Process automation

Automate your business processes relating to Exact.

Less manual work, fewer errors and greater control over your processes. Sense Cloud automates repetitive tasks within Exact and between Exact and other business applications.

Order processing

  • Automated

Invoicing

  • Automated

Data synchronisation

  • Automated

Why process automation?

From manual work to automated processes.

Many organisations still rely on manual processes, Excel files and duplicate data entry between different systems. This is time-consuming, prone to errors and leads to unnecessary delays.

Process automation allows you to have these tasks carried out automatically. This saves you time, reduces errors and ensures you have up-to-date and reliable data in Exact and your other applications.

What can you automate?

Many process options, one solution.

Using Clickker and CAS, we automate a wide range of processes within Exact and between Exact and other systems.

Some common applications:

Order processing

Automatically import and process orders in Exact.

Invoicing

Process sales and purchase invoices automatically.

Data synchronisation

Exchanging data between Exact and other applications.

Stock management

Automatically update and monitor stock levels.

Validation processes

Automated workflows for authorisation and approval.

Notifications

Automatic notifications for important events.

The technology behind automation

Powerful technology that’s easy to use.

We implement process automation using Clickker Automation Suite (CAS). This is a powerful, visual low-code environment that enables us to connect business applications and automate entire processes.

With reusable building blocks and a growing library of connectors, we can efficiently develop, customise and expand automations.

CAS operates completely independently of Exact. This also enables us to automate processes between other business applications, without Exact needing to be involved.

When Exact forms part of the process, the Clickker API provides a standardised connection to Exact Online, Exact Globe Next, Exact Globe+ or Exact Financials.

In this way, we combine reliable connectivity with flexible process automation, without having to develop complex bespoke software from scratch for every application.

How it works

From the first meeting to successful integration.

Reliable integration starts with an understanding of your Exact environment, applications and processes.
That is why we work in stages: from an initial assessment and technical analysis through to a concrete integration proposal and the final implementation.

#1

Getting to know each other & assessing needs

During an initial consultation, we will carry out a general assessment of your Exact environment, the relevant applications, your requirements and your integration needs. Based on this, we will determine the scope and the indicative costs of the in-depth analysis.

#2

In-depth analysis, including a report

We will examine the configuration of your Exact environment, the applications involved, data flows and existing automation solutions, such as BPA, RPA and Orbis. This paid analysis is quoted in advance based on the expected number of hours.

#3

Integration proposal & quotation

We set out the findings in an integration document detailing the technical and functional requirements, the necessary data exchange and the proposed solution. Based on this, you will receive a tailored quotation for the implementation of the Clickker integration.

#4

Configure, implement & integrate

Once you have given your approval, we will set up Clickker, configure the necessary data exchange and assist you in connecting your application to the Clickker API. In this way, we will achieve a reliable integration that fits in with your processes.

We are happy to help you

Which processes would you like to automate?

Tell us about your challenge. We’d be happy to work with you to find a solution and show you how we can automate your processes relating to Exact and other business applications.