Copilot and Exact Online: complete guide

Copilot Exact Online: how does the connection work?

Microsoft Copilot is the AI assistant integrated into the Microsoft 365 ecosystem. More and more businesses using Exact Online want to use Copilot to query their administration - directly from Teams, Edge or Windows. Via Ledger Botje, this is possible thanks to the MCP protocol.

The connection works as follows: Ledger Botje acts as an MCP server that gives Copilot access to your Exact Online data. Copilot recognises the available tools and can answer questions about your administration in natural language. All communication runs via secure OAuth 2.1 connections.

Setting up Copilot for Exact Online

Connecting Copilot to Exact Online via Ledger Botje takes three steps:

1. Create a Ledger Botje account - choose a plan on the pricing page and connect your Exact Online administration.
2. Configure the MCP server - follow the setup guide for Copilot-specific instructions.
3. Ask your first question - open Copilot in Teams, Edge or Windows and ask a question about your administration.

The entire process takes less than five minutes. Once the connection is active, Copilot has access to all available MCP tools for your Exact Online data.

Using Copilot within Microsoft Teams and Edge

A major advantage of Copilot is its seamless integration into your daily work tools. Some practical scenarios:

• In Teams: during a meeting, ask "What is the stock status of item X?" and share the answer directly in the chat.
• In Edge: while reading a customer email, ask "Does customer Jansen BV have outstanding invoices?" via the Copilot sidebar.
• In Windows: use the Copilot shortcut to quickly query "Show this month's revenue" without switching applications.

This integration makes Copilot particularly well-suited for employees who do not work in Exact Online daily but still need access to business data.

Example prompts for finance and warehouse via Copilot

Copilot works with the same MCP tools as ChatGPT and Claude. Here are concrete examples per department:

Finance:

• "Which invoices are more than 30 days past due?" - via financial_outstanding_get
• "What is the total revenue for Q1 2026?" - via financial_revenue_list
• "Give an overview of the top 5 debtors" - combines multiple tools

Warehouse:

• "How much of item VP-500 do we have in stock?" - via items_stock
• "Which items are below minimum stock?" - via items_stock with filters
• "Show open purchase orders for supplier De Vries" - via purchasing_orders_search

Get started with Copilot and Exact Online

Microsoft Copilot offers a unique way to query Exact Online data within your familiar Microsoft environment. Whether you are a financial professional who needs a quick debtor overview, or a warehouse employee who wants to check stock levels - the combination of Copilot and Ledger Botje makes it possible.

Check the setup guide to connect Copilot to Exact Online, or view the plans to get started today. Have questions? Consult the FAQ for answers to the most common questions about the connection.

What makes Copilot different from the rest

The difference is not in what you can ask - the tools are the same - but in where you are standing when you ask. With ChatGPT or Claude you open a chat window; with Copilot the assistant is already in the screen you are working in.

That changes who uses it. Not the finance clerk who is in Exact Online anyway, but the account manager in Outlook, the project lead in Teams and the director who wants a figure on their phone. For that group the threshold of opening Exact Online is too high, and that threshold is exactly what disappears.

Administration in a Microsoft environment

If you run Microsoft 365 in an organisation with managed devices, adding a connector usually goes through the administrator. Expect that step and that it is not a self-service action.

That is not a drawback: it means there is one place where you can see who has access. Combine it with read-only as the starting point and you have a rollout you can explain to an IT lead. See the security page for the full picture.

What to watch

Copilot exists in several flavours. Copilot in Windows, Copilot in Microsoft 365 and Copilot Studio are not the same product and do not all support the same things. Check which variant your licence covers before you start.

Answers land in a shared context. Ask something about a customer in a Teams channel and the answer sits there for everyone in that channel. Useful, but it is a choice: detailed financial data does not belong in a project channel by default.