Connect Exact Online to your accounting process
An integration with Exact Online needs to fit your accounting setup and the arrangements you have made with your accountant. We assess which information from your other business software is needed, which tool remains the source and how errors should be handled. Exact publishes a REST API reference for Exact Online Belgium; we check the available data and access for your account.
For broader decisions about financial data and your accountant's requirements, see Accounting integrations.
What information needs to reach Exact Online?
Start with the documents and fields your accountant needs. These may include customer details, invoice information or an agreed status from a CRM, ERP or another tool. Your accountant confirms the accounting requirements; we use those decisions to define a clear data flow.
Possible source
Decision to make
Exact Online
CRM
Customer or sales details
Decision to make: When is a relationship ready for processing?
ERP
Customer, product or document details
Decision to make: Which tool owns each value?
Other business software
Agreed invoice or status information
Decision to make: Who checks completeness and corrections?
Exact Online
CRM
Customer or sales details
Decision to make: When is a relationship ready for processing?
ERP
Customer, product or document details
Decision to make: Which tool owns each value?
Other business software
Agreed invoice or status information
Decision to make: Who checks completeness and corrections?
Exact Online
Which tool is authoritative for each detail?
If two tools can change the same customer or document information, we agree which one is authoritative for each field. We also decide when information may be sent and who handles a discrepancy. This helps prevent a connection from silently replacing a more recent or reviewed value.
How should incomplete information be checked?
Agree what happens when an invoice is missing a company number, a document is incomplete or a customer record may be duplicated. We check which validation and response information the tools make available. Your accountant determines the accounting treatment and confirms requirements for ledger accounts, VAT and documents.
How do we assess an Exact Online integration?
We first agree with your accountant which documents or financial details are needed. Then we check the source software, available fields, Exact Online account and existing connections. We decide which tool remains authoritative and who follows up on errors or corrections. The proposal can then define the feasible work and project responsibilities.
Align with your accountant
Your accountant confirms the information and checks required.
Review the source and access
We review the source, fields, access rights and available features.
Agree on ownership and exceptions
We agree data ownership, exceptions and any status updates.
Set the scope
The proposal describes the flow, deliverables, responsibilities, price and schedule.
What affects the cost of an Exact Online integration?
The price and schedule depend on the source software, data fields, document types, existing connections and checks required. Account access and your accountant's involvement can also affect the scope. The proposal sets out agreed deliverables and responsibilities, along with relevant recurring costs.
Common questions
We assess that based on the information your CRM and Exact Online make available. First, agree with your accountant which customer or sales details are needed and which tool remains the source.
That depends on the data flow, account and available statuses. We check what information can be returned and whether your team needs it.
A switch is not the starting point. We first check whether your current package supports the agreed data flow and which connections you already use.
What information should reach Exact Online?
Tell us which software you use alongside Exact Online, what information your accountant needs and who should check it. We can then discuss what to assess.