Client questions in Exact Online

Yes. 17 client questions features are available in Exact Online, including client questions module, create client questions automatically and targeted questions to the client.

Client questions 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.

When information is missing or doesn't add up. For example an unknown payment, a missing invoice, a bank transaction without a receipt or an invoice without the right VAT or GL account.

Yes, if you want it to: fully automatically or from a confidence threshold. You can also ask a single targeted question yourself while processing, using preset message templates.

In the client portal or in the app for iOS and Android. There the client sees everything that is open in one place and can upload files directly.

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.