AI for Twinfield
Twinfield is cloud accounting software widely used by accountants, bookkeeping firms and finance teams, with support for multiple companies. UnifyAI builds AI agents that connect through the official Twinfield API to prepare purchase invoices, draft posting proposals and compile reports, cutting manual work significantly while you decide what actually gets posted.
UnifyAI offers AI integrations with Twinfield for SMEs. Our AI Agents connect to Twinfield 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 Twinfield
Use cases
Prepare purchase invoices automatically
Incoming purchase invoices are read and prepared as a posting proposal in the right company in Twinfield. You or your bookkeeper reviews and posts definitively; the agent does the groundwork.
Send recurring invoices and reminders
For recurring services or subscriptions, the agent drafts sales invoices from a fixed template and sends payment reminders for overdue items. Sending follows your dunning schedule and only goes out after approval.
Automate client reporting
Periodic figures, KPIs and exceptions per company are summarized and prepared for your client or management, always in the same format. That saves recurring manual work around the reporting deadline.
Flag anomalies and open items
The agent gathers open items, missing postings and unusual amounts from Twinfield and delivers a prioritized overview. You see at a glance where action is needed, instead of checking every company separately.
Connect Twinfield to your office tools
Events from Twinfield, such as a completed posting or a new company, can automatically trigger an action in, for example, Gripp or Simplicate for time tracking, or send a notification to Microsoft Teams. This keeps your whole office aligned.
Answer client questions
When a client asks about an invoice or balance, the agent looks up the right details in Twinfield and drafts a reply. Your team reviews and sends it, so the client gets a fast, correct answer.
Questions about AI + Twinfield
What can an AI agent actually do with Twinfield?
An AI agent reads purchase invoices and prepares them as posting proposals, flags open items and anomalies, and compiles periodic client reporting. It works across multiple companies and never posts definitively without your approval.
What does an AI integration with Twinfield cost?
A standard integration starts at €2,500; custom projects for firms with multiple companies or extra reporting needs start at €5,000. You get a concrete quote after intake based on the number of processes.
How quickly is the integration live?
A standard Twinfield integration is operational within 2-3 weeks. Projects covering multiple companies or extra connections typically take 4-6 weeks. We start within 5 working days after intake.
Is the data GDPR-compliant, and where is it stored?
Yes. All processing happens on EU servers, and we document the arrangements in a data processing agreement. You remain the data controller for the companies you manage.
Does this work with my Twinfield subscription?
In most cases, yes, as long as your environment has API access. We start with a brief technical scan to confirm your company or companies and permissions allow this, whether you manage one or several.
Can Twinfield be connected to our other systems?
Yes. Common combinations for accounting firms are Gripp or Simplicate for project and time tracking, Microsoft Teams for internal notifications, and Power BI for client-facing dashboards. We also connect other tools in your stack.
Do we stay in control of the postings?
Yes. By default, the agent prepares posting proposals and you approve before anything is definitively posted or sent. We monitor the integration and update it whenever Twinfield changes the API.
AI Agents that work with Twinfield
Agent examples that use Twinfield in their integrations — for inspiration and as a starting point for your custom build.
Invoice Processing
Automatic processing of purchase invoices
View agentVAT Submission Preparation
Automated VAT filing verification
View agentAccounts Receivable Management
Automatic follow-up on outstanding invoices
View agentCashflow Forecasting
Predict your cashflow weeks in advance with AI
View agent
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