Connecting Twinfield to AI: entries by financial year and day book
Twinfield can be connected to AI as a read-only connector. The assistant retrieves entries within one administration and one financial year, aimed at the period and the day book the question is about, and states for every amount whether it is debit or credit. It cannot post or change anything, and that is a deliberate choice.
What a read-only connector on the ledger delivers
Find entries again
The assistant retrieves the entries that belong to the question and shows them with their description, their date and their amount. You can see where a figure comes from without anyone having to search in Twinfield.
Inside the administration you choose
Every question revolves around one administration. The connector fixes which one, so an answer never quietly picks up entries from another company's books.
Inside one financial year and period
Twinfield orders everything by financial year and period. The assistant stays inside those and names the year and the period alongside its answer, so it is always clear what a figure refers to.
Aimed at the right day book
Ask about purchasing and you get purchasing. The assistant looks in the day book the question belongs to instead of pulling a broad slice you still have to wade through yourself.
Amounts with debit or credit
In a ledger, debit or credit decides the sign of an amount. The assistant always states it, so a figure in an answer is not read as a plus when it is in fact a minus.
What a read-only Twinfield connector is for
Accountancy firm
- Situation
- While preparing a report someone wants to see which entries sit on a particular day book in a period.
- What the agent does
- The assistant retrieves the entries of that day book within the chosen financial year and period.
- Result
- An overview inside the conversation, with no export to a spreadsheet needed.
Finance
- Situation
- A colleague asks where an amount in the monthly figures comes from.
- What the agent does
- The assistant looks up the entries in that period and shows them with their description and whether they are debit or credit.
- Result
- The origin of a figure is clear at once, even for someone without a Twinfield licence.
Management
- Situation
- Before a meeting someone wants to know how a cost item is spread across the periods of the financial year.
- What the agent does
- The assistant retrieves the entries per period within the same financial year and lines them up.
- Result
- A picture of the trend, with the option to dig into a single period straight away.
Review
- Situation
- Someone wants to check whether all entries in a period ended up in the right day book.
- What the agent does
- The assistant retrieves the entries per day book and reports what was recorded in that period.
- Result
- A check that happens in the conversation, with the administration and financial year visible in the answer.
Fixing administration, financial year and day book
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1
Arrange access in Twinfield
An administrator grants the connector consent for the administration you want to open up. That consent stays yours and can be withdrawn again, which stops the connector immediately.
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2
Pick the administration
You say which administration the assistant may read. If you work for several, we set them up separately with recognisable names, so a user knows which books they are addressing.
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3
Agree the financial year
During setup we agree how the assistant handles the financial year: the current year only, or earlier years as well. That stops a question quietly landing in the wrong year.
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4
Who uses it and what you see back
You name the roles that may use the assistant. There is no way to write anything back, and every question lands in the log with the administration, the financial year and the framing used.
Read-only, and that is a deliberate choice
A ledger is the heart of financial accountability. The assistant can therefore read from it, but never change anything in it.
Where the data lives: Nederland of de EU
No writing of any kind
The connector knows only how to request entries. There is nothing to switch on that would allow posting, changing or deleting, so a mistake in a conversation cannot touch the books.
Framing is part of the safety
Administration and financial year are fixed in the connector. That prevents wrong answers, and it also ensures nobody uses a conversation to look into books that are none of their business.
Limited to the finance roles
You decide which roles may use this connector. For a general assistant on the shop floor it is simply not on the list.
On a dedicated server
The model runs on a dedicated server in the Netherlands. Entries from Twinfield are not sent to an American model provider and are never used for training.
Twinfield and AI: what administrators want to know
Can I connect Twinfield to ChatGPT?
ChatGPT has no connection to Twinfield and cannot pull anything out of it. IntraGPT can, as a read-only connector inside the administration you point it at. You ask the question in plain language and the assistant finds the matching entries, with the financial year and the period attached.
Does IntraGPT work with Twinfield?
Yes. Twinfield is one of the accounting packages IntraGPT handles, though here it is deliberately read-only. Requesting entries within an administration, a financial year, a period and a day book covers most questions that are really about figures.
What does a Twinfield connector cost?
Connecting is part of the project we run together. What drives the work is the number of administrations you want to open up, which financial years belong to them and who may use the assistant. We map that out in a first conversation.
How long does setup take?
Once access is arranged and it is clear which administration belongs to it, switching it on is quick. The lead time usually sits in arranging that access, because it needs someone with administrator rights in Twinfield.
Why do I get an empty answer back?
Almost always a piece of the framing is missing. Twinfield expects an administration and a financial year, and without that combination you get no error message, just nothing. The connector therefore always asks for those, and the log shows which administration and financial year were used.
Why can the assistant not post anything in Twinfield?
Because this connector only knows how to request entries. There is no writing capability, not even one you could switch on. For a package that holds the financial accountability we consider that the right call: fetching figures saves time, writing them belongs with the people who keep the books.
Which administrations and financial years do we open up?
That is the main decision during setup. An accountancy firm often works with many administrations, and not everyone needs to be able to query them all. We set up a connector per administration and decide at the same time whether only the current financial year opens up or earlier years as well.
Can the assistant produce a balance sheet or annual accounts?
No. It retrieves entries, which is something else than compiled annual accounts. For a balance sheet or a report you keep working in Twinfield. Where the assistant does help is the question that comes before or after: where does a figure come from and how does it sit against the rest of the period.