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Back to overview Exact Online AI

Asking questions about your bookkeeping with ChatGPT

17 August 2026

Last updated: August 18, 2026

Your connector is set up, so what now? These are the handiest questions to ask ChatGPT about your Exact Online administration, from outstanding items to deeper analyses. You can copy the examples straight away.

Exact Online AI koppeling

Your first question to ChatGPT

Start small. For example, type:

"Which invoices are still unpaid and have been open for more than 30 days?"

You do not need to run an export or filter anything afterwards. You get an answer straight from your live administration, and you can ask follow-up questions right away (more on that later). You simply type your question in plain language, just as you are used to in ChatGPT.

What can you ask about?

Below are example questions per topic. Copy them exactly or adapt them to your own customers, items and periods. Retrieve and Analyse only read your administration. Create lets ChatGPT prepare a draft first, which you approve.

Financial

 

Your outstanding items, invoices, entries and result.

Retrieve
"How much has Janssen BV spent with us this year?"
The revenue of a single customer over the current financial year.
Retrieve
"Which customers are currently in the red with me?"
Debtors with invoices past their due date.
Analyse
"What is my result over the past month?"
Revenue minus costs for the chosen period.
Create
"Prepare a purchase entry for the invoice from Van Dijk of 840 euros."
Prepares a purchase entry that you approve.
Create
"Process my latest credit card statement into entries."
Prepares your credit card costs as an entry that you approve.
Analyse
"How do my costs this quarter compare to last year?"
Your costs alongside the same period a year earlier.

Customers and suppliers

 

Look up, create and update relations.

Retrieve
"What are the contact details of Bakkerij de Groot?"
Address, email and contacts of a relation.
Retrieve
"Which customers are missing an email address?"
Relations with missing details.
Analyse
"Which customers have not ordered anything this year?"
Inactive customers for follow-up.
Create
"Add a delivery address to Janssen BV: Industrieweg 5, Rotterdam."
Records an extra address for a relation.
Create
"Change the payment term of Janssen BV to 30 days."
Adjusts the payment condition of a relation.
Create
"Record a new supplier with name and address details."
Sets up a new supplier in Exact Online.

Sales and purchase orders

 

Look up, create and follow up on orders and quotations.

Retrieve
"Which quotations have not yet been converted into an order?"
Quotations issued that have not resulted in an order yet.
Retrieve
"Which delivered orders do I still need to invoice?"
Revenue still waiting for an invoice.
Create
"Prepare a sales invoice for Janssen BV."
Prepares a sales invoice that you approve.

Frequently asked questions

Yes. You connect Exact Online to your AI assistant once and then ask your questions in plain language. The answers come straight from your own, up-to-date administration.

Yes. You connect Exact Online to your AI assistant once and log in with your own Exact Online account. After that, the assistant can read your administration and answer your questions.

No. You simply ask your question in plain language, the way you would ask a colleague. The examples on this page are a starting point, but you can adjust them freely.

Yes, and that is exactly its strength. Every answer builds on the previous one, so you can move from an overview to a detail to an action without having to search or filter again.

Nothing in the way you ask it: you type both in plain language. The difference is that the frequently used overviews are tasks you need again and again, such as your outstanding items or your balance sheet. For those overviews, this page provides a starter phrase you can copy word for word and add extra context to, such as a period or a customer.

Yes. If you have connected multiple administrations, you indicate in your question which one you mean. If you are not sure which ones are connected, just ask "Which administrations do I have?"

Yes. The answers come live from your Exact Online administration at the moment you ask the question. So you are not working with an export from yesterday.

Rephrase your question or make it more specific, for example by adding a period or a customer name. You can also simply say that the answer was not correct, and the assistant will try again.

No. Questions that retrieve or analyse only read. If you want something created or changed, the assistant first prepares it as a draft and you approve it before it is final in Exact Online.

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