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Connect your Exact Online administration to ChatGPT or Claude in 5 minutes. Follow this step-by-step guide and ask your first question right away.
Your first invoice overview within 5 minutes
Connecting AI to your Exact Online administration might sound technical. It isn't. In this guide you go through the installation step by step. Most users are ready within 5 minutes and ask their first question right away.
What do you need?
- An Exact Online account (any package)
- An AI assistant: ChatGPT (Plus, Pro, Business, Enterprise or Education) or Claude (any plan, including the free one)
- 5 minutes of your time
Step 1: Create an account
Go to https://www.iwebdevelopment.com/exact-online/ai-mcp-koppeling and click on Start free trial.
You automatically get 30 days of access to all features, including analyses on large datasets. No credit card required.
Step 2: Set up the connector with Exact Online
- Click on Connect Exact Online
- You arrive at the Exact Online login page
- Log in with your own Exact Online credentials
- Select which administration(s) you want to connect
- Click on Allow
You return to Exact AI Connect. The connector is now active.
Please note: You only grant access to the administrations you select. You can adjust or revoke this later. Read more about how the security works in our article on the security of accounting data.
Step 3: Configure the AI assistant
ChatGPT
- Turn on Developer mode via Settings > Security and login
- Go to Settings > Plugins and choose Create
- Paste the connector link you see on the dashboard and choose OAuth
The full explanation with screenshots is in Connecting Exact Online with ChatGPT.
Claude
With Claude you install the connector as an app, straight from within Claude. You log in to Exact Online from Claude as part of that.
Other AI tools
Exact AI Connect works with any tool that supports the Model Context Protocol. Consult the documentation of your AI tool for the configuration steps.
Step 4: Ask your first question
Open a new chat and turn on the connector first. In ChatGPT, click the plus icon (+), choose Developer mode and turn on Exact AI Connect. In Claude, check via the + button at the bottom left, under Connectors, that the connector is on. You do this for every conversation.
Then type:
Which invoices are outstanding?
The AI then connects to your Exact Online administration, retrieves the outstanding invoices and presents an overview in readable English.
Common first questions
Use these questions to see results right away:
| Question | What you get back |
|---|---|
| "Which invoices are outstanding?" | Overview of outstanding receivables |
| "What is the revenue this month?" | Revenue figure with comparison |
| "Search customer [name]" | Customer details and recent activity |
| "Show the balance sheet" | Balance sheet overview per general ledger account |
| "How many administrations do I have?" | List of connected administrations |
Multiple administrations
Do you have several administrations in Exact Online? Switch easily through your AI assistant:
Switch to administration [name]
Every extra administration automatically falls under your subscription with volume discount. Essentials starts at 29 euros per month, with extra administrations from 15 euros. Curious how the savings compare to the costs? Take a look at our calculation example on time savings.
Solving problems
"I have to log in again"
Your login session expires after a certain period. The AI gives you a link to renew the connector. That takes 30 seconds.
"I don't see all administrations"
You select the administrations during the connector with Exact Online. Go to your dashboard and click Manage administrations to add extra administrations.
"The AI gives an error message"
Check the following:
- Is the connector turned on in this conversation? In ChatGPT you turn it on via the plus icon (+) and Developer mode.
- Is your Exact Online subscription active?
- Do you have the right permissions in Exact Online?
- Is the server URL entered correctly in your AI tool?
Need help?
Get in touch through the dashboard or email support. We will help you get started for free.
How to get the most out of your trial period
Week 1: Exploring
Ask a few questions every day. Start by requesting data such as outstanding invoices, customer details or revenue figures. Discover which questions are most valuable for your work process.
Week 2: Trying out write actions
Create an invoice or update customer details. The AI always shows a confirmation before it makes a change. Nothing happens without your approval.
Week 3-4: Running analyses
Try analyses on larger datasets:
- "Top 10 customers by revenue this year"
- "Compare revenue Q1 with last year"
- "Trend analysis of revenue per month"
After the trial period
After 30 days you choose a subscription (Essentials from 29 euros per month or Analytics from 79 euros per month) or you stop without any costs. Nothing is charged automatically.
Ready to get started? Start your free trial period →
