Connected to your whole firm
reading and writing

From mailbox to accounting package, always in one conversation.

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Real-time reading

Figures the moment you ask

Wally pulls figures and open items directly from your accounting package, no waiting on a sync.

Herkenbaar?

I retype the same data twice because my systems don't talk to each other.

Wally reads directly in your accounting package.

Writing with approval

Wally books, you decide

Every write action goes through an approval card in the conversation, before anything changes.

Access per dossier

Who sees what

Access is set per colleague or team, down to the dossier.

See how teams works

In practice

From one integration to another

Firms have Wally carry data from one integration to another, in one conversation, without copying and pasting.

Put a client email into the right AdminPulse file, with a task or interaction alongside it.

The most used pair: 51 firms

Pull a balance or overview from Yuki and log it as an interaction for that client in AdminPulse.

52 firms use Yuki and AdminPulse together

Save the attachment from a client email into the FID Manager file.

28 firms

Put the figures from Exact Online and Silverfin side by side to spot differences before the close.

One of the most-asked combinations

Five integrations

Where Wally is already connected

Pick a category to see what Wally does there.

Your mailbox is already context.

Sound familiar?

I lose more than an hour a day to email.

Wally reads along and drafts the reply.

Everything in one conversation

Wally combines your integrations into one answer, without you switching tools yourself.

MailboxCRMAccounting softwarePre- and post-accountingDocuments & knowledge base

Only reads what you allow

Wally only reads the integrations you connected yourself.

Nothing booked without your approval

Every write action waits for an approval card in the conversation.

Access per dossier

You set per colleague or team who sees which dossier.

What firms say about Wally

Frequently asked questions about integrations

Can Wally read directly in my accounting package, like Yuki or Exact Online?

Yes, Wally pulls figures and open items directly from your accounting package, without waiting on a sync. For packages like Yuki, Exact Online, Horus and Octopus, that reading already happens in real time today, so you get an up-to-date answer in chat instead of yesterday's snapshot. You no longer have to retype the same data across systems.

Can Wally also book in my accounting package, or only read?

Wally can also write, but never without you: every write action goes through an approval card in the conversation before anything changes. Wally can, for example, propose an invoice, journal entry or relation based on what you ask, but it's only booked once you've given that approval. Nothing in your bookkeeping ever changes without your explicit confirmation.

What kinds of software can Wally connect to: only accounting packages?

No, Wally connects to five categories: mailbox, CRM, accounting software, pre- and post-accounting, and documents & knowledge base. For example, Wally connects your mailbox to read along and draft replies, or adds documents and remarks to a file after the booking, as with Silverfin. Each connection appears on this page only once it's generally available to firms.

Can I set which colleague has access to which dossier in a connected package?

Yes, access to a connection is set per colleague or per team, down to the level of a single specific dossier. One colleague might only have access to Bakkerij Peeters BV in Exact Online, and another only to a different dossier, without anyone getting access to everything in the package. You manage that access from the same place where you set up teams and roles.

Do I need to log in again every time I use multiple integrations, like mailbox and AdminPulse together?

No, you connect each integration once and Wally then uses that connection in every conversation. If you ask something that touches both your mailbox and AdminPulse, for instance, Wally combines both sources into one answer, without you switching tools or logging in again. Only for a write action do you see an approval card each time, which is a confirmation, not a new login.

Ready to connect Wally to your firm?

Book a demo and see how Wally works with your mailbox, accounting package and files.