AI in Karet

Meet your AI agents.

AI chat, reports and help with your bookkeeping. Discover which agent can help and how a question becomes a result you can review.

Start free

AI in Karet

AI that takes work off your hands. You stay in control.

AI chat about your numbers. Reports you can keep. Help with bookkeeping and alerts when something needs attention. With specialist agents for tax, assets and your goals.

AI chat about your numbers

Ask about your assets, cash flow and spending. Karet can retrieve accounts, transactions and your trial balance to inform its answers.

Where did my money go this month?

Reports and annual recaps

Generate AI reports, such as a monthly report or narrative annual recap. You can also save a chat answer as a report. The profit-and-loss statement is calculated directly from your ledger.

From a chat answer to a report you can keep.

Classify and record transactions

Assign selected bank transactions, or transactions matching a counterparty, to a ledger account. Review the proposal, affected transactions and total before applying it.

Categorise these selected transactions.

Signals and custom alerts

See unusual transactions, changes in spending and portfolio concentrations. Set up your own monitoring too, such as an alert when your cash balance falls below an amount.

Let me know when my cash balance falls below €5,000.

From invoice to proposed entry

Invoice SN-1042Invoice read

Studio Noord

Amount excluding VAT: €100.00
VAT on the invoice: €21.00
Total: €121.00

Source: invoice SN-1042

Interactive example with fictional data. No entries are posted.

Specialists for your finances.

Karet’s AI agents each bring a different focus. Ask in everyday language, with your financial data as context.

Coach

AI chat about your numbers, your daily overview and generated reports.

What needs my attention today?

Uses your financial data to answer questions and helps with monthly reports, quarterly briefings and narrative annual recaps. You can save a chat answer as a report.

Administration

Classify transactions, propose categorisation rules and prepare entries.

How could I record this transaction?

The Activity agent can prepare a proposal for selected bank transactions or a counterparty. You see which transactions are affected and confirm before Karet posts the entries.

Tax

A Tax agent, with specialists in Dutch income tax, corporate tax and crypto.

What does this mean for my taxes?

The Tax agent and specialists in Dutch income tax, corporate tax and crypto help you explore a question. Discuss the outcome with your accountant or tax adviser.

Assets & goals

Understand your portfolio and progress towards your goals.

How is my retirement plan progressing?

The Markets and Goals agents help with questions about your positions, diversification, savings goals and retirement calculations.

Explore the detail with a specialist.

For specific questions, Karet can consult a specialist AI agent within your workspace, using the information you have access to.

Dutch income tax: Boxes 1, 2 and 3, business deductions and gift exemptions.
Dutch corporate tax: Questions about your Dutch company, corporate tax and participation exemption.
Crypto & tax: Valuation, cost basis and transaction history for crypto positions.
Investment documentation: Help understanding MiFID, KID documents and product restrictions.
News analysis: News about a position or topic in the context of your portfolio.

A proposal you can check.

You keep the final say on proposed entries. Review the source, adjust the proposal and involve your accountant when needed. AI can make mistakes; check financial and tax-related outputs.