Your virtual controller, 24/7 at work
An AI agent that knows your financial data, answers questions in natural language, builds presentations and runs analyses — directly from every module in Smartbooks.
Voorbeeldgesprek met Alex, Virtual Controller
Smartbooks bevat een AI business controller, Alex, die finance-vragen beantwoordt op basis van je geconsolideerde data. Voorbeelden van vragen die Alex direct kan beantwoorden:
- Vraag: How are we tracking YTD vs. budget?
- Antwoord van Alex: YTD revenue is €4.82M (+6.3% vs. budget). EBITDA lands at €612K (-2.1% vs. budget), strong Q2 months were offset by higher personnel costs.
- Vraag: What's the biggest variance this quarter?
- Antwoord van Alex: Marketing is €84K over budget (+18%), mainly due to a one-off campaign in June. Want me to break this down by entity?
- Vraag: Generate a board deck for the next meeting
- Antwoord van Alex: I'll generate an 8-slide deck with P&L overview, top-3 variances, cash position and forecast. Ready in ~30 seconds, want it in your brand template?
Trusted by finance teams
You work for the system, instead of the other way around
Finance teams have the data, the tools and the knowledge. But most of the time doesn't go into interpretation — it goes into searching, repeating and explaining.
You've become a search engine
"Where's the Q2 margin again?", "can you break down that variance?", "do you still have that slide?". Questions you know in 30 seconds but take 20 minutes to answer properly. Ten times a day.
The same analysis, a new month
Variance analysis, debtor overview, margin per BU. Every month the same steps, the same Excel tricks, the same checks. You know it could be smarter — but who has time to set that up?
The knowledge walks out the door at five
How that one report works, why an entry is booked a certain way, which rules apply for consolidation — it lives in the heads of two or three people. One vacation or departure and the team grinds to a halt.
"Smartbooks helped us deliver reliable reports in a fraction of the time. What used to take days now takes hours — and with more confidence in the numbers."
What's at stake
As long as this doesn't change, your team keeps fighting fires instead of looking ahead. Analyses keep depending on who's available. And finance keeps reacting instead of advising.
The question isn't whether AI will change your work — but when you'll start using it yourself.
The best-performing finance teams show what's possible:
in the finance function
reporting
strategic partner
Source: The Hackett Group
An AI agent that truly understands finance
Not a generic chatbot, but a virtual controller that knows your ledger, your dimensions and your reporting structure. Available from every module, with traceability all the way to the source.
Ad-hoc questions in natural language
Ask 'what's the margin per BU vs. budget?' or 'show me the top-10 debtors' — and get an instant answer, grounded in your own numbers in Smartbooks.
Support agent with documentation
A built-in support agent with full access to the Smartbooks documentation. Available 24/7 to help your team — without waiting for a ticket.
Available from every module
Available from reporting, consolidation, planning and close. The agent knows the context you're working in — no copy-paste between tools, no separate logins.
Answers from your own data
Not a generic chatbot, but an agent that works within your security model and ledger. Answers come from your own numbers — not from a general language model.
Customer case: Primus Wafer Paper
Food industry · internationally active · ERP + Excel
"In my 30+ years of experience I've worked with many tools, but Smartbooks is by far the easiest and fastest to implement. Within two weeks the system was fully operational, with just 10 hours of time investment from our team."
Live within a week, value from day one.
Forget multi-month implementations. You're technically up and running within two days. After that we work with your team on onboarding, fine-tuning and identifying where the AI agent saves the most time in your daily workflows.
Connection and setup
Your accounting is connected to Smartbooks. The AI agent is trained on your ledger, dimensions and reporting structure — so answers always match your reality. We do the work, you see your own numbers in the chat right away.
Training
Together with your team we walk through the core workflows: asking ad-hoc questions, running analyses, generating presentations and using the specialised agents. Everyone learns what's relevant for their role — training on your setup, not on a generic manual.
Fine-tuning
The agent is running, your team is using it. Now we fine-tune together: sharpening prompts, adding custom workflows, aligning presentation templates with your brand. Your rhythm sets the pace.
Book a demo with Michel right now
30 minutes, personal walkthrough in which we run the Virtual Controller live on your type of questions. No obligations, no sales pitch.
Michel van Wijngaarden
Co-founder Smartbooks
In 30 minutes I'll show you how the Virtual Controller can support your team, and what a realistic business case looks like for you.