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Exact online

Streamline and automate your financial processes with our Exact Online module

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Some of the great companies that use our modules every day

Spotlight

Automatic billing processing of your subscriptions

Our Billing module gives you instant insight into your financial data. And that brings the necessary benefits!

Your financial process at a glance
  • All documentation of your invoices, clearly laid out in Salesforce
  • No need for external tools such as Exact, Wave or Chargebee
  • Instant insight into your monthly turnover development
Advantages of our subscription module
  • Financial information is at everyone's fingertips within your organisation
  • Payment methods can be added in Salesforce, then automatic collection of every payment from Salesforce
  • Does the invoice amount change? Then the direct debit adjusts immediately
What does our module solve?
  • After selling your subscription, everything is processed directly in Salesforce and invoices are automatically sent and collected by direct debit or credit card
  • Flexibility in payment terms and methods
  • Adjust costs in the interim or prepare changes in advance so that the module moves with changes in your invoicing process

What our customers have to say about us.

Floris Reurts – Gkazas Olijfolie

Eigenaar
Een volledig geautomatiseerde workflow, van offerte tot factuur, zonder hiervoor Salesforce te verlaten. Dat is precies waar ik naar op zoek was.

Daan de Vries – Talpa Studios

Business Applications Manager
Erg flexibel inzetbaar, met multidisciplinaire teams verspreid over meerdere verschillende Sharepoint Sites

Marcel Geurtse – MYbusinessmedia

Controller
Creating Invoices has never been so easy
Pricing

Our modules tailored to your business

Exact online Module Richer customer data
68 p/mnth
  • Valuable relationships with your customers
  • Synchronise your stock between your webshop and Exact Online
  • Creating invoices automatically
Contact us for terms and conditions

Want to speak to someone directly to discuss options for your business?

Or have we already managed to convince you to give it a try?

Frequently asked questions

Do you still have questions about our Billing module? Then take a look at our frequently asked questions. If your question is not among them, please contact our specialists. We will gladly help you!

What is the Exact Connector?

The Exact Connector is an integration solution that connects Salesforce and Exact Online. It
allows users to easily synchronize data and establish relationships between objects in both
systems through a visual mapping interface.

What functionalities does the Exact Connector offer?

  • Synchronization of customer data between Salesforce and Exact Online.
  • Linking objects such as orders, invoices, and products.
  • Visual mapping interface for easy configuration of data connections.
  • Automatic and scheduled synchronization.
  • Logging and error reporting for easy troubleshooting.

How does the visual mapping interface work?

The visual mapping interface enables users to easily link fields and objects from Salesforce
and Exact Online. This is done through a drag-and-drop system, where relationships are
displayed clearly and can be modified without technical knowledge.

Do I need programming skills to use the Exact Connector?

No, the Exact Connector is designed for use without programming knowledge. The visual
mapping and intuitive user interface make it easy to synchronize data and make adjustments
without coding.

What objects can be synchronized?

The connector supports (but is not limited to):

  • Accounts (customers and suppliers)
  • Contacts
  • Adressess
  • Item Groups
  • Cost Units
  • Products
  • Orders
  • Invoices
  • Payment data
  • GL Accounts

How often is data synchronized?

The Exact Connector supports both real-time and scheduled synchronization. Users can
configure whether data is updated immediately or based on a predefined schedule.

How are errors and conflicts handled?

The connector includes an error log that displays any synchronization errors. Additionally, there are automatic error correction mechanisms and notifications so users can take quick action when issues arise.

Is the Exact Connector secure?

Yes, the Exact Connector uses secure API connections and follows best practices in data protection. Data is transmitted encrypted, and authentication is performed via OAuth.

What are the requirements to use the Exact Connector?

  • An active Salesforce account.
  • An active Exact Online account.
  • API access to both systems.
  • The correct permissions to synchronize data.
Related modules

Also take a look at our
related modules

Billing module Instant insight into all your financial data. Read more
Sharepoint module With our Salesforce Sharepoint module, you seamlessly integrate all your files in Sharepoint with Salesforce. Read more

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