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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.

exact-online-integration-webinar

 

Watch the video and discover how this integration works

Watch the recording of a webinar where our Solution Architect, Freek van de Griendt, demonstrates our powerful integration between monday.com and Exact Online. Learn how this integration can streamline your financial operations, enhance data accuracy, and reduce costs.

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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