Sebastian de GoeijShort answer
You automate e-Boekhouden by connecting Autoboeker with the API credentials of your e-Boekhouden account. Autoboeker recognises invoices and receipts, books automatically above your confidence threshold and sends client questions when information is missing. Bank matching, automatic reconciliation and VAT analysis are currently not available for e-Boekhouden.
Key takeaways
- You connect e-Boekhouden with the API credentials of your e-Boekhouden account.
- AI recognition, automatic booking, rules and client questions work with e-Boekhouden.
- Bank matching and automatic reconciliation are not available for e-Boekhouden, nor is VAT analysis.
- Autoboeker syncs GL accounts, VAT codes and relations.
How do you automate processing in e-Boekhouden?
You automate processing in e-Boekhouden by connecting Autoboeker, which recognises invoices and receipts and books them into e-Boekhouden. The AI recognises the supplier, amounts, VAT and GL account without templates and uses the administration's history as a reference. Every booking proposal gets a confidence score and an explanation, and can always be adjusted by hand.
Above the confidence threshold you set, Autoboeker books into e-Boekhouden on its own. Below it, a proposal waits for review. You choose per firm or administration between suggestions, smart confirmation and fully automatic booking. That way you decide how quickly to increase automation, for example starting with regular suppliers and recurring invoices.
What can Autoboeker do with e-Boekhouden, and what not?
With e-Boekhouden, AI recognition, automatic booking, administration rules and global rules, the configuration monitor, client questions, audit logs and team statistics are available. The client portal, the app for iOS and Android, every document source, the VAT checks and invoicing as an add-on also work with e-Boekhouden. Invoice processing therefore works the same as with the other ledgers.
Not available for e-Boekhouden are AI bank matching, automatic matching of bank transactions and automatic reconciliation. Those features exist for Exact Online, Twinfield and SnelStart. As a result, e-Boekhouden administrations also don't get client questions raised by bank matching. VAT analysis and reports and the VAT overview in the client dashboard are available for Exact Online only.
- Available: AI recognition and automatic booking
- Available: client questions, rules, configuration monitor, audit logs, team statistics
- Available: client portal, app, document sources and invoicing
- Not available: AI bank matching and automatic reconciliation
- Not available: VAT analysis, VAT reports and the VAT overview in the client dashboard
What does Autoboeker sync with e-Boekhouden?
Autoboeker syncs GL accounts, VAT codes and relations with e-Boekhouden. That is a smaller set than for the other ledgers: journals and bank transactions are not synced. The GL accounts, VAT codes and relations are enough context for the booking proposal, together with the administration's history. Based on that, Autoboeker proposes the GL account and VAT code.
New suppliers can be created automatically as relations and existing ones are recognised. Autoboeker checks subtotal, VAT and total, flags duplicate invoices and checks VAT numbers via VIES. You record agreements per client as an administration rule or AI instruction, and agreements for the whole firm as a global rule.
- GL accounts
- VAT codes
- Relations
How do you ask e-Boekhouden clients for missing information?
You ask for missing information with client questions, which are fully available for e-Boekhouden. If you notice during processing that something is missing, such as an explanation or a split, you send a targeted question straight away with a preset message template. Autoboeker can also send client questions automatically, either always or from a confidence threshold.
The client answers the question in the client portal or the app, and the answer is processed into the booking straight away. Client questions are followed up automatically and you see per client which actions are still open. Because bank matching isn't available for e-Boekhouden, questions here come from documents and bookings, not from unexplained bank transactions.
How do you connect e-Boekhouden to Autoboeker?
You connect e-Boekhouden with the API credentials of your e-Boekhouden account. You also need access to the administrations you want to connect and an Autoboeker account on the Firm or Large firm plan. After entering the API credentials, you choose which administrations take part; you can connect an unlimited number.
Then Autoboeker learns from history and master data and you increase automation in phases. During the free onboarding you set up thresholds, rules and the client portal together. Clients can submit through the portal, the app, a purchase or sales email address, WhatsApp, Gmail, Outlook or cloud storage; that works whatever the accounting software.
- 1Look up the API credentials of your e-Boekhouden account
- 2Connect e-Boekhouden with your API credentials
- 3Choose the administrations you want to connect
- 4Let Autoboeker learn from history and master data
- 5Automate in phases: from suggestions to fully automatic
FAQ
Questions about this topic.
With the API credentials of your e-Boekhouden account. Then you choose the administrations and automate in phases.
No, not at the moment. AI bank matching and automatic reconciliation are available for Exact Online, Twinfield and SnelStart.
Yes. Above your confidence threshold Autoboeker books invoices and receipts automatically into e-Boekhouden; below it, a proposal waits for review.
GL accounts, VAT codes and relations. Autoboeker uses them as context for the booking proposal.
Yes. Client questions, the client portal, the app and every document source work with e-Boekhouden. Only client questions raised by bank matching are not available.
