Exact RPA for insight, integration, and automation
Save time and money with Robotic Process Automation for Exact Synergy. Exact RPA helps your company gain insight into data, integrate databases, and automate business processes. No more repetitive manual operations.
Automate using Robotic Process Automation
Robotic Process Automation allows you to automate processes. Set up rules to automatically carry our repetitive manual operations. This saves you valuable time, reduces the likelihood of errors, and lets you focus on what you're really good at.
Integrate Synergy with your ERP software.
Exact RPA lets you integrate your Exact Synergy environment with Exact Globe, Exact Online, and other ERP packages like SAP and Salesforce. Using RPA automatically makes the data from your ERP available in Synergy. You can also record additional information for your processes and define authorisations that can then be linked back to your ERP program. This way, you can integrate steps from your ERP into your colleagues' workflow.
Create insight
Linking systems makes all of your information available in a single location, giving you both insight and an overview. You can view your warehouse inventory, have direct insight into outstanding items from the customer card, and closely follow the progress of your biggest projects, all from one location. What's more, Exact RPA allows you to directly link follow-up actions, which you then put back into the workflow of your colleagues.
How Exact RPA benefits you
Look and see how Exact RPA can benefit you and your situation.
Benefits for Finance
- Automate repetitive, time-consuming operations
- Insight into your financial data in Synergy, always and everywhere
- View outstanding items on the contact card
- Create reports of outstanding creditors
- See who made changes and who is allowed to make changes to financial data
- Create automatic tasks in the workflow for incoming or outgoing invoices
- Generate automatic emails or pop-ups when deadlines for outstanding items expire
Benefits for Wholesale Distribution
- Automate repetitive, time-consuming operations
- Insight into your important data in Synergy, always and everywhere
- See total inventory levels across all stock locations
- Approve orders and invoices in Synergy
- See reports with the status of all outstanding orders
- Generate automatic emails or pop-ups when deadlines expire
Benefits for Construction
- Automate repetitive, time-consuming operations
- Insight into your most important data in Synergy, always and everywhere
- View purchase orders directly from the customer card
- Create automatic tasks and checklists in the workflow
- Automatically launch projects and workflows after selling a project
- Generate automatic emails or pop-ups when deadlines are approaching
Benefits for Manufacturing
- Automate repetitive, time-consuming operations
- Insight into your important data in Synergy, always and everywhere
- View a report with all open manufacturing orders
- Create and approve orders in Synergy
- Generate automatic emails or pop-ups when deadlines expire
Benefits for Project Management
- Automate repetitive, time-consuming operations
- Insight into your most important data in Synergy, always and everywhere
- View outstanding items on the contact card
- Create automatic tasks and checklists in the workflow for new projects
- Generate automatic emails or pop-ups when deadlines expire
Benefits for Professional Services
- Automate repetitive, time-consuming operations
- Insight into your most important data in Synergy, always and everywhere
- View purchase orders directly from the customer card
- Create automatic tasks and checklists in the workflow for new projects
- Automatically launch projects and workflows after selling a project
- Create management approval requests when employees enter their hours
- Generate automatic emails or pop-ups when deadlines are approaching
Benefits for other sectors
Exact RPA offers endless possibilities. You can easily automate repetitive operations, centralize all of your data to create overviews, and generate automatic tasks, workflows, and event-based notifications. Are you curious about the specific benefits we can offer your organisation? Our consultants are ready to give you all the information you need!
Integrate with Exact RPA
Not only does Exact RPA integrate with Exact Globe and Exact Online - it links to third-party software, too. Exact RPA can always be linked with Acumatica, Allotrac, Epicor, Macola, MYOB Advanced, Salesforce and Sap Business One.
Are you curious about the possibilities we can offer your organisation? Our consultants are Exact experts. It's their job to ensure you get the most out of Exact RPA. They can advise you on integration with other software and help you to automate important processes. That way you'll be able to make best use of all of the options available, saving time and money.
Our solution
- Contact us
Exact RPA
Price on requestIntegrate Synergy with other databases and automate time-consuming, repetitive operations.- Automate repetitive operations
- Insight into your most important data, always and everywhere
- Create automatic tasks based on rules
- Generate automatic emails and pop-ups
Customer testimonialsCold Chain Technologies
Exact RPA allows you to link Epicor and Synergy This means our staff don't need to be retrained; we use workflows to automate all sorts of processes, and I don't need to turn down any requests. This is just the sort of dynamic process management solution Cold Chain Technologies needs in order to be able to grow even more.”