Exact Online + Memtro

What you can do with Exact Online in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Exact Online tool, reads what it needs, and answers with the source cited.

• Customers and suppliers in Exact Online, with their code, email…
• The people at the customers and suppliers in Exact Online: name, email, phone and which account they belong to.
• Sales invoices in Exact Online: the number, who they are to, what they are for and the amount.
• Sales orders in Exact Online — what customers have ordered and not yet been invoiced for.
• Purchase orders in Exact Online — what the company has committed to buy, and from whom.
• The product and service catalogue in Exact Online.
• The chart of accounts in Exact Online: the general-ledger accounts a transaction can be booked to.
• The administrations (divisions) this Exact Online login reaches — one set of books each.
• Hourly sync of recent records into memory

Where it fits

Teams that get the most from Exact Online in Memtro, with the rest of their stack attached.

• FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through tools that read by default, and Xero can raise a draft invoice or record a payment when you ask and an administrator has granted it. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
• OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.

Questions

Can Memtro change anything in Exact Online?

Only when you ask, and only what it has been granted: create a customer or supplier account; create a sales invoice header, with no lines and no status set, for a person to complete in Exact. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Exact Online connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Exact Online data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Exact Online records into memory as entities.

How do I connect Exact Online?

OAuth. Click Connect Exact Online on Dashboard → Connections and sign in with Exact Online.