Exact Online Connector
Your bridge to smart financial insights: Experience seamless integration with Power BI and other BI Tools for comprehensive analysis and reporting capabilities.
About Cleversight and Exact
Cleversight helps make your Financial data available
Cleversight, a recognized partner of Exact and an expert in data management and analytics, has partnered with Exact to develop the Exact Online Connector. This application links Exact's extensive accounting data to analytics platforms such as Power BI, giving accountants and financial experts access to advanced reporting and analysis capabilities.
Choose the Exact Online Connector today and see how Cleversight gives you the visibility you deserve.
Dashboards and Reports
Expertise in Power BI
The Exact Online Connector is specifically designed for smooth integration with Power BI, but also supports other BI tools thanks to the universal OData or SQL protocol.
Some of these BI tools are:
This versatility gives users the flexibility to customize the connector to their specific needs.
Available Data functionalities with the Exact Connector
- Detailed Financial Reports: Access a wide range of financial data for in-depth analysis.
- Real-time Data Synchronization: Guarantees up-to-date financial information for reliable reporting.
- Data Consolidation: Easy integration of data from different financial sources.
- Custom Data Extraction: Ability to select specific data sets for custom reports.
- Automation capabilities: Increase efficiency and reduce error margins with automated processes.
- Advanced Caching: Ensures fast data transfer and responsive analytics.
- Freedom in data storage: Can also be used with a proprietary Data Warehouse or Data Lake.
Customer benefits
Benefits for you as a customer
Fast and Efficient Integration
Easy integration of Exact Online data into Power BI, enabling access to live data within minutes.
Flexible Compatibility
Suitable for integration with various BI tools, making the Exact Online Connector a versatile solution for various user groups.
Suitable for All Organization Types
Whether small businesses or large enterprises, the Exact Online Connector is a valuable addition to any finance team.
Expert Support
Access to Cleversight’s professional support team for help and advice.
Exact integration
The Exact Online integration process
Exact Online Guided Integration
- Contact: Contact Cleversight for an introduction.
- Needs Analysis: We analyze your needs to provide the best possible solution.
- Demonstration: A demonstration of how the Exact Online Connector works.
- Implementation Plan: Development of a personalized implementation plan.
- Setup of the Connector: Guidance on installation and configuration.
- Power BI Application Development: customized reports and dashboards.
- Training and Support: Training for your team and ongoing support.
- Analysis and Reporting: Start analyzing your financial data.
Exact Online Self-Service Integration
- Visit our portal: Cleversight also offers a self-service portal for those who want to get started with the Exact Online Connector themselves.
- Register: Create an account on our self-service environment.
- Create Tenant: Create a tenant to attach the connector.
- Integration preparation: read our Exact Online integration manual and go through the connector-specific steps.
- Create Connector: Create a connector on our platform and go through the setup.
- Authorization: Authorize the Exact connector in our portal.
- Connector testing: When all steps have been completed, the connector is ready for use.
Our Building Blocks
Power BI Dashboard Building Blocks
Get a quick start, save on development costs and create your own reports and dashboards based on our templates. Or engage one of our experts for a custom plan.
Template by industry
Manufacturing
- Inventory Management
- Understanding production processes
- Distribution Management
E-commerce
- Easy revenue analysis
- Understanding customer acquisition costs
- Return and refund trends
Trade and Logistics
- Margin analysis
- Understanding customer payment behavior
- Inventory Management
Notary Office
- Summary of revenue by service
- Monitoring client payments
- Understanding operational costs
Advocacy
- Billable hours analysis
- Client payments and collection management
- Understanding operational efficiency
Template per business unit
HRM
- Full insight into employee data
- Turnover Rates
- Personnel costs
- Employee satisfaction reporting
Marketing
- Advanced campaign insights
- Live conversion data
- Results dashboards
- ROI insight by channel
Financial
- Automated financial consolidation and elimination
- Comprehensive profit and loss & balance sheet data
- Improved accounts receivable and accounts payable management
- By consolidation group, administration or financial period
Maximize your performance
Demo Financial Dashboard
Below you can try a sample of the Cleversight financial dashboard. Do You want access to a demo for your own organization.
Then sign up for our trial period
