Connecting AI to your Exact Online administration might sound technical. It is easier than you think. In this guide you go through the installation step by step. Most users are done within 5 minutes and then ask their first question straight away.
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 needed.
You return to Exact AI Connect. The connector is now active.
Please note: You only give access to the administrations you select. You can adjust or revoke this later. Read more about how the security works in our article about the security of accounting data.
Exact AI Connect works with any tool that supports the Model Context Protocol. Consult the documentation of your AI tool for the configuration steps.
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.
Use these questions to see results right away:
| Question | What you get back |
|---|---|
| "Which invoices are outstanding?" | Overview of outstanding debtors |
| "What is the revenue this month?" | Revenue figure with comparison |
| "Search customer [name]" | Customer details and recent activity |
| "Show the balance sheet" | Balance overview per general ledger account |
| "How many administrations do I have?" | List of connected administrations |
Do you have multiple administrations in Exact Online? Switch easily through your AI assistant:
Switch to administration [name]
Every extra administration automatically falls under your subscription with a volume discount. Essentials starts at 29 euros per month, with extra administrations from 15 euros. Curious how the savings compare to the costs? View our calculation example about time savings.
Your login session expires after a certain period. The AI gives you a link to renew the connector. That takes 30 seconds.
You select the administrations during the connector with Exact Online. Go to your dashboard and click on Manage administrations to add extra administrations.
Check the following:
Contact us through the dashboard or send an email to support. We help you get started for free.
Ask a few questions every day. Start by requesting data such as outstanding invoices, customer details or revenue figures. Discover which questions are the most valuable for your work process.
Create an invoice or update customer details. The AI always shows a confirmation before it makes a change. Nothing happens without your approval.
Try analyses on larger datasets:
After 30 days you choose a subscription (Essentials from 29 euros per month or Analytics from 79 euros per month) or you stop at no cost. Nothing is charged automatically.
Ready to get started? Start your free trial →