What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Accounting and business management software for SMBs via Exact Online
Example
"Sync new customer invoice from CRM to Exact Online"
Memory Recall
Access invoice, bank feed, and payment activity logs.
Example
"Get expense reports and invoice statuses for Q2 in Exact Online."
Instant Reaction
Notify accountants when an Exact Online invoice fails validation.
Example
"Send alert if invoice is missing tax code during sync."
Autonomous Routine
Monitor invoice approvals, sync errors, and reconciliation discrepancies.
Example
"Send weekly reconciliation failure summary."
Agent-Initiated Action
Retry invoice sync or notify approver for missing fields.
Example
"Resend invoice after adding tax code."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Xero
Sync financial data
Google Sheets
Generate monthly reports
Slack
Alert on reconciliation mismatches
Try It with Your Agent
Example Prompt:
"Import monthly financials from Exact Online to Sheets and notify accounting if discrepancies found."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Exact Online in Fastn UCL: Navigate to the Connectors section and select Exact Online, then click Connect.
2
Authenticate using your Exact Online credentials to access financial and CRM data.
3
Enable “get_invoice” and “create_customer” in the Actions tab.
4
Use the AI Agent to manage finance and sales operations.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
