Integration · Exact Online
Reporting in Exact Online
Autoboeker continuously synchronises with the accounting software. Firm and client always work with current figures, without exports or manual checks. Here's how it works when your administrations are in Exact Online.
Available in Exact Online
What reporting does in Exact Online.
- View reports
- VAT overview
- Revenue and cost insight
- Month-on-month comparison
- Reports per administration
- VAT analysis & reports
- Configuration monitor
- Real-time insights
- Firm cockpit
- Team statistics
- Audit logs
- Real-time firm insights
Syncs from Exact Online
- GL accounts
- VAT codes
- Relations
- Journals
- Bank transactions
- Cost centres
How it works
Figures that stay up to date.
Reports move along with processing, instead of being built up after the fact.
- 01
Synchronise
Autoboeker synchronises continuously with the accounting software.
- 02
Process
Every booking, match and client question feeds straight into the figures and the status.
- 03
Review
The firm sees VAT position, team statistics and status per administration.
- 04
Share
The client sees profit and loss and the VAT overview in the portal and the app.
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
Reporting in Exact Online: questions and answers.
Yes. 12 reporting features are available in Exact Online, including view reports, vat overview and revenue and cost insight.
Reporting 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.
Autoboeker synchronises continuously with the accounting software, so firm and client always work with current figures, without exports or manual checks.
VAT analysis and reports, and the VAT overview in the client portal, are available for Exact Online.
Number of bookings, automatic booking rate and open client questions, per team and per staff member.
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
Automating VAT checks: how to prevent Dutch VAT errors
Automating VAT checks in pre-accounting: 21%, 9% and 0% rates, reverse charge, ICP and VIES checks, and how to catch VAT errors before the return is filed.
10 min readRead the guideWorkflowsMonth-end close checklist for bookkeeping firms
Checklist for month-end and quarter-end close: all documents in, bank reconciled, suspense accounts cleared, accruals booked and VAT checked before filing.
10 min readRead the guideRegulationBooking reverse-charge VAT and foreign purchase invoices
Reverse charge, EU purchases, non-EU services and imports: which Dutch VAT return box (2a, 4a, 4b, 5b) applies, how to check VIES and what often goes wrong.
10 min readRead the guideAccounting softwareAutomating Exact Online: AI booking and bank matching
How to automate pre-accounting in Exact Online: AI booking proposals, bank matching, reconciliation, client questions and VAT analysis from one environment.
8 min readRead the guideRunning a firmGetting clients on board with the client portal
How to get clients on board with the client portal: submit via app, email or WhatsApp, answer client questions and follow the figures, without loose emails.
8 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 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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