Exact is an accounting and business management app that helps users manage their finances, including billing, payroll, and financial reporting. It offers tools for invoicing, cash flow management, and integrating with banks to streamline financial operations for businesses.
Trelica's Exact integration provides organizations with robust financial insights by seamlessly importing relevant transaction data directly into the Trelica platform. This integration is specifically designed to enhance the understanding of SaaS spending, ensuring organizations can make informed decisions based on their financial activities.
Key Features
- Payments: Returns SaaS spend data from financial systems, including transaction details such as payment date, amount, description, and expense claimant. This feature provides visibility into financial transactions, helping organizations track payments and manage expenses effectively.
- Import of G/L Account Types: Facilitates the import of various general ledger account types into Trelica, enhancing accounting accuracy and helping to consolidate financial data.
- Journal Types Import: Supports the import of multiple journal types including cash, bank, payment service, and purchase, allowing for comprehensive financial reporting and analysis.
Key Benefits
- Enhanced Financial Transparency: By consolidating spend data, organizations gain a clear understanding of their financial commitments and expenditures related to SaaS applications.
- Informed Decision-Making: Access to detailed transaction histories enables organizations to make strategic decisions regarding budgeting and expense management.
- Streamlined Financial Management: Automating the import of general ledger account types and journal entries simplifies bookkeeping processes and reduces manual data entry errors.
- Improved Compliance: Keeping track of all financial transactions ensures compliance with internal and external auditing requirements, safeguarding the organization’s financial integrity.
Get started
