Connect your Exact Online administration to AI tools like Claude, ChatGPT or Copilot and work faster and smarter with your accounting data. With the iWeb AI connector you ask questions in plain language, gain instant insight and let AI do the heavy lifting. Installation takes just a few minutes.
What exactly does Exact AI Connect do?
Exact AI Connect is an MCP connector that links your Exact Online administration to an AI tool such as ChatGPT, Claude or Copilot. No running reports or creating exports; you ask and get an instant answer from your own figures. Secure, real time and without technical knowledge.
Instead of manually running reports, clicking through menus or making exports, you simply ask a question. The AI retrieves the right data from Exact Online and presents it right away.
How do you use it?
The way you add the connector differs per AI tool. In Claude you install our app directly, in the other tools you add a connector link. After that you log in to Exact Online once and simply ask your questions. Below you will find the exact steps for each tool.
This is the connector link you add to ChatGPT, Gemini, Copilot or Perplexity:
https://mcp-exactonline.iwebdevelopment.com
Choose your AI tool
Claude
Exact Online AI Connect, by iWebDevelopmentConnect Exact Online to your AI assistant for live insight into your figures and actions with your approval.
1Click Install and log in with your Claude account. This works on all plans, including the free one.
2On the app page, click Install. If you work in a Team or Enterprise account without admin rights, it says Request and your request goes straight to the administrator of your organisation.
3In Claude, click Connect next to the connector. Your browser opens the Exact Online login screen. Log in and click Authorise. You only need to do this once.
4Open a new chat and ask your first question.
Tip: you turn the connector on and off per conversation using the + button at the bottom left, under Connectors.
Not working right away? Are you using the Claude desktop app? Close it completely (on Mac with Cmd+Q, the cross only closes the window) and start it again.
ChatGPT
Requires a paid ChatGPT subscription (Plus, Pro, Business, Enterprise or Education). On Plus and Pro you enable Developer Mode yourself; on Business and Enterprise an administrator can arrange or restrict this. Developer Mode is still in beta.
1Go to Settings → Security and login and turn on Developer Mode. Confirm the notification.
2Go to Settings → Plugins (or open chatgpt.com/plugins directly).
3Click the plus button to create a developer-mode app.
4Give the connector a name (for example Exact AI Connect) and paste the connector link into the server URL field. Choose OAuth as authentication.
5Click Create. You will be redirected to Exact Online. Log in and click Authorize. You only need to do this once.
6Open a new chat, choose Developer mode from the + menu, turn on the connector and ask your first question.
Tip: mention in your question that you want to use Exact AI Connect, so ChatGPT immediately picks the right source.
Gemini
The standard Gemini app cannot yet add its own connector through a link. This works through Gemini CLI (for technical users) or through Gemini Enterprise.
Through Gemini CLI
1Install Gemini CLI on your computer.
2Add the connector to your MCP configuration under mcpServers, with the connector link as the server.{
"mcpServers": {
"exact-ai-connect": {
"httpUrl": "https://mcp-exactonline.iwebdevelopment.com"
}
}
}
3Start Gemini CLI. You will be asked in your browser to log in to Exact Online. Log in and click Authorize.
4Type /mcp to check whether the connector is active and ask your question.
Working with Gemini Enterprise? Then an administrator creates the connector as a custom data connector with the connector link and OAuth. We are happy to help you with that.
Copilot
Requires a Copilot Studio license. With a free 30-day trial you can test it first. Make sure generative orchestration is turned on.
1Open your agent in Copilot Studio and go to Tools.
2Click Add a tool and then New tool.
3Choose Model Context Protocol.
4Give the connector a name (for example Exact AI Connect), a short description, and paste the connector link into the Server URL field.
6Click Create and then Add to agent. You log in to Exact Online once and click Authorize.
Please note: Copilot Studio is an environment for building agents, not a regular chat. Have you not set that up yet? We are happy to help you get started.
Perplexity
Requires Perplexity Pro, Max or Enterprise.
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 that you understand custom connectors may carry risks and click Add.
