Integrations
Three connections. Then Neko gets to work.
You connect your bank, Exact Online and Slack in a few minutes. Neko gets exactly the permissions it needs, and you can revoke them at any time.
How Neko is connected
What Neko reads
- Your bankTransactions, read-only via PSD2
- Invoice inboxA dedicated address per company
- Slack uploadsReceipts and photos in your channel
- 01Read
- 02Check
- 03Match
- 04Book
- 05Reconcile
Where it lands
- Exact OnlinePurchases, bank and reconciliation
- Your Slack channelOne message at most, with buttons
- Your accountantRead access and the monthly report
Step 1
Connect your bank
Through a regulated PSD2 provider you give Neko read access to your business accounts. You sign in at your own bank, not with us.
What you do
- 1Choose your bank in the onboarding
- 2Sign in at your bank and grant consent
- 3Choose which accounts Neko may see
Neko may
- Read accounts and balances
- Fetch booked transactions, every morning
Neko can never
- Make payments or move money
- See your login details
About 2 minutes
- 1Bank
- 2Exact Online
- 3Slack
Choose your bank
You sign in at your own bank and grant read-only consent. Neko can never make a payment.
- ING
- Rabobank
- ABN AMRO
- bunq
- Knab
- Triodos
Accounts Neko may see
- Business accountNL91 INGB •••• 4417
- Savings accountNL20 INGB •••• 0820
Step 2
Connect Exact Online
You grant consent through the official Exact Online integration and choose which administrations. Right after, Neko reads your setup and your history.
What you do
- 1Sign in to Exact Online and grant consent
- 2Choose your administration or administrations
- 3Switch off automatic invoice processing in Exact
Neko may
- Read chart of accounts, journals and VAT codes
- Book purchases and bank, reconcile open items
- Read 12 months of purchases to suggest rules
Neko can never
- Close a period without your button
- File tax returns
About 3 minutes
- Bank
- 2Exact Online
- 3Slack
Choose your administration
You sign in to Exact Online and choose which administrations Neko may keep.
- Studio Noord B.V.Division 2418806
- Studio Noord Holding B.V.Division 2418807
Setup scan
- General ledger accounts read
- 214
- Purchase entries, 12 months
- 1,284
- Supplier rules suggested
- 63
Step 3
Choose a Slack channel
You add the Slack app Neko and pick one channel. That is where the questions, proposals and the morning message arrive.
What you do
- 1Click Add to Slack
- 2Choose the channel for your bookkeeping
- 3Invite colleagues and give them a role
Neko may
- Post messages in that one channel
- Read receipts and PDFs you drop in it
Neko can never
- Read other channels
- Act without a button from the right person
About 1 minute
- Bank
- Exact Online
- 3Slack
Choose your channel
Neko works in one channel of your own Slack. Whoever installs it becomes the owner.
- bookkeeping
- general
- finance-questions
Or type /neko claim in the channel.
Invoices
A dedicated invoice address.
Every company gets its own address to send or forward invoices to. Neko reads them, checks the sender and gets them ready to book. You can also simply drop receipts in the Slack channel.
invoices+studionoord@in.nekoledger.com
After connecting
From connected to independent.
Neko does not start booking right away. First it gets to know your administration, and we watch along.
Day 1
Connected
Bank, Exact Online and Slack are on.
Day 1
Set up
Neko reads your chart of accounts and 12 months of purchases, and suggests a rule per supplier.
Week 1 to 4
Shadowing
Neko works everything out but books nothing. We measure how often it would do what you did.
Then
Proposing
Every entry arrives as a card with a button. You approve.
When it is right
Independent
What a confirmed rule covers, Neko books itself. The rest it puts to you.
Questions about connecting
Which banks are supported?
Most Dutch and European business banks, through a regulated PSD2 provider. We check your bank during the intro call.
Can I revoke a connection?
Yes, at any time. In your bank, in Exact Online or in Slack. Neko stops using that source immediately and tells you what it can no longer do.
Does it work with multiple administrations?
Yes. Every Exact administration you choose gets its own setup and its own rules. Neko keeps them strictly separate.
Why switch off automatic invoice processing in Exact?
Otherwise two systems book the same invoice. Neko always checks whether something is already there, but avoiding double work is better.
Do I need Slack?
For now, yes. Slack is where Neko asks questions and where you approve with a button.
Connect together during the intro call?
We walk through the three steps with you, with your bank and your administration.