Ebury for Exact Online

If you use Exact Online, an accounting software, syncing data from your Ebury account can often be time-consuming. Each time you initiate or receive a payment, or make a trade, you need to manually update Exact Online to ensure these transactions are up-to-date. This means more risk of human error and endless minutes spent on inputting data.

At Ebury, our mission is simple – help you go further, faster, without any hassle and improve your experience with us. Our robust technological infrastructure allows us to partner with Codat, a trusted business data API provider, allowing you to sync your Ebury data with Exact Online hassle-free.

This helps you automate what used to be routine, manual tasks, save time inputting transaction data and minimise time spent reconciling invoices – helping you take control of your cash flows within Exact Online.

No matter the size of your business, our hassle-free solution is designed to simplify your accounting process. Syncing Ebury with Exact Online will put you in control of all your transaction data within Exact Online.

With this integration, you can see Ebury transaction details, such as date, amount, etc, in Exact Online. You can also view your Ebury account details and balances and review all Ebury transactions.

Save time spent on manually inputting and reconciling transaction data.

Mitigate the risk of human error when updating Ebury data into Exact Online.

Work with up-to-date, accurate financial records across multiple currencies.

Minimise your team’s workload so they can focus more on strategic tasks.

Transact confidently as you know you are connected to a trusted provider.

Here's a simple 5-step process for syncing your Ebury data into Exact Online. It's easy, quick, and smooth.

Step 1: Log into Ebury Online. On the left-hand side of the Dashboard, click on the contact’s name.

Step 2: Find the section titled “Connections”. This is where you can set up the connection to Exact Online.

Step 3: You will find a description of what the connectivity does. Click on the “Set up" button to get started.

Step 4: A drop down will appear with the relevant list of softwares to connect to. Click on “Exact (Netherlands)” from the drop down list.

Step 5: Click on “Connect to the platform”. A new browser tab will open. If you have a pop-up blocker on the browser, then the new page won’t open. Unblock the page from the pop-up blocker in order to continue.

Step 6: On the Exact Online authentication page, you might be asked for Exact Online credentials, if it is not already stored in the browser cache. Once the authentication is completed successfully, if you have multiple organisations on the Exact Online side, you will be asked to select one of them. Pick the relevant organisation; you will see the page to provide your explicit consent for Ebury to push bank feeds to Exact Online. Click on the “Allow Access” button.

Step 7: On the accounts mapping page, select the necessary Ebury account and map it to a Exact Online bank account account. If you don't have an Ebury account in Exact Online yet, select "Create account" and the system will create one on-the-fly. Ebury will push data to the mapped bank account in Exact Online. Select a 'Feed Start Date'. This will tell Ebury the date you want to sync the transactions. We can go up to one year in the past.

Step 8: Navigate to the top until you see the “Continue” button. It will forward you to a page that clearly instructs you to close the window since the one-time process is completed.

Note:

If you are already an Ebury and Exact client in Netherlands, speak to your dedicated relationship manager to learn more about it and the steps to access this integration.

If you have yet to become our client, feel free to contact our team.