5You will be redirected to Exact Online. Log in and click Authorise. You only need 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 are not getting an answer from your figures? Check that Exact AI Connect is ticked under the + menu before you ask your question.
What can you do with it?
Exact AI Connect does more than answer questions. It reads your figures, builds overviews and can also prepare things for you in Exact Online. A few concrete examples:
Questions and analyses
Dashboards on request
Ask for an overview and the AI builds it straight from your figures, with charts included. No separate reporting tool needed.
"Create a dashboard with my revenue per month, my top 10 customers and the outstanding invoices."
"Show my gross margin per product group in a chart over the last 12 months."
Accounts receivable and cash flow
See straight away who still needs to pay and what that means for your liquidity.
"Which invoices have been outstanding for more than 30 days and how much money is involved in total?"
"What is my expected cash flow for the coming 30 days based on outstanding items?"
Profit and loss on request
View your result without building a report yourself. The connector has a ready-made profit and loss overview.
"Show my profit and loss overview per month and where it differs from last year."
"What is my net profit this quarter and which cost item stands out?"
Sales pipeline
Get a grip on your sales opportunities and the revenue that is coming in.
"What is in my pipeline and what is the probability-weighted value per stage?"
"Which sales opportunities are expected to close this month?"
Actions and automation
Draw up and email a quote
Have a quote drawn up with the right customer, items and prices, and emailed straight away for digital signing.
"Create a quote for customer X with these three items and email it for online approval."
"Draw up a quote like the one for customer Y last month, but for customer Z."
Register a purchase invoice from PDF
Add a supplier invoice and let the AI read it in 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 outstanding items matched and get suggestions for the tricky cases.
"Which bank lines are still open and which ones can you reconcile?"
"Reconcile the payment from customer X against the correct invoice."
From PDF to sales order
Add an order form or 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 order form into a draft order with the right customer and items."
Recurring overviews and reminders
Have reminders drawn up or, in tools that support it, fixed overviews prepared automatically.
"Write a friendly reminder for all customers with invoices older than 30 days."
"Send me an overview of the outstanding accounts receivable every Monday morning."
Key benefits
Exact AI Connect saves you time and gives you faster insight into your figures. Here is what it brings you:
✓
Set up in minutes. Install the app in Claude or add the connector link to your own AI tool, and authorize once with Exact Online. Done.
✓
Plain language, direct answers. Ask questions the way you would ask a colleague.
✓
Always current data. The connector pulls real-time data from Exact Online.
✓
No technical knowledge needed. No complicated documentation or settings.
✓
Secure and reliable. ISO 27001 certified, secured authorization, hosted in the EU.
✓
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 is why:
✓
Your data, your environment. Your accounting stays in Exact Online. For fast analysis we build a private analytics environment in the EU, shielded per administration. You decide who gets access.
✓
Secure authorisation. The same secure method that Exact Online uses for all of its partner apps.
✓
ISO 27001 certified. iWeb meets the strictest international security standards.
✓
You control the access. You can revoke the authorisation at any time from Exact Online.
Solving problems
Running into something? Below you will find the most common situations and how to solve them.
The AI does not recognise the connector
Are you using Claude? Check whether the app is installed and whether you clicked Connect. In the other AI tools, check whether the connector link was entered correctly: https://mcp-exactonline.iwebdevelopment.com. Are you using a desktop app such as Claude Desktop? Close the app completely and start it again. On macOS you do that with Cmd+Q, the cross only closes the window.
You can't add connectors in Claude
In Team and Enterprise accounts, only the owner or an administrator can add connectors. In that case the app page shows Request instead of Install. Click it and your request goes straight to your organization's administrator.
You get a login or authorization error
Go to Exact Online and check whether the connector is authorized under your app connectors. If not, go through the authorization step again. Is the connector active but still not working? Your token may have expired after a period of inactivity. In that case, authorize again.
The AI returns no results or empty answers
Check whether you have access in Exact Online to the administration you are querying. Not all user roles have access to all data. Start with a simple question such as "Which administrations do I have?" to test whether the connection works.
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