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.
Works with your favorite AI assistant
WHAT CAN IT DO?
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
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- 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
What is Janssen BV's revenue this year?
A customer's total revenue for the current year.
Show all customers with overdue payments.
Customers with invoices that are past due.
What are my results for this period?
Revenue minus expenses for the selected period.
Create a new purchase entry.
Prepare a purchase journal entry that you approve yourself.
Make a journal entry for my credit card statement.
Converts your credit card statement into an entry that you approve.
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
What is the available stock of item A1001?
Inventory minus what has already been reserved for orders.
Create a new item: code SCH-M10, description: M10x30 screw.
Creates a new item in Exact Online.
Set the minimum stock level for item A1001 to 250 at the Amsterdam warehouse.
Changes the order threshold for each warehouse.
What inventory changes were recorded today at the Rotterdam warehouse?
Today's receipts, deliveries, and transfers.
Which items haven't sold in the past 90 days?
Find slow-moving items to clear out your inventory.
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
Which quotes are still pending?
All quotes issued that have not yet resulted in an order.
Which delivered orders have not yet been invoiced?
Identifies revenue that you still need to invoice.
Create a new sales invoice for the customer Janssen BV.
Prepare a sales invoice that you approve yourself.
Update the quote for De Vries and add item A1001.
Update an existing quote by adding an extra line.
Convert an accepted quote into a sales order.
Convert the quote to an order in one step.
Which supplier is most often late with deliveries?
Evaluates delivery reliability for your purchase orders.
Customers and Suppliers
6 voorbeelden
Please provide the contact information for the customer, Bakkerij de Groot.
Address, email, and contact persons for a business contact.
Add a shipping address for Janssen BV: Industrieweg 5, Rotterdam.
Adds an additional address to a contact.
Which customers do not have an email address?
Finds relationships with missing data.
Set a 30-day payment term for the customer Janssen BV.
Changes the payment terms for a business partner.
Which customers haven't placed any orders this year?
Identifies inactive customers for follow-up.
Create a new supplier with their name and address information.
Set up a new supplier in Exact Online.
Manufacturing and Assembly
6 voorbeelden
What work orders are scheduled for this week?
Your production schedule for the coming days.
Do I have enough materials in stock for work order WO-2026-0042?
Checks the bill of materials against the current inventory.
Record 2.5 hours for the "Assembly" operation on work order WO-2026-0042.
Records time spent on a production step.
Change the production quantity for WO-2026-0042 to 200 units.
Update an existing work order.
Which work orders are behind schedule?
Indicates a delay in production.
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
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.
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.
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.
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.
Which suppliers can I pay later without missing a due date?
Optimizes your outgoing payments based on their due dates.
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.
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We connect.
The connector links that AI securely to your Exact Online and translates your question behind the scenes into your real numbers.
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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
Exact AI Connect
Can I purchase €15,000 worth of additional inventory this month without running short?
Data retrieved and analyzed...
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?
Source: Exact Online · retrieved in real time
Subscriptions
Choose the plan that fits your administration
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
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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 consultationCompletely non-binding, no obligations
Ample availability · instantly confirmed
Up and running in 2 minutes
Set up the connection in just three simple steps.
Add to your AI assistant
Paste the server URL into ChatGPT, Claude, Copilot or Perplexity. No technical knowledge required.
Server URL
Authorize your accounting package
Grant access with one click. You choose which administrations to connect.
Exact AI Connect wants access to your administration
Read and analyze · draft actions ready for review
Ask your first question
Ask in plain language what you want to know and get an instant answer from your live figures.
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
Try it free for 30 days
Flexible subscription with no long-term commitments. Installs in 2 minutes.
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.
Professional Support
Install it yourself with ease, or choose the installation assistant. Various SLA levels are available for support.
Security guaranteed
The connector meets the highest security standards (ISO 27001 certified).
We are an official partner of
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.
Exact AI Connect
Connect Exact Online to your AI assistant
Choose your assistant and leave your email address. You will immediately see the right steps.
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Installation instructions
Need help? Check out our help article or get in touch with us.