de Groot
• Email: pdegroot@techsolutions.nl
• Phone: 020-1234567
• Last payment: 12 February 2026

Would you like to draft a reminder email?"

You: "Also show their invoices from this year"

AI: "Here are all invoices from Tech Solutions BV in 2026:

• Invoice 2026-0012 (8 January): €3,200.00, paid
• Invoice 2026-0045 (14 February): €2,550.00, paid
• Invoice 2026-0091 (3 March): €8,450.00, open (45 days)
  

Total invoiced this year: €14,200.00, of which €8,450.00 is still outstanding."

The AI automatically filters on Tech Solutions, without you having to repeat it. You see all invoices from this year right away, clear and up to date."

With this smart, context-aware AI connector you never have to search or filter manually again. Everything happens instantly, safely and without errors. You talk to your AI assistant just like you would with a colleague: one question, an instant answer, with full control.

The AI remembers the context of your conversation

With the smart AI connector you do not have to keep specifying which customer or invoice you mean for follow-up questions. In the third question of the example, for instance, you no longer had to mention "for Tech Solutions", as the AI automatically remembers the context of the conversation. Look up a customer and then ask for invoices, and the AI filters directly on that customer. Ask for contact details next, and the AI still knows which relation you mean.

The result? Faster answers, fewer errors and a huge time saving. You work with the AI as if you have a colleague beside you who always remembers the context and understands exactly what you need. Efficient, clear and fully in control.

What do you need?

Get started in 3 simple steps

1. Connect your AI assistant
Copy the server URL into ChatGPT or Claude. This one-time setup connects your AI tool securely to Exact Online.

2. Authorise your Exact Online account
Log in to Exact Online when your AI tool asks for it and select which administrations you want to connect.

3. Ask your first question
Open your AI assistant and type, for example: “Which invoices are outstanding?” The connector automatically recognises your Exact Online packages and adjusts the functions right away.

For a detailed explanation with screenshots you can follow our full step-by-step guide. This way you are up and running within a few minutes.

Essentials vs. Analytics: which suits you?

Choose the package that best fits your needs and the way you use Exact Online.

In short:

• Essentials is ideal if you mainly want to request data quickly and make simple changes.
• Analytics also offers powerful analyses, trend overviews and combined insights, perfect for companies that want to make strategic decisions faster and smarter.

Both plans start with a free 30-day trial, including all features. This way you can experience for yourself how AI makes your administration more efficient.

Want to try it yourself? Start 30 days free →