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Querying your accounting via chat — without exports or reports

How often have you set up a report, exported it to Excel and then dug through it yourself just to find one simple figure? It can be different. These days you simply query your administration via chat, in the same language you would use to ask a colleague — and you get an instant answer. No export, no report, no hassle.

What does the old pattern look like (and what is wrong with it)?

The familiar pattern goes like this: log in, click to the right overview, set a period and filters, export, and then continue in Excel. For every new question you start again. It works, but it costs time and does not scale: the more often you want to know something, the more separate exports you collect.

The real problem is that you constantly have to bridge “what do I want to know” and “where is that in the system”. That lookup work is exactly what you can hand off.

How does querying your accounting via chat work?

You connect your Exact Online once to your AI assistant via Ledger Botje. After that you simply ask your question in the chat. The AI translates your question into the right request, pulls the figures directly from Exact Online and answers in plain language. You only see the result — the step of setting up a report and exporting has disappeared.

What questions can you ask?

Virtually anything in your administration. Ten examples:

  • “How much revenue did I make this month?”
  • “Which invoices are still open and for how long?”
  • “What is my gross margin this quarter?”
  • “Who are my ten biggest customers this year?”
  • “How much VAT do I owe this quarter?”
  • “Which costs rose the most compared to last year?”
  • “Are there duplicate entries in the past month?”
  • “How much did I spend with supplier X this year?”
  • “What is my average customer payment term?”
  • “Give an overview of my cashflow per month.”

And because it is a conversation, you can refine. From a revenue figure to the underlying customers, from open items to a reminder — without starting over.

Is it safe?

Yes. The connection is read-only by default, so the AI can only request and report. Traffic is encrypted, access runs via OAuth (you never hand over your password) and you revoke it with one click. Read more in the security explainer.

What do you need to get started?

An Exact Online administration, an AI assistant of your choice (ChatGPT, Claude, Copilot, Gemini …) and Ledger Botje as the bridge between them. You set up the connection in a few minutes without technical knowledge; the steps are in the MCP connection guide.

Frequently asked questions

How does querying your accounting via chat work?

You ask a question in plain language. Via Ledger Botje your AI assistant pulls the right figures directly from Exact Online and answers immediately, without a report or export.

Can I follow up on an answer?

Yes. Because it is a conversation, you can refine and follow up without starting over.

Is querying your accounting via chat safe?

Yes. The connection is read-only by default, runs via encrypted OAuth and you revoke access with one click.

Ready to simply ask your accounting? Try Ledger Botje free for 14 days and ask your first question via chat.

FW
Frank Woutersen
Frank Woutersen is the founder of Ledger Botje and writes about AI, MCP and Exact Online. He helps businesses manage their administration smarter with AI assistants.

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