AI for Jortt
AI agents read receipts and purchase invoices, match bank transactions and draft sales invoices in Jortt, Dutch bookkeeping software built for business owners without accounting knowledge. You approve every booking — nothing is final without your sign-off.
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 amount, vendor and VAT, and prepares them as a draft booking in Jortt. You review and post them for real.
Draft sales invoices for clients
For recurring clients or completed jobs, the agent prepares sales invoices as a draft in Jortt. You review, adjust where needed and send it yourself.
Report on revenue and open items
On a set schedule, the agent puts together an overview of revenue, open invoices and exceptions from Jortt, ready for your records or bookkeeper.
Flag late-paying customers
As soon as an invoice stays open too long, the agent flags it and proposes a reminder. You decide if and when it gets sent.
Connect to your payment provider or CRM
Payments from a provider like Mollie or customer data from your CRM flow through to Jortt automatically, keeping invoices and bookings aligned.
Answer customer invoice questions
The agent looks up an invoice's status in Jortt and drafts a reply when a customer asks for a copy or payment confirmation. You send the final answer.
Questions about AI + Jortt
What can an AI agent actually do with Jortt?
The agent reads receipts and purchase invoices, matches bank transactions, prepares VAT categorization and drafts sales invoices. All the groundwork happens automatically — you approve before anything becomes final.
What does an AI connection with Jortt cost?
A standard AI agent connection starts from €2,500. Custom work, for example extra connections to your CRM or payment provider, starts from €5,000. You get a clear quote upfront.
How fast is the Jortt connection live?
A standard connection is typically operational within 2-3 weeks. We start within 5 working days after intake. More complex custom projects usually take 4-6 weeks.
Does my financial data stay GDPR-compliant?
Yes. We use EU hosting, including Azure West Europe, as the starting point and set up processor agreements. We can also support a DPIA where needed.
Does this work with my Jortt subscription?
The connection runs via the official Jortt API. We check upfront together whether your subscription includes the required API access, and tailor the setup accordingly.
Can Jortt be connected to our other systems?
Yes. Jortt is often combined with, for example, Mollie for payments, a CRM like HubSpot or Pipedrive for customer data, or Google Sheets for custom reporting. We align the connections, including via n8n or Make.
Do we stay in control of bookings and invoices?
Yes. Bookings, invoices and payments are prepared as drafts or for approval by default. You decide what gets processed or sent for real. We maintain and monitor the connection.
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