Choose the ideal company for each client
With the client companies in Exact Online Accounting, you increase both the efficiency and quality of administrative tasks. You surprise your clients with relevant advice and ease of use online. View the overview of new features below.
Take a look at the features
The online collaboration between the client (employer and employees) and the payroll administrator at the accountancy firm lies at the heart of the software. Employees can now easily request leave via the Employee Self Service app and view their payslips. Employers may approve salary tax returns and make changes in My[Firm]. The payroll administrator, who pays and monitors several companies at the same time, can now send out individual items. Around 150 CLAs are automatically updated each year, while payroll and financial information can be found in one handy environment. Thanks to automated bank feeds, disputes are a thing of the past.
Purchase invoices can now be approved using the mobile app. You can easily set who may approve said invoices and/or up to which amount. Once approved, purchase invoices are then ready for payment. The purchase overview of all incoming invoices has been improved with a clearer status indication.
My[Firm] has a new look and feel, navigation has been improved and expanded with customisable dashboards. And thanks to the chat feature, you can easily ask your clients for any missing invoices. Once these have been provided, they will appear as an entry on the related bank statement.
You now receive automated suggestions for splitting up bank statement lines for loans with an interest and repayment component. Based on the description, these amounts are then booked separately on various general ledger accounts suggested by the robot. One new feature is the automatic reconciliation of incoming invoices (receipts) with previously entered bank transactions. Furthermore, complex purchase invoices (UBL) are processed quickly, whereby invoice lines with an identical VAT percentage or cost category are merged automatically.
With the future in mind, you can now invoice in real-time with Exact Online Accounting, too. If a supplier has sent a UBL invoice, this is entered directly into Exact Online Accounting via Peppol (Pan European Public Procurement Online), a European initiative and platform that enables companies to exchange invoices in no time at all online based on the standard UBL (Universal Business Language) format. The government plays a significant role in this initiative.
Features & prices
Standard€4.75/month for Plus and Professional €5.75/month for Essentials Add to subscription |
Collaboration€9/month for Plus and Professional Add to subscription |
Collaboration Extended€16/month for Plus and Professional Add to subscription |
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Top features | |||||
Features
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All features of Standard
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All features of Collaboration
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General | |||||
| Basic bookkeeping | |||||
| Reference Classification System of Financial Information (RCSFI)i | |||||
| Delivery of documents by the clienti | e-mail (for Plus and Professional) | e-mail, web and app | e-mail, web and app | ||
| Scan & Recognise and Receive e-invoices (Peppol/UBL)i | Max. 10 entry proposals per month i | Unlimited i | |||
| Automated allocation of purchase invoicesi | |||||
| Advanced automated suggestions for bank statementsi |
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| Advanced automatic matchingi | |||||
| Process complex invoices (UBL)i | |||||
| In-context communication (chat) between client and accountanti |
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| Client approval of purchase invoicesi | |||||
| Client approval of VAT returnsi | |||||
| Client dashboardi | |||||
| Client usersi | 1 | 1 | |||
| Additional client usersi | €3,25/month | €3,25/month | |||
| Payroll add-on (payroll administration + 1 salary payment, including 1 client user and unlimited ESS users) | € 1,-/month | € 1,-/month | € 1,-/month | ||
| Payroll add-on (including 5 payroll slips, 1 client user and unlimited ESS users) | € 2,50/month | € 2,50/month | € 2,50/month | ||
| Payroll add-on (unlimited payroll slips, 1 client user and unlimited ESS users) | € 6,50/month | € 6,50/month | € 6,50/month | ||
| Add-on: CRM for Exact Online Accounting | acy-price-crm/month | acy-price-crm/month | |||
| Add-on: Time & Billing for Exact Online Accounting | acy-price-pm/month | acy-price-pm/month | |||
Reference Classification System of Financial Information
Easy automated mapping of G/L accounts to RCSFI codes.
