Documentation
Working with Claire on your own.
The steps to get started and the explanations to get further: from the Exact Online connection to the month-end close on a schedule. Included with every plan.
Getting started
Connecting
Connect Claude to Exact Online
Paste one address, sign in, and Claude works in your administration.
Read on →Connect ChatGPT to Exact Online
A custom connector in ChatGPT, with the same address and your DataFlowr sign-in.
Read on →Connect Microsoft 365 Copilot to Exact Online
Upload the agent package in Copilot or Teams, and sign in with your DataFlowr account.
Read on →Connect Make, Zapier and n8n to Exact Online
The same address with a bearer token, as a building block in your automations.
Read on →Everyday use
Working with Claire
Ask questions, approve changes, share files and export answers.
Read on →What to ask Claire
Example questions by topic, from reporting to inventory.
Read on →Receivables management with Claire
A steady receivables routine: analysis, follow-up and a weekly rhythm.
Read on →The month-end close and schedules
Fixed close checks with a report, and recurring work on a schedule.
Read on →Prefer to walk through it together?
The Business plan comes with guided onboarding, Firm adds training. And calling is always fine: every channel is on the support page.
Go to support