Exact Online connector

Use your Exact Online data for reporting, automation and AI.

Data Panda brings your Exact Online data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Data Panda Reporting Automation AI Apps
Exact Online logo
About Exact Online

Where your books live.

Exact Online is cloud accounting and light-ERP software from Delft. It is dominant with Benelux SMEs and accountancy firms, and handles the fiscal reality of running a Belgian or Dutch company: VAT, IC listings, year-end, BTW periods, CBCB.

Inside Exact you already have your books. The reason to pull that data into a warehouse is the questions that cross it: sales versus invoiced revenue, campaign spend versus paid customers, order fulfilment versus cash in the bank. Those questions live between systems, and that is where the warehouse earns its keep.

What your Exact Online data is for

What you get once Exact Online is connected.

Financial reporting

Month-end, AR aging and multi-entity P&L without the monthly export-and-merge.

  • AR and AP aging next to cash position
  • Gross margin per customer and per cost centre
  • Consolidated P&L across multi-administration groups

Process automation

Push invoices, payments and masters into and out of Exact without manual handling.

  • Closed-won deals into Exact customers and invoices
  • Payment reconciliation against bank statements
  • Reminder letters triggered by real aging buckets

AI workflows

Put your payment history and ledger behind AI that helps finance stop chasing and start forecasting.

  • Credit-risk scoring on customer payment behaviour
  • Cash-flow forecasting on booked invoices and recurring patterns
  • AI-assisted coding and classification of journal entries

Custom apps on your data

Small finance tools on top of Exact data for people who should not need the Exact UI.

  • Account-manager receivables portal
  • Self-service budget-versus-actual views
  • Expense approval apps with ledger coding built in
Use cases

Use cases we deliver with Exact Online data.

A list of concrete reports, automations and AI features we have built on Exact Online data. Pick the one that matches your situation.

AR agingOpen receivables per customer, by bucket.
AP agingOpen payables per supplier, by due date.
Cash-flow forecastBooked invoices plus recurring patterns, thirteen-week view.
VAT preparationPeriod totals and IC listings, ready for review.
Gross margin per customerRevenue minus cost of goods, after discounts.
Profit per cost centreP&L sliced by your own cost structure.
DSO trendDays sales outstanding, twelve-month trend.
Late-payer listRanked by exposure and slippage versus terms.
Invoice-to-payment lagAverage, per customer and per segment.
Multi-entity consolidationGroup P&L across administrations, same day as close.
Budget versus actualPer cost centre and per cost account.
Ledger reconciliationAutomatic matching between bank and invoices.
Real business questions

Answers you will finally get.

Who is consistently paying late?

Customers ranked by slippage against their agreed terms, with exposure and trend. Separates the big clients with a habit from the small customers with one-off issues.

Is DSO getting better or worse?

Twelve-month trend of days sales outstanding, broken down by customer segment and by salesperson. Answers the uncomfortable question of whether a tightened process moved the number.

Which customers are no longer profitable?

Gross margin per customer after cost of goods and discount, compared to service and collection cost. Flags the accounts that feel large but quietly cost you money.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

The primary audience. Fast month-end, clean VAT prep, cash-flow forecasting on real bookings. Multi-administration groups consolidate on the same day the close finishes.

For sales leaders

Open receivables per account before you offer new credit. A deal worth winning is only worth winning if the customer pays on time.

For operations

Cost per cost centre, accruals visibility and budget versus actual without waiting for the controller. Operations decisions stop depending on a monthly export.

Ideas

What you can automate with Exact Online.

Pair with Salesforce

Turn Salesforce customers into Exact invoices

Closed-won Salesforce deals create or update customers in Exact Online and draft invoices are prepared with the right ledger coding. Month-end you answer how much of the closed-won number turned into paid invoices, by rep and by segment.

Pair with HubSpot

Close the loop from HubSpot commerce to Exact

HubSpot deals and Commerce Hub invoices sync into Exact Online. Marketing finally sees which campaigns produced invoiced revenue, and finance gets clean masters synchronised between CRM and accounting.

Pair with Shopify

Reconcile Shopify orders with Exact invoices

Shopify orders and their payment events arrive in Exact Online as invoices with the right VAT and bank-feed reconciliation. Common Benelux pattern: webshop runs on Shopify, books run on Exact, and the month-end finally matches without a spreadsheet in the middle.

Pair with Odoo

Consolidate an Odoo operational entity into Exact

For groups that run Odoo in their operating company and Exact Online at the holding or accounting layer, we align chart of accounts and push Odoo journal totals into Exact. One consolidated P&L in the tool the accountant already uses.

Data model

Tables we make available.

These are the 201 tables we currently pull from Exact Online into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

