Fiscaal Gemak connector

Use your Fiscaal Gemak data for reporting, automation and AI.

Data Panda brings your Fiscaal Gemak filings together with the rest of your firm's stack. From one place, we turn it into dashboards, automations, AI workflows and apps the practice uses every day.

Data Panda Reporting Automation AI Apps
Fiscaal Gemak logo
About Fiscaal Gemak

Where Dutch practices file the aangifte.

Fiscaal Gemak is the cloud aangiftepakket inside Exact's accountancy suite. It covers IB, VPB, BTW and ICP, BTW-suppleties, voorlopige aanslagen, dividendbelasting, schenk- en erfbelasting, and toeslagen, all from one client file. Today the platform sits at more than three thousand kantoren and processes more than 1.8 million aangiftes per year.

The product began in 2012 at JSKS, a Barendrecht-based developer that partnered with Unit4 from 2014 and was fully acquired by Unit4 in 2019. Exact then acquired the Dutch accountancy division of Unit4 in late 2020, and Fiscaal Gemak landed in the Exact accountancy line alongside Rapportage Gemak for jaarrekeningen and Communicatie Gemak for client requests. The fact that pre-fills, PBC-vragenlijsten and signing flow through a single platform is exactly why the firm-wide picture lives somewhere else: the practice manager needs every aangifte across every fiscalist, not one screen at a time.

What your Fiscaal Gemak data is for

What you get once Fiscaal Gemak is connected.

Practice-wide reporting

Aangifte status, deadlines and fiscalist load across every client, not one file at a time.

  • IB and VPB filings at risk this season, by fiscalist and by partner
  • BTW-suppleties and corrections by client segment and by year
  • Pre-fill volume and override rate per fiscalist over the season

File-to-firm automation

Let the practice stack react to what Fiscaal Gemak already knows.

  • Aangifte status pushes deadline tasks into Kantoorbeheer or AdminPulse
  • Signed aangiftes trigger client invoicing in Exact Online or Yuki
  • Missing-document checks reopen Communicatie Gemak requests automatically

AI workflows

Use multi-year aangifte history to score risk and predict slip before the season starts.

  • Deadline-slip scoring per client before the IB-season opens
  • Anomaly detection on year-over-year box 1 and box 3 movements
  • Question clustering on PBC-vragenlijsten that clients keep returning incomplete

Custom apps on your data

Internal tools for partners and ondertekenaars that the suite does not ship.

  • Partner workbench with aangiftes in review, signed and overdue
  • Season cockpit that ranks clients by risk and revenue
  • Client portal that shows the family their joint aangifte status
Use cases

Use cases we deliver with Fiscaal Gemak data.

A list of concrete reports, automations and AI features we have built on Fiscaal Gemak data. Pick the one that matches your situation.

Aangiftes at riskFilings with a deadline inside thirty days and no ondertekenaar sign-off.
Fiscalist load boardOpen IB, VPB and BTW aangiftes per fiscalist against capacity.
Pre-fill override rateHow often Belastingdienst pre-fills get edited, by client segment.
BTW-suppletie trackingSuppleties opened, drafted and filed, by year and by client.
Box 3 anomaly reviewYear-over-year box 3 movement above tolerance, ranked for review.
Family aangifte coveragePartner aangiftes filed together, gaps flagged before the deadline.
Revenue per aangifteHours booked against fee per filing type and per fiscalist.
PBC-vragen completionClients with outstanding Communicatie Gemak items blocking the file.
Season-over-season trendFiling speed and rejection rate across the last three IB-seizoenen.
Office-level dashboardAangiftes in progress, signed and filed, per office and per partner.
Real business questions

Answers you will finally get.

Which aangiftes are drifting toward a missed deadline?

Aangiftes with a filing date inside thirty days, the stage they sit in, the fiscalist they are assigned to and whether an ondertekenaar has signed. Ranks by client revenue and by aangiftetype so the practice manager knows which fifty files to walk into this week.

Where is fiscalist capacity going?

