

Exact Online + Harvest Integration
Integrate Exact Online to Harvest in one click, or tell Integrately AI how you want each contact handled. Track billable hours, create clients and projects, update accounts, and streamline your billing automatically.
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Ready Workflows for Exact Online + Harvest Integration
Capture new contacts, create matching clients, track time entries, and sync projects, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Exact Online + Harvest flow
Sync billing and project records across your team tools, notify stakeholders, and automate follow-ups. Pick a combination and activate it in one click.


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Slack (4)
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Google Drive (3)
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Trello (3)
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HubSpot (3)
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Gmail (3)
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Stripe (3)
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Add every new Exact Online contact to Harvest as a client, and notify your sales channel in Slack
New Exact Online contacts become Harvest clients instantly while your Slack sales channel gets an alert, eliminating manual data re-entry.
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Log every new Harvest expense in Exact Online, and alert your finance channel in Slack
Harvest expenses sync directly to Exact Online while posting a summary in Slack for immediate financial visibility.
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When a Harvest invoice is paid, update the matching Exact Online account and post the payment update in Slack
Paid Harvest invoices update your Exact Online accounts immediately and alert your team in Slack.
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When a Harvest project is added, create a matching project in Exact Online and announce it in Slack
New Harvest projects are automatically created in Exact Online and broadcasted to your team on Slack.
Supported triggers and actions for Exact Online and Harvest
Mix and match to build the exact automation you need

Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it → Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it → Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it → 
Harvest Triggers & Actions
Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
Try it → Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
Try it → Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
Try it → What can you automate with Exact Online + Harvest?
Connect Exact Online and Harvest to eliminate manual data entry across client records, invoices, projects, and time tracking.
🔄
Sync Exact Online contacts to Harvest clients automatically
Whenever a new contact is created or updated in Exact Online, a corresponding client profile is instantly generated in Harvest. Keep your billing software updated without manual data entry.
📋
Map every submitted field across both platforms
Transfer names, contact details, and account metadata seamlessly between Exact Online and Harvest. Ensure your client profiles contain complete and accurate information.
🔔
Alert your team when invoices are paid
Trigger instant team notifications in Slack or email whenever a Harvest invoice is paid. Keep finance and management informed in real time.
🔀
Route records based on submitted criteria
Evaluate invoice amounts or project parameters to direct actions appropriately. Automate specialized handling for enterprise accounts versus standard clients.
📝
Keep accounting records updated as accounts change
Automatically update Exact Online account statuses whenever corresponding records or invoices are modified in Harvest. Maintain synchronized data across your financial stack.
🔍
Search and update instead of creating duplicates
Look up existing bank accounts, items, or contacts in Exact Online before performing updates. Prevent redundant records and keep your database clean.
⚡
Handle project and invoice status changes instantly
React immediately when invoices are paid, expenses are added, or projects are created in Harvest. Keep downstream systems perfectly synchronized.
🔌
Extend your workflow to team communication tools
Connect your core Exact Online and Harvest integration with Slack or Gmail to notify stakeholders. Build multi-app pipelines that automate your entire operational routine.
And much more...
Who is Exact Online + Harvest integration for?
Teams managing billable hours, client records, and financial accounting benefit from automated data synchronization between Exact Online and Harvest.
Finance Teams
Project Managers
Agency Owners
Billing Specialists
Operations Leads
Client Success Managers
📊
Finance Teams
You're reconciling paid invoices and expenses in Exact Online while billing hours in Harvest, but manual data entry causes reporting discrepancies — with this integration, every financial record syncs instantly and your ledger stays accurate.
⏱️
Project Managers
You're setting up new client engagements in Harvest, but tracking projects separately in Exact Online leads to administrative delays — connecting these apps means every project update flows automatically into your accounting platform.
🏢
Agency Owners
You're onboarding new clients by hand across billing and accounting software, but human error results in missing client profiles — automating both apps means contact updates create verified billing profiles instantly.
💳
Billing Specialists
You're waiting for invoice payments to clear in Harvest before updating your Exact Online accounts, but manual status checks slow down cash flow visibility — this integration means paid invoices update your accounting records immediately.
⚙️
Operations Leads
You're maintaining client databases across multiple standalone tools, but scattered records cause communication breakdowns across teams — automating this workflow means your customer data stays synchronized everywhere.
🤝
Client Success Managers
You're logging new client interactions in Exact Online, but billing departments need those contacts in Harvest for project assignments — this integration means client records propagate instantly without manual copy-pasting.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Exact Online + Harvest
Build and manage your Exact Online + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + Harvest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Exact Online + Harvest Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Exact Online to Harvest?
You can connect Exact Online to Harvest in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for your exact requirements. It links seamlessly with Slack, Google Drive, HubSpot, and 1,500+ other apps.
Can I automatically create a Harvest client when an Exact Online contact is added?
Can I connect Exact Online, Harvest, and Slack?
What is a good Zapier alternative for Exact Online and Harvest?
How are Exact Online contacts and accounts synced with Harvest?
Can Harvest invoices update Exact Online accounts automatically?
Do I need coding skills to automate Exact Online and Harvest?
Is the Exact Online and Harvest integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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