Exact AI Connect connects your accounting system to an AI tool such as ChatGPT, Claude, or Copilot. Once the connection is active, your AI tool has direct access to your accounting data—securely, in real time, and without any technical knowledge.
Instead of manually running reports, clicking through menus, or creating exports, you simply ask a question. The AI retrieves the relevant data from Exact Online and presents it immediately.
How does it work?
It works the same way for every AI tool: you add the integration link, log in to Exact Online once, and then simply ask your questions. Below, you’ll find the exact steps for each tool, from adding the integration to asking your first question.
Here is the connection link you’ll add to your AI tool:
https://mcp-exactonline.iwebdevelopment.com
Choose your AI tool
ChatGPT
Requires a paid ChatGPT subscription with Developer Mode enabled. Developer Mode is still in beta. For Business or Enterprise plans, an administrator must enable this once.
1. Go to Settings → Apps & Connectors → Advanced settings.
2. Turn on Developer Mode and confirm the notification.
3. Go back to Apps & Connectors and click Create.
4. Give the connection a name (for example, Exact AI Connect) and paste the connection link into the server URL field. Select OAuth as the authentication method.
5. Click Create. You’ll be redirected to Exact Online. Log in and click Authorize. You only need to do this once.
6. Open a new chat, enable the connection via the + menu, and ask your first question.
Tip: Mention in your question that you want to use Exact AI Connect, and ChatGPT will immediately select the correct source.
Claude
Works with all subscription plans, including the free plan. With a free account, you can add one connection.
1. Click your name in the bottom-left corner and go to Settings.
2. Click Connectors in the menu.
3. Click Add custom connector at the bottom.
4. Paste the connection link into the URL field and click Add.
5. Click Connect next to the connector. Your browser will open the Exact Online login screen. Log in and click Authorize. You only need to do this once.
6. Open a new chat and ask your first question.
Tip: You can turn the connector on and off for each conversation using the + button in the bottom-left corner, under Connectors.
Not working right away? Are you using the Claude desktop app? Close it completely (on Mac, use Cmd+Q; the close button only closes the window) and restart it.
Gemini
The standard Gemini app cannot yet add its own connector via a link. This can be done via Gemini CLI (for technical users) or via Gemini Enterprise.
Via Gemini CLI
1. Install Gemini CLI on your computer.
2. Add the connection to your Gemini settings using the connection link as the server:"exact-ai-connect": { "httpUrl": "https://mcp-exactonline.iwebdevelopment.com" }
3. Launch Gemini CLI. You’ll be prompted in your browser to log in to Exact Online. Log in and click Authorize.
4. Type /mcp to verify that the connection is active, then enter your query.
Are you using Gemini Enterprise? In that case, an administrator will set up the connection as a custom data connector using the connection link and OAuth. We’d be happy to help you with that.
Copilot
Requires a Copilot Studio license. You can test it first with a free 30-day trial. Make sure generative orchestration is enabled.
1. Open your agent in Copilot Studio and go to Tools.
2. Click “Add a tool,” then “New tool.”
3. Select Model Context Protocol.
4. Give the connection a name (for example, Exact AI Connect), a short description, and paste the connection link into the Server URL field.
5. For authentication, select OAuth 2.0 → Dynamic discovery.
6. Click Create, then Add to agent. You’ll need to log in to Exact Online once and click Authorize.
Note: Copilot Studio is an environment for building agents, not a regular chat. Haven’t set it up yet? We’d be happy to help you get started.
Perplexity
Requires Perplexity Pro, Max, or Enterprise.
1. Go to Account settings and select All settings → Connectors.
2. Click + Custom connector in the top-right corner and select Remote.
3. Give the connector a name (for example, Exact AI Connect) and paste the connector link into the server URL field.
4. Check the box to confirm that you understand custom connectors may involve risks, then click Add.
5. You’ll be redirected to Exact Online. Log in and click Authorize. You only need to do this once.
6. In the chat, click the + (Connectors and Sources), enable Exact AI Connect, and ask your question.
Tip: Is the connection already set up but you’re not getting answers from your data? Make sure Exact AI Connect is checked under the + menu before asking your question.
What can you do with it?
