Exact
Automate your accounting flow by syncing financial data between FreshPortal and Exact.
Exact is a business software provider best known for Exact Online: a cloud-based SaaS platform combining accounting as the foundation with optional ERP and CRM capabilities for SMEs and finance professionals. It's used to manage financial administration, invoicing, and related business processes, with dashboards and collaboration options for accountants.
The FreshPortal integration connects your operational flow to your accounting administration, so financial data transfers automatically instead of being retyped. Your finance numbers stay aligned with what's happening in buying, selling, and logistics, without slowing down your team.
Website: exact.com
Country/Region: Netherlands (headquartered in Delft)
Specialization: Cloud accounting, ERP, and business software for SMEs and accountants
FreshPortal and Exact exchange financial data through the Exact Online REST API. Invoices, credit notes, and relationship data move into your accounting administration automatically, with structured posting logic so journals, VAT codes, and revenue allocations stay consistent.
Data flows
Direction: bi-directional
Frequency: scheduled or trigger-based synchronization
Technology: REST API (Exact Online)
What data is exchanged?
Customers and relationships (debtor and creditor master data)
Sales invoices and credit notes
Purchase invoices (where relevant to your FreshPortal process)
General ledger-ready financial postings (revenue/cost allocation, VAT mapping)
Statuses and references (posted/processed markers) to support reconciliation
Automated actions
Transfer invoice data from FreshPortal into Exact automatically to avoid manual re-entry
Keep customer and relationship data aligned, reducing mismatches in names, addresses, and VAT details
Apply structured posting logic so your administration stays consistent (journals, VAT codes, revenue/cost buckets)
Provide integration logging and controlled retries so finance flows stay reliable and traceable
Less manual work
Reduce repetitive typing and copy-paste between systems for finance teams.
Fewer booking mistakes
Consistent master data plus automated posting lowers the risk of wrong VAT, wrong customer, or duplicated invoices.
Faster month-end close
When operational and financial data stays aligned, reconciliation is simpler and issues surface sooner.
Better control as you scale
Exact Online handles structured finance operations in growing businesses, while FreshPortal covers the operational trade flow.
Account and license
An active Exact environment (commonly Exact Online) with the appropriate subscription and modules for the financial functions you want to integrate. Exact offers accounting as a core component, with optional ERP/CRM depending on your package.
Access
API authorization for Exact Online (OAuth-based flow with tokens) and a registered integration or app context where required by your Exact setup.
FreshPortal
A FreshPortal environment with the finance configuration needed to map your postings correctly (GL accounts, VAT rules, debtor/creditor logic).