AI for Yuki
Yuki is online bookkeeping and administration software widely used by administrative and accounting firms. UnifyAI builds AI agents that connect through the official Yuki API to recognize incoming invoices, prepare posting proposals and summarize reports, so repetitive administrative work gets prepared rather than taken over, with you or your bookkeeper keeping final approval.
UnifyAI offers AI integrations with Yuki for SMEs. Our AI Agents connect to Yuki 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 Yuki
Use cases
Prepare invoices for posting
Incoming invoices are recognized, given a general ledger and VAT suggestion, and prepared as a draft in Yuki. Your administration reviews and confirms before anything is definitively posted.
Send reminders and sales invoices
For clients with recurring services, the agent drafts sales invoices and sends payment reminders according to the dunning schedule you set. Sending always goes through an approval step or pre-agreed rules.
Monthly reporting summary
At the end of the period, the agent summarizes the key mutations and open items, so the accountant can review specifically instead of going through everything manually.
Flag receipts and duplicate invoices
Missing receipts, suspected duplicate invoices or unusual amounts are automatically flagged with a short explanation. This lets the administration check specifically instead of reviewing everything by hand.
Reconcile bank statements
The agent suggests which bank transactions match which open items in Yuki, so matching goes faster. The final reconciliation remains a human action.
Answer client administration questions
When a client asks about an invoice, payment status or balance, the agent looks up the details in Yuki and drafts a reply. Your team reviews and sends the answer.
Questions about AI + Yuki
What can an AI agent actually do with Yuki?
An AI agent recognizes incoming invoices and prepares them as posting proposals, suggests bank transactions for reconciliation, and summarizes periodic reporting. Nothing is definitively posted without your or your bookkeeper's approval.
What does an AI integration with Yuki cost?
A standard integration starts at €2,500; custom projects covering multiple processes or client administrations start at €5,000. You get a concrete price after an intake based on your situation.
How quickly is the integration live?
A standard Yuki integration is operational within 2-3 weeks. More complex projects covering multiple administrations typically take 4-6 weeks. We start within 5 working days after intake.
Does my financial data stay GDPR-compliant?
Yes. The integration runs on EU hosting, and we document the processing in a processor agreement in line with GDPR. Financial data is only used for the agreed tasks and not kept longer than necessary.
Does this work with my Yuki package?
In most cases, yes: we connect through the official Yuki API, available for business and office subscriptions. We check beforehand whether your subscription has the required API access.
Can Yuki be connected to our other systems?
Yes. Common combinations are Gripp or Simplicate for project and time tracking, DocuSign for document flows that need signing, and Microsoft Teams or Slack for notifications. We can set up the connection via iPaaS tools like n8n or Make where useful.
Do we stay in control of what the agent does?
Yes. By default, the agent prepares bookings, invoices and payments as a draft or suggestion; you or your bookkeeper approves. Fully automatic posting is possible, but only if you explicitly choose it and the rules are clearly defined.
AI Agents that work with Yuki
Agent examples that use Yuki 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