accounts receivable automation · Exact Online
Accounts receivable automation for it service companies with Exact Online.
Connect Exact Online, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how it service companies actually bill.
support retainers, projects, licences and usage charges.
service incidents and commercial follow-up often involve the same contacts.
an open service issue can make an otherwise correct reminder poorly timed.
stop or reroute when an unresolved service ticket affects the invoice.
One controlled route from signal to outcome.
turn ledger changes into controlled next actions without replacing human ownership. Every automated action must explain its source data, policy match and owner.
- 01
Monitor open invoices
- 02
Evaluate policy and relationship context
- 03
Prepare or send the permitted action
- 04
Stop on a defined outcome
Exact Online data contract
Use the ledger as truth. Add the decision layer it lacks.
DueHello reads receivable status from the connected administration and keeps the accounting record as the source of truth. Connect the administration, select the entities in scope and map the sender identity before activating a playbook.
Evidence remains attached to the decision.
For this workflow, DueHello keeps source status, policy decision, communication and outcome. The team can see what happened without reconstructing it from inboxes.
source status
policy decision
communication and outcome
Questions before you put it into production.
How is accounts receivable automation used by a IT service company?+
DueHello monitors support retainers, projects, licences and usage charges, applies the configured receivables policy and records why each action was sent, paused or routed to service owner and finance operations.
What data does DueHello use from Exact Online?+
The workflow uses invoice number and customer, issue date, due date and open amount, payment and credit status, administration and reference. DueHello reads receivable status from the connected administration and keeps the accounting record as the source of truth.
What stops the accounts receivable automation workflow?+
The workflow stops or changes route when payment, reply, dispute, promise to pay or a policy exception. DueHello then stop or reroute when an unresolved service ticket affects the invoice.
Does DueHello replace the finance or account team?+
No. DueHello performs the permitted follow-up and brings exceptions to the accountable person with the context and evidence needed to decide.
Map this against real invoices.
Bring one month of support retainers, projects, licences and usage charges. We will map the policy, exceptions and Exact Online data route with your team.
Book a demo