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Asking questions about your accounting with ChatGPT
17 August 2026
Last updated: August 19, 2026
Your connector is in place, now what? These are the most useful questions to ask ChatGPT about your Exact Online administration, from outstanding items to deeper analyses. You can copy the examples directly.
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Your first question to ChatGPT
Start small. Click the plus button (+), choose the Exact Online connector and type your first question, for example:
You do not have to run an export or filter anything afterwards. You get an immediate answer 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 adjust them to your own customers, items and periods. Retrieving and Analysing only read your administration. Creating first prepares a draft in ChatGPT that you approve.
Financial
Your outstanding items, invoices, entries and result.
Customers and suppliers
Look up, create and update relations.
Sales and purchase orders
Look up, create and follow up on orders and quotations.
Stock and warehouse
Current stock, locations and movements.
Production and assembly
Work orders, materials and completion reports.
Analyses and overviews
Deeper analyses across your entire administration. These use the Analytics subscription. You can read more about this in creating financial analyses in ChatGPT.
Frequently used overviews and tasks
Some overviews and tasks you use again and again: your outstanding items, your balance sheet, preparing your VAT or reconciling your bank. You simply type them in plain language. Each overview below comes with an opening sentence you can copy word for word.
Good to know: when needed, state explicitly in your question that ChatGPT must use the Exact AI Connect connector, so it draws on the right source. You can run a task as it is, or add extra context, for example a period or a specific customer.
Accounts receivable and accounts payable
Put all invoices that have not yet been paid or received into a single overview, on both the accounts receivable and accounts payable side. For each item you see the amount and the due date, so you know right away what is still coming in and what you still have to pay.
Divides your outstanding receivables by age, for example 0 to 30, 30 to 60, 60 to 90 and 90 days or older. This way you see at a glance where the payment risk lies and which customers need follow-up.
The same overview, but for what you still owe your suppliers, divided into the same age categories. Handy for planning what needs to be paid and when, and for spreading payment peaks.
General ledger and VAT
Prepares your profit and loss overview for a chosen period, showing your revenue, costs and the result below. You do not have to set up or export a report yourself.
Shows your balance sheet at a chosen moment, with your assets and liabilities neatly set against each other. Ideal for a quick status update or in preparation for a meeting with your accountant.
Get the VAT figures ready per category so all you have to do is check them. This question prepares the figures; you submit the return itself through the usual channels.
Bank and cash
Shows your incoming and outgoing cash flows over a period, so you can see where your money comes from and where it goes. Useful for keeping a grip on your liquidity.
Reconciles outstanding items against each other and offers suggestions for the cases that don't match automatically. The suggestions are prepared as a draft, and you approve them before anything is recorded.
Processes your credit card statement into entries and connects those to the corresponding items. Here too, everything is first prepared as a draft that you approve before it becomes final.
Asking follow-up questions: from overview to insight to action
You don't have to stop at one question. In ChatGPT, every answer builds on the previous one, without you having to search or filter again. For example:
In just a few sentences you go from an overview to a concrete insight and, if you want, to an action that you approve.
Not just asking, but getting things done too
The questions labelled Create show that the connector can do more than just retrieve. You can have invoices, quotes, contacts and bookings prepared or updated. Everything that gets written is first prepared as a draft that you approve. So nothing in your administration ever changes without you having looked at it. You can read exactly how that works in creating and editing data in ChatGPT. The questions with Retrieve and Analyse only read, so they change nothing.
How to move forward
Not sure how to proceed or want to know whether something is possible? Just ask ChatGPT, for example "What can you do for me in Exact Online?" ChatGPT will then tell you what is possible with your administration.
Connect your Exact Online administration to your AI assistant and ask your first question within a few minutes. You stay in control with every action.
View Exact AI ConnectFrequently 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, just like 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 where the strength lies. 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 offers a ready made opening sentence that you can copy literally 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 becomes final in Exact Online.
