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EXACT Online business soſtware for accountants.
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Page 1: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

EXACTOnline business software for accountants.

Page 2: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional
Page 3: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

WHAT IS EXACT?Exact is the online business

software for business owners and

accountants. The combination of

accounting and CRM offers the

perfect tooling for any healthy

business. Additionally, we provide

integrated packages for SMEs

in manufacturing, wholesale

distribution and professional

services.

The benefits of Exact- Raise efficiency Automate everything in one flexible online

subscription.- Get more out of online collaboration Work together for the best results.- Improve results Make better decisions thanks to 24/7 online

insight in all business data.

Page 4: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

Why choose Exact for Accountancy?Avoid clients moving to a practice that can provide the service – as well as the advice – they are actually waiting for. Our online accountancy software helps accountants to deliver the best service possible and evolve into strategic advisors at the same time. With Exact everything is tied together, everything is automated, everything is under control.

Add value by offering solid advice

Get a complete overview of your clients’ finances

Work easily online with your clients

Enter data quickly and efficiently

EXACT FOR ACCOUNTANCY

We’ve found Exact to be particularly

accountant-friendly and functionally

rich. The realtime information enables

us to be proactive and stay 100%

focused on the needs of our clients.”

Claire Priestley | Director Clarand Accountants

COACH YOUR CLIENTS TOWARDS A BETTER BUSINESS

Designed for your practice

Page 5: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

Become a strategic partnerMake a difference. Exact for Accountancy provides the tools you need to deliver the top quality service that your clients are waiting for, such as continuous monitoring. Respond to irregularities and evolve into a more proactive role. Industry comparisons help to discover trends in a sector so you can help your clients transfer to one of our industry packages to give them a better overall picture of their businesses.

Go for insight and controlA key features of the package is the insight it creates into the accounts of all your clients. As all information is up-to-date and stored in one place online, it is accessible from anywhere and at any time, in realtime. You’re only a few mouse clicks away from zooming in on your clients’ accounts, thanks to the customisable dashboards that provide an excellent overview, detailed insights and optimal control. It’s good to be on top of things.

Discover the convenience of working together onlineWorking together with clients and colleagues is what Exact for Accountancy is all about. Decide with your client who will take care of particular administrative tasks. And always work with consistent information, with no uncertainties about which version is current. Clients will benefit as they will be able to get an up-to-date picture of their finances, anywhere, at any time. That’s customer service for you!

Provide quick and efficient data entrySave time so you can focus on giving advice. With Exact for Accountancy, nearly all data input can be automated. Try our accurate scan service or our automatic exchange service working with banks and government agencies. Increase your clients’ loyalty by helping them kick-start their businesses with formula templates. Introduce them to our industry packages and have all processes neatly linked, saving you time in ironing out the kinks.

KEY FEATURES

Future-proof your practice

Page 6: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

Why choose Exact Starter? On the lookout for new services and new markets? As traditional revenue models give way to new ways of working, there are plenty of opportunities to expand your client base. Take the increasing number of sole traders. It’s a fast growing market. And Exact Starter has been specifically designed to help you to make the most of it.

Add value easilyUsing Exact Starter is easy and simple. The accountant handles the bookkeeping and the subscription, leaving the business owner to focus on bills, uploading receipts and managing their business relationships., with realtime insight into the finances so that he knows exactly where he stands. The accountant is then able to clearly add value by providing tailored advice.

FLOURISH IN A GROWTH MARKET

Identify new opportunities

Serve sole traders cost-effectively

Save time to focus on giving advice

EXACT STARTER

Designed for your practice

Page 7: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

Why choose Exact for Professional Services? If you work with clients in the service industry, then introduce them to Exact for Professional Services. This powerful business software helps them to deliver profitable projects and improve their processes. At the same time you can improve your service. Your client can run their entire business in the cloud, making it much easier to keep an eye on things and get the bigger picture at the same time.

Pitch, plan, manage and invoice projects using one integrated package

Gain full insight into costs, turnover and capacity

Enter hours and costs easily online, from anywhere

Invoice quickly, correctly and on time

PROJECT MANAGEMENT, TIME TRACKING, INVOICING, ACCOUNTING & CRM IN ONE

EXACT FOR PROFESSIONAL SERVICES

EXACT FOR TIME & BILLINGStreamlining time entry and invoicing so no billable time is lost - and invoices are sent out promptly. Every service provider wants that. Now they can - using Exact for Time & Billing. It combines time tracking, invoicing, accounting and CRM in one online package. Making sure your clients keep their timesheet management in order, maximise their billability and maintain a healthy cash flow.

EXACT FOR PROJECT MANAGEMENT Deliver profitable projects at lightning speed. Great idea. But how do you put this into action? With a tight planning and flawless execution. Exact for Project Management streamlines your client’s project organisation by integrating advanced project management with timesheet management, invoicing, accounting and CRM. This helps your clients maximise every project and keep their customers happy.

Designed for your clients

Page 8: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

Why choose Exact for Wholesale Distribution? If you have clients in the wholesale industry, then introduce them to Exact for Wholesale Distribution. This robust business software allows wholesalers to get complete control over their logistics and finances to strengthen their position in the supply chain. You have online visibility of all your client’s finances, so you have the bigger picture of their business. Meaning it’s much easier to offer valuable services such as business advice.

Work pro-actively with optimised processes

Improve service and customer satisfaction

Share information easily and conveniently with customers and suppliers

Gain full control over inventory, outstanding items and financial obligations

ORDER & INVENTORY MANAGEMENT, ACCOUNTING & CRM IN ONE

EXACT FOR WHOLESALE DISTRIBUTION

Designed for your clients

Page 9: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

Why choose Exact for Manufacturing? If you work with clients in the manufacturing industry you should introduce them to Exact for Manufacturing. It’s fully integrated business software which empowers manufacturing companies to operate more competitively and get complete control over their production processes. At the same time you can improve your service. Your client can run their entire business in the cloud, making it much easier to keep an eye on things and get the bigger picture at the same time.

