Integration · SnelStart
Client questions in SnelStart
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. Here's how it works when your administrations are in SnelStart.
Available in SnelStart
What client questions does in SnelStart.
- Client questions module
- Create client questions automatically
- Targeted questions to the client
- Client questions per administration
- Question status per client
- Client can answer directly
- Process answers automatically
- Client question history
- Message templates
- Custom message templates
- Automatic follow-up
- Questions linked to a document or booking
- Overview of outstanding client actions
- Client dashboard
- Mobile app for iOS and Android
- Answer client questions
- Dashboard for documents and client questions
Syncs from SnelStart
- GL accounts
- VAT codes
- Relations
- Journals
- Bank transactions
How it works
From question to evidence to booking.
A closed process instead of loose emails, reminders and attachments that go missing.
- 01
Detect
Unknown payment, missing invoice or a booking without the right VAT or GL account: Autoboeker sees what is missing.
- 02
Ask
The question goes out automatically, fully or from a confidence threshold, or you ask it in context using a message template.
- 03
Deliver
The client answers in the portal or app and uploads the evidence straight away.
- 04
Process
The receipt is analysed with AI, booked and matched. The question closes itself.
Connecting
How to connect SnelStart.
- 1Activate the connection in SnelStart
- 2Choose the administrations
- 3Autoboeker learns from history and master data
- 4Automate in phases
What you need
- A SnelStart Accountant or InOrde package
- Access to the administrations you want to connect
- An Autoboeker account (Firm or Large firm)
FAQ
Client questions in SnelStart: questions and answers.
Yes. 17 client questions features are available in SnelStart, 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.
Activate the connection in SnelStart. 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.
The integration requires a SnelStart Accountant or InOrde package. You activate the connection from within SnelStart.
Yes. Bank transactions are synchronised and matched with invoices and bookings, with a confidence score per match and automatic reconciliation at your threshold.
Further reading
Related in the knowledge base.
Guides
What 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 guideWorkflowsHandling client questions (vraagposten): a firm workflow
How to handle client questions (vraagposten) efficiently: when they arise, how to ask, follow up and process them, and how a client portal replaces emails.
9 min readRead the guideWorkflowsCollecting documents from clients: getting delivery in order
How to get invoices and receipts from clients faster: delivery channels, agreements per client and automatic collection from email, WhatsApp and cloud storage.
9 min readRead the guideWorkflowsSetting a confidence threshold: how much should AI book?
How to set a confidence threshold for automatic booking: score and threshold explained, the three automation levels and a phased approach per administration.
8 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 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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