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Exact Online accounting with AI: the starter guide

How AI transforms accounting in Exact Online

Accounting is one of the areas where AI delivers the fastest concrete time savings. Accountants and entrepreneurs spend hours daily looking up financial data, generating overviews and checking figures in Exact Online. With an AI assistant, you ask these questions in plain language and get answers within seconds.

Ledger Botje bridges the gap between your AI assistant and Exact Online. Via the MCP protocol, your AI assistant gets secure access to your administration, without requiring any API knowledge. Whether you use ChatGPT, Claude or Copilot — the connection works with any MCP-compatible assistant.

Querying financial data with AI

The foundation of AI accounting is quickly retrieving financial information. Instead of navigating through Exact Online, you ask questions like: "What is the revenue for this month?" or "Show all costs on general ledger account 4100 for the first quarter." The AI retrieves the data in real time and presents it clearly.

You can also perform more complex analyses: "Compare the revenue from January with February" or "Which cost categories have increased the most this quarter?" The AI combines data from different modules and gives you immediately actionable insight. Browse the prompt library for more examples.

Outstanding invoices and debtor management

One of the most valuable applications is managing outstanding invoices. Ask your AI assistant: "Which invoices have been unpaid for more than 30 days?" or "What is the total outstanding amount per customer?" You immediately get a clear overview that you can use for your debtor management.

Go further with questions like: "Which customers consistently pay late?" or "Give me an ageing analysis of all outstanding receivables." These kinds of insights previously took hours of report building — now you have the answer in seconds. Also read our comprehensive guide to AI accounting for more background.

VAT overview and tax return preparation

Preparing the VAT return is a recurring task for many entrepreneurs and accountants. With AI, you make this process significantly easier. Ask: "Give me an overview of VAT amounts for this quarter" or "Show all sales invoices with 21% VAT from the past period."

You can also ask verification questions: "Are there any invoices without a VAT code?" or "Which purchase invoices have a deviating VAT rate?" This helps detect errors before filing, preventing costly corrections afterwards.

Preparing year-end closing with AI

Year-end closing is an intensive process requiring you to gather and verify a lot of data. AI can significantly speed this up. Ask questions like: "Give me an overview of all general ledger accounts with their closing balances" or "Which customers still have open items at the end of the financial year?"

Prepare meetings with your accountant by generating the right overviews in advance: "Show the profit and loss statement for the past year" or "What are the total depreciation amounts per category?" This way you come well prepared to your accountant and save advisory hours.

Start with AI accounting today

Ready to transform your accounting with AI? The first step is setting up the MCP connection between your AI assistant and Exact Online. This takes just five minutes. Then choose your favourite AI assistant and start asking questions about your administration.

Browse the prompt library for dozens of ready-to-use accounting prompts. From outstanding invoices to VAT overviews and year-end closings — discover how much time you can save. View the plans and pricing to get started today.

LB
Ledger Botje Team
The Ledger Botje team writes about AI, MCP and Exact Online. We help businesses manage their administration smarter with AI assistants.

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