CounzelAI
CONNECTOR

Connect Exact Online to ChatGPT and Claude

Ask ChatGPT or Claude about your company in plain language and get answers from your own Exact Online books: overdue invoices, cash, VAT, margins and the sales pipeline. Counzel works out every figure; the AI explains it. Nothing changes in Exact Online unless you approve it.

Works with the Exact Online administrations you connect in Counzel.

The address to add in your AI app

https://exact-mcp.counzel.ai/mcp
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What you can ask

Everyday questions, in your own words. The answer comes from what is already in your books.

  • Which invoices are more than 30 days overdue, and who should I chase first?
  • What is our cash position, and what comes in and goes out over the next 60 days?
  • Is the Q3 VAT return ready, and does it match the ledger?
  • How does this year's profit compare with last year, month by month?
  • Which products earn us the least margin?
  • Summarise the sales pipeline for Monday's meeting.
  • Draft a reminder for the customer who owes us the most.
  • Which supplier bills are waiting for my approval?

Up and running in three steps

  1. Create your Counzel account and connect your Exact Online books (Settings, Connections).
  2. In ChatGPT or Claude, add Counzel with the address above and sign in with your Counzel account. No password or key to copy, nothing to install.
  3. Ask your first question.

Why Counzel

Figures you can trust
Totals, VAT and cash are worked out by Counzel from your ledger. The AI explains them; it does not guess them.
Belgian rules built in
The VAT return, the tax calendar, director pay and late-payment interest follow Belgian rules.
Sign in, nothing to install
You add one address and sign in with your Counzel account. Your AI app never sees a password or a key.
The AI you already use
ChatGPT and Claude, and also Perplexity, Cursor, Make and Gemini CLI.

You stay in control

  • Reading changes nothing. Every change is a separate step that ChatGPT or Claude asks you to approve first.
  • Changes stay off until an owner or admin switches them on for a company. Until then Counzel only reads.
  • New invoices, quotations and corrections start as drafts. Nothing goes to a customer unless you confirm it.
  • Each person sees only the companies they may open, and a read-only role cannot change anything.
  • Every request is logged, and one button signs your AI apps out of Counzel.

Frequently asked questions

Can I connect Exact Online to ChatGPT or Claude?
Yes. Add Counzel to ChatGPT or Claude, sign in with your Counzel account and ask about your Exact Online books in plain language. It takes a few minutes once your books are connected.
Does it work with several Exact Online administrations?
Yes. Connect each administration in Counzel; with several, you say which company you mean.
Can the AI change or delete data?
Only what you allow, and only after you approve each change. Changes are off until an owner switches them on, new documents start as drafts, and Counzel has no tool that deletes anything from your books.
Does everyone see only what they are allowed to see?
Yes. Each person signs in with their own Counzel account and sees only the companies they have access to. A read-only role can read but not change anything.
Is my data used to train AI models?
Counzel does not use your data to train models. What ChatGPT or Claude does with your conversations depends on your plan with them; their business plans do not use conversations for training by default.
Which AI apps work with Counzel?
ChatGPT and Claude, and also Perplexity, Cursor, Make and Gemini CLI. Microsoft Copilot is not supported yet.
Do I need an IT person to set it up?
No. You connect Exact Online in Counzel by signing in with your Exact account, then add one address in ChatGPT or Claude.