Whitepaper · PDF
AI in your Exact Online administration
For anyone who wants to know what an AI assistant can do on the Exact Online administration today, and how that stays under control: which questions you can ask, which checks run on a schedule, where you give approval and how to start small.
What is inside
- 1
Questions in plain language, answers from Exact Online
From the profit and loss statement against last year to invoices open for more than 60 days. Straight from the live administration, in ChatGPT, Claude, Copilot or Claire.
- 2
From category to entry, in one conversation
Reports based on RGS, charts in the chat and ratios such as DSO and working capital with a signal colour. The calculations follow fixed rules, not the language model.
- 3
Put the work on a schedule, not on your to-do list
Checks and reports on a schedule, a prepared month-end close where every finding waits for your decision, and a weekly cash flow forecast.
- 4
You decide what the assistant may do
Each of the functions switched on or off separately, writing only after your approval and everything in the audit log. You connect with your own Exact Online account, so your rights there still apply.
- 5
What the connection covers
The dashboard with connections, closes and scheduled tasks, and which parts of Exact Online are included.