  • Absence Registration Transactions Sync
  • Absence Registrations Sync
  • Account Classes
  • Account Classification Names
  • Account Classifications
  • Account Involved Accounts
  • Account Owners
  • Accounts
  • Active Employments
  • Addresses
  • Aging Payables List
  • Aging Receivables List
  • Assembly Orders
  • Assets
  • Bank Accounts
  • Bank Accounts Sync
  • Bank Entries
  • Bank Entry Lines
  • Banks
  • Batch Numbers
  • Bill Of Material Materials Sync
  • Bill Of Material Versions Sync
  • Budget Scenarios
  • Budgets
  • Bulk Financial Transaction Lines
  • Bulk Sales Invoice Lines
  • Bulk Sales Invoices
  • Bulk Sales Order Lines
  • Bulk Sales Orders
  • Cash Entries
  • Cash Entry Lines
  • Cashflow Payments
  • Communication Notes
  • Contacts
  • Contacts Sync
  • Cost Transactions
  • Cost Types
  • Costcenters
  • Costunits
  • Default Mailbox
  • Deleted
  • Departments
  • Divisions
  • Document Attachments
  • Documents
  • Employees
  • Employees Sync
  • Employment C L As Sync
  • Employment Contracts Sync
  • Employment End Reasons
  • Employment Internal Rates
  • Employment Organizations
  • Employment Organizations Sync
  • Employment Salaries
  • Employment Salaries Sync
  • Employment Tax Authorities General Sync
  • Employments
  • Employments Sync
  • Entitytype
  • Events
  • Exchange Rates
  • Financial Periods
  • G L Account Classification Mappings
  • G L Accounts
  • G L Accounts Bulk
  • G L Classifications
  • G L Transaction Types
  • General Journal Entries
  • General Journal Entry Lines
  • Glaccounttype
  • Goods Deliveries
  • Goods Deliveries Sync
  • Goods Delivery Lines
  • Goods Delivery Lines Sync
  • Goods Receipt Lines
  • Goods Receipts
  • Hour Cost Types
  • Hours By Id
  • Invoice Terms
  • Involved User Roles
  • Involved Users
  • Item Assortment
  • Item Assortment Property
  • Item Charge Relation
  • Item Groups
  • Item Sales Prices
  • Item Storage Locations Sync
  • Item Warehouse Planning Details
  • Item Warehouse Storage Locations
  • Item Warehouses
  • Item Warehouses Sync
  • Items
  • Job Groups
  • Job Titles
  • Journals
  • Lead Sources
  • Leave Absence Hours By Day Sync
  • Leave Build Up Registrations Sync
  • Leave Registrations Sync
  • Mail Message Attachments
  • Mail Messages Sent
  • Mailboxes
  • Material Issues
  • Material Issues Sync
  • Opening Balance After Entry
  • Order Charges
  • Payables List
  • Payment Conditions
  • Payment Terms
  • Planned Sales Return Lines
  • Planned Sales Returns
  • Preferred Mailbox
  • Preferred Mailbox For Operation
  • Project Budget Types
  • Project Classifications
  • Project Hour Budgets
  • Project Planning
  • Project Planning Recurring
  • Project Planning Sync
  • Project Restriction Employees
  • Project Restriction Items
  • Project Restriction Rebillings
  • Project Time Transactions
  • Project W B S
  • Project W B S Sync
  • Projects
  • Projects Sync
  • Purchase Entries
  • Purchase Invoice Lines
  • Purchase Invoices
  • Purchase Item Prices Sync
  • Purchase Order Lines
  • Purchase Orders
  • Purchase Orders Sync
  • Purchase Return Lines
  • Quotation Headers Sync
  • Quotation Lines
  • Quotation Lines Sync
  • Quotation Order Charge Lines
  • Quotations
  • Receivables
  • Receivables List
  • Recent Hours
  • Reporting Balance
  • Returns
  • Sales Entries
  • Sales Invoice Lines
  • Sales Invoice Order Charge Lines
  • Sales Invoices
  • Sales Item Prices
  • Sales Item Prices Sync
  • Sales Order Headers Sync
  • Sales Order Lines
  • Sales Order Order Charge Lines
  • Sales Orders
  • Sales Price List Linked Accounts
  • Sales Price List Periods
  • Sales Price List Volume Discounts Sync
  • Sales Price Lists
  • Schedule Entries Sync
  • Schedules Sync
  • Selection Codes
  • Serial Batch Numbers Sync
  • Shop Order Material Plans
  • Shop Order Material Plans Sync
  • Shop Order Purchase Planning Sync
  • Shop Order Routing Step Plans
  • Shop Order Routing Step Plans Sync
  • Shop Order Sub Orders Sync
  • Shop Orders
  • Shop Orders Sync
  • Stock Batch Numbers
  • Stock Positions Sync
  • Stock Serial Batch Numbers Sync
  • Storage Location Stock Positions Sync
  • Subscription Lines
  • Subscription Lines Sync
  • Subscription Reason Codes
  • Subscription Types
  • Subscriptions
  • Subscriptions Sync
  • Supplier Item Sync
  • Time Cost Transactions Sync
  • Time Transactions
  • Timed Time Transactions
  • Transaction Lines
  • Transactiontype
  • Units
  • User Roles
  • User Roles Per Division
  • V A T Codes
  • W B S Activities
  • W B S Deliverables
  • W B S Expenses
  • Warehouse Transfer Lines
  • Warehouse Transfers
  • Warehouses
  • Workcenters
  • X M L Bill Of Materials
  • X M L Item Sales Prices
  • X M L National Holidays

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Exact Online data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Exact Online to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Exact Online connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Will the sync run into Exact Online's API rate limits?

Exact Online limits API calls per minute per administration. We batch reads, avoid whole-ledger refreshes and schedule heavy pulls outside business hours. On a normal SME ledger the sync runs comfortably under the daily cap.

We run multiple administrations. How do you handle that?

We connect per administration and align chart of accounts at warehouse level. Group views fan out by administration or roll up to a consolidated P&L, without waiting for the month-end export from Exact.

Is the warehouse data reliable for VAT preparation?

The warehouse mirrors Exact at the booking level, including VAT codes and period tags. It prepares totals and IC listings for review, but the legally authoritative filing still goes through Exact. We do not replace the fiscal system of record.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Exact Online setup and the systems around it. Together we pick the first thing worth building.