Financial dashboard across administrations
Revenue, costs and result per month from the G/L transactions of one or more administrations, compared with budget and last year.
Integration · Exact Online
Exact Online in Power BI. Via your own data warehouse.
For Exact Online Power BI dashboards, you load the data via the Exact Online API into your own data warehouse, model it and use it in ENABLE. ENABLE has no built-in Exact Online connector; the connection always runs via the warehouse.
Via your data warehouseERP and accounting
With Exact Online Power BI reporting, you go beyond the standard reports in Exact Online. Think of a financial dashboard across multiple administrations (companies), margin per customer or project results, combined with data from your CRM or online shop.
In ENABLE you use Exact Online data via your own data warehouse. The data is loaded outside the portal via the Exact Online API, for example with a standard connector or a custom integration, and then modelled. Dashboards, the SQL Explorer and the Data API then read from the same model.
In ENABLE
What you do with Exact Online data
Receivables and liquidity
Outstanding items per customer and by age, and an overview of amounts receivable and payable.
Project results
Hours and costs per project against what has been invoiced, so you see which projects are profitable.
Ask questions in plain language
In the SQL Explorer you ask, for example, which customers have grown the most this year. The AI writes the SQL on your warehouse.
Combine with your CRM
Put Exact Online invoices alongside deals from your CRM, so you see the journey from quote to paid invoice.
Steps
How to use Exact Online data in ENABLE
- 1IntakeWe determine which administrations and data are needed and choose the best loading route: a standard connector or a custom integration via the API.
- 2Loading into your data warehouseData is loaded via the Exact Online API into your own PostgreSQL warehouse, outside the ENABLE portal.
- 3ModellingGeneral ledger, invoices and accounts are transformed into a model with fixed definitions, including across multiple administrations.
- 4Dashboards and AI in ENABLEPower BI reports and the SQL Explorer use the model. ENABLE reads encrypted and read-only.
- 5Access by roleAccess profiles and row-level security determine who sees which administration and which figures.
Exact Online Power BI via a data warehouse: why?
There are several ways to access Exact Online data, but the Exact Online API has limits on the number of requests. By loading the data into a warehouse periodically, you do not put load on that API every time someone opens a dashboard. In the warehouse you can also:
- Bring multiple administrations together in one model.
- Keep snapshots, for example the receivables position at the end of each month.
- Combine Exact Online data with other sources, such as your CRM, online shop or planning.
- Record fixed definitions, so every dashboard shows the same revenue.
Exact Online integration: what you need
You need an Exact Online user with rights to the administrations you want to access. For a custom integration via the API, you also need an app registration with Exact Online. If you choose a standard connector, that provider usually handles the connection with Exact Online; we decide which route fits best during the intake.
ENABLE itself does not connect to Exact Online. The portal connects only to your data warehouse, encrypted and read-only.
Exact Online reporting in ENABLE
In the portal, users open their Exact Online dashboards with two-factor authentication and see when the data was last refreshed. You record monthly targets per KPI in the built-in Targets app, and controllers ask additional questions in the SQL Explorer, with export to CSV (opens in Excel).
FAQ
Frequently asked questions
Does ENABLE have a standard integration with Exact Online?
No, not as a built-in connector. The data comes via your data warehouse: Exact Online data is loaded via the API, for example with a standard connector or a custom integration, and then used in ENABLE. We determine the best loading route during the intake.
How does an Exact Online Power BI integration work?
There are ways to connect Power BI directly to Exact Online, but for reliable and fast reporting you usually load the data into a data warehouse first. There you model the general ledger, invoices and receivables into tables that Power BI calculates on. In ENABLE you share those reports with access by role.
Can I see multiple Exact Online administrations in one dashboard?
Yes, if you load the data from all administrations into your data warehouse. In the model you compare or add them up, and with row-level security you determine who sees which administration.
Can I ask AI questions about my Exact Online data?
Yes, if the data is in your data warehouse. In the SQL Explorer, the AI converts your question into SQL. The AI sees only table and column names, no amounts or other rows of data.
Further reading
- SolutionAI on financial data: analysis for controllersAnalyse revenue, margin and budget vs. actuals with AI, traceable and read-only.Read more
- SolutionAI on ERP data: ask questions in plain languageAsk questions about your ERP data in plain language, via your own warehouse, no exports.Read more
- SolutionData integration: connect data sources for insightConnect data sources for reporting and AI, via one central data warehouse.Read more
- IntegrationPower BI embedded portal: share dashboards securelyPower BI reports embedded in your own portal, with access by role and RLS.Read more
- IntegrationAFAS Power BI: access AFAS data via ENABLEAFAS Profit data via your data warehouse in Power BI dashboards, SQL with AI and apps.Read more
- IntegrationsIntegrations: Power BI, ERP and CRM in ENABLEWhich systems work with ENABLE? It connects directly to Power BI and your data warehouse; data from Business Central, Exact Online, AFAS or your CRM via the warehouse.Read more
See Exact Online data in ENABLE?
In a demo we show how data from Exact Online reaches dashboards, plain-language questions and apps via your data warehouse. Book a demo and bring your questions.