AI for Visma
Connect AI agents to your Visma environment, such as Visma.net and eAccounting, via the official REST APIs and OAuth2. Agents prepare invoices and postings, synchronize relations and articles, and flag open items. You decide what actually gets posted or sent.
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.
What our AI does with Visma
Use cases
Prepare draft invoices
Based on your sources, the agent compiles draft sales invoices or purchase postings in Visma. You review them and post definitively.
Sync relations and articles
New or changed customers, suppliers and articles stay consistent between Visma and your CRM or other systems. No more duplicate entry required.
Report for accountant and management
The agent compiles periodic overviews of open items, revenue and exceptions from Visma. They're ready for your accountant or management meeting.
Flag open items
Changes in open items or expiring payment terms automatically trigger a reminder or task. Nothing gets left behind.
Connect to CRM and sales process
Order and customer data flows from your CRM, such as HubSpot or Pipedrive, into Visma and back. Invoicing always lines up with your sales process.
Answer questions about your admin
Colleagues ask an AI assistant about open invoices or customer data. The agent answers based on current Visma data.
Questions about AI + Visma
What can an AI agent actually do with Visma?
The agent prepares invoices and postings, syncs relations and articles with your CRM, flags open items and compiles reports from your Visma data. The exact tasks are something we define together during intake.
What does an AI integration with Visma cost?
A standard AI agent starts from €2,500. A custom project, for example connecting several systems, starts from €5,000. We determine the exact price during intake.
How fast is the Visma integration live?
A standard integration is operational within 2 to 3 weeks. More complex custom projects take 4 to 6 weeks. We start within 5 working days after intake.
Is the Visma integration GDPR-compliant?
Yes. We process data on EU servers, including Azure West Europe, and document processing in a data processing agreement. We support a DPIA where needed. You remain the data controller.
Does this work with my Visma product and subscription?
We connect to Visma modules that offer an official API, such as Visma.net and eAccounting. In a short technical scan, we check which interfaces are available in your environment.
Can Visma be connected to our other systems?
Yes. We regularly connect Visma to CRM systems like HubSpot or Pipedrive for a smooth flow from order to invoice, and to automation platforms like n8n for broader workflows.
Do we stay in control of what the AI does?
Yes. The agent prepares a draft by default, and you give approval before anything is posted or sent for real. We maintain and monitor the integration and update it whenever Visma changes its API.
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 agentPayroll Processing Check
Automatic verification of payroll administration
View agentGDPR/AVG Compliance Monitor
Continuous data processing and GDPR compliance monitoring
View agentPension & Benefits Administration
Automatically process pension mutations and benefits
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