AI assistant
Teach the AI how you work. In plain language.
Capture agreements per administration or for the whole firm as an instruction, the way you would explain it to a new colleague. Start with one of the 139 example instructions in the prompt library.
Bakkerij De Molen B.V.AI assistant instructions
Teach the AI how you work in plain language, per administration or for the whole firm.
Fill in the [placeholders] or pick a supplier, GL account or VAT code straight from the administration.
Industry & business context
Industry and core activity
PopularThis administration is a [INDUSTRY], e.g. a restaurant or holding company. The core activity is [CORE ACTIVITY]. Customers are mainly [B2B / consumers].
Merging booking lines
Merge by GL account + VAT code
PopularMerge all invoice lines with the same VAT code and GL account into a single booking line. Always check that the total matches the invoice total exactly.
Instructions in plain language
For example: ‘Always book fuel receipts to 4210 Travel expenses’ or ‘Merge lines with the same VAT code’.
Prompt library
139 example instructions for VAT exemption, till receipts, aggregate suppliers, currencies, credit notes and more.
Per administration or firm-wide
Instructions apply to purchases, sales or both, for a single client or for all administrations.
Feedback history
Manual corrections are kept, so you can see what the AI has learned and why.
How it works
From agreement to booking.
You record a working agreement once. From then on, the AI applies it to every booking it covers.
- 01
Pick from the library
Start with one of 139 example instructions, or write your own.
- 02
Write in plain language
Fill in the placeholders or pick a supplier, GL account or VAT code straight from the administration.
- 03
Decide where it applies
For one administration or firm-wide, and for purchases, sales or both.
- 04
See it in the proposal
The AI applies the instruction. Corrections are kept in the feedback history.
In the proposal
Instructions carry through to every booking.
An instruction like ‘Fuel receipts always to 4210 Travel expenses’ shows up in the booking proposal, alongside the history and the confidence score.
- Learns per administration and firm-wide
- Learns from corrections and historical bookings
- Pulls context from your accounting software
- Add your own context, such as industry and core activity
Processing/Booking proposal
Booked automaticallyAcross all administrations
One way of working. Exceptions per client.
Firm-wide instructions record how your firm books. Instructions per administration record where a client differs.
- AI instructions firm-wide and per administration
- Administration rules and global firm rules
- Supplier-specific rules
- Apply corrections to similar bookings
Bakkerij De Molen B.V.Administrations overview
Processing statistics per administration within this team.
| Code | Administration | Status | Open | Bank | Requested | Processed | Automated | Upload | Config |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Bakkerij De Molen B.V. | 13 | 203 | 22 | 412 | 91% | 4 days | ||
| 4602 | Installatiebedrijf Kok | 10 | 33 | 3 | 230 | 86% | 1 day | ||
| 2486 | Studio Noord | 2 | 189 | 0 | 158 | 94% | today | ||
| 7918 | Van Dijk Transport B.V. | 24 | 71 | 9 | 117 | 72% | 12 days | ||
| 5441 | Fysio Oost | 4 | 0 | 1 | 96 | 89% | 2 days | ||
| 6 | Hotel Zuid B.V. | 5 | 9 | 0 | 301 | 97% | today |
Features
What you can teach the AI.
AI rules, learning and booking preferences from our feature matrix.
Per accounting software · AI rules & learning
Exact OnlineAll features
TwinfieldAll features
SnelStartAll features
e-Boekhouden.nlAll features
AI rules & learning
10- Learns per administration
- Learns firm-wide
- Learns from corrections
- Pulls context from accounting software
- Takes historical bookings into account
- Administration rules
- Global firm rules
- AI instructions per administration
- AI instructions firm-wide
- Add your own context
Booking logic
6- Merge lines with the same GL account and VAT code
- Percentage allocation per booking
- Supplier-specific rules
- Administration-specific exceptions
- Firm-wide booking preferences
- Apply corrections to similar bookings
Security & control
You decide what the AI learns.
Instructions are visible, can be switched on or off and are managed per administration.
Visible instructions
All instructions in one overview, by type and by administration.
Feedback history
Manual corrections are kept, so you can see what the AI has learned and why.
Roles and permissions
Role-based and administration-specific access for your team.
Audit logs
Every action by people and AI is traceable.
Who it's for
Knowledge that no longer lives in people's heads.
Working agreements are recorded in the system, not with one colleague.
Works with
Uses the context from your software.
Instructions can refer directly to suppliers, GL accounts and VAT codes from the connected administration.
Exact Online
Twinfield
SnelStart
e-Boekhouden.nl
FAQ
Questions about AI assistant
A working agreement in plain language, the way you would explain it to a new colleague. For example: ‘Fuel receipts always to 4210 Travel expenses’ or ‘Merge lines with the same VAT code’.
139 example instructions, ready to adopt and adapt. They cover industry and business context, VAT exemption, merging booking lines, cost centres, currencies and foreign transactions, credit notes, till receipts and catch-all suppliers, among others.
You choose. An instruction applies to one administration or the whole firm, and to purchases, sales or both.
Alongside plain-language instructions you can set administration rules and global firm rules. Together with what the AI learns from history and corrections, they shape the booking proposal.
Yes. The AI learns per administration and firm-wide from corrections, historical bookings and context from your accounting software. Instructions are a way to record agreements explicitly.
Yes. Manual corrections are kept in the feedback history, so you can see what the AI has learned and why.
AI assistant by accounting package
Further reading
Related in the knowledge base.
Guides
Automatic booking with AI: how it works for firms
How automatic booking with AI works: recognition without templates, booking proposals with a confidence score and a threshold that decides what gets booked.
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11 min readRead the guideWorkflowsAdministration rules and global rules in pre-accounting
The difference between administration rules and global rules, when to use which, and how to record working agreements as a rule or AI instruction for your firm.
9 min readRead the guideWorkflowsProcessing purchase invoices: a complete guide for firms
How a firm processes purchase invoices: from intake and recognition to coding, checks, approval, booking and reconciliation. Manual, scanning or with AI.
12 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 guideSee 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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