Claude and Exact Online: AI for in-depth analysis
Claude by Anthropic stands out among AI assistants for its ability to handle complex, nuanced tasks. Where other assistants excel at quick lookups, Claude is at its best when you need detailed analysis, structured reports and thoughtful interpretation of your Exact Online data.
Via Ledger Botje, you connect Claude to your administration using the MCP protocol. Claude gains access to over 70 tools for querying and managing your ERP data — from stock levels and orders to invoices and production.
Claude as your financial analyst
Claude excels when you ask it to analyse patterns, compare periods or draft executive summaries. Instead of pulling numbers yourself, you delegate the analysis:
- "Analyse our debtor portfolio and identify customers with a deteriorating payment pattern over the last three months."
- "Compare revenue for Q4 2025 with Q1 2026 and summarise the key changes."
- "Which product categories are generating the highest margins based on current sales orders?"
Claude does not just return raw numbers — it provides context, highlights anomalies and suggests follow-up actions. This makes it particularly valuable for CFOs, controllers and business owners who need decision-ready insights rather than data dumps.
Setting up the connection
Connecting Claude to Exact Online takes less than five minutes:
- Create a Ledger Botje account — pick a plan on the pricing page and connect your Exact Online administration.
- Add the MCP server in Claude — go to Settings → Integrations → Add MCP server and paste the URL:
https://www.ledgerbotje.nl/app/mcp
- Authorise the connection — log in with your Ledger Botje credentials. Claude will discover all available tools automatically.
For step-by-step instructions, see the MCP setup guide.
Example questions for Claude
Try these prompts to experience Claude's analytical strengths:
- "Give me a comprehensive overview of all open sales orders, grouped by customer, with total value per customer."
- "Which items have had the most stock movements this month and what does that tell us about demand?"
- "Summarise all outstanding invoices older than 30 days and recommend a priority list for follow-up."
- "Draft an executive summary of our warehouse performance: stock accuracy, order fulfilment and transfer volumes."
Get started with Claude and Exact Online
If you need more than quick answers — if you need real analysis and structured insights — Claude is the AI assistant for you. Visit the Claude integration page for more details, explore the prompt library for inspiration, and view the plans to start today.