Copilot and Exact Online: ERP inside Microsoft 365
If your company already works with Microsoft 365, Microsoft Copilot is the natural choice for an AI-powered Exact Online connection. Copilot lives where you already work — in Teams, Excel, Edge and Windows — so you never have to leave your familiar environment to access business data.
Via Ledger Botje and the MCP protocol, Copilot gets direct access to your Exact Online administration. The result: you can ask questions about stock levels, orders, invoices and customers without opening Exact Online at all.
Copilot and Excel: the perfect combination
Where Copilot truly shines is its integration with Microsoft Excel. Imagine you are building a quarterly report. Instead of exporting data from Exact Online, importing a CSV and cleaning up the formatting, you ask Copilot directly: "Show me the revenue per customer for Q1 2026." The data lands in your conversation and you can paste it into your spreadsheet in seconds.
Other powerful Excel-related workflows:
- Ask for a stock overview and analyse trends in a pivot table.
- Request outstanding invoices and create an ageing chart directly in your workbook.
- Pull purchase order data to compare supplier pricing over time.
This makes Copilot especially valuable for financial controllers and analysts who live in Excel but need real-time ERP data.
Setting up the connection
Connecting Copilot to Exact Online via Ledger Botje takes three steps:
- Create a Ledger Botje account on the pricing page and link your Exact Online administration.
- Add the MCP connection in Copilot. Go to Agent Builder → Add MCP connection and enter the server URL:
https://www.ledgerbotje.nl/app/mcp
- Authenticate with your Ledger Botje account. Copilot now has access to all available tools.
See the MCP setup guide for detailed instructions per platform.
Example questions for daily use
Once connected, try these questions from any Copilot surface:
- "Does customer Bakkerij de Groot have any outstanding invoices?"
- "How many units of item VP-500 are in the Rotterdam warehouse?"
- "Show all purchase orders placed this month with their delivery dates."
- "What is the total revenue for the current quarter?"
Because Copilot is integrated into Teams, you can share answers directly in a channel or meeting chat — ideal for quick updates during stand-ups or management meetings.
Start using Copilot with Exact Online
Microsoft Copilot brings Exact Online data into the tools you already use every day. No context switching, no separate logins, no learning curve. Check the Copilot integration page for more details, browse the prompt library for ready-to-use questions, and view the plans to get started.