Exact AI Connect does more than just answer questions. It reads your numbers, generates reports, and can also set things up for you in Exact Online. Here are a few specific examples:
Questions and analyses
On-demand dashboards
Ask for an overview, and the AI will generate it instantly from your data, complete with charts. No separate reporting tool needed.
"Create a dashboard showing my monthly revenue, my top 10 customers, and outstanding invoices."
"Show my gross margin by product group in a graph covering the last 12 months."
Accounts Receivable and Cash Flow
See at a glance who still owes you money and how that affects your liquidity.
"Which invoices have been outstanding for more than 30 days, and what is the total amount involved?"
"What is my expected cash flow for the next 30 days based on outstanding items?"
Profit and Loss on Demand
View your results without having to create a report yourself. The link provides a ready-made profit and loss statement.
"Show me my profit and loss statement by month and where it differs from last year."
"What’s my net profit this quarter, and which expense stands out?"
Sales Pipeline
Get a handle on your sales opportunities and upcoming revenue.
"What’s in my pipeline, and what’s the opportunity-weighted value per stage?"
"Which sales opportunities are expected to close this month?"
Campaigns and automation
Create and email a quote
Have a quote generated with the correct customer, items, and prices, and email it immediately for digital signature.
"Create a quote for customer X with these three items and email it for online approval."
"Create a quote like the one for Customer Y last month, but this time for Customer Z."
Register a Purchase Invoice from a PDF
Upload a supplier invoice and let the AI scan it and prepare it as a purchase invoice.
"Read this supplier invoice and register it as a purchase invoice in Exact Online."
"Check whether the amount on this purchase invoice matches the corresponding purchase order."
Reconcile and update the bank ledger
Have open entries matched and receive suggestions for the more challenging cases.
"Which bank entries are still open, and which ones can you reconcile automatically?"
"Reconcile the payment from Customer X with the correct invoice."
From PDF to sales order
Add a purchase order and let the AI turn it into a draft sales order in Exact Online.
"Convert this PDF into a sales order in Exact Online and check the prices."
"Turn this purchase order into a draft order with the correct customer and items."
Recurring reports and reminders
Have reminders generated or, in tools that support this feature, have recurring reports automatically prepared.
"Write a friendly reminder for all customers with invoices older than 30 days."
"Send me a report of outstanding receivables every Monday morning."
Key Benefits
Exact AI Connect saves you time and gives you faster insight into your numbers. Here’s what you get:
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Setup in minutes. Connect your AI tool using the integration link and authorize it once in Exact Online. Done.
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Plain language, direct answers. Ask questions just as you would ask a colleague.
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Always up-to-date data. The integration retrieves real-time data from Exact Online.
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No technical knowledge required. No complicated documentation or settings.
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Secure and reliable. ISO 27001 certified, secure authorization, hosted in the EU.
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Works with your favorite AI tool. Compatible with ChatGPT, Claude, Gemini, Copilot, and Perplexity.
Security & Privacy
Your accounting data is sensitive. We know that better than anyone. That’s why:
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Your data, your environment. Your accounting data stays in Exact Online. For quick analyses, we build a private analytics environment in the EU, secured on a per-account basis. You decide who has access.
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Secure authorization. The same secure method that Exact Online uses for all its partner apps.
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ISO 27001 certified. iWeb complies with the strictest international security standards.
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You control access. You can revoke authorization at any time from Exact Online.
Troubleshooting
Running into a problem? Below are the most common issues and how to resolve them.
The AI doesn’t recognize the connection
Check that the connection link was copied correctly: https://mcp-exactonline.iwebdevelopment.com. Are you using a desktop app like Claude Desktop? Close the app completely and restart it. On macOS, use Cmd+Q; the close button only closes the window.
You’re getting a login or authorization error
Go to Exact Online and check whether the connection is authorized under your app connections. If not, go through the authorization step again. Is the connection active but not working? Your token may have expired after a period of inactivity. In that case, reauthorize.
The AI isn’t returning any results or is giving empty answers
Check whether you have access in Exact Online to the accounting records you’re querying. Not all user roles have access to all data. First, try a simple question like “Which accounting records do I have?” to test whether the connection is working.