Sebastian de GoeijShort answer
You automate Twinfield by connecting Autoboeker as a processing layer: invoices and receipts are recognised and booked above your confidence threshold, and bank transactions are matched and reconciled. Twinfield dimensions are synced and used in the proposals. VAT analysis and reports are not available for Twinfield; they exist for Exact Online only.
Key takeaways
- AI recognition, automatic booking, bank matching and automatic reconciliation work with Twinfield.
- Autoboeker syncs GL accounts, VAT codes, relations, journals, bank transactions and dimensions.
- VAT analysis, reports and the VAT overview in the client dashboard are not available for Twinfield.
- Connect unlimited administrations, with global rules for one way of working.
How do you automate processing in Twinfield?
You automate processing in Twinfield by connecting Autoboeker, which recognises invoices and receipts and writes the result back to Twinfield. The AI recognises the supplier, amounts, VAT, GL account and dimensions such as cost centres and projects, without templates. Based on the administration's history, Autoboeker creates a booking proposal with a confidence score and an explanation.
Above the confidence threshold you set, Autoboeker books into Twinfield on its own. Below it, the booking stays a proposal for review. You decide per firm or administration whether you work with suggestions, smart confirmation or fully automatic booking. Your team keeps working in Twinfield and only reviews the exceptions that fall below the threshold.
Which features are available for Twinfield, and which aren't?
For Twinfield, AI recognition, automatic booking, AI bank matching with automatic reconciliation, 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 and the VAT checks also work with Twinfield, as does invoicing as an add-on.
Not available for Twinfield are VAT analysis and reports and the VAT overview in the client dashboard. Those features are currently available for Exact Online only. VAT recognition and the checks for missing or deviating VAT do work. Client reports such as profit and loss, revenue and costs and a month-on-month comparison are there for every connected ledger.
- Available: AI recognition and automatic booking
- Available: AI bank matching and automatic reconciliation
- Available: client questions, rules, configuration monitor, audit logs, team statistics
- Available: client portal, app, document sources and invoicing
- Not available: VAT analysis, VAT reports and the VAT overview in the client dashboard
What does Autoboeker sync with Twinfield?
Autoboeker syncs GL accounts, VAT codes, relations, journals, bank transactions and dimensions with Twinfield. In Twinfield, dimensions are how you record cost centres, cost units and projects. Because they are included, Autoboeker can propose not only the GL account and VAT code but also the right dimension for each booking line.
The master data and the historical bookings together form the context for every proposal. Corrections your team makes are remembered per administration and, where you want that, firm-wide. Agreements that don't follow from history are recorded as an administration rule or as an AI instruction in plain language, so everyone in the firm books the same way.
- GL accounts
- VAT codes
- Relations
- Journals
- Bank transactions
- Dimensions
How does bank matching work with Twinfield?
Bank matching with Twinfield works by syncing bank transactions and matching them with invoices and bookings, with a confidence score per match. Above your threshold it reconciles automatically. Matching uses amount, reference, IBAN, relation and date, and handles partial payments, credit notes, recurring payments, foreign currencies and PayPal payments. You can also set custom matching rules.
Transactions Autoboeker cannot explain automatically become a client question. The client answers in the client portal or the app, and the answer is processed and matched. Deviating payments are flagged and unmatched transactions stay visible, so your team can step in where it matters instead of going through every bank line.
How do you connect Twinfield to Autoboeker?
You connect Twinfield in a few minutes and then choose the administrations that take part. You need a Twinfield account with access to the administrations you want to connect, and an Autoboeker account on the Firm or Large firm plan. You can connect unlimited administrations and assign them to staff, with roles and permissions per user.
After connecting, Autoboeker learns from history and master data, including dimensions. Then you automate in phases. For firms with many Twinfield administrations, it makes sense to record global rules first, so the way of working is consistent from the start. Onboarding and periodic check-ins are free, and the plan can be cancelled monthly.
- 1Connect Twinfield in a few minutes
- 2Choose the administrations you want to connect
- 3Let Autoboeker learn from history and master data, including dimensions
- 4Automate in phases: from suggestions to fully automatic
FAQ
Questions about this topic.
Yes. Autoboeker recognises invoices and receipts and books automatically into Twinfield above your confidence threshold. Below it, a proposal with a confidence score is ready for review.
Yes. Bank transactions are matched with a confidence score and reconciled automatically above your threshold. Without a match, the transaction becomes a client question.
Yes. Dimensions are synced, and cost centres, cost units and projects are included in the booking proposals.
No. VAT analysis, VAT reports and the VAT overview in the client dashboard are available for Exact Online only. VAT recognition and VAT checks do work with Twinfield.
Unlimited. The Firm plan costs €50 per month including 200 bookings, regardless of the number of administrations or users.
