Exact Online + Claude Integrations, Built by an AI Agent
Put Exact Online + Claude to work with AI and enterprise-grade automation
Learn more about Exact Online integrations or talk to a human
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Workflows you can build between Exact Online and Claude
See the kind of workflows teams build with Exact Online and Claude below — describe the exact one you want above and the Agent builds it on demand.
Exact Online + Claude
When a cash entry is recorded or updated in Exact Online, send transaction details to Anthropic (Claude) for categorization.
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Extract and classify metadata from recorded expenses
When a new expense is logged in Exact Online, pass the transaction details to Claude to extract line items and automatically categorize spending.
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Generate draft invoices from structured AI outputs
Whenever Claude finishes generating billable project details, automatically create an unbilled invoice in Exact Online for review.
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Draft personalized collection notices for overdue invoices
When an invoice becomes overdue in Exact Online, pass the payment context to Claude to write tailored follow-up copy for outreach.
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Browse the full workflow library →
Looking to achieve something else with Exact Online and Claude?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Exact Online and Claude
Everything Exact Online and Claude can do inside a workflow — the triggers that start one and the actions that run when it fires.
Exact Online Explore Exact Online →
Exact Online is a cloud business software offering integrated accounting, enterprise resource planning, and financial management tools.
TriggersTriggers when an account is created or updated.
Triggers when a bank account is created or updated.
Triggers when a bank entry is created or updated.
Triggers when a cash entry is created or updated.
Triggers when a contact is created or updated.
Triggers when a project cost transaction is created or updated.
Accepts a quotation in the system.
Completes a sales order administratively: closes the remaining goods delivery (backorder), the outstanding invoice amount, or both, without delivering or invoicing further. IRREVERSIBLE — per Exact: "Once completed, this action cannot be undone." At least one of Complete Remaining Delivery / Complete Outstanding Invoice must be set to true; this action refuses to send a request in which both are false. Requires the Manufacturing or Wholesale & Distribution package. Not replay-safe by design: re-running on an already-completed order is expected to be refused or ignored by Exact server-side, but this is not live-verified — verify the order status in Exact before re-running.
Completes a single sales order line administratively: closes the remaining goods delivery, the outstanding invoice amount, or both, for that line only — without delivering or invoicing further. IRREVERSIBLE — per Exact: "Once completed, this action cannot be undone." At least one of Complete Remaining Delivery / Complete Outstanding Invoice must be set to true; this action refuses to send a request in which both are false. Requires the Manufacturing or Wholesale & Distribution package. Not replay-safe by design: re-running on an already-completed line is expected to be refused or ignored by Exact server-side, but this is not live-verified — verify the line in Exact before re-running.
Creates an account in the system.
Creates an address in the system.
Creates a bank account in the system.
Claude Explore Claude →
Anthropic Claude is an artificial intelligence language model designed to perform conversational reasoning, text generation, and complex data analysis tasks.
ActionsSends a message to Claude and the model generates the next message in the conversation, storing the messages as you go.
Delete a file from Anthropic
Download file content from Anthropic
Upload a file to Anthropic
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Other AI Models apps on Knit
Explore more AI Models integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Anthropic (Claude)
Anthropic (Claude) is an artificial intelligence platform and AI assistant designed to process text, analyze information, and assist with complex tasks.
AssemblyAI
AssemblyAI is an artificial intelligence speech recognition platform offering transcription, audio intelligence, and speech-to-text API models.
Azure OpenAI
A cloud service providing enterprise access to OpenAI's advanced language models with built-in security and compliance controls.
Cohere AI
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Deepgram
An AI speech recognition and transcription API platform that converts spoken audio into structured text in real time.
DeepSeek
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Eden AI
An API aggregator platform that connects multiple artificial intelligence engines for speech, vision, and natural language processing.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Exact Online + Claude
Is there a pre-built Exact Online + Claude automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Exact Online and Claude's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Exact Online or Claude connector?
No. The Agent works whether or not Exact Online or Claude already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
What's the most common AI Models + Accounting automation?
Having Claude categorize or summarize a batch of transactions pulled from Exact Online, or flag entries that look like duplicates or anomalies before anyone reviews the books.
Does the AI write anything back into the accounting records?
It can — a suggested category, flag, or summary generated by Claude can be written back onto the matching entry in Exact Online for a human to confirm.