Exact Online + Sharepoint Integration

You review financial reports and account ledgers, but your document storage is out of sync with Exact Online records, so figures take hours to verify — this integration means every new account automatically generates a dedicated Sharepoint folder and your data stays fully reconciled.

You need to act fast on new client setups, and you find out about missing files too late when teams miss manual notifications — with this integration, every Exact Online account creation instantly provisions Sharepoint directories and alerts your staff.

You answer to clients who expect immediate onboarding document access, but manual folder creation slows your delivery down — this integration means client files are organized instantly in Sharepoint the moment accounts are created in Exact Online.

The volume of new customer accounts is too high for anyone to keep up by hand, leading to missing folders and misplaced files — this integration means every record update in Exact Online is mirrored instantly in Sharepoint without manual effort.

You own the project execution phase and depend on accounting to hand over client details, but manual handoffs cause costly delays — this integration means client data and document storage are established simultaneously the second an account is created.

You need a reliable audit history and keep finding gaps between financial entries and stored client documents — this integration means every account and item update is tracked systematically across Exact Online and Sharepoint.