Exact Online + Microsoft Excel Integrations, Built by an AI Agent
Put Exact Online + Microsoft Excel to work with AI and enterprise-grade automation
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Workflows you can build between Exact Online and Microsoft Excel
See the kind of workflows teams build with Exact Online and Microsoft Excel below — describe the exact one you want above and the Agent builds it on demand.
Exact Online + Microsoft Excel
When an account is created or updated in Exact Online, record account details in Microsoft Excel.
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Log every invoice in a sheet
When a new invoice is created in Exact Online, add a row to Microsoft Excel with the customer, amount, due date and status.
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Update rows when payments arrive
When a payment is recorded in Exact Online, find the matching row in Microsoft Excel and update it to paid.
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Browse the full workflow library →
Looking to achieve something else with Exact Online and Microsoft Excel?
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 Microsoft Excel
Everything Exact Online and Microsoft Excel 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.
Microsoft Excel Explore Microsoft Excel →
Microsoft Excel is a spreadsheet application used for organizing, analyzing, and visualizing data in tabular form.
TriggersTriggers when a new row is added to a worksheet in a spreadsheet.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Triggers when a row is added or updated in a worksheet.
Adds a new row to the end of a worksheet.
Adds one or more rows to the end of a worksheet (with line item support).
Adds a new row to the end of a specific table.
Clears the contents and/or formatting of a range of cells.
Clears the contents and/or formatting of a column by index.
Clears the contents and/or formatting of a row by ID.
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Other Spreadsheets apps on Knit
Explore more Spreadsheets integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Calculator Studio
An interactive spreadsheet and dashboard tool for building custom visual calculators and data models.
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RowShare
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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 + Microsoft Excel
Is there a pre-built Exact Online + Microsoft Excel automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Exact Online and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Exact Online or Microsoft Excel connector?
No. The Agent works whether or not Exact Online or Microsoft Excel 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.
Can new invoices be added to a spreadsheet automatically?
Yes. Each new invoice, payment or expense in Exact Online can be added as a row in Microsoft Excel, so reports and reconciliations always start from current data.
Can I create invoices from rows in Microsoft Excel?
When a new row is added to a sheet in Microsoft Excel, Exact Online can create an invoice or customer from its columns.