Exact Online & AI Connector

What if you could just ask your accounting system a question? With the AI connector, you can. Ask ChatGPT, Claude, or Copilot a question and get an instant answer from your Exact Online accounting system. From a quick inventory check to a complete accounts receivable overview.

  • One question replaces ten clicks in Exact Online
  • Works with ChatGPT, Claude, Copilot, and more
  • Get started in under 2 minutes. No technical knowledge required.
Exact Online AI koppeling

Works with your favorite AI assistant

Question > Insight > Action

Get insights and take action in your accounting, all in one go. Your AI assistant analyzes your records and prepares the next steps. You always give the final approval.

01Insight

AI Connect

02Action

AI Connect

Ask your question, get an immediate answer

  • Financial Insight
  • Customer Management
  • Analyses

Use Cases

What can your AI assistant do for you?

From a quick question to a comprehensive analysis. Open a topic and copy an example to get started right away in your own AI assistant.

Financial

6 voorbeelden

Opvragen

What is Janssen BV's revenue this year?

A customer's total revenue for the current year.

Opvragen

Show all customers with overdue payments.

Customers with invoices that are past due.

Analyseren

What are my results for this period?

Revenue minus expenses for the selected period.

Aanmaken

Create a new purchase entry.

Prepare a purchase journal entry that you approve yourself.

Aanmaken

Make a journal entry for my credit card statement.

Converts your credit card statement into an entry that you approve.

Analyseren

Compare my expenses for this quarter with those from last year.

Compare your costs to those for the same period last year.

Inventory and Warehouse

6 voorbeelden

Opvragen

What is the available stock of item A1001?

Inventory minus what has already been reserved for orders.

Aanmaken

Create a new item: code SCH-M10, description: M10x30 screw.

Creates a new item in Exact Online.

Aanmaken

Set the minimum stock level for item A1001 to 250 at the Amsterdam warehouse.

Changes the order threshold for each warehouse.

Opvragen

What inventory changes were recorded today at the Rotterdam warehouse?

Today's receipts, deliveries, and transfers.

Analyseren

Which items haven't sold in the past 90 days?

Find slow-moving items to clear out your inventory.

Aanmaken

Check the minimum inventory level and immediately prepare purchase orders for any items that are running low.

Combines inventory checks with ready-made purchasing recommendations.

Sales and Purchase Orders

6 voorbeelden

Opvragen

Which quotes are still pending?

All quotes issued that have not yet resulted in an order.

Opvragen

Which delivered orders have not yet been invoiced?

Identifies revenue that you still need to invoice.

Aanmaken

Create a new sales invoice for the customer Janssen BV.

Prepare a sales invoice that you approve yourself.

Aanmaken

Update the quote for De Vries and add item A1001.

Update an existing quote by adding an extra line.

Aanmaken

Convert an accepted quote into a sales order.

Convert the quote to an order in one step.

Analyseren

Which supplier is most often late with deliveries?

Evaluates delivery reliability for your purchase orders.

Customers and Suppliers

6 voorbeelden

Opvragen

Please provide the contact information for the customer, Bakkerij de Groot.

Address, email, and contact persons for a business contact.

Aanmaken

Add a shipping address for Janssen BV: Industrieweg 5, Rotterdam.

Adds an additional address to a contact.

Opvragen

Which customers do not have an email address?

Finds relationships with missing data.

Aanmaken

Set a 30-day payment term for the customer Janssen BV.

Changes the payment terms for a business partner.

Analyseren

Which customers haven't placed any orders this year?

Identifies inactive customers for follow-up.

Aanmaken

Create a new supplier with their name and address information.

Set up a new supplier in Exact Online.

Manufacturing and Assembly

6 voorbeelden

Opvragen

What work orders are scheduled for this week?

Your production schedule for the coming days.

Opvragen

Do I have enough materials in stock for work order WO-2026-0042?

Checks the bill of materials against the current inventory.

Aanmaken

Record 2.5 hours for the "Assembly" operation on work order WO-2026-0042.

Records time spent on a production step.

Aanmaken

Change the production quantity for WO-2026-0042 to 200 units.

Update an existing work order.

Analyseren

Which work orders are behind schedule?

Indicates a delay in production.

Aanmaken

Mark work order WO-2026-0042 as fully completed and return the remaining materials.

Completes the order and adjusts the inventory in one step.

Analyses and Overviews

6 voorbeelden

Analyseren

Prepare a cash flow forecast for the next 3 months based on accounts receivable and accounts payable.

Projects your liquidity based on expected incoming and outgoing payments.

Analyseren

Provide an aging analysis of my accounts receivable and identify the highest-risk items.

Distributes outstanding invoices across due date buckets and flags the risks.

Analyseren

Calculate my gross margin by product group and show where it is falling the most.

Combines sales and purchase value to provide margin insights by group.

Analyseren

Compare my actual costs per general ledger account with last year's figures and explain the largest discrepancies.

Identifies cost items that are deviating from the previous year's figures.

Analyseren

Which suppliers can I pay later without missing a due date?

Optimizes your outgoing payments based on their due dates.

Analyseren

Calculate my DSO, DPO, and working capital requirement, and compare them to the previous quarter.

Key figures for working capital management in a single analysis.

