AI for Exact Synergy
Exact Synergy is Exact's workflow, CRM and document platform, often used alongside Exact Globe within larger SME organizations. UnifyAI builds AI agents that connect through the official Exact API to classify documents, enrich CRM records and trigger workflows, cutting manual searching and sorting significantly while you decide when something gets finalized.
UnifyAI offers AI integrations with Exact Synergy for SMEs. Our AI Agents connect to Exact Synergy 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 Synergy
Use cases
Process incoming documents
An agent reads incoming documents and emails, summarizes them and attaches them as a document or request to the right account or project in Exact Synergy. When the right match is unclear, the agent asks for confirmation first.
Handle outgoing contract flows
For contracts, quotes or documents that need to go out, the agent prepares the right version and starts the approval or signing process, for example via DocuSign. Nothing is sent until you've given approval.
Compile management reporting
Periodic summaries of projects, workflows and CRM activity are automatically compiled from Exact Synergy data. Management or clients get an up-to-date overview without anyone manually gathering figures.
Flag stalled workflows
Requests or workflow steps that stay open too long are automatically flagged, including context on who needs to take the next action. This stops processes from silently stalling.
Connect CRM to your other systems
Changes in Exact Synergy, such as a new account or updated contact, are automatically pushed to, for example, Microsoft Teams for a notification or Power BI for reporting. Your whole stack stays in sync without manual re-entry.
Answer customer status questions
When a customer asks about the status of a project, document or request, the agent looks up the current information in Exact Synergy and drafts a reply. Your team reviews and sends it.
Questions about AI + Exact Synergy
What can an AI agent actually do with Exact Synergy?
An AI agent classifies and links incoming documents, enriches CRM records, triggers workflows based on events, and compiles periodic reporting. Sensitive or final actions always go through a person first.
What does an AI integration with Exact Synergy cost?
A standard integration starts at €2,500; more complex projects covering multiple workflows, systems or custom rules start at €5,000. You get a concrete price after an intake based on your processes.
How quickly is the integration live?
A standard integration is operational within 2-3 weeks. Projects covering multiple workflows or connections to other systems typically take 4-6 weeks. We start within 5 working days after intake.
Is the integration GDPR-compliant, and where is my data stored?
Yes. We minimize personal data, choose EU hosting where appropriate, and document the processing in a data processing agreement. You remain the data controller and decide what the agent can see.
Does this work with our version and license of Exact Synergy?
In most cases, yes: we connect through the official Exact API, available for standard Exact Synergy environments. We start with a technical scan to confirm your modules and API access.
Can Exact Synergy be connected to our other systems?
Yes. Common combinations are Microsoft Teams or Slack for notifications, DocuSign for document flows that need signing, and Power BI for reporting. The agent architecture works independently of Exact Synergy and connects to your other tools too.
Do we stay in control of what the agent does?
Yes. By default, the agent works with drafts and approval: it prepares documents, requests or CRM updates and you give the go-ahead. We monitor and maintain the integration, and adjust it whenever Exact changes something.
You work directly with Erwin Berkouwer, founder of UnifyAI — no account managers or junior consultants in between.
Erwin has 8+ years of experience in data and AI (banking, retail, e-commerce) and applies the same AI automation internally that he builds for clients. Per project he brings in the right specialist from his network.
Read more about Erwin and the way we work