Sebastian de GoeijShort answer
You automate SnelStart by connecting Autoboeker through a SnelStart Accountant or InOrde package. Autoboeker recognises invoices and receipts, books automatically above your confidence threshold, matches and reconciles bank transactions, and fetches documents from SnelStart. VAT analysis and reports are not available for SnelStart.
Key takeaways
- The integration requires a SnelStart Accountant or InOrde package and is activated from within SnelStart.
- AI bank matching and automatic reconciliation are available for SnelStart.
- Autoboeker can fetch documents straight from SnelStart.
- VAT analysis, reports and the VAT overview in the client dashboard are available for Exact Online only.
How do you automate processing in SnelStart?
You automate processing in SnelStart by connecting Autoboeker as a pre-accounting layer. Autoboeker recognises the supplier, amounts, VAT and GL account on invoices and receipts, without templates, and uses the administration's history to create a booking proposal. Every proposal gets a confidence score and an explanation, so you can see why it is booked that way.
Above the confidence threshold you set, Autoboeker books automatically into SnelStart. Below it, the booking stays a proposal for review. You might start with suggestions only and move per administration to smart confirmation and fully automatic booking. Your team keeps working in SnelStart and spends its time on exceptions instead of data entry.
Which features work with SnelStart, and which don't?
With SnelStart, AI recognition, automatic booking, AI bank matching and automatic reconciliation, administration rules and global rules, the configuration monitor, client questions, audit logs and team statistics all work. Specifically for SnelStart, Autoboeker can fetch documents straight from SnelStart. The client portal, the app, every other document source and invoicing as an add-on also work with SnelStart.
Not available for SnelStart are VAT analysis and reports and the VAT overview in the client dashboard; those are currently available for Exact Online only. VAT recognition and VAT checks do work, such as the VIES check on VAT numbers, reverse-charge VAT, ICP support and flags for deviating VAT codes or VAT amounts.
- Available: AI recognition and automatic booking
- Available: AI bank matching and automatic reconciliation
- Available: fetching documents from SnelStart
- Available: client questions, rules, configuration monitor, audit logs, team statistics
- Not available: VAT analysis, VAT reports and the VAT overview in the client dashboard
What does Autoboeker sync with SnelStart?
Autoboeker syncs GL accounts, VAT codes, relations, journals and bank transactions with SnelStart. That data is the context for both the booking proposal and bank matching. As a result, Autoboeker proposes a GL account and VAT code that fit how the administration was booked before, and can link bank lines to the right open items.
New suppliers can be created automatically as relations, and existing suppliers are recognised and linked. Duplicate invoices and duplicate contacts are flagged. Agreements that don't follow from history, such as a fixed split across GL accounts, are recorded as an administration rule or as an AI instruction in plain language.
- GL accounts
- VAT codes
- Relations
- Journals
- Bank transactions
How do bank matching and client questions work with SnelStart?
Bank matching with SnelStart works by syncing bank transactions and matching them with invoices and bookings, with a confidence score per match and automatic reconciliation at your threshold. Autoboeker looks at amount, reference, IBAN, relation and date, and recognises partial payments, credit notes, payment arrangements, recurring payments, foreign currencies and PayPal payments.
A bank transaction without a matching document automatically becomes a client question. The client sees the question in the client portal or the app and can supply a receipt or explanation straight away. That answer is analysed with AI, booked and matched. If it is incomplete, you reject it or send the question again, in the same context.
How do you connect SnelStart to Autoboeker?
You connect SnelStart by activating the integration from within SnelStart itself. For that you need a SnelStart Accountant or InOrde package, access to the administrations you want to connect and an Autoboeker account on the Firm or Large firm plan. Without one of these SnelStart packages, the integration is not possible.
After activating, you choose the administrations, 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 then submit through the portal, the app, a purchase or sales email address, WhatsApp or a connected mailbox, alongside the documents from SnelStart.
- 1Check that you have a SnelStart Accountant or InOrde package
- 2Activate the integration in SnelStart
- 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.
A SnelStart Accountant or InOrde package. You activate the integration from within SnelStart.
Yes. AI bank matching and automatic reconciliation are available for SnelStart, with a confidence score per match and a threshold you set.
Yes. Fetching documents from SnelStart is a document source for SnelStart administrations, alongside upload, email, WhatsApp, cloud storage and the client app.
No. VAT analysis, reports and the VAT overview in the client dashboard are available for Exact Online only. VAT recognition and VAT checks do work for SnelStart.
GL accounts, VAT codes, relations, journals and bank transactions. Autoboeker uses them as context for booking proposals and bank matching.
