Autoboeker
Taylor Travel Management
Taylor Travel Management

Business owner story · Client questions · Exact Online

From Excel lists to one overview: Taylor Travel Management and Autoboeker

Taylor Travel Management provides luxury travel and VIP transport for business travellers, governments and family offices. Its bookkeeping is handled by Boekhoudvriend, a bookkeeping firm that works with Autoboeker and Exact Online. As a client of Boekhoudvriend, Taylor now answers bookkeeping questions in the client dashboard instead of in Excel lists and loose emails.

Role

Client of the firm; uses the Autoboeker client dashboard

Bookkeeping firm

Boekhoudvriend, works with Autoboeker and is part of the same Autus group

Software

Autoboeker + Exact Online

Use case

Client questions and collaboration between business owner and bookkeeper

01

Luxury service needs bookkeeping that keeps up

For Taylor Travel Management everything revolves around precision, speed and personal service. The company provides exclusive travel and transport solutions for business travellers, governments, celebrities and family offices: from private chauffeurs and secure transport to private jets, helicopter flights and full travel management.

With more than 19 years of experience, Taylor knows better than anyone how important it is that processes behind the scenes run smoothly. That applies to client service, but also to the financial administration. That's why Taylor works with Boekhoudvriend, which processes the bookkeeping with Autoboeker and Exact Online.

02

The challenge: Excel lists, missing documents and loose questions

A business with varied services and many transactions regularly raises bookkeeping questions. A bank transaction that can't be matched to an invoice yet, a missing receipt, or a booking that needs more explanation.

Previously these open items were tracked in Excel. The bookkeeper collected the questions, sent the list to the business owner and waited for answers and documents. Every answer then had to be processed by hand and the list updated. The problem wasn't so much answering the questions, but organising the follow-up.

The problem wasn't answering the questions, but organising the follow-up.

03

The solution: all client questions in one central place

With Autoboeker this works differently. When information is missing for a booking or bank transaction, Boekhoudvriend raises a client question straight from Autoboeker. Taylor sees the question in its own client dashboard and answers it there, without having to work in Exact Online.

Every question stays linked to its transaction or booking. Nobody has to work out afterwards which payment or invoice a comment was about, and Boekhoudvriend can carry on processing as soon as the answer arrives.

  • View open questions in the client dashboard
  • Answer directly on a specific bank transaction or booking
  • Add missing invoices and receipts to the right question
  • Follow the status of every question
  • Work with Boekhoudvriend without separate Excel files
mijn.autoboeker.nl
Autoboeker1Bakkerij De Molen B.V.
Requested2Delivered2Approved14All
Ask a question
Coolblue B.V.Invoice€1,249.00Delivered

Kantoor Verbeek · 28 Sep

This Coolblue invoice (€1,249.00) is in the name of a private individual. Could you upload the business invoice with the VAT number?

Marieke · via app · 29 Sep

That's right, here's the business invoice. It's a laptop for the new employee.

coolblue-9002318447-business.pdf

AI analysis of the submitted document

Invoice recognised · 96%VAT number found0210 EquipmentMatched to bank
Reject Approve and book
Shell NederlandRequested
Jumbo SupermarktenDelivered
ParkmobileRequested
Bol.comApproved
Client questions in Autoboeker: every question is attached to the transaction or booking it's about.

04

Autoboeker and Exact Online: each system does what it does best

Exact Online is the accounting software in which Taylor's financial administration is kept. Autoboeker handles the processing and the collaboration around it: document recognition, booking proposals, bank matching and requesting missing information. Boekhoudvriend remains responsible for the bookkeeping, the checks and the financial services.

The business owner uses a clear client dashboard, while the firm keeps working from the same workflow. Answers and documents land directly on the right item, and the result is simply in Exact Online.

The workflow

From a loose Excel list to one workflow.

