Your accounts, on call in the chat
Connect Exact Online and your agents read your ledger, invoices and relations. Ask for a balance per period or see which items are still outstanding, without logging in yourself.
Reading your books
The connector gives agents read access to your accounts. They look up the figures you ask for and line them up for you.
- Ledger accounts and balances per period
- Sales and purchase invoices
- Relations and their contact details
- Outstanding items for receivables and payables
Connected in three steps
Enter your app details
Create an app in the Exact App Center and paste the details into your workspace.
Sign in to Exact
Choose the administration and give permission. You can revoke access at any time.
Switch it on
From now on every agent in your workspace can consult your accounts.
Also works with
Moneybird
AvailableInvoices for your projects as drafts in Moneybird, sending them and seeing the payment status.
OneDrive
AvailableFile storage from Microsoft 365, through the same connector as Outlook.
Outlook
AvailableEmail (drafts), calendar and tasks (To Do) from Microsoft 365.
Resend
AvailableSend email from your own company domain, without a mailbox. For tasks that need to go out without going through Outlook.
Questions about Exact Online
Can an agent change anything in my accounts?
No. The connector only reads. Entries and invoices stay in Exact itself.
Who sees my figures?
Only the members of your workspace. Your data is not used to train AI models.
Does it work with multiple administrations?
Yes. When you sign in, you choose which administration to connect.
See what Exact Online and your agents do together?
In a 15-minute strategy call we look at which connectors and agents fit your process.