Live cashflow from your Exact Online data.
Cashplannr connects to Exact Online through the official REST API. Once linked we pull in your general ledger, open AP/AR invoices, bank transactions and bookings — consolidated across all your SPVs or entities.
Full bookings, account numbers and history. Foundation for pattern recognition and forecast.
Open customer and supplier invoices with due dates. Feeds direct cash-in and cash-out projections.
Bank transactions via Exact's banking link. No separate PSD2 step needed when bank is already in Exact.
Multiple administrations in Exact? Cashplannr detects and consolidates them.
No more manual exports. What happens in Exact shows up in Cashplannr within minutes.
Based on your open Exact invoices plus AI patterns from your history.
We detect pattern deviations in your Exact data and ping you before a buffer turns critical.
From your Cashplannr workspace, start the OAuth flow to Exact.
You grant consent in the Exact portal. We get read scopes, no write scopes.
Initial sync takes a few minutes. After that the sync runs continuously in the background.
Cashplannr only reads. We never write back to your Exact administration.
No credentials in our database. Connection via Exact's official OAuth, revocable from Exact.
All data processed and stored within the EU. GDPR-compliant by design.
Start a free 14-day trial or book a demo. No credit card required.