MANUFACTURING, LOGISTICS, ACCOUNTING & CRM IN ONE

Calculate quotes incredibly fast

Steer the manufacturing company using work orders

Make better decisions thanks to insight into your margins

Work lean by automating paperwork

EXACT FOR MANUFACTURING

Designed for your clients

Page 10: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

EXACT FOR ACCOUNTANCY CENTREMake it easy for prospects and customers to find you by joining the Exact for Accountancy Centre. It’s quick and easy to create your profile complete with company logo, description and list of specialised services. You’ll then become instantly visible to all those business owners who use Exact. So take out an Accountancy subscription and start enjoying the benefits right away!

STAND OUT AS AN EXACT ACCOUNTANT

What sets you apart from the competition? Better service? Personalised advice? Working more

closely with clients? Well, that’s where the Accountancy programme comes in. It helps you to offer

all that - and much more. A must for a ccountants who want to make the most of Exact. And you can

get started right away.

THE EXACT ACCOUNTANCY PROGRAMME

So what else does the programme include? Well, an introductory e-learning session gets you to grips with the basics - anywhere and anytime it suits you. Then take advantage of both online and classroom training sessions to develop your knowledge and gain specialised certifications. In turn you can display these on your Accountancy Centre profile to demonstrate your expertise. What better way to advertise your practice? Finally, we share our specialist knowledge, and let you join our roadshow. Think webinars, events at your office, or even a live demo at a client’s office by our experts.

Page 11: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

Why join the Accountancy programme?

Become an Exact expert

Discover how you can collaborate even more effectively with your clients.

Gain specialised certification

Demonstrate your knowledge.

Advertise your practice in the Accountancy Centre

Enable customers and prospect to quickly find you within Exact.

Join today at www.exact.com/uk

Page 12: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

24/7 worldwide access to your dataYou’re at the bank, sitting with your accountant or in discussion with your solicitor. You need to show your financial results.. Maybe you’re visiting a customer, trying to secure that major contract or chasing an outstanding invoice. No problem. All you need is a laptop, tablet or smartphone within reach.

Work securely and reliablyIs my business data secure in the cloud? Absolutely! It’s probably even more secure than in your office. All your data is stored in UK-based data centres. The providers take care of the management, updates and maintenance. Saving you from having to invest in this knowledge yourself.

Flexible monthly subscriptionsIt’s free to get started in the cloud. As you grow you only pay for what you use. No surprises, just a fixed monthly fee. Fixed, yet flexible, because the subscription grows as you do. You can easily add more companies, more users or more apps. That’s how flexible working in the cloud really is.

Collaborate onlineAlways stay on the same page with your colleagues, partners and clients. The cloud is the perfect place to collaborate and store your data. Documents, contacts - literally everything is stored in one place, making it easy to find to boot. So you can finally get rid of those big bulky filing cabinets. Saving you both time and money. Now and in the future.

Get going quicklyGetting started with cloud software is as straightforward as can be. Simply log in and you’re online! Need help? We offer free training and UK-based support. Or have a look at our extensive online resources which will help you 24 hours per day, 7 days per week. And during business hours, we’ll respond to your questions via email, chat or telephone.

Working in the cloud is convenient and secure. There’s no need to install

or update anything. Just start off right away at a fixed low monthly fee.

Throw flexible subscriptions and vast savings on your IT costs in the mix

and you’re probably wondering why you’re not working in the cloud yet.

100% CLOUD, 0% HASSLE

13 EXACT

Page 13: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

SECURITYMore than 184,000 SMEs worldwide are using our online business software with confidence. They benefit from 99.99% availability and from our strict security measures. Exact meets the most stringent international security standards and is therefore one of the most secure online business software package available.

Top-level securityWe work together with Rackspace, a certified hosting provider, whose data centres are regarded as among the most secure data centres available anywhere in the world. Working with Exact means that you’re using a secure connection, encrypted to industry standards and regularly tested by independent experts. We are proud to be ISAE 3402 certified.

Reliability is a prime considerationOur online business software runs on a state-of-the-art infrastructure that guarantees 99.99% availability – monitored 24/7. We leave nothing to chance when it comes to data storage. All your data is encrypted and stored in Rackspace’s highly secure data centres. Daily emergency backups1 of all data are transferred to a secure bunker once a week. A comforting idea.

For benefits – against inconvenienceThanks to the numerous active security measures we and our partners take, all your business data is protected against fire, theft and failing hardware. Saving you from having to make large IT investments.

Exact business owners benefit from maximum security at minimum cost. Without having to compromise on convenience.

International security standards

14EXACT

Page 14: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

Your business software is the beating heart of your company. So wouldn’t it be great if you could connect all your favourite software and services to it? With Exact you can, using apps: add-ons linking everything together. Specialist apps from other vendors, all certified by Exact, are brought together in the App Centre. Now that’s joined-up thinking!

3 reasons to explore the Exact App Centre

1 Link Exact to your favourite software and services Automate processes and save on paperwork.

2 All certified apps in one place Search easily by category or industry.

3 Easy, transparent shopping Link or disconnect apps quickly and easily with no hidden costs.

SHOP, LINK AND BENEFIT

THE EXACT APP CENTRE

15 EXACT

Page 15: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional
Page 16: EXACT...accounting and CRM offers the perfect tooling for any healthy business. Additionally, we provide integrated packages for SMEs in manufacturing, wholesale distribution and professional

© Exact Group B.V., 2017. All rights reserved. All brand and trade names belong to the respective owners. MCL641065UK006


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