Exact Online is designed for businesses seeking to optimise their accounting and financial management processes. Ideal for SMEs, this software seamlessly integrates key business functions, providing tools for real-time analytics, automated invoicing, and comprehensive CRM management. Boost productivity and accuracy with Exact Online.

What are the main features of Exact Online?

Real-time Financial Analytics

Gain insightful data and make informed decisions with Exact Online’s real-time financial analytics. These tools help businesses maintain a comprehensive understanding of their fiscal health, enabling proactive management.

• Customisable Dashboards: Tailor your analytics display to focus on the most pertinent metrics.
• Automated Financial Reports: Receive detailed financial statements generated automatically at set intervals.
• Profitability Analysis: Examine the profitability of various departments or projects within your company.

Automated Invoicing

Exact Online streamlines your invoicing process with automation, reducing manual admin tasks and improving cash flow. Ensure timely payments and keep a thorough record of transactions effortlessly.

• Recurring Invoices: Set up invoices to generate automatically on a regular schedule.
• Custom Invoice Templates: Use pre-defined templates or create custom formats that reflect your brand.
• Payment Reminders: Configure automated reminders to clients to ensure payments are on time.

Integrated CRM Management

Maintain your client relationships efficiently with Exact Online’s integrated CRM features. This tool suite supports businesses in tracking and managing customer interactions, sales pipelines, and service requests.

• Contact Database Management: Centralise all customer details and interaction histories in one place.
• Sales Pipeline Tracking: Monitor the progress of potential sales opportunities and pipeline stages.
• Customer Service Integration: Ensure prompt support by linking service requests with customer history and preferences.