e-conomic
Set up e-conomic for preparation
First authorize the e-conomic agreement, then choose the access your assistant needs.
Open your connections ↗- 01
Open Dashboard → Connections and connect e-conomic. Sign in on e-conomic’s own website and select the intended agreement.
- 02
After returning, check the company name. The account owner can switch on Drafts only for this connection.
- 03
Upload the Claude plugin, connect Bookkeeping and explicitly authorize write access for the selected company.
- 04
Ask for a small draft and inspect it in e-conomic. Check layout, units, dates, VAT and any credit lines; finish posting and sending yourself.
Choose how much the assistant can do.
Provider permissions still apply. Drafts only adds a server-enforced restriction to a write-enabled e-conomic connection.
| Action | Read only | Drafts only · e-conomic | Unrestricted write |
|---|---|---|---|
| Read connected accounting records | Allowed | Allowed | Allowed |
| Prepare invoice/order drafts and journal vouchers | Blocked | Allowed | Allowed |
| Post invoices or mark orders as sent | Blocked | Blocked | Where supported |
| Delete records or change master data | Blocked | Blocked | Where supported |
| Create or change dimension assignments | Blocked | Blocked | Where supported |
Only the owner can change Drafts only. Existing connections default to off. Final human review takes place in e-conomic; Bookkeeping does not add a separate approval inbox.
Questions about preparing work in e-conomic
Can Claude prepare journal entries without posting them?
Yes. Bookkeeping can create a voucher in an e-conomic journal without posting the journal. The payload supports finance vouchers and supported supplier/customer entry groups. A person checks the result in e-conomic.
Can Claude create order drafts, invoices and credit drafts?
Yes. Claude can create and edit order and invoice drafts. Signed or negative invoice lines support credit preparation. Existing customer defaults can supply layouts and payment terms. Validate your particular self-billing document and VAT treatment before relying on that workflow.
Can I technically prevent posting, sending and deletion?
The owner can enable Drafts only on an e-conomic connection. Bookkeeping then blocks final actions, deletion, master-data changes and dimension writes while allowing supported draft preparation and reads. It covers access through Bookkeeping, not credentials used elsewhere.
Do you support departments, divisions and dimensions?
Yes. Legacy departments and departmental distributions can be read. Modern dimension layers, values and supported assignments can also be read and managed when enabled on the agreement. Dimension writes require unrestricted access; Drafts only blocks them.
Do I need to paste an API token into Claude?
No. Connect your accounting provider in Bookkeeping, upload the Claude plugin and authorize its connector in your browser. Select the intended companies and permissions. The plugin includes the current remote connector URL.
Which plan should our daily workflow use?
For one person preparing work regularly, Pro includes 5,000 operations for 299 DKK/month excluding VAT. One request can consume several operations. Team is intended for several named users. Your Claude and e-conomic subscriptions are separate.
Can Claude read approved documents directly from the e-conomic Inbox?
The published Documents API covers attached documents and does not expose Inbox listings, approval status or moving an existing Inbox scan onto an entry. Those steps are therefore unavailable in the connector. Existing accessible PDFs can be read and previewed as page images, and supplier vouchers can be created in a journal, but this is not a complete automatic Inbox workflow.