Connect Exact Online to an AI agent

What is an Exact Online AI agent integration?

It is a connection through the Exact Online API that lets an AI agent read your administration and, where you allow it, prepare actions. A customer, dealer or employee asks a question in plain language; the agent answers from Exact Online or places a proposed action in an approval queue.

At every step the agent prepares and your team makes the decision.

What do the AI agents in Exact Online do, and what don't they?

As of September 2026, Exact Online Boekhouden has AI agents for finance tasks inside Exact Online. They do not talk to your customers or dealers, do not pick up quote requests from your website, and do not combine Exact Online with your CRM or service desk.

• Purchase Agent: recognises purchase invoices and suggests a ledger account.
• Bank Agent: matches payments.
• Support Agent: answers how-to questions, 24/7.
• Debtor Agent: predicts payment dates and sends reminders (from the Plus edition).
• In beta: Financial Agent (KPI analysis, announced 3 September 2026), CRM Agent, Excel Agent.

Does Exact Online have an MCP server?

Exact has announced one, but as of September 2026 it is not live. The official Exact Online MCP server is on Exact's roadmap, for AI assistants such as ChatGPT to fetch data, run analyses and start actions under central governance. There is no release date or price yet.

MCP alone does not arrange rights per role across systems, approval of write actions or customer channels. Until it arrives, the REST API is the official way in.

• What an MCP server is and what it means for your ERP

Exact's own AI, a self-service connector or a managed agent: which fits?

Use the AI agents in Exact Online for finance work inside Exact, and a self-service MCP connector to query your own administration from an AI assistant. Choose a managed agent when customers, dealers or teams need Exact Online data combined with other systems, with approval.

Three routes compared (as of September 2026)

What does an AI agent do with Exact Online in a manufacturing company?

Mostly it answers questions that now cost inside sales phone calls and searching: order status, delivery dates, stock and payment status, read through the Exact Online API. For a quote request it prepares a draft sales order that a person approves. The table shows five examples.

Five processes in a manufacturing company

What does an AI agent do with Exact Online Trade in a wholesale or import business?

In a wholesale or import business the agent takes over the order entry and checks that are now done by hand: sales orders from a spreadsheet or email, purchase orders from a packing list, goods receipts per container, invoicing finished orders in bulk and spotting what is delivered but not yet invoiced. Every write action waits for approval.

In every process the agent prepares the action and an employee approves it in the queue of app.beemanaged.com. Only then does the agent execute it in Exact Online and log it. For bulk actions it always shows a proposal with counts and totals first; nothing is created or invoiced until someone approves the batch. Every order, receipt and invoice the agent creates is written to the audit log together with the source document.

1. 01

   Sales orders from Excel or email

   Inside sales forwards a customer's order file or email. The agent reads customer, items, quantities and prices, checks them against Accounts and Items in Exact Online and prepares a sales order with its lines. After approval it creates the order and reports the order number.

2. 02

   Purchase orders from a packing list

   Purchasing shares a supplier's packing list or pro forma invoice. The agent matches supplier and items, prepares a purchase order with lines and flags anything it cannot match. After approval the order is in Exact Online with the supplier reference filled in.

3. 03

   Goods receipt per container

   The warehouse reports that a container has arrived and attaches the packing list. The agent finds the open purchase orders for that supplier and prepares a goods receipt per order line with the quantities received. After approval it books the receipt, so stock is current the same day.

4. 04

   Bulk invoicing

   Finance asks to invoice everything that is ready. The agent selects the orders that are fully delivered and not yet invoiced and first shows a proposal with the number of orders, customers and totals. After approval it creates the sales invoices one by one, linked to the order lines, and reports the result.

5. 05

   Delivered but not invoiced, and expected receipts

   Management asks what has shipped without an invoice, or what is still on its way. The agent reads the delivery and invoice status per sales order line and the receipt status of open purchase orders. It returns a list with order numbers, customers or suppliers and amounts, read-only.

Does this work alongside your existing integrations?

Yes. A WMS such as Picqer or a webshop connection that already writes to Exact Online keeps working as it does today. The agent gets rules per process against double entries: before it creates a sales or purchase order it checks for an existing order number or reference, and it never books a receipt on a line that is already complete. In the intake we agree which system leads for which process.

