AI for Jortt
We connect an AI agent to your Jortt administration via the official API, so bookkeeping and invoicing cost less manual work. The agent reads and prepares, you keep control: bookings, invoices and payments run by default through a concept or your approval. EU hosting and clear processor agreements are the starting point.
UnifyAI offers AI integrations with Jortt for SMEs. Our AI Agents connect to Jortt to automate business processes — securely, with EU hosting and human-in-the-loop so you stay in control of sensitive actions. Implementation typically in 2-3 weeks, fully GDPR-compliant.
What our AI does with Jortt
Use cases
Prepare receipts and purchase invoices
The agent reads submitted receipts and purchase invoices, extracts the relevant data and prepares them as a draft booking in Jortt. You verify and book finally.
Support bank reconciliation
Based on your bank transactions, the agent suggests matches with outstanding sales and purchase invoices. You confirm the suggestions, the agent processes nothing on its own.
Periodic sales invoices as a concept
For recurring customers or projects, the agent prepares sales invoices as a concept in Jortt. You assess, make adjustments where necessary and send yourself.
Questions about AI + Jortt
Does this work with my Jortt subscription?
The connection runs via the official Jortt API. We check together beforehand whether your subscription provides the required API access and align the approach accordingly.
How exactly do you connect to Jortt?
Via the official Jortt API, with secure access based on an API key or OAuth. Where appropriate we put an iPaaS layer like n8n or Make in between for the workflow.
Does my financial data remain GDPR-compliant?
Yes. We use EU hosting as a starting point and establish processor agreements. Your financial data is only processed for the agreed tasks, with the proper access restrictions.
Can the AI automatically book or invoice?
Not by default. The agent works human-in-the-loop: bookings and invoices are prepared as a concept or for approval. You decide what is finally processed or sent.