Integration · Exact Online
AI assistant in Exact Online
Capture agreements per administration or for the whole firm as an instruction, the way you would explain it to a new colleague. Start with one of the 139 example instructions in the prompt library. Here's how it works when your administrations are in Exact Online.
Available in Exact Online
What AI assistant does in Exact Online.
- Learns per administration
- Learns firm-wide
- Learns from corrections
- Pulls context from accounting software
- Takes historical bookings into account
- Administration rules
- Global firm rules
- AI instructions per administration
- AI instructions firm-wide
- Add your own context
- Merge lines with the same GL account and VAT code
- Percentage allocation per booking
- Supplier-specific rules
- Administration-specific exceptions
- Firm-wide booking preferences
- Apply corrections to similar bookings
Syncs from Exact Online
- GL accounts
- VAT codes
- Relations
- Journals
- Bank transactions
- Cost centres
How it works
From agreement to booking.
You record a working agreement once. From then on, the AI applies it to every booking it covers.
- 01
Pick from the library
Start with one of 139 example instructions, or write your own.
- 02
Write in plain language
Fill in the placeholders or pick a supplier, GL account or VAT code straight from the administration.
- 03
Decide where it applies
For one administration or firm-wide, and for purchases, sales or both.
- 04
See it in the proposal
The AI applies the instruction. Corrections are kept in the feedback history.
Connecting
How to connect Exact Online.
- 1Connect Exact Online in minutes
- 2Choose the administrations
- 3Autoboeker learns from history and master data
- 4Automate in phases
What you need
- An Exact Online account with access to the administrations you want to connect
- An Autoboeker account (Firm or Large firm)
FAQ
AI assistant in Exact Online: questions and answers.
Yes. 16 AI assistant features are available in Exact Online, including learns per administration, learns firm-wide and learns from corrections.
AI assistant is included in the Firm plan: €50 per month for the whole firm, including 200 bookings and unlimited administrations and users. Then €0.20 per extra booking. Cancel monthly.
Connect Exact Online in minutes. Choose the administrations. Autoboeker learns from history and master data. Automate in phases.
A working agreement in plain language, the way you would explain it to a new colleague. For example: ‘Fuel receipts always to 4210 Travel expenses’ or ‘Merge lines with the same VAT code’.
139 example instructions, ready to adopt and adapt. They cover industry and business context, VAT exemption, merging booking lines, cost centres, currencies and foreign transactions, credit notes, till receipts and catch-all suppliers, among others.
You choose. An instruction applies to one administration or the whole firm, and to purchases, sales or both.
Exact Online has the broadest support: AI recognition, automatic booking, rules, client questions, audit logs and team statistics, plus bank matching with automatic reconciliation, VAT analysis and reports, and the VAT overview in the client dashboard.
Bank transactions are synchronised and matched with invoices and bookings on amount, reference, IBAN, relation and date. Every match gets a confidence score; above your threshold it is reconciled automatically. No match? Then the transaction becomes a client question.
Further reading
Related in the knowledge base.
Guides
Automatic booking with AI: how it works for firms
How automatic booking with AI works: recognition without templates, booking proposals with a confidence score and a threshold that decides what gets booked.
10 min readRead the guideWorkflowsAdministration rules and global rules in pre-accounting
The difference between administration rules and global rules, when to use which, and how to record working agreements as a rule or AI instruction for your firm.
9 min readRead the guideWorkflowsProcessing purchase invoices: a complete guide for firms
How a firm processes purchase invoices: from intake and recognition to coding, checks, approval, booking and reconciliation. Manual, scanning or with AI.
12 min readRead the guideRunning a firmIncreasing your bookkeeping firm's capacity with AI
How to increase your bookkeeping firm's capacity without extra staff: automate processing, bank matching and client questions, and manage by exception.
8 min readRead the guideFundamentalsWhat is pre-accounting? A guide for accounting firms
Pre-accounting is the groundwork before bookkeeping: collecting documents, coding, bank matching and asking clients for missing info. How it works, with AI.
9 min readRead the guideWorkflowsBank matching and reconciliation: how to automate it
What bank matching and reconciliation are, how to link transactions to invoices and how AI matches on amount, reference, IBAN, contact and date with a score.
9 min readRead the guideSee Autoboeker in your own administrations.
In a 30-minute demo, we show you how Autoboeker works with your firm's accounting software and way of working.
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