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AI for Visma

Connect AI agents to your Visma environment via official REST APIs and OAuth2 — for Visma.net, eAccounting and related modules. Let agents read, prepare and synchronize administrative data with your CRM and other tools, while you decide what gets booked or sent definitively. EU hosting and GDPR-aware for Dutch organizations.

REST API official Visma.net & eAccounting endpoints
OAuth2 scoped tokens & secure access
EU/GDPR hosting & data processing agreements

UnifyAI offers AI integrations with Visma for SMEs. Our AI Agents connect to Visma 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.

Capabilities

What our AI does with Visma

Official Visma APIs: integration via the REST endpoints and OAuth2 authentication of Visma.net and eAccounting, within the scopes you grant.
Prepare administration: agents compile draft invoices, journal entries or customer and supplier data based on your sources and business rules.
Synchronize data: keep relationships, articles or open items between Visma and your CRM, spreadsheets or email consistent.
Pick up signals: changes or new records in Visma (where the API supports this) start a follow-up action, task or notification in your stack.
Reporting and overview: periodic summaries, open items and exceptions from Visma, prepared for management or accountant.
Secure access and human-in-the-loop: scoped OAuth tokens, auditable logging and a standard approval step before the agent definitively posts or sends.
In practice

Use cases

Prepare invoices

Agents compile draft sales invoices or purchase postings based on your sources in Visma; you review and post definitively.

Keep relations and articles in sync

New or changed customers, suppliers and articles stay consistent between Visma and your CRM or other systems, without duplicate entry.

Open items and signals

Changes in open items or new records automatically start a reminder, task or approval flow elsewhere in your stack.

Frequently asked questions

Questions about AI + Visma

Does this work with my Visma product and subscription?

We integrate with Visma modules that offer an official API, like Visma.net and eAccounting. We start with a brief technical scan of your environment and API access before building.

How do you set up the integration — via an app or the API?

Via the official REST APIs of Visma with OAuth2 authentication. You grant access within the scopes you permit; we do not use undocumented routes or screen scraping.

Will my administrative data stay GDPR-compliant?

Yes. We minimize personal data, host in the EU where appropriate and document the processing in a data processing agreement. You remain the data controller.

Can the agent post entries or send invoices itself?

Not without review. By default the agent prepares and delivers a draft; you approve before it is definitively posted or sent. Per process, we determine together how much you automate.

GDPR-compliantEU hosting, DPIA
2-3 weeks to liveIncluding test period
Official APIDocumented connection
Human-in-the-loopYou stay in control

AI Agents that work with Visma

Agent examples that use Visma in their integrations — for inspiration and as a starting point for your custom build.

VAT Submission Preparation

Automated VAT filing verification

View agent

Payroll Processing Check

Automatic verification of payroll administration

View agent

GDPR/AVG Compliance Monitor

Continuous data processing and GDPR compliance monitoring

View agent

Pension & Benefits Administration

Automatically process pension mutations and benefits

View agent
View all AI agents

Other integrations

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Exact Online

Automate accounting and financial processes with AI

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AFAS Software

Streamline HR, payroll and ERP with AI

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HubSpot

Supercharge your CRM, marketing and sales with AI

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Ready to power up Visma with AI?

Start with a free AI scan or book a call with a Visma specialist.