• COSTS
  • HOURS
  • STATUS
  • HUMAN

How to track project budget spending with your AI

Connect Exact Online Bouw to your AI client. Once linked, you can monitor project costs and hour budgets through a simple chat interface.

Ask AI about this page

Short answer

How can I track my project budget spending?

Ask your AI to pull cost transactions and compare them to your allocated hour budgets. You'll get a clear view of your current spending and time usage. This provides the specific breakdown below.

Budget tracking outcomes

What you get from your AI

These are the specific results you'll see in your chat window.

COSTS

Real-time spending data

The AI pulls your latest cost transactions. You'll see exactly what has been billed to a project so far.

HOURS

Budget vs actuals

Your agent compares hours used against the project's hour budget. You'll know if you're running over before it's too late.

STATUS

Project health checks

Get a quick summary of a specific project's financial standing. The AI pulls all relevant data into one response.

HUMAN

Manual budget edits

The AI only reads data. You still need to log into Exact Online Bouw to change budgets or edit transactions.

The workflow

What your AI does when you ask for a budget update.

The AI acts as a bridge between your chat interface and your Exact Online Bouw data.

  1. Identify the project

    The AI finds the specific project you're asking about to ensure the data is accurate.

    get_project

  2. Pull hour budgets

    It looks up the planned hour allocations for that project to establish a baseline.

    list_project_hour_budgets

  3. Fetch cost data

    The agent gathers all recent cost transactions associated with the project.

    list_cost_transactions

  4. Calculate variance

    The AI compares the actual costs and hours against your limits and presents the difference.

    list_cost_transactionslist_project_hour_budgets

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

Replace the project names in these prompts with your actual project titles.

Exact Online Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_hG8XMi7tqvZANmGqyENR7BwDIG7kroX9Xqmlcgkb/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Exact Online capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "exact-online-bouw-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hG8XMi7tqvZANmGqyENR7BwDIG7kroX9Xqmlcgkb/mcp"
    }
  }
}
Copy into chat04

  • How much has been spent on the 'Kitchen Renovation' project so far?

  • Compare the actual hours used against the budget for 'Office Fit-out'.

  • List all cost transactions for the 'Smith Residence' project.

  • Am I over budget on hours for the 'Downtown Plaza' job?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Exact Online Bouw once, then ask.

Just click the link to connect. Your login credentials stay encrypted and secure. Once connected, you can use any of the prompts above.

Connect Exact Online Bouw to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my project budgets?

    No. The AI can only read your existing data. You must make all budget changes directly in Exact Online Bouw.

  • 02

    Does the AI delete any transactions?

    No. The AI has no permission to delete or modify your financial records.

  • 03

    Can I see specific transaction details?

    Yes. The AI can list individual cost transactions for a project.

  • 04

    How does it know which project I mean?

    You should name the project in your prompt. The AI will then look up that specific project's details.

  • 05

    Can the AI create new projects?

    No. The AI can only retrieve information from projects that already exist in your account.

  • More questions about Exact Online Bouw? The Connector page answers them. See everything the Exact Online Bouw Connector can do

Connect Exact Online to Claude, Cursor, ChatGPT & more