Link Exact Online to 4planning

By linking Exact Online and 4planning, you connect your project administration directly with your financial administration. As soon as a quote is accepted or a project is completed, the associated customer, project, and invoice data can be transferred to Exact Online. This means you don't have to re-enter data manually, and the step from execution to invoicing becomes faster and more efficient.

The integration ensures that important information from 4planning is immediately available for the preparation and processing of invoices. This includes customer details, quotation amounts, project information, and work carried out. This prevents duplicate entries, reduces the chance of errors, and ensures better alignment between your project administration and accounting.

For businesses, integrating with Exact Online means less administrative work and more control over the invoicing process. Completed projects no longer remain unprocessed unnecessarily and can be dealt with more quickly in the financial administration. This makes invoicing a logical part of your central workflow in 4planning and gives you a better overview of projects, revenue, and work yet to be invoiced.