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.

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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.

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

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

Want more information about this connector?

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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.