Here's how it works in practice

Behind every question is your real administration. This is how such a conversation goes in practice, from your question to a concrete answer from your own numbers.
  • Ask your question.

    Ask ChatGPT, Claude, Gemini, or any other AI you already use what you want to know, in plain language.

  • We connect.

    The connector links that AI securely to your Exact Online and translates your question behind the scenes into your real numbers.

  • Get your answer.

    Within seconds, you'll get a clear, reliable answer from your live accounting system, without having to search or export data.

ChatGPT ChatGPT

Exact AI Connect

Can I purchase €15,000 worth of additional inventory this month without running short?

Yes, there's room for that.

checkmark Data retrieved and analyzed...

Impact on Your Cash Position
Current cash position: €56,300
After the purchase (€15,000):€41,300
Fixed expenses this month: €28,800
Remaining buffer:€12,500

You’ll remain well above your fixed expenses, so this purchase is safe.

Would you like to see how this will affect your cash flow in the coming weeks?

Subscriptions

Choose the plan that fits your administration

Monthly Yearly 10% discount
Recommended

Essentials

Control over your daily administration

Analytics

Drive on numbers, margins and trends

Questions & Day-to-Day Management

Questions about your paperwork

Immediate answers about invoices, orders, VAT, and customers

Plus insight into your entire accounting system

Create, edit, and delete
iNothing is done without your prior confirmation.

Financial Reports & Statements

Understanding Your Numbers

Analyses

Upon request, by customer or period

Automatically across your entire record-keeping system

Margin per item

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Calculated automatically based on invoices, items, and cost price

Trends & Comparison by Period

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Space & Boundaries

Depth of your analyses

Brief summaries by question

In-depth analyses of large volumes

Administrations included

1

1

€ 26,10 per user / month

30-day free trial

No setup costs · cancel monthly

€ 71,10 per user / month

30-day free trial

No setup costs · cancel monthly

Free, 30 minutes

Still have questions? Schedule a free consultation

In 30 minutes, we'll review your situation together and show you live what the connector can do for you. You'll speak directly with one of our specialists.

Schedule your free consultation

Completely non-binding, no obligations

Choose your own time

MoTuWeThFrSaSu

Ample availability · instantly confirmed

Up and running in 2 minutes

Set up the connection in just three simple steps.

1

Add to your AI assistant

Paste the server URL into ChatGPT, Claude, Copilot or Perplexity. No technical knowledge required.

Add connector

Server URL

mcp-exactonline.iwebdevelopment.com
2

Authorize your accounting package

Grant access with one click. You choose which administrations to connect.

Grant access

Exact AI Connect wants access to your administration

Read and analyze · draft actions ready for review

3

Ask your first question

Ask in plain language what you want to know and get an instant answer from your live figures.

Your first question

Which invoices are still outstanding?

Data retrieved

There are 7 open invoices, totaling €18,240. The oldest is 41 days overdue.

Source: Exact Online · live data

Trust the connector

Material, Symbols, Calendar, Clock, Outline

Try it free for 30 days

Flexible subscription with no long-term commitments. Installs in 2 minutes.

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Official Exact Partner

Our connector has been tested and approved by Exact Online. You can be sure of a fully functional, secure, and reliable integration.

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Professional Support

Install it yourself with ease, or choose the installation assistant. Various SLA levels are available for support.

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Security guaranteed

The connector meets the highest security standards (ISO 27001 certified).

We are an official partner ofexact-logo

Frequently Asked Questions

A connector that links your AI assistant (such as ChatGPT, Claude, Gemini, or Copilot) to your Exact Online administration. Ask any questions you have and get an instant answer. No complicated exports, no setting up reports, and no more manual searching.

With popular AI assistants such as ChatGPT, Claude, Copilot, and Gemini. You add the connector to your AI assistant by copying a link and then authorizing it in Exact Online. No plug-ins or extensions are required in Exact Online.

Absolutely. Everything is handled through the official Exact Online API with your authorization, and your data is secure and always under your control. You decide what access the connector has and can revoke it at any time. The connector is ISO 27001 certified and has been independently penetration tested.

Both. You can create invoices, edit customer information, and more. Every action requires your confirmation. You'll see exactly what's going to happen before it's carried out; nothing happens without your approval.

As many as you want. The first administration is included in your subscription and you can add extra administrations for an additional fee. With the Analytics plan you get a discount on extra administrations.

Your subscription includes 1 administration for the entire organization. If you need more, you pay a fixed monthly rate per extra administration that covers all users. The more administrations, the lower the rate:

Extra administrations Essentials Analytics
2 to 10 €15 / month €25 / month
11 to 25 €12 / month €20 / month
26 or more €10 / month €15 / month

The discount is retroactive: as soon as you move up to a higher tier, the lower rate applies to all your additional accounts.

About 2 minutes: You sign up, add the connector to your AI assistant and authorize it in Exact Online. Then you can ask your first question right away. You don’t need to install anything in Exact Online itself.

Each plan comes with a generous monthly allowance: 5,000 requests to Exact Online on Essentials and 15,000 on Analytics. One question to your AI assistant typically uses a few requests, which works out to roughly 75 to 100 questions per working day. That is far more than almost anyone needs. If you expect to use more on a structural basis, Analytics is the better fit, or we are happy to help you find a suitable solution.