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 that combines 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–Exact integration connects your operational ERP flow to your accounting administration, so key financial data can be transferred automatically instead of retyped. This helps keep your finance numbers aligned with what’s happening in buying, selling, and logistics without slowing down your team.
Data Flows
Direction: Bi-directional
Frequency: Scheduled or trigger-based synchronization
Technology: API-based integration using the Exact Online REST API
What data is exchanged?
Customers / relationships (debtor and creditor master data)
Sales invoices and credit notes
Purchase invoices (where relevant to your FreshPortal process)
General ledger-ready financial postings (e.g., revenue/cost allocation, VAT mapping)
Statuses or references (e.g., posted/processed markers) to support reconciliation workflows
Key automated actions
Automatically transfer invoice data from FreshPortal into Exact to avoid manual re-entry
Keep customer/relationship data aligned, reducing mismatches in names, addresses, and VAT details
Support structured posting logic so your administration stays consistent (journals, VAT codes, revenue/cost buckets)
Provide integration logging and controlled retries so finance flows are reliable and traceable (instead of “silent failures”)
Less manual work for finance teams: reduce repetitive typing and copy/paste between systems.
Fewer booking mistakes: consistent master data + automated posting lowers the risk of wrong VAT, wrong customer, or duplicated invoices.
Faster month-end closing: when operational and financial data stays aligned, reconciliation is simpler and issues are visible sooner.
Better control as you scale: Exact Online is designed for structured finance operations in growing businesses, while FreshPortal covers the operational trade flow—this integration helps connect both.
Account/license: An active Exact environment (commonly Exact Online) with the appropriate subscription/modules for the financial functions you want to integrate. Exact offers accounting as a core component, with optional ERP/CRM capabilities depending on your package.
Access: API authorization for Exact Online (OAuth-based flow with tokens) and a registered integration/app context where required by your Exact setup.
FreshPortal: FreshPortal environment with the finance/accounting configuration needed to map your postings correctly (GL accounts, VAT rules, debtor/creditor logic).
Exact is a business software company offering cloud-based solutions such as Exact Online, combining accounting with optional ERP and CRM functionality aimed at SMEs and finance professionals. The platform is positioned as integrated business software, supporting financial administration as the core “heart” and extending into broader operational processes depending on your needs.
Website: exact.com
Country/Region: Netherlands / Europe
Specialization: Cloud accounting software, ERP and CRM modules, developer APIs for integrations