Document management systems (DMS) help organisations centrally store, organise, share and secure digital documents. Linking your DMS to Exact creates a direct connection between documents and financial or operational processes. So you work faster, safer and error-free.
What can you manage with document management software?
Purchase invoices and contracts
Quotations and order confirmations
Work orders, packing slips and certificates
Staff documents and reports
Workflow for approval and archiving
Access management and version control
A smart link with Exact ensures that documents are automatically linked to the right customer, supplier, order or booking. No more loose folder structures or manual uploads.
Case examples:
A scanned invoice arrives in the DMS → The data is automatically read and posted in Exact, including the original document as an attachment.
A contract is signed and stored → It is linked to the correct relationship in Exact, with automatic notifications upon renewal or expiry.
Who is this link interesting for?
For organisations that:
Working a lot with digital documents and workflows
Audit-proof want to work with automatic filing
Want to link documents directly to financial records
Clickker links your DMS with Exact
With the Exact API from Clickker easily connect your document management system:
Exact Online
Exact Globe
Exact Financials
So you work faster, more conveniently and according to the latest compliance requirements.
This page lists all software links in the relevant category that we have standardised.
Is the clutch you are looking for not (yet) listed? No problem, we help then too!
As long as the software you want to link to Exact has an API and the corresponding API documentation is available, we can almost always realise a link. In that case, feel free to contact us!
Good to know: Every new link we develop is immediately standardised and added to this page. This way, other customers also benefit from this extension quickly.