The AI agency for SMEs

AI agents & automationfor SMEs

Automate time-consuming tasks with AI agents that work in Exact Online, AFAS, HubSpot and your other tools — so your team can focus on what truly matters.

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40+ integrations

How does an AI Agent work?

Finance AI Agent0/4 steps completed

UnifyAI is an AI agency that helps SMEs and growing organisations with AI implementation. From strategic advice and AI audits to working AI Agents that automate business processes 24/7 — operational in 6-8 weeks, fully GDPR-compliant with EU hosting. Our AI Agents integrate with 40+ tools and connections including Exact Online, AFAS, e-Boekhouden, HubSpot, Salesforce and Trengo. They take over repetitive work such as processing invoices, following up leads and answering customer questions, with a payback period that often falls within 3-6 months. Services: AI consultancy, AI Agents, AI coaching and AI transformation (12+ month partnership). Free AI scan available and first hour of coaching with no obligation.

What is an AI Agent?

Your new digital colleague

An AI Agent is software that independently reasons, plans and executes tasks in your existing software — from invoice processing to lead follow-up. Unlike a simple chatbot, an agent works like a digital colleague: it takes over repetitive work while you stay in control and give approval for important decisions first (human-in-the-loop).

Works in your software

The agent connects directly to Exact Online, HubSpot or Microsoft 365 and executes tasks for you there — processing invoices, updating leads, retrieving data — with your approval at the moments that matter.

Intelligent decision-making

Unlike regular software, an AI Agent can assess situations and choose the best action — just like a human colleague.

24/7 productivity

Your AI Agent never stops. While you sleep, invoices are processed, leads are followed up and data is analysed.

Secure & GDPR-proof

An agent only operates within the permissions you grant, and every action is traceable. Fully GDPR-compliant — you stay in control of your data and who can do what.

One agent or a whole team

Scale up: multiple agents work together and take over an entire process — from quote to invoice — without you hiring extra people.

What can we do for you?

From advice to implementation

Three tracks to grow with AI — from strategy and working agents to getting your team on board. Everything that goes with it falls under these three.

01 · Advisory

AI Consultancy

We analyse your processes and honestly say where AI pays off. Then a concrete roadmap you execute step by step.

Includes AI scan, roadmap & AI Transformation

View AI Consultancy
02 · Build

AI Agents

Custom agents that run 24/7 and take over time-consuming tasks — built for your processes and connected to your existing tools.

Includes custom build, hosting & agent teams

View AI Agents
03 · Learn

AI Coaching

1-on-1 guidance to put AI directly into your daily work — so you and your team can continue with it yourselves.

Includes 1-on-1 coaching, training & tools

View AI Coaching

See how our agents work for you

From invoice processing to lead qualification — this is how our agents take the load off your team, 24/7.

AI Finance Agent3/4 steps completed
Active

Retrieve open items

Scanning debtors in Exact Online...

Connected to Exact Online · 8 open items

Check payment terms

Which invoices have been open too long?

€23,400 outstanding3× overdue

Draft reminder

Write a friendly payment reminder.

Reminder for Jansen B.V. drafted

Send reminder

Human-in-the-loop: approve the reminder.

AI Sales Agent2/4 steps completed
Active

Lead qualification

Analyse and score new leads.

12 new qualified leads today

CRM synchronisation

Sync data with HubSpot CRM.

Synced with HubSpot · 12 leads updated

Outreach campaign

Draft personalised emails.

Schedule meeting

Book meetings with leads.

AI Support Agent4/4 steps completed
Active

Ticket analysis

Categorise incoming tickets.

3
Urgent
8
Medium
12
Low

Search knowledge base

Find relevant solutions.

5 matching articles found
Best match: 94% confident

Generate auto-response

Draft and send replies.

18 tickets resolved

Escalation report

Summary for human review.

All processes completed

Real-world results

A selection of the automations we built for accountants, administrative firms and service providers.

