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Product update
Exact Online integration: Streamline your accounting
6 February 2023 |
In line with other integrations launched last year, we've recently added Exact Online to our list of accounting software partners.
As an Exact Online user, you are now able to sync expense data from Soldo with Exact – your accounting software. The ability to upload documents, receipts, and notes in a click will save your team a lot of time and hassle, and free them from manual expense chores.
How does it work?
To connect Soldo to your Exact Online account, log in to Soldo and go to ‘integrations’. Here you will find the option for Exact Online. Next, click on ‘Add Integration’.
Bank feed is an automatic daily sync of all settled transactions from the previous day
Soldo will automatically create purchase entries that put together receipts, notes, and accounting information;
Transactions will be grouped by 'journal’ and the bank account they’re linked to.
How will this integration help you?
The Soldo and Exact Online integration exports spend data such as receipts, invoices, categories, and notes in a click – saving you time, improving your bookkeeping accuracy, and presenting a consolidated view of your cash flow.
Save time reconciling your monthly bank feed transactions
This integration means we handle your payment reconciliation automatically. Every card payment is pushed to Exact Online as a purchase, and instantly reconciled with its payment. Communication between Exact and Soldo is seamless – you don’t have to break a sweat.
Faster month-end close with automated accounting updates
Make the most of your time with your accountant by focusing on value-add tasks. This integration ensures that employee and company expenses are booked into your Exact software easily and without delay – pre-categorised, under the appropriate ledger/creditor, necessary attachments included. Your accounting team won’t need to send those dreaded emails asking for receipts, and you won’t have to receive them.
Accurate data, error-free and effortlessly
Avoid the pain of finding someone has made a manual input error, and get precise and detailed data automatically instead. Syncing all your expense information with your accounting system means no manual input – putting an end to gaps in your data or mistakes such as repeated entries.
Full view of your cash flow
Get real-time reporting on expenses, costs, and incomes, so you can maintain balance. With this integration, you get an in-depth view of everything that needs accounting. Seeing all your spending data in one place will enable better reporting and analytics – and therefore better, more accurate forecasting. You can stay on top of your finances while moving the business forward!
Get started today
Now that you know how to sync the two platforms and what this will mean for you, let’s get the ball rolling.
Log in to Soldo, link your Exact Online account, and streamline your accounting!
5 minutes read
In line with other integrations launched last year, we’ve recently added Exact Online to our list of accounting software partners.
As an Exact Online user, you are now able to sync expense data from Soldo with Exact – your accounting software. The ability to upload documents, receipts, and notes in a click will save your team a lot of time and hassle, and free them from manual expense chores.
How does it work?
To connect Soldo to your Exact Online account, log in to Soldo and go to ‘integrations’. Here you will find the option for Exact Online. Next, click on ‘Add Integration’.
Bank feed is an automatic daily sync of all settled transactions from the previous day
Soldo will automatically create purchase entries that put together receipts, notes, and accounting information;
Transactions will be grouped by ‘journal’ and the bank account they’re linked to.
How will this integration help you?
The Soldo and Exact Online integration exports spend data such as receipts, invoices, categories, and notes in a click – saving you time, improving your bookkeeping accuracy, and presenting a consolidated view of your cash flow.
Save time reconciling your monthly bank feed transactions
This integration means we handle your payment reconciliation automatically. Every card payment is pushed to Exact Online as a purchase, and instantly reconciled with its payment. Communication between Exact and Soldo is seamless – you don’t have to break a sweat.
Faster month-end close with automated accounting updates
Make the most of your time with your accountant by focusing on value-add tasks. This integration ensures that employee and company expenses are booked into your Exact software easily and without delay – pre-categorised, under the appropriate ledger/creditor, necessary attachments included. Your accounting team won’t need to send those dreaded emails asking for receipts, and you won’t have to receive them.
Accurate data, error-free and effortlessly
Avoid the pain of finding someone has made a manual input error, and get precise and detailed data automatically instead. Syncing all your expense information with your accounting system means no manual input – putting an end to gaps in your data or mistakes such as repeated entries.
Full view of your cash flow
Get real-time reporting on expenses, costs, and incomes, so you can maintain balance. With this integration, you get an in-depth view of everything that needs accounting. Seeing all your spending data in one place will enable better reporting and analytics – and therefore better, more accurate forecasting. You can stay on top of your finances while moving the business forward!
Get started today
Now that you know how to sync the two platforms and what this will mean for you, let’s get the ball rolling.
Log in to Soldo, link your Exact Online account, and streamline your accounting!
Thank you, great to have you on board! Please check your inbox for confirmation.
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The software services provided to customers resident in or with registered office in an EEA country or in the UK are provided by Soldo Software Ltd a company incorporated in the UK with company number 09233754 and VAT: GB204213566, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom. Soldo Software Ltd (data protection number: ZA 092035) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All the communications related to the software and related services shall be sent to the registered office. Soldo Software Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.
The software services provided to customers resident in or with registered office in Italy are provided by Soldo Italia S.r.l. , a company incorporated in Italy with company number 11864540965 at the Registry of companies of Milano, Monza, Brianza, Lodi, VAT: IT11864540965, and registered office at Via degli Olivetani 10/12, 20123 Milano (Italy). Soldo Italia Srl complies with all applicable data protection and privacy legislation in force from time to time in Italy including the General Data Protection Regulation ((EU) 2016/679). All communications related to the software and related services shall be sent to the registered office Soldo Italia Srl, Via degli Olivetani 10/12, 20123 Milano (Italy).
The financial services provided to customers resident in or with registered office in an EEA country are provided by Soldo Financial Services Ireland DAC, a company incorporated in Ireland with company number 610705, and registered office at 33 Sir John Rogerson’s Quay, Dublin 2, Ireland. Soldo Financial Services Ireland DAC is regulated by the Central Bank of Ireland. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ireland DAC pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ireland DAC complies with all applicable data protection and privacy legislation in force from time to time in Ireland, including the EU General Data Protection Regulation (EU 2016/679) and the Data Protection Acts 1988 - 2018. All communications related to financial services provided by Soldo Financial Services Ireland DAC shall be sent to Soldo Financial Services Ireland DAC, 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.
The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.