Delivery of documents by the client
Documents can be delivered by the accountant's client either by e-mail (Mail2EOL) or My[Firm] (web browser and mobile app).
Scan & Recognise and Receive e-invoices (UBL/Peppol)
Client management: CollaborationIf the limit of 10 entry proposals is exceeded, you pay €0.55 for each additional entry proposal. Keep your costs predictable? Switch to the Collaboration Extended client company at any time.
Client management: Collaboration ExtendedA fair use policy applies to the Collaboration Extended client company. If more than 500 entry proposals are proposed in a quarter, you pay €0.35 for each additional entry proposal.
Automated allocation of purchase invoices
Automatic suggestions or allocation from self-learning robot for purchase invoices and bank statements.
Advanced automated suggestions for bank statements
Automated suggestions for bank statements being split up automatically based on the description (e.g. bank statements regarding loans which consist of an interest component and a repayment component).
Advanced automatic matching
Automatic matching of purchase invoices (receipts) to bank transactions.
Process complex invoices (UBL)
Complex purchase invoices based on UBL can be split up and consolidated automatically according to VAT percentage or cost categories.
In-context communication (chat) between client and accountant
In-context communication between client and accountant ensures both parties can communicate regarding missing invoices related to bank statements (including chat and upload function via My[Firm]).
Client approval of purchase invoices
Incoming purchase invoices (via scan, UBL or manually) can be booked and called up by the client for digital approval before payment via My[Firm].
Client approval of VAT returns
VAT returns prepared by the accountant can be called up by the client for digital approval via My[Firm].
Client dashboard
Accountants can easily create a dashboard and share it with their clients via My[Firm]. In addition, they can also use KPI widgets from an extensive KPI library and create tailor-made reports.
Client users
Clients of the accountant who have access to the collaboration environment My[Firm].
Additional client users
Clients of the accountant who have access to the collaboration environment My[Firm].
FAQ
Do you have any questions about our packages and/or specific Exact functions?
Our FAQs have the answers you need.
Invoicing via Peppol is new in Exact Online. Peppol (Pan European Public Procurement Online) is a European platform that enables companies to exchange invoices online based on a standard format. The government plays a significant role in this initiative and as such, many governments will only accept digital invoices from their suppliers as of 2019. Thanks to the Collaboration and Collaboration Extended client company types, you can send and receive invoices in UBL format with ease using the Peppol network. UBL (Universal Business Language) is the standard used worldwide for the electronic exchange of invoices.
Machine learning is an artificial intelligence (AI) application that provides systems with the ability to learn and improve automatically without being explicitly programmed to do so. Machine learning focuses on the development of computer programs that can acquire data and use it to learn for themselves. Machine learning can be applied in a variety of areas and goes further than bookkeeping (often referred to as robotic accounting).
We measure the 10 converted invoices to entry proposals. An entry proposal includes purchase and sales invoices arriving through Scan & Recognise, real-time invoicing (Peppol/UBL) and/or by e-mail/UBL (Mail2EOL).
If the limit of 10 entry proposals is exceeded, you pay €0.55 for each additional entry proposal. Keep your costs predictable? Switch to the Collaboration Extended client company at any time.
A fair use policy applies to the Collaboration Extended client company. If more than 500 entry proposals are proposed in a quarter, you pay €0.35 for each additional entry proposal.
To do so, go into your Exact Online Accounting environment and go to My Exact Online > My Subscriptions > Manage Subscriptions and click on Buy Now.
A processed payslip containing one gross or net amount counts as one payslip. (You don't pay for temporary staff who do not work in a given month, for example.) One payslip is counted per employee per salary period (including corrections or payments of holiday pay). If employees receive a weekly wage, they receive four payslips per month.
Consultancy, training and support
The right support for applying smart automation
- Get started quicker than ever thanks to our unique Support & Services.
- Online training or training sessions on our premises
- Answers to all of your questions can be found on our Support Portal