Data to AI™ / Gemini/Exact Online

Exact Online in Gemini CLI and Gemini Code Assist

Give finance analysts and engineers Exact Online figures inside the terminal and the IDE, so commission runs, budget models and close checks start from the administration, not from exports.

Better answers, fewer tokens.

  • Lower AI costs for the same work
  • More accurate, reliable answers
  • Read-only
  • Uses the Exact Online data you already sync
  • SOC 2 Type II certified
Gemini CLI
Connected to Dataddo

Which customers have the most money stuck in the oldest receivables age group?

Gemini Answer · Exact Online

Van Dijk Bouw has the most in the oldest group, €14,200 of its €31,500 open total. Across these three accounts, €24,950 sits in Age Group 4.

Account NameTotal AmountAge Group 1 AmountAge Group 4 Amount
Van Dijk Bouw Financial - Aging Receivables List €31,500€9,800€14,200
Kessler Logistik Financial - Aging Receivables List €18,750€6,300€6,450
Maas Retail Financial - Aging Receivables List €12,900€8,600€4,300

Read from the current aging list, which reloads all open items on every run. Bucket meaning comes from the Age Group Description fields.

source
Exact Online · as of Mon 06:40 UTC
covers
Open items as of 28 Sep 2026
Example answer · fictional account and figures
Exact Online in Gemini

Questions Gemini can answer from your Exact Online data

Exact Online is cloud business software for accounting and financial management. Dataddo extracts its receivables aging, payables, sales invoices, budgets and profit and loss data.

Commission input file

Ask Gemini

Sum Amount DC from Sales - Invoices by Salesperson Full Name for last month and write commissions/2026-09.csv with Invoice Number counts per person.

A finance analyst who runs the commission script from the repo generates its input in one prompt, then reviews the diff against last month's file before the payroll cut-off.

Budget model in a notebook

Ask Gemini

Load Budgets for this Reporting Year into data/budget.parquet with GLAccount Description, AmountDC, Budget Scenario and Reporting Period, one row per account and period.

An FP&A analyst opens the Parquet file in a Python notebook next to the forecast model and compares scenarios there, while Gemini Code Assist helps write the pandas code.

Close readiness before reporting

Ask Gemini

Query the Journal Status List and print the Status of every journal for the current Period as a table, flagging any journal that is not closed.

The controller runs the check in Gemini CLI on the last working day. Only when every journal is closed does the reporting pipeline in the repo get triggered.

Exact Online datasets and the questions they answer in Gemini →
Pricing

Priced per seat.

Data to AI™ is priced per seat, like the AI assistants your team already uses, with ~25% off on annual billing. Need tailored contracts or volume pricing? Talk to us about Enterprise.

Data to AITM

Serve governed business data to Claude, ChatGPT and other AI tools over MCP.

$10.49/month

per seat

3 seats minimum

Enterprise

Flexibly deploy Dataddo in any cloud or hybrid environment.

Custom

We have a payment model that works for you

See all plans and features →
Setup

Connect Exact Online to Gemini step by step

  1. 1
    Connect Gemini to Dataddo Add the Dataddo server to settings.json in Gemini CLI, restart it and run /mcp auth dataddo to sign in. Gemini Code Assist in VS Code reads the same file.
  2. 2
    Connect Exact Online to Dataddo Sign in with your Exact Online account in Dataddo and choose the datasets to sync, such as Financial - Aging Receivables List and Financial - Payables list.
  3. 3
    Choose what Gemini can see Select the Exact Online data Gemini may query. Access is read-only, and data you don't select stays out of reach.
Gemini setup guide →
With vs. without

Exact Online in Gemini, with and without Dataddo

Without Dataddo With Dataddo Outcome for you
Inputs for finance scripts Commission and forecast scripts read CSV exports someone downloaded by hand, and nobody knows which day they came from. Gemini queries Sales - Invoices and Budgets from the latest Dataddo run and writes the input file the script expects. Scripts fed from the source
History of list datasets Lists such as the Payables list show only today's state, so last month's position cannot be rebuilt later. Each run reloads the current list, and a dated file Gemini writes into the repo keeps the snapshot under version control. Positions you can look back on
Control over each lookup A script with Exact Online API credentials can read any administration at any time, unseen. Gemini CLI asks you to confirm each Dataddo tool call, and Always allow is set per tool, only where you choose it. Every read approved
Which data Gemini reaches Personal API keys for each analyst spread access to the whole administration across laptops. Gemini reaches the flows and Contexts attached to AI destinations or AI Models, so finance decides which Exact Online datasets go there. Access decided in Dataddo
Token consumption Gemini spends tokens exploring raw Exact Online columns, sampling rows and retrying until it understands the data. Field definitions and relations are supplied up front, so the model skips the exploration and goes straight to the answer. Fewer tokens per answer
Answer quality Prone to wrong joins, invented fields and numbers that are hard to check. Answers grounded in defined fields. In the Dataddo benchmark, 78.5% of questions were answered correctly, against 65.5% with plain CSV files. Better answers
Datasets

Exact Online datasets and the questions they answer in Gemini

The Exact Online datasets finance and RevOps teams use most, with their real field names. Gemini queries them by name through the Dataddo semantic layer.

