Knowledge base
Running a firm
Capacity, switching, getting clients on board and new services.
Switching to Autoboeker from Basecone, Zenvoices or Exact
Switching from Basecone, Zenvoices, Exact Scan Service or manual booking to Autoboeker? What changes, what it costs and how the switch works step by step.
9 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 guideRunning a firmOffering invoicing to clients as a bookkeeping firm
How to offer invoicing to clients: invoices and quotes from the client portal, iDEAL via Mollie, an EPC QR code and every invoice booked into the ledger.
7 min readRead the guideRunning a firmCalculating the cost of pre-accounting: time, rate and licence
How to calculate what processing really costs your firm: time per document, hourly cost, cost per booking and licence models compared side by side.
9 min readRead the guideGlossary
Terms on this topic.
Pre-accounting is the preparatory bookkeeping work in which invoices, receipts and bank transactions are collected, checked and prepared as entries before they are posted to the accounting software.
Automatic bookingAutomatic booking is recording an invoice or receipt in the accounting software without manual intervention, based on recognised data, rules and previous entries.
Confidence scoreA confidence score (zekerheidsscore) is a value indicating how certain an AI system is that a booking proposal or bank match is correct, so you can decide what may run automatically and what needs review.
Confidence thresholdA confidence threshold (zekerheidsdrempel) is the minimum confidence score an AI proposal must reach to be booked or reconciled automatically; proposals below the threshold go to an employee for review.
Administration ruleAn administration rule (administratieregel) is a booking agreement that applies to a single administration only, such as a fixed GL account for a particular supplier or an exception specific to that client.
Global ruleA global rule (globale regel) is a booking agreement that applies to all administrations of a firm, so every client is processed according to the same way of working.
Bank matchingBank matching is linking bank transactions to the related invoices, entries or open items, so that every payment and receipt in the administration is explained.
Client question (vraagpost)A client question (vraagpost) is an open question to the client about an invoice, receipt or bank transaction with missing information, such as a receipt, explanation or allocation, so the entry can be completed.
Client portalA client portal (klantportaal) is a secure online environment in which clients of an accounting or bookkeeping firm deliver documents, answer questions and view their figures.
Receipts (bonnen)Receipts (bonnen) are till receipts and proofs of payment for small purchases such as fuel, parking or lunch, which support the expense entry and the deduction of input VAT.
Purchase invoiceA purchase invoice (inkoopfactuur) is an invoice a business receives from a supplier for goods or services delivered, booked as an expense or asset with a liability to the creditor.
Approval (autorisatie)Approval (autorisatie) is defining who may approve an entry, invoice or payment, so financial actions only become final after sign-off by an authorised person.
FAQ
Quick answers.
Connecting your accounting software takes a few minutes. After that you set the pace: you can start with a few administrations and expand whenever you like.
Only where needed. Autoboeker learns from the administration's history; agreements you want to secure are converted into administration rules, global rules or AI instructions.
No. The client portal and the app are included without limit in the Firm plan at €50 per month. Only invoicing is an add-on at €5 per month per administration.
No, but they can use one. There is an app for iOS and Android, and clients can also submit through the portal, email, WhatsApp or a connected mailbox.
By automating processing, bank matching and client questions, so your team only reviews exceptions. Autoboeker books automatically above your confidence threshold and requests missing documents itself.
No. You start with suggestions, move to smart confirmation and switch to fully automatic booking per administration once the proposals are consistently right.
€5 per month per administration, as an add-on on top of the Firm plan. You only switch it on for administrations that use it.
Exact Online, SnelStart, Twinfield and e-Boekhouden. Every invoice sent is in the administration straight away.
It differs per firm. Use total employment costs plus a share of overhead, divided by productive hours. In the worked example in this guide it comes to about € 55 per hour, but always use your own figures.
That depends on your numbers. Many small administrations make a price per administration expensive; a large team makes a price per user expensive. Work out each model with your own numbers of administrations, documents and users.
See 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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