AI for Exact Online
Exact Online is one of the most widely used accounting platforms among Dutch and Belgian SMEs. UnifyAI builds AI agents that connect through the official Exact Online API to recognize incoming invoices, prepare posting proposals and surface cashflow insight, cutting manual bookkeeping work significantly while every posting still needs your sign-off.
UnifyAI offers AI integrations with Exact Online for SMEs. Our AI Agents connect to Exact Online 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 Exact Online
Use cases
Process purchase invoices automatically
An agent reads incoming purchase invoices, recognizes supplier, amount and VAT, and matches them to open orders in Exact Online. Above a threshold you set, the posting goes through your approval first.
Send invoices and payment reminders
Based on logged hours, projects or orders, the agent drafts sales invoices in Exact Online and sends payment reminders according to your dunning schedule. Nothing goes out without approval or pre-agreed rules.
Turn cashflow into clear reporting
The agent regularly compiles a cashflow overview and financial report from your Exact Online data, including outstanding items and trends. You get up-to-date insight without manual spreadsheet work.
Flag anomalies and overdue accounts
Unusual amounts, duplicate invoices or debtors that stay open too long are flagged automatically. You get a notification with context, so you can act instead of checking everything yourself.
Connect webshop orders to invoicing
New orders from your webshop, such as Shopify or WooCommerce, are automatically prepared as an invoice or posting in Exact Online. The agent recognizes payment status via Mollie or Stripe and marks invoices paid once confirmed.
Answer customer invoice questions
When a customer asks about an invoice or payment status, the agent looks up the right details in Exact Online and drafts a reply. Your team reviews and sends it, so the customer gets a fast, correct answer.
Questions about AI + Exact Online
What can an AI agent actually do with Exact Online?
An AI agent reads and recognizes incoming invoices, prepares posting proposals, tracks cashflow and outstanding items, and flags anomalies or overdue accounts. It works through the official Exact Online API and never finalizes a posting without your approval.
What does an AI integration with Exact Online cost?
A standard AI agent integration starts at €2,500; custom projects covering multiple processes or systems start at €5,000. The exact price depends on the number of processes and the complexity of your administration; you get a concrete quote after an intake.
How quickly is the integration live?
A standard Exact Online integration is operational within 2-3 weeks, including the API connection, configuration of your accounting rules and a test period. More complex custom projects take 4-6 weeks. We start within 5 working days after intake.
Is the integration GDPR-compliant, and where is my data stored?
Yes. All processing happens on EU servers, including Azure West Europe, and we document the processing in a data processing agreement. We also support a DPIA if your organization needs one.
Does the AI integration work with my Exact Online environment?
In practice, the integration works with virtually any Exact Online environment, since we connect through the official API. During intake we check which modules and permissions your subscription has, so the agent fits what you already use.
Can Exact Online be connected to our other systems?
Yes. Common combinations are a webshop like Shopify or WooCommerce for orders, Mollie for payment status, and Microsoft Teams or Slack for notifications to your team. The agent architecture isn't limited to Exact Online — we can also connect your CRM or project tool.
Do we stay in control of what the agent does?
Yes, that's the starting point. Postings, invoices and outgoing actions run through an approval flow by default: the agent prepares, you or your bookkeeper approves. We monitor and maintain the integration, and update it whenever Exact changes the API.
AI Agents that work with Exact
Agent examples that use Exact Online in their integrations — for inspiration and as a starting point for your custom build.
You work directly with Erwin Berkouwer, founder of UnifyAI — no account managers or junior consultants in between.
Erwin has 8+ years of experience in data and AI (banking, retail, e-commerce) and applies the same AI automation internally that he builds for clients. Per project he brings in the right specialist from his network.
Read more about Erwin and the way we work