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Getting started with Exact AI Connect: ask your first question in 5 minutes
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 tool: ChatGPT Plus/Team or Claude Pro/Team
- 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
- Open ChatGPT and go to Settings > MCP Servers
- Click on Add server
- Enter the server URL that you see on the dashboard
- Save
Claude
- Open Claude and go to Settings > Integrations > MCP
- Click on Add MCP Server
- Enter the server URL that you see on the dashboard
- Confirm the connector
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 your AI assistant and 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 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 →
Frequently asked questions
Most users are up and running within 5 minutes. You create an account, connect your Exact Online administration with your own login details and add the server URL to your AI tool. After that you can ask your first question straight away, for example which invoices are still open.
No. You log in to Exact Online, grant permission for the administrations you want to connect and paste a server URL into the settings of ChatGPT or Claude. No code or complicated configuration is involved.
Yes. You get 30 days of access to all features, including analyses on large datasets, without a credit card. Afterwards you choose a subscription (Essentials from 29 euros per month, Analytics from 79 euros per month) or you stop at no cost. Nothing is charged automatically.
No. With every write action, such as creating an invoice or updating customer details, the AI first shows a confirmation. Nothing is processed without your approval, so you can try out write actions safely.
Yes. During the connection process you select which administrations you connect, and in the chat you switch to another administration with a simple command. Extra administrations fall under your subscription with a volume discount, from 15 euros per administration.
