Exact Online

Connect AI agents to Exact Online, the Dutch cloud ERP and accounting platform. Agents manage CRM accounts and contacts, keep logistics items in step with external catalogs, raise draft sales invoices and orders, and pull general ledger data for reporting and reconciliation.

27 actions OAuth available

Exact Online website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

A closed-won deal syncs over from the CRM

List Accounts checks whether the customer already exists in the division

Create Account adds the new customer to the accounts book with customer status

The flow prices the deal's lines against List Items so codes and prices match the catalog

Create Sales Order raises the order with its lines

Create Sales Invoice raises the draft invoice against the customer

Finance reviews the draft before it is processed to the ledger and sent

The AR channel gets the customer, order, and invoice references

What This Integration Enables

Exact Online is the financial system of record for a large share of Dutch and European businesses, and a system of record deserves a specific kind of automation: fast hands, no autonomy at the ledger. This connector is built that way. FlowRunner agents keep the CRM side current, hold the item catalog in step with storefronts, raise sales orders and invoices from upstream events, and pull ledger data for reporting. The design choice that matters most is easy to miss: Create Sales Invoice raises drafts. Agents prepare the paperwork; the books change only after a person agrees. - Sync customers, suppliers, and prospects between CRM, storefront, and the accounts book - Raise draft sales invoices and sales orders automatically from orders and payment events - Keep logistics items aligned with external inventory and product catalogs - Pull GL accounts, journals, and posted transactions for reporting and reconciliation - Work across administrations with Get Current User and List Divisions resolving the right division - Filter any listing precisely with OData expressions and cursor pagination

Without FlowRunner

Won deals wait for data entry The gap between CRM close and ERP order is a queue on someone's desk, and revenue recognition waits with it

The catalog and the storefront disagree Items, prices, and codes drift between systems until an invoice goes out wrong

Reconciliation is an export ritual Ledger data reaches the spreadsheet through a monthly download nobody enjoys or trusts

With FlowRunner

Deal to draft invoice in one pass Accounts, orders, and invoices raise themselves from the source event, correctly coded

One catalog, kept in step Item codes and prices sync from the system of record, so billing pulls from truth

The ledger feeds reporting continuously GL accounts, journals, and transactions flow to reconciliation sheets on schedule

Use Case Scenarios

The deal that books itself, almost

A deal closes in [HubSpot](/integrations/hubspot). The flow finds or creates the account, checks each line against List Items, and raises Create Sales Order followed by a draft via Create Sales Invoice. Finance opens a queue of ready drafts each morning instead of a pile of CRM screenshots. When a [Stripe](/integrations/stripe) payment event arrives for a self-serve purchase, the same pattern runs end to end, with the draft carrying the payment reference for painless matching.

The catalog that stops drifting

Nightly, the flow compares the storefront's products against List Items in the division. New products get Create Item with a unique code, price changes get Update Item, and a diff report posts to [Slack](/integrations/slack). The invoice that goes out next week bills at the price the catalog said today, and the annual VAT-rate change becomes one reviewed batch instead of a hundred manual edits.

Reconciliation without the export ritual

Every morning, List Transactions pulls yesterday's postings filtered by journal, joined with List GL Accounts for the chart of accounts context, and appends to the reconciliation workbook in [Google Sheets](/integrations/google-sheets). Postings that hit suspense accounts or exceed thresholds get flagged into the controller's queue. Month-end starts from a workbook that has been current all month, and the auditor's sample requests stop being archaeology.

Human-in-Loop Highlight

The line that matters in Exact Online is the ledger boundary, and the connector's own constraints mark it: Delete Sales Invoice works only on drafts that have not been processed to the financial ledger. Before that line, an invoice is a proposal; after it, it is a numbered fiscal document with VAT consequences, and unwinding it means credit notes, not deletion. So FlowRunner automation is built to be prolific on the draft side and absent on the far side. Agents raise every invoice as a draft with its order, items, and payment references attached, and the batch waits in finance's review queue: here are 40 drafts, here are the three where the invoiced price differs from the catalog price at order time. A person clears the three, approves the rest, and processing to the ledger happens under that person's authority. The same discipline covers Delete Account, which is permanent and gated behind review even though Exact will refuse to delete anything with linked transactions. Machine speed up to the books; human judgment at them.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

27 actions

Organization

Get Current User Retrieves the connected user's profile, including the current division ID, name, and email. The step that anchors every run to the right administration.
List Divisions Lists all administrations accessible to the account with codes, descriptions, and countries. The map for multi-entity flows.

Accounts

List Accounts Lists CRM accounts, customers, suppliers, and prospects, with OData filtering, field selection, and cursor pagination in pages of up to 60.
Get Account Retrieves a single account by GUID with full detail: name, contact info, address, and financial settings.
Create Account Creates an account with at minimum a name, with status marking it customer, supplier, prospect, or suspect. The write that puts a new counterparty in the books.
Update Account Updates fields on an existing account, changing only what is supplied.
Delete Account Permanently deletes an account by GUID. Cannot be undone, and fails when linked transactions protect it; routed through review regardless.

Contacts

List Contacts Lists CRM contacts, optionally scoped to an account, with OData filtering and cursor pagination.
Get Contact Retrieves a single contact by GUID with name, email, phone, job title, and linked account.
Create Contact Creates a contact linked to an account; account and last name required.
Update Contact Updates fields on an existing contact, changing only what is supplied.
Delete Contact Permanently deletes a contact by GUID. Cannot be undone.

Items

List Items Lists logistics items with OData filtering and cursor pagination. The catalog read behind pricing checks and drift reports.
Get Item Retrieves a single item by GUID with code, description, prices, and stock settings.
Create Item Creates a product or service item with a unique code and description.
Update Item Updates fields on an existing item. The price-change step in catalog sync flows.

Ledger

List GL Accounts Lists the division's chart of accounts with OData filtering and cursor pagination. The context join for reconciliation reporting.
List Journals Lists the financial journals, sales, purchase, cash, and general, used to scope transaction pulls.
List Transactions Lists posted entries filtered by account, journal, or custom OData expression, with cursor pagination. The feed behind daily reconciliation.

Sales Invoices

List Sales Invoices Lists sales invoices, filterable by customer or OData expression, in pages of up to 60.
Get Sales Invoice Retrieves a single invoice by GUID with header and expanded lines.
Create Sales Invoice Creates a draft sales invoice for a customer with one or more lines. The deliberately draft-side write at the center of this page's human gate.
Delete Sales Invoice Permanently deletes a draft invoice that has not been processed to the financial ledger. The constraint that marks where automation stops.

Sales Orders

List Sales Orders Lists sales orders, filterable by customer or OData expression, with cursor pagination.
Get Sales Order Retrieves a single order by GUID with header and expanded lines.
Create Sales Order Creates a sales order for a customer with one or more lines. The step that turns a won deal into a fulfillable order.
Delete Sales Order Permanently deletes a sales order by GUID; orders already delivered or invoiced may not be deletable.

Frequently Asked Questions

What can FlowRunner do with Exact Online?

FlowRunner agents can run Get Current User, List Divisions, and List Accounts in Exact Online, plus 24 more actions.

Does connecting Exact Online to FlowRunner require OAuth?

Yes. Exact Online connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can Exact Online trigger a FlowRunner workflow automatically?

Exact Online doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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