How does Exact Online show up in the internal agent and dashboard?

In app.beemanaged.com, employees ask the internal agent questions about connected systems, Exact Online included. Process dashboards combine conversation data with Exact Online data. Proposed write actions wait in the approval queue, and every question and action is recorded in the audit log.

• Internal AI agent: ask your own systems in plain language
• Process insight: what conversations and systems show together

How does the Exact Online API connection work technically?

The agent uses the Exact Online REST API with OAuth2. In Exact's consent screen you choose which administrations (divisions) it may use. Access tokens last 10 minutes, refresh tokens 30 days. Rights are read-only by default, and every write action goes through the approval queue in app.beemanaged.com.

• Registration: an internal app in your own Exact Online, or an external App Store app (developer subscription, review by Exact).
• Rate limits: 60 calls per minute and 5,000 per day per app per administration; fair use 20,000 per day per contract (30,000 on Premium). Above that the API returns HTTP 429.
• Because of these limits we cache items and other reference data, pick up changes through webhooks and sync endpoints, and keep live calls for current data such as order status.
• EU hosting for agents and data, models under business terms, no training on your data, standard data processing agreement.
• Trade entities (as of October 2026): SalesOrders, PurchaseOrders and SalesInvoices, with their lines, support GET, POST, PUT and DELETE; GoodsReceipts support GET, POST and PUT, their lines GET and POST. Stock positions are read-only. These endpoints are available in the Wholesale & Distribution and Manufacturing packages.
• Sales order lines carry an order, delivery and invoice status (open, partial, complete, cancelled) plus the quantities delivered and invoiced; purchase orders carry a receipt status. That is how the agent finds 'delivered, not invoiced' without guessing.
• There are no bulk endpoints for writing. The bulk and sync endpoints are read-only, with a page size of 1,000 instead of 60. Invoicing 100 orders therefore means 100 separate calls, which the agent paces within the 60 calls per minute, so a batch of 100 takes a few minutes.
• A goods receipt line references the purchase order line; if no quantity is given, Exact books the remaining open quantity, and receiving more than ordered is blocked unless your administration allows it. A sales invoice line can reference the sales order and order line it is based on, so invoices created by the agent stay traceable.

Can you connect Exact Globe to an AI agent?

Yes, but the connection works differently from Exact Online. Exact Globe runs on-premise, in Exact Cloud Services or in a private cloud, and connects through entity services or XML. The self-service MCP connectors we found do not support it (as of September 2026). We determine the safest route with your IT partner.

Entity services support SOAP and REST (OData) for create, read, update and delete. They run as a Windows service on a machine with Globe, under a user with Globe rights. For XML import and export, an administrator must whitelist external URLs since product update 507 (May 2026).

Because this runs on your own server, a cloud agent needs a secure connection to it, such as a VPN or a secured gateway.

Not every process is available through the Globe API yet; Exact is still adding entity services such as editing orders and reading open items. Exact Globe Next is supported until the end of 2027 (except payroll and e-invoicing); Exact Globe+ is the successor.

How we set it up, in four steps

1. 01

   Choose one process

   For example order status for dealers, with agreed rights and approvers.

2. 02

   Connect read-only

   You grant access to the right administrations; we test on real questions.

3. 03

   Go live with approval

   Write actions wait in the approval queue.

4. 04

   Monitor and improve

   Conversation review, audit log and a monthly report, then the next process.

• How BeeManaged works, step by step

Pricing for an Exact Online agent

Customer-facing agents cost from €0.35 per conversation. Setup is quoted up front (development €175 per hour), monitoring and the dashboard cost €250 per month, and a consultation package is €1,750. Internal agents and ticket processing are custom work, priced in consultation.

• All BeeManaged prices

When don't you need BeeManaged for Exact Online?

If you only want to ask your own Exact administration questions yourself, a self-service connector is cheaper. For invoice recognition and payment matching, the AI agents in Exact Online already suffice. BeeManaged makes sense when customers, dealers or several teams need Exact Online data combined with other systems.