Connecting SnelStart to AI: relations, invoices and ledger in the chat
SnelStart can be connected to AI. The assistant looks up relations, so both customers and suppliers, consults the sales invoices and the chart of accounts, and can add a new relation on request. With every amount it states whether it includes or excludes VAT, because that difference decides whether an answer is right.
Four things nobody has to look up any more
Look up relations
Relations in SnelStart cover both customers and suppliers. The assistant searches on name and shows the details that belong to that relation, so someone on the phone knows immediately who they are dealing with.
Consult sales invoices
The assistant retrieves the sales invoices that belong to the question: for a given relation or from a given period. You get a short answer instead of a list you still have to work through.
Consult the chart of accounts
If someone wants to know which ledger account something belongs to, the assistant names the account with its description. That saves searching an old entry and stops anyone posting on instinct.
Add a relation
On request the assistant adds a new customer or supplier with name, type, email address, phone number and address. It first checks whether the relation already exists, because duplicates in a ledger are hard to clean up afterwards.
Clear about VAT
With an invoice amount the assistant states whether it includes or excludes VAT. That way nobody accidentally compares two numbers that are not comparable.
Daily work that gets shorter
Inside sales
- Situation
- A customer calls with a question about an earlier order and the colleague has no access to SnelStart.
- What the agent does
- The assistant looks up the relation and shows that customer's sales invoices with their date and amount.
- Result
- The question is answered during the call, without involving the finance team.
Finance
- Situation
- While entering costs someone hesitates over which ledger account a cost item belongs to.
- What the agent does
- The assistant finds the account in the chart of accounts and names its description.
- Result
- Consistent posting, even when the person doing it is new to the job.
Sales
- Situation
- Before quoting, a salesperson wants to know what this customer has bought before.
- What the agent does
- The assistant lines up that relation's sales invoices over the recent period.
- Result
- A quote that fits what is already running, rather than a guess.
Purchasing
- Situation
- A new supplier has to exist in the ledger before anything can be ordered.
- What the agent does
- The assistant checks whether the supplier already exists and otherwise adds them with the right details.
- Result
- No duplicate relations and no waiting before the first order can go out.
The key, the permissions and the agreements
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1
Issue the key
From your own SnelStart environment you issue a key that lets the connector look in. That key stays yours and can be withdrawn at any moment.
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2
Choose what opens up
You decide which parts the assistant may consult: relations, sales invoices, the chart of accounts, or some of them. Whatever you keep closed cannot be reached in a conversation.
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3
Enable writing back deliberately
Adding a relation is separate from consulting. Writing in a ledger has consequences, so you only flip that switch once it is clear who uses it and what for.
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4
Name the users and follow along
You name the roles that may use the assistant, and every action lands in the log. For an added relation you can therefore see when it happened and at whose request.
Writing in a ledger has tax consequences
What goes into the ledger later underpins your tax return. Writing back is therefore a separate, deliberate choice here and not something that is on by default.
Where the data lives: Nederland of de EU
Writing back is off by default
Consulting does no harm, a wrong relation in the ledger does. Adding relations is therefore switched on separately, and the assistant only does it on explicit request.
A key you manage
The connector works with a key from your own SnelStart environment. Withdraw it and the connector stops immediately. IntraGPT stores no login details for the ledger.
Not for the whole organisation
You decide which roles may use the finance assistant. Anyone without that role does not see the connector listed and cannot pull data from it.
On a dedicated server
The model runs on a dedicated server in the Netherlands. Data from SnelStart is not sent to an American model provider and is never used for training.
What customers ask about the SnelStart connector
Can I connect SnelStart to ChatGPT?
ChatGPT has no connection to SnelStart, and pasting ledger data into a public chatbot is not a good idea. IntraGPT works like a chat but looks straight into your own ledger. The assistant retrieves only what the question needs and every action lands in the log.
Does IntraGPT work with SnelStart?
Yes. SnelStart is one of the accounting packages IntraGPT handles: consulting relations, sales invoices and the chart of accounts, and adding a relation on request. The connection uses the official SnelStart integration route with a key you issue yourself.
What does a SnelStart connector cost?
Connecting is part of the project we run together. What drives the work is which parts you want to open up, whether the assistant may add relations and which roles may use it. We make that concrete in a first conversation.
How long does setup take?
Issuing the key and switching the connector on takes very little time. The lead time sits mostly in the agreements around it: who may use the assistant and whether it may write back. Keep it to consulting and it can work the same day.
Why does the assistant always say whether an amount includes or excludes VAT?
Because that difference turns up in several places in SnelStart and an answer can otherwise sit slightly beside the truth. Comparing a total including VAT with a total excluding VAT produces a difference that means nothing. By stating it as standard, whoever reads the answer knows at once what they are looking at.
Can the assistant also create an invoice in SnelStart?
No. It can consult sales invoices, not draw them up. The only place it can add something is the relation, and even that only if you switch it on. If you do want invoices prepared through the assistant, tell us and we will look at what that would take.
Should the assistant be allowed to add relations?
That is a choice you make as an administrator. Switch it off and the assistant reports that a relation is missing so a person adds it. Switch it on and it first checks whether the name already exists and only adds the relation after an explicit request, so no duplicate customers appear in the ledger.
How is this different from the Excel export we use now?
An export pulls out more than the question needs, and the file then sits somewhere outside the ledger. The assistant retrieves only the data that belongs to the question, gives the answer in the conversation and leaves every request in the log. No second version of your figures ends up on somebody's laptop.