Bookkeeping
Exact Online connection with an AI agent.
Incoming purchase invoices are ready in Exact Online. The agent reads them, compares them with the order and prepares the booking. You check the exceptions.
- 1
Agent
An invoice arrives by email
The agent reads the amount, supplier and lines.
- 2
Agent
Compared with the order in Exact Online
If it matches, the booking is ready.
You
You check
Only the exceptions, with the reason attached.
What an agent does in Exact Online.
Examples of work the agent prepares. What your agent does exactly is set out in the AI agent design.
Prepare purchase invoices
The agent takes invoices from the mailbox, reads them and prepares the booking in Exact Online, with the right supplier and ledger account.
Check against orders
If an invoice does not match the order or the contract, the agent says where the difference is and why it has doubts.
Questions about the administration
Open items, an invoice that has not been paid yet: the agent looks it up and prepares an answer.
Create your AI agent design for Exact Online.
The UnifyAI Agent shows in a few minutes what an agent prepares for you in Exact Online, what you check and roughly what it costs.
- 1
Describe the work
Which task in Exact Online you do by hand today.
- 2
Answer a few questions
How often, where it comes in and who checks it today.
- 3
Receive your AI agent design
The steps, the connections and a price indication.
AgentWhich work in Exact Online do you want to get rid of? Describe one task, and I will create your AI agent design.
Continue with your AI agent design
Powered by ClaudeRelated processes.
Questions about the Exact Online connection.
Does the agent book in Exact Online itself?
It prepares the booking. Whether it may then post it itself is something you agree together, for example only for invoices that match the order exactly.
Do we need a special Exact subscription?
The agent works through the official Exact Online connection. Which permissions are needed, we see in your own environment before we build.
How does the connection stay secure?
The agent only gets the permissions it needs for its task. Which data it reads and what it may prepare is set out in advance in the AI agent design. Whatever matters is checked by a person before it goes through. More on Security and management.
Am I tied to you afterwards?
No. The agent and the connection are yours and fully transferable. Hosting can be with us or in your own environment.
