AI inside Exact: how an AI coworker natively works in Online and Globe

Exact in the Dutch mid-market

Exact runs at thousands of Dutch SME and mid-market companies, both in the cloud edition Exact Online and the on-premise edition Exact Globe. For the general ledger, receivables, payables and inventory it's often the leading system. That puts Exact right in the middle of day-to-day financial traffic, and the quality of the integration decides how much you can actually automate.

Many tools work around Exact: pull data out of Exact via an export, process it in a separate solution, then push it back via CSV or manual entry. That works up to a certain volume, but every change to your Exact configuration forces a change in the connector. Every new business rule is maintained in two places. And the audit trail ends up fragmented across multiple systems.

What native integration means

Our AI coworkers connect directly to Exact: for Exact Online through the REST API with OAuth2, for Exact Globe through XML and the SDK. No intermediate files. No nightly syncs. What the AI coworker sees and does is the same as what a human sees and does in Exact, including GL accounts, cost centers, projects, journals and validations.

In practice that means:

• Purchase postings, sales invoices, payment proposals and general journal entries land straight in the right journal, with the correct audit trail at the user level.
• Master data (relations, items, cost centers, projects) is pulled live from Exact, not from a copied snapshot.
• Changes to your Exact configuration, new GL accounts, new cost objects, new VAT codes, come along automatically.
• Authorizations follow the roles you already have in Exact. The AI coworker gets its own user, with explicit rights per administration.

Processes we frequently build on Exact

Invoice processing with three-way matching against purchase orders and receipts. Sales-order processing with validation against customer pricing agreements, credit terms and stock. Payment batches that the AI coworker prepares based on open items and due dates. Subscription and contract billing, where updates from email or portals are passed straight into Exact.

In all of these the same pattern applies: the AI coworker works within the boundaries you've already defined in Exact. We don't add a new rules layer; we make the existing process executable without manual intermediate steps.

What stays outside Exact

Exact is strong on data and administration. For intake (email with attachments, portals, scanned documents, EDI) and classification, our AI coworker runs on our own platform. That's where extraction, validation and exception handling happen. Once the outcome is settled, the AI coworker writes through to Exact.

Your team watches along on our workflow and case dashboards, where every case shows up with source document, extracted data, validation result and proposed Exact action. Approvals and exceptions flow through that dashboard; the posting itself happens in Exact.

What you get out of it

For a typical invoice-processing flow in Exact: posting time per invoice from minutes to seconds, matching rate from below 70 percent to above 90 percent, and auditability down to the case level. Whether you run Online or Globe, no export, no middleware, no divergent audit trail. Just Exact, minus the manual intermediate steps.