Before

  1. 1Boekhoudvriend collects missing information
  2. 2Open items are tracked in Excel
  3. 3Taylor receives the question list by email
  4. 4Answers and documents come back separately
  5. 5Boekhoudvriend processes the replies by hand and updates the list

Excel · email · manual

With Autoboeker

  1. 1Information is missing for a booking or transaction
  2. 2Boekhoudvriend raises a client question right away
  3. 3Taylor sees the question in the client dashboard
  4. 4The answer or document lands on the right item
  5. 5Boekhoudvriend continues processing

Autoboeker · Exact Online

The result

Less back and forth, more overview.

No more Excel question lists

Open questions live in the client dashboard instead of in separate files.

Less email

Answers and documents are linked directly to the right question.

Less manual follow-up

Boekhoudvriend sees at once what has been delivered and what is still open.

Faster resolution

Questions don't wait for a new Excel round; they're answered as soon as they're raised.

Overview on both sides

Business owner and bookkeeper follow the same status, each from their own environment.

Better collaboration starts with client questions

The collaboration between Taylor Travel Management and Boekhoudvriend shows that automation isn't only about recognising invoices faster. Just as important is what happens next: how a question reaches the right person and how the answer lands in the right place straight away.

The time saved is on both sides. Taylor sees exactly which information is still needed instead of working through a full list, and Boekhoudvriend no longer has to maintain files or dig through emails. That lets Taylor focus on what it does best: exclusive travel experiences and high-end service.

Used in this story

The parts of Autoboeker behind this story.

Client questions

Autoboeker doesn't know? Then it asks the client.

Client questions are a firm's biggest silent time sink. Autoboeker makes the process closed-loop and measurable: from question to evidence to booking, without loose emails.

  • In context while processingSpot something missing while booking? Ask one targeted question right away, with preset message templates.
  • Sent automaticallyUnknown payment or missing invoice? Autoboeker sends the question itself, fully or from a confidence threshold.
  • The answer is the processingUploaded receipts are analysed with AI and given a score, then booked and matched. Incomplete? Reject or ask again, in the same context.
View Client questions
mijn.autoboeker.nl
Autoboeker1Bakkerij De Molen B.V.
Requested2Delivered2Approved14All
Ask a question
Coolblue B.V.Invoice€1,249.00Delivered

Kantoor Verbeek · 28 Sep

This Coolblue invoice (€1,249.00) is in the name of a private individual. Could you upload the business invoice with the VAT number?

Marieke · via app · 29 Sep

That's right, here's the business invoice. It's a laptop for the new employee.

coolblue-9002318447-business.pdf

AI analysis of the submitted document

Invoice recognised · 96%VAT number found0210 EquipmentMatched to bank
Reject Approve and book
Shell NederlandRequested
Jumbo SupermarktenDelivered
ParkmobileRequested
Bol.comApproved

Client portal & app

Everything your client needs to do. Without loose emails.

A professional portal and an app for iOS and Android, under your firm's name. Your client sees exactly what is needed and what has already been taken care of.

  • Client questions for invoices and bankOne overview of what is outstanding, with bulk delivery via drag-and-drop.
  • VAT overview and profit and lossReports straight from the accounting software, always up to date and without exports.
  • Invoicing & quotesCreate, send and get paid for invoices and quotes via iDEAL.
View Client portal & app
klant.autoboeker.nl

Welcome back, Marieke

Overview of Bakkerij De Molen B.V.

Revenue · Jan–Oct

+18%

€249,600

Costs · Jan–Oct

+6%

€171,750

Revenue comparison

2026 vs 2025, revenue per month

MonthlyQuarterly
FebMarAprMayJunJulAugSepOctNovDec

Open client questions3

Shell NederlandUpload receipt
Bol.comBusiness or personal?
Coolblue B.V.Invoice missing

VAT Q3

€4,210.26

Payable · file by 31 October

8 of 9 items processed

Spending too much time on open questions too?

With Autoboeker you automate not only invoice processing and bank matching, but also the communication with your clients about missing information.

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