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.
Benefits for your business
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.
Automate transaction entry
Save time spent on manually inputting and reconciling transaction data.
Achieve more operational efficiency
Mitigate the risk of human error when updating Ebury data into Exact Online.
Stay up to date
Work with up-to-date, accurate financial records across multiple currencies.
Scale faster
Minimise your team’s workload so they can focus more on strategic tasks.
Get peace of mind
Transact confidently as you know you are connected to a trusted provider.
How to set up this integration
Here's a simple 4-step process for syncing your Ebury data into Exact Online. It's easy, quick, and smooth.
Step 1: If you already have an Ebury account, get in touch with your dedicated relationship manager. Once we receive your request, Ebury will prepare to push all your transaction data to your Exact Online account on a daily basis.
Step 2: Our team will share a unique link (called the linkUrl) to help you connect Ebury with Exact Online. Clicking on it will direct you to the Exact Online authorisation page. Please make sure to bookmark the link. With this link, you will be able to manage the connectivity (disconnect and reconnect).
Step 3: Log in using your Exact Online credentials. Carefully choose the organisation within your Exact Online setup to connect to Ebury. Select 'Allow access' to allow Ebury to push the Bank Feeds.
Step 4: On the accounts mapping page, select a ‘Feed Start Date,’ for each of the currencies, which refers to the date from which you want to sync the transactions and voila, you are all set to experience a smarter way of bookkeeping.
Note:
All the synced transactions are known as bank feeds in Exact Online.
We are exploring new ways to facilitate the seamless connection between Ebury and Exact Online directly via the Ebury Online platform and will roll out more updates as we progress.
You can access this integration only in Netherlands.
Getting started
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.