Exact Online
Filament

Ask questions about your Exact Online data

Connect Exact Online to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Exact Online tracks your invoices and financial statements, but understanding which marketing efforts drive your most profitable customers requires connecting accounting data to your advertising platforms and CRM. Filament links Exact Online revenue, invoice, and customer data to your marketing tools so you can analyze customer acquisition costs, lifetime value by channel, and campaign profitability in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Exact Online KPIs with Filament Analytics

Connect your Exact Online account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Exact Online metrics you can track in Filament:

PROFIT_LOSS_OVERVIEW
Track profit and loss statements with revenue, cost of sales, gross profit, operating expenses, and net income to build business intelligence dashboards comparing performance across periods.
records:
revenuecost_of_salesgross_profitoperating_expensesnet_income
SALES_INVOICE
Analyze invoice patterns with invoice_date, customer_id, total_amount, payment_status, and due_date to understand revenue timing and customer payment behavior.
records:
invoice_datecustomer_idtotal_amountpayment_statusdue_date
SALES_INVOICE_LINE
Track individual line items with product_id, quantity, unit_price, discount, and line_total to see which products drive revenue and identify pricing trends.
records:
product_idquantityunit_pricediscountline_total
REVENUE_LIST
Monitor revenue streams with transaction_date, account_code, amount, description, and period to track revenue by source and build kpi dashboards for financial reporting.
records:
transaction_dateaccount_codeamountdescriptionperiod
REPORTING_BALANCE
Access balance sheet data with account_code, balance_amount, reporting_period, account_type, and balance_date for business analytics on financial health and working capital.
records:
account_codebalance_amountreporting_periodaccount_typebalance_date
GL_ACCOUNT_CLASSIFICATION_MAPPING
Understand your chart of accounts structure with account_code, account_name, classification, parent_account, and account_level to organize financial reporting.
records:
account_codeaccount_nameclassificationparent_accountaccount_level
LEAD_PURPOSE
Track lead sources and qualification with lead_id, purpose_description, source_channel, created_date, and status to connect sales pipeline to financial outcomes.
records:
lead_idpurpose_descriptionsource_channelcreated_datestatus
RETURN
Monitor product returns with return_date, invoice_id, product_id, return_quantity, and refund_amount to identify product issues and their impact on net revenue.
records:
return_dateinvoice_idproduct_idreturn_quantityrefund_amount
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Combine Exact Online with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Exact Online lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Exact Online data gets even more powerful when combined with other tools:

Exact Online
Google Ads

Exact Online + Google Ads

Connect Exact Online invoice and revenue data with Google Ads campaign spend to calculate true customer acquisition costs and see which ad campaigns drive the most profitable customers, not just the most clicks.

Exact Online
HubSpot

Exact Online + HubSpot

Connect Exact Online customer and invoice data with HubSpot contacts and deals to track which marketing campaigns and sales activities generate actual revenue, building a kpi dashboard that shows the complete path from lead to payment.

Exact Online
ActiveCampaign

Exact Online + ActiveCampaign

Connect Exact Online revenue data with ActiveCampaign email campaigns to see which email sequences drive the highest-value customers and calculate the ROI of your email marketing by actual invoice amounts, not just open rates.

Benefits of Filament's Exact Online Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Exact Online account

Connect your Exact Online account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Exact Online data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Exact Online dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Exact Online integration FAQ

Everything you need to know about connecting Exact Online with Filament and getting the most out of your data.