AI for Exact Online
Connect AI agents to Exact Online for automatic invoice processing, cashflow forecasting and financial reporting. Save significantly on manual bookkeeping work.
UnifyAI offers AI integrations with Exact Online for SMEs. Our AI Agents connect to Exact Online to automate business processes — securely, with EU hosting and human-in-the-loop so you stay in control of sensitive actions. Implementation typically in 2-3 weeks, fully GDPR-compliant.
What our AI does with Exact Online
Use cases
Automate invoice processing
AI recognizes incoming invoices, matches them to purchase orders in Exact Online and books them automatically. Approval workflows for amounts above a threshold.
Forecast cashflow
Based on historical data and outstanding invoices, AI predicts your cashflow several months ahead. Warnings when shortfalls are expected.
Financial reporting
Automatically generated monthly and quarterly reports from Exact Online data. Including trend analysis and variance alerting.
Questions about AI + Exact Online
Does the AI integration work with every Exact Online environment?
Yes, our AI agents work with all Exact Online editions. The connection runs via the official Exact Online REST API. We support both single and multi-administration setups.
How long does implementation take?
A standard Exact Online integration is operational in 2-3 weeks. This includes API connection, configuration of your accounting rules and a test period to validate accuracy.
Will my data stay safe?
Absolutely. All data is processed on EU servers (Azure West Europe). We do not store financial data outside Exact Online. The connection is read/write but always with your explicit approval for mutations.
AI Agents that work with Exact
Agent examples that use Exact Online in their integrations — for inspiration and as a starting point for your custom build.