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Exact Online reporting and dashboards

Business intelligence for online accounting and sales

Exact Online is a cloud-based ERP system that focuses on SMEs and digitizes various processes such as finance, CRM and operational control. The system is offered by Exact, a Dutch software provider known for its practical and intuitive solutions.

The integration of the InsightData Finance, Sales Intelligence and Sales Pipeline apps with Exact Online ensure a powerful coherence between financial and commercial processes. Some of the unique benefits include:

  • Automated data synchronization: Financial data, sales and pipeline information are exchanged automatically, eliminating manual entry and improving reporting accuracy.  
  • Real-time insights and dashboards: Direct access to current data provides an integrated overview of financial health and sales performance, allowing for faster and more focused decision-making.
  • More efficient workflows: By connecting Exact Online with the InsightData apps, administrative processes are streamlined, saving teams time and increasing operational efficiency.
  • Improved analysis and consolidation: The combination of detailed financial analyses with sales data makes it possible to identify and take advantage of trends, risks and growth opportunities more quickly.

This integration strengthens cooperation between financial and commercial departments, resulting in a better aligned business strategy and increased overall business performance.

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Finance App
Keep your numbers in balance, anytime, anywhere.

The InsightData Finance App is designed for comprehensive financial management and reporting.

[Profit&Loss] [Balance Sheet] [Consolidation] [Accounts Receivable] [Budgeting] [Cash Flow] [Ratios]
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Sales Intelligence App
Increase your revenue and profit margin with insight.

With the Sales Intelligence App, you know where to make a profit.

[Revenue and Margin Analysis] [Targets] [Sales Channels] [Product Categories] [Churn] [Sales Erosion] [Customer Behavior]
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Sales Pipeline App
Aim for the right customers.

With the Sales Pipeline App, you get insights that your CRM doesn't provide.

[Funnel Overview] [Lead Tracking] [Revenue Forecast] [Conversion Rate] [Sales Journey Visualization]
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Project App
Projects on budget, from start to success.

The Project App gives you insights at all levels.

[Budget monitoring] [Actual costing] [Cost control] [Profitability] [Project type analysis]
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Operations App
Efficiency starts here.

The Operations App provides access to key KPIs and parameters that help improve the efficiency, cost control and quality of operational processes.

[Operational Efficiency] [KPI Monitoring] [Cost Control] [Benchmarking] [Real-time Dashboard]
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Transport App
Profitable transport.

The Transport App starts where your TMS no longer helps you.

[Transport profitability] [Planning optimization] [Multi-modal analysis] [Empty mileage analysis] [CO² reporting]
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Supply Chain App
Efficiency at every stage.

The Supply Chain App gives you insight and control.

[KPI Monitoring] [Procurement Optimization] [Supplier Performance Analysis] [Inventory Management Analysis]
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Production App
More returns, less waste.

The Production App is the final part of your other production systems by giving you new insights.

[Production KPI Monitoring] [Cost Optimization] [OEE] [Real-Time Dashboard] [Process Analysis]
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HR App
Talent in sight, growth in action.

The HR App gives you all possible insights into the deployment of your staff

[Workforce Analytics] [Capacity Planning] [HR Reporting] [Integration Payroll and HRIS]
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