Client questions in Twinfield

Yes. 17 client questions features are available in Twinfield, 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 Twinfield 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.

AI recognition, automatic booking, AI bank matching with automatic reconciliation, administration rules and global rules, configuration monitor, client questions, audit logs and team statistics, plus the client portal, the app and every document source.

Yes. Bank transactions are synchronised and matched with invoices and bookings, with a confidence score per match and automatic reconciliation at your threshold. No match? Then the transaction becomes a client question. VAT analysis and reports are available for Exact Online.