Connect your Exact Online administration to Perplexity and ask your accounting questions in plain language. From debtors to margins, you ask and Perplexity pulls it straight from your administration. You need Perplexity Pro, Max or Enterprise.
Do you want to connect Exact Online with Perplexity? On Perplexity Pro, Max or Enterprise you add the connector in just a few minutes. After that you simply query your bookkeeping in the chat and get an instant answer from your live administration in Exact Online.
Below you can read how to connect Perplexity to Exact Online, what you can ask and what to look out for. Are you looking for the general explanation, separate from a specific AI tool? You will find it in How does the Exact AI Connect connector work?
Does Perplexity work with Exact Online?
Yes. Perplexity works with Exact Online through Exact AI Connect. Under the hood the connector uses MCP (Model Context Protocol), the open standard for connecting AI to your own tools and data. You add the connector as a custom connector, authorise once with Exact Online and then ask your questions in the chat. Custom connectors work on Perplexity Pro, Max and Enterprise.
Connecting Exact Online with Perplexity, step by step
This is the connector link you add to Perplexity:
https://mcp-exactonline.iwebdevelopment.com
Requires Perplexity Pro, Max or Enterprise. On a free account you cannot add your own connector. Are you working with Enterprise? Then an administrator first has to allow members to add custom connectors themselves, which is off by default.
1Go to Account settings and choose All settings → Connectors.
2Click + Custom connector in the top right and choose Remote.
3Give the connector a name (for example Exact AI Connect) and paste the connector link into the server URL field.
4Tick the box confirming you understand that custom connectors can carry risks and click Add.
5Click the connector to start the authorisation. You are redirected to Exact Online. Log in and click Authorise. You only have to do this once.
6In the chat, click the + (Connectors and sources), switch on Exact AI Connect and ask your question.
Tip: is the connector ready but you get no answer from your figures? Check that Exact AI Connect is ticked under the + menu before you ask your question. If you are working in an Enterprise workspace or a Project, authorise the connector there again, because a connector from your personal account is not carried over automatically.
What can you ask Perplexity about your accounts?
With the connector active you can query your administration directly. Perplexity pulls the figures from Exact Online and, after your approval, can also prepare actions. A few examples:
"What were my five largest expenses last quarter?"
"Give me the revenue per month for this year."
"Which customers are buying less this year than last year?"
"Create an overview of my outstanding invoices with the total amount."
Looking things up and preparing them, and you stay in control: actions are first prepared as a draft and only processed in Exact Online after your approval. A complete overview of the possibilities can be found in How does the Exact AI Connect connector work?
Is the connector with Perplexity safe?
Your accounting data stays in Exact Online. You log in through the secure authorisation of Exact Online itself, so you do not share your password with Perplexity, and you can remove the access whenever you want. More about safety and privacy can be found in the general connector article.
Prefer a different AI assistant?
Exact AI Connect works with multiple AI tools. Do you prefer something else? Then have a look at the step-by-step guide for Claude, ChatGPT, Microsoft Copilot or Gemini.
Frequently asked questions
Custom connectors work on Perplexity Pro, Max and Enterprise. With a free account you cannot add your own connector. The connector sits at account level, so once you have set it up you can use it in all your conversations.
Check that Exact AI Connect is ticked in the chat under the + menu (Connectors and sources) before you ask your question. If the connector is turned off for that conversation, Perplexity will not pull any data from Exact Online.
Yes, besides looking things up Perplexity can prepare actions, such as an invoice or a payment reminder. These are only carried out after you approve them, so you stay in control of what changes in Exact Online.
Your accounting data stays in Exact Online. You authorise through the secure login of Exact Online itself, so you do not share your password with Perplexity. On top of that, you can withdraw access at any time.
You try the connector free for 30 days first. After that you choose a subscription that suits your usage. You can find the current prices on the Exact AI Connect page of iWebDevelopment.
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