Open aangiftes per fiscalist split by IB, VPB, BTW and the smaller types, against booked hours and the recurring fee on the engagement. Exposes where senior time is going to easy aangiftes that should sit on a junior, or the reverse.

Which clients are returning incomplete information every season?

Clients whose Communicatie Gemak vragenlijsten come back with the same gaps year after year, with the question clusters causing the rework. Sits next to the engagement so the next price conversation can use evidence instead of guesswork.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Revenue per aangiftetype, per fiscalist and per office against hours delivered, with recurring-fee realisation across the season. Fee-setting moves from a spreadsheet to a view that already knows where margin leaks.

For sales leaders

New engagements added per quarter, retention by aangiftemix and cross-sell of jaarrekening or salaris work to existing IB-clients. The growth conversation at the partner meeting stops leaning on who remembers which client expanded.

For operations

Deadline-slip risk, fiscalist coverage and recurring PBC-question clusters on one board. Resourcing and template choices happen against data, not against the loudest voice in the partner room.

Ideas

What you can automate with Fiscaal Gemak.

Pair with Exact Online

Invoice signed aangiftes through Exact Online

When an aangifte is signed in Fiscaal Gemak, the engagement type, fiscalist hours and recurring-fee rule trigger an invoice line in Exact Online. The practice stops chasing the bookkeeper at month-end and bills the season as it closes.

Pair with Yuki

Reconcile Yuki client books before the aangifte opens

For clients whose bookkeeping lives in Yuki, balances and BTW-positions push into Fiscaal Gemak the moment the period closes. The fiscalist starts the aangifte from numbers that already match the client's books instead of re-keying a trial balance.

Pair with Silverfin

Hand the jaarrekening from Silverfin to Fiscaal Gemak

Once a Silverfin file is reviewed and signed off, the figures, mappings and corrections push into Fiscaal Gemak as the starting point for the VPB-aangifte. The fiscalist does not re-enter the post-accounting numbers and the practice keeps a single source of truth between review and filing.

Pair with AdminPulse

Plan the season in AdminPulse from Fiscaal Gemak status

Open aangiftes, deadlines and ondertekenaar gaps push into AdminPulse as planned tasks per fiscalist. The practice plans the IB-season against real workload instead of last year's spreadsheet, and rebalances when a fiscalist falls out.

Pair with HubSpot

Sync IB-client onboarding from HubSpot into Fiscaal Gemak

New IB- and VPB-engagements signed in HubSpot create the client record, contact details and aangiftetype in Fiscaal Gemak the next morning. Sales hand-off stops being a Word document forwarded to the office and starts being an aangifte already half set up.

Pair with Slack

Alert the partner channel on aangifte slip

When an aangifte misses a key milestone, the partner Slack channel receives a single message with the client name, fiscalist, days to deadline and the open PBC-vragen. The escalation stops living in someone's inbox and reaches the partner who can unblock it the same day.

Data model

Tables we make available.

These are the 11 tables we currently pull from Fiscaal Gemak into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

  • Clients
  • Contactperson
  • Declarations
  • Deferral
  • Deliveries
  • Externaldeclarations
  • Itemstates
  • Relations
  • Trial Balance
  • Updates
  • Workflows

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Fiscaal Gemak data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Fiscaal Gemak to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Fiscaal Gemak connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Does the sync keep multi-year aangifte history for trend reporting?

Yes. Aangiftes are versioned by jaar and by stage so prior-season comparatives stay honest after a template or pre-fill change. Box-level movements, override patterns and rejection reasons remain queryable across at least the last three IB-seizoenen, which is usually the difference between an anomaly that means something and a noisy chart.

Can we report per fiscalist and per office at the same time?

Yes. Each kantoor and each fiscalist gets a scoped view, while practice-wide dashboards roll up across them with the right access controls. Partners see their own portfolio in detail and the firm-wide picture with the same numbers behind both.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Fiscaal Gemak setup and the systems around it. Together we pick the first thing worth building.