Accounting
Tax benefits & subsidies flagged

For an accounting firm: an agent automatically signals tax benefits and subsidies clients are entitled to.

  • €1,000+ extra benefit per file
  • No missed subsidies
  • Hours of research saved
Customer service
Tickets automatically assigned

For a professional services firm: incoming customer requests are automatically categorised and assigned to the right colleague.

  • ~75% faster assignment
  • Nothing falls through the cracks
  • Clear overview for the team
Administration
Incoming email processed automatically

For an administrative firm: an agent processes incoming email, puts the right data in the right place and automatically replies to emails.

  • ~80% less manual typing
  • Instant reply to email
  • Fewer errors
Invoicing
Invoices automatically verified

An agent checks whether invoice amounts match the logged hours — before the invoice goes out the door.

  • ~5 hrs/week saved
  • Amounts match the hours
  • No invoice errors going out

Figures are indicative, based on comparable projects.

Erwin Berkouwer, founder UnifyAI
Erwin BerkouwerAI Consultant

No account manager, but a specialist working directly for you. Together with a network of experts we solve your problems.

Get to know us

Curious what an agent can do in your process?

Start the free AI scan
Integrations

Connect with your favourite tools

Our AI Agents integrate seamlessly with 500+ tools and business software you use daily — from Exact Online to HubSpot.

hubspot.com integration logosalesforce.com integration logoteamleader.eu integration logopipedrive.com integration logozoho.com integration logomicrosoft.com integration logoexact.com integration logoafas.nl integration logotwinfield.nl integration logomoneybird.nl integration logovisma.com integration logosap.com integration logoodoo.com integration logonmbrs.com integration logoe-boekhouden.nl integration logoactivecampaign.com integration logomailchimp.com integration logoklaviyo.com integration logomarketo.com integration logobrevo.com integration logometa.com integration logotrello.com integration logoslack.com integration logomonday.com integration logoasana.com integration logoatlassian.com integration logonotion.so integration logohubspot.com integration logosalesforce.com integration logoteamleader.eu integration logopipedrive.com integration logozoho.com integration logomicrosoft.com integration logoexact.com integration logoafas.nl integration logotwinfield.nl integration logomoneybird.nl integration logovisma.com integration logosap.com integration logoodoo.com integration logonmbrs.com integration logoe-boekhouden.nl integration logoactivecampaign.com integration logomailchimp.com integration logoklaviyo.com integration logomarketo.com integration logobrevo.com integration logometa.com integration logotrello.com integration logoslack.com integration logomonday.com integration logoasana.com integration logoatlassian.com integration logonotion.so integration logo
zendesk.com integration logoshopify.com integration logowoocommerce.com integration logolightspeedhq.com integration logomollie.com integration logostripe.com integration logotrengo.com integration logobol.com integration logosnelstart.nl integration logoyuki.nl integration logojortt.nl integration logogripp.com integration logosimplicate.nl integration logowefact.nl integration logocloud.google.com integration logoopenai.com integration logoclaude.ai integration logozapier.com integration logomake.com integration logon8n.io integration logoteams.microsoft.com integration logozoom.us integration logowhatsapp.com integration logolinkedin.com integration logofigma.com integration logocalendly.com integration logotypeform.com integration logozendesk.com integration logoshopify.com integration logowoocommerce.com integration logolightspeedhq.com integration logomollie.com integration logostripe.com integration logotrengo.com integration logobol.com integration logosnelstart.nl integration logoyuki.nl integration logojortt.nl integration logogripp.com integration logosimplicate.nl integration logowefact.nl integration logocloud.google.com integration logoopenai.com integration logoclaude.ai integration logozapier.com integration logomake.com integration logon8n.io integration logoteams.microsoft.com integration logozoom.us integration logowhatsapp.com integration logolinkedin.com integration logofigma.com integration logocalendly.com integration logotypeform.com integration logo
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