Exact Online
The Exact Online integration enables your AI workers to manage invoices, handle accounting tasks, and process financial documents. Workers can automate bookkeeping workflows and keep your finances organized.
What You Can Do
- 1Upload financial documents and attachments
- 2Create sales invoices with line items
- 3Process purchase invoices from suppliers
- 4Automate invoice workflow approvals
- 5Maintain financial document records
Data Access & Privacy
CreateWorker only accesses the data it needs to complete tasks. All access is logged and auditable.
- •Invoice data (amounts, dates, lines)
- •Document attachments
- •Division and journal settings
Approval Workflow
- ✓All actions require human approval by default
- ✓Every action is logged to your audit trail
- ✓Revoke access at any time from settings