AI Agent Solutions for Exact

Schedule AI agent to fetch, analyze, and summarize Exact financial data with easy-to-read charts directly in your team chat. Enhance your Exact workflows with AI-powered automation in Slack, Teams, and Discord.

Automate Financial Reports in Slack

Schedule AI agent to fetch, analyze, and summarize Exact financial data with easy-to-read charts directly in your team chat.

Instant Exact Data Q&A in Channels

Let team members ask natural language questions and get real-time answers from Exact—no need to leave Slack or Teams.

Effortless Expense Tracking Collaboration

Use AI agent to collect, validate, and summarize expense inputs from the team, pushing them straight into Exact.

Streamlined Payroll and HR Requests

Team members can request payroll info and HR data from Exact through chat, with AI agent fetching and summarizing responses.

Automate Your Exact Workflows with AIStart your free trial and see the difference in minutes.

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Exact is a powerhouse for SME financial management, ERP, and HR, trusted by teams worldwide to drive business operations. But as work moves increasingly into chat platforms like Slack and Microsoft Teams, accessing and leveraging Exact data can become a bottleneck. By integrating Runbear’s AI agent with Exact, teams unlock instant, chat-based access to everything from financial insights to HR records—stepping up collaboration, automating workflows, and keeping everyone aligned without ever leaving their preferred chat tool.

About Exact

Exact is an established leader in cloud-based business software, offering a full suite of tools tailored for small and medium-sized enterprises and accountants. With modules for financial management, accounting, ERP, HR, and CRM, Exact empowers organizations to automate core business processes, ensure data integrity, and drive operational efficiency. Its real-time data access and industry-specific solutions make it popular with finance teams, operations, HR, and customer-facing departments looking for reliability and scalability in business management software. Teams adopt Exact to centralize accounts, streamline HR, and consolidate key workflows into a single, trusted platform—making real-time, data-driven decisions possible for every stakeholder, whether in-office or remote.

With over 40 years in the market and more than 500,000 customers, Exact is synonymous with operational excellence and digital transformation for SMEs.

Use Cases in Practice

When Exact meets Runbear’s AI agents, business workflows leap from scattered and manual to seamless and intelligent. Instead of relying on siloed access or pinging finance for every report, your team can tap into Exact’s depth—right in Slack or Teams—with just a sentence. Picture this: Finance schedules the AI agent to post last week’s revenue summary every Monday, complete with clear charts. Sales managers ask for customer payment statuses and get answers mid-conversation. When it’s time to collate expenses, the AI agent prompts employees to submit their entries in chat, validates the info, and uploads it directly into Exact—making month-end close a breeze. HR queries, such as 'What’s my vacation balance?' or 'Summarize pending payroll adjustments,' are fielded by the AI agent instantly, freeing up HR teams for more strategic work.

These use cases mirror solutions described in Instantly Query Excel Reports in Slack—No More Manual Data Checks and Simplify Your Business Analytics, but now supercharge your Exact setup by connecting all stakeholders and business data through an agile, AI-powered teammate.

Exact vs Exact + AI Agent: Key Differences

Exact Comparison Table

Integrating Exact with Runbear transforms Exact from a standalone accounting and ERP platform into a collaborative, AI-powered productivity hub. Instead of isolated processes that require constant tab-switching, teams gain seamless access to Exact data and workflows directly in tools like Slack and Microsoft Teams. This shift dramatically reduces manual requests, enables instant insights, and amplifies team collaboration around financial and operational information.

Implementation Considerations

Adopting the Runbear + Exact workflow requires thoughtful preparation. Team admins must ensure proper integration between Slack/Teams and Exact, with secure authentication so AI agents can access only the necessary data. Training team members on phrasing natural language queries and understanding AI-generated reports minimizes confusion and maximizes adoption. Establishing robust data governance policies is crucial—ensure only authorized users can retrieve sensitive finance or HR data, and that audit trails are maintained. Organizations should weigh upfront integration time and licensing costs against projected productivity gains, and involve finance, IT, and compliance teams in rollout planning. To make the transformation stick, encourage gradual adoption: start with reporting automations, then expand to collaborative workflows and more advanced analytics as team confidence grows.

Get Started Today

Bringing Runbear’s AI agent into your Exact environment reimagines how modern teams work with business-critical data—turning chat into a command center for insights, approvals, and operational agility. For teams ready to leave behind tedious manual processes and foster a truly data-driven culture, integrating Exact with Runbear is a strategic leap forward. Set your team up for smarter decisions and frictionless collaboration—try the integration today and see how much more powerful Exact becomes with an AI teammate by your side.