Accountancy
API integration between WordPress and Exact Online for accountancy firm
Real-time synchronisation of invoices, customer data and payments between WordPress and Exact Online.
De Boer & Partners · 8 weeks
The challenge
De Boer & Partners used WordPress for their website and client portal, and Exact Online for accounting. Customer data, invoices and payments had to be transferred manually between the systems. This was error-prone and time-consuming.
Our approach
Analysis of the Exact Online API and the WordPress/WooCommerce environment
Development of a custom plugin for bidirectional synchronisation
Automatic creation of invoices in Exact Online for orders in WooCommerce
Customer synchronisation: new customers in WordPress are automatically created in Exact Online
Payment status synchronisation: paid invoices in Exact Online are updated in WordPress
Error handling, logging and a management dashboard
Compliance with GDPR requirements for financial data
Results
"The integration with Exact Online has completely transformed our work process. Our accounting now runs fully automatically and we make virtually no errors."