Dataset Metrics and attributes Ask Gemini
Financial - Aging Receivables List
  • Account Name
  • Total Amount
  • Currency Code
  • Age Group 1 Amount
  • Age Group 4 Amount
  • + others
Which Account Name rows have a Total Amount above 10,000 in a Currency Code other than EUR?
Financial - Payables list
  • Due Date
  • Approval Status
  • Invoice Number
  • Account Name
  • Amount
  • + others
Which Invoice Number entries are past their Due Date and still not approved in Approval Status?
Sales - Invoices
  • Invoice Number
  • Invoice To Name
  • Amount DC
  • Due Date
  • Salesperson Full Name
  • + others
Which Invoice Number values for the same Invoice To Name share the same Amount DC and Due Date, possible duplicates?
Financial - Outstanding Invoices Overview
  • Overdue Receivable Invoice Amount
  • Outstanding Receivable Invoice Count
  • Overdue Payable Invoice Amount
  • + others
What were Overdue Receivable Invoice Amount and Outstanding Receivable Invoice Count at the last run, for a dated snapshot file?
Financial - Profit and Loss
  • Revenue Current Period
  • Costs Current Period
  • Result Current Year
  • Result Previous Year
  • + others
What are Revenue Current Period, Costs Current Period and Result Current Year as of the last run, laid out for our close report?
Budgets
  • GLAccount Description
  • AmountDC
  • Reporting Year
  • Budget Scenario
  • Reporting Period
  • + others
Which GLAccount Description lines have no budgeted AmountDC yet for the next Reporting Year?
See all Exact Online datasets, metrics and attributes on the connector page →
Benchmark

More right answers. Half the confident mistakes.

We asked 43 pre-registered questions of three real datasets - Google Search Console, HubSpot deals and Google Ads - and delivered the same rows to the same model in four ways. Only the data layer changed.

78.5%

of questions answered correctly - the best of the four delivery methods tested

2x

fewer confidently wrong answers - 14.0% of runs against 24.0% and 26.3%

2.8x

more correct answers on messy CRM data - better on 8 questions, worse on none

Answered correctly All 43 questions - higher is better
Wrong, but stated as fact Share of runs - lower is better

Same model, prompts and rows in every condition; 759 graded runs, ground truth frozen before any run. On Google Search Console alone, documented CSV files did as well as Data to AI™ - the advantage comes from messier data such as HubSpot deals.

Read the benchmark →
FAQ

Exact Online and Gemini: FAQ

How do I connect Exact Online to Gemini?

Create Exact Online sources in Dataddo, such as Sales - Invoices and Budgets, and attach them to a Google Gemini destination or AI Model. In ~/.gemini/settings.json, add Dataddo under mcpServers with httpUrl https://headless.dataddo.com/mcp-data, restart Gemini CLI, then run /mcp auth dataddo and sign in.

Does Gemini CLI need my Exact Online login?

No. Dataddo authorizes Exact Online and extracts the datasets. Gemini CLI signs in to Dataddo only, with your Dataddo email and password and MFA if prompted.

Can I sign in to Dataddo from Gemini CLI with Google SSO?

No. The Gemini CLI sign-in uses your Dataddo email and password; Google and Microsoft SSO are not offered there. Run /mcp auth dataddo again if a session expires.

Our administration runs on Exact Online Germany. Does that matter?

Only for the source. Authorize it against the national version you use, NL, DE, BE, FR, UK or US. Once the data is extracted, Gemini queries it the same way for every version.

Can Gemini Code Assist in IntelliJ read Exact Online data?

Yes. Add the Dataddo server to the mcp.json of Gemini Code Assist in IntelliJ. In VS Code, agent mode reads the same settings.json as Gemini CLI.

How do I load older Exact Online periods for a notebook?

Date-range datasets re-read a sliding window on each run. Run a full data re-sync once with a wider range, and Gemini can then query the earlier periods.

Can Gemini book entries or approve invoices in Exact Online?

No. Gemini queries extracted entities through the semantic layer by name. Dataddo never accepts SQL from the model and nothing is written back to Exact Online.

New from Dataddo · Data to AI™

Ask Claude or ChatGPT about your ads, analytics and CRM

“What did a new lead cost us last week, by paid channel?”

Connect 400+ sources once and get the answer right in your AI chat, without building a report. Better answers: your metrics are defined once, so the AI doesn't have to guess.