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Custom integration between monday.com and Exact Online

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Custom integration between monday.com and Exact Online

exactonline-monday-integration

 

Our powerful integration between monday.com and Exact Online is designed to streamline your business processes, enhance data accuracy, and reduce costs. This seamless solution ensures efficient, automated, and real-time synchronized workflows for your financial and operational needs.

Key Benefits of Integration

01

Real-Time Synchronization

  • Keep your data current across both platforms, ensuring accuracy and consistency.
02

User-Friendly Interface

  • Leverage monday.com’s intuitive interface for managing complex financial tasks.
03

Cost Efficiency

  • Lower your operational costs by reducing the need for multiple Exact Online licenses.

 

04

Enhanced Collaboration

  • Foster better teamwork with centralized financial data and automated processes.
How it works?

Solution scenarios

Accounts Payable: Streamline Invoice Approvals

  1. Efficient Invoice Management: Approve incoming invoices directly within monday.com.
  2. Automated Workflow: Utilize customizable approval processes and AI to automatically process invoices, ensuring smooth and timely invoice approvals.
  3. Cost Reduction: Minimize Exact Online license costs by centralizing invoice approvals in monday.com.

Account Details: Synchronize Your Data

  1. Bidirectional Sync: Achieve a perfect match between sales-driven CRM and finance-driven accurate customer profiles by seamlessly maintaining up-to-date account data (including accounts, contacts, and addresses) between monday.com and Exact Online.
  2. Enhanced Data Accuracy: Enhanced Data Accuracy: Ensure 100% accuracy of financial data for bookkeeping while allowing sales reps to quickly add contacts to accounts, automatically updating and syncing data across platforms.
  3. User-Friendly Interface: Manage customer information easily within monday.com, making it readily available in Exact Online.

Budget Follow-Up: Manage Your Financial Health

  1. Comprehensive Budget Reports: Track and manage budget reports through detailed account transactions.
  2. Visual Financial Insights: Provide visually appealing financial reporting to the broader organization, unlocking essential financial data.
  3. Operational Efficiency: Reduce costs associated with Exact Online licenses by integrating budget management within monday.com.

Invoicing: Simplify Revenue Processes

  1. Invoice Generation: Create and approve invoices within monday.com, then seamlessly post them to your ledger accounts.
  2. Configurable Templates: Utilize highly customizable invoice templates to fit your business needs.
  3. Automated Customer Communication: Implement workflow processes for automatically sending invoices to customers, ensuring timely payments.
  4. Real-Time Updates: Gain unparalleled financial oversight by syncing payment statuses and tracking revenue streams in real-time, ensuring you always have the most accurate and up-to-date information at your fingertips.
Curious for more?

Ready to Transform Your Business?

Schedule a call with us today to explore how our integration can accelerate your financial operations.

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Xebia as Your monday.com Partner

Automate, organize and collaborate with the endless possibilities of monday.com's WorkOS
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Questions?

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