Product and country boundary
Document the Exact product, country edition, modules, divisions, and available integration surface.
ERP coexistenceImplementation-scoped
Connect Exact ERP to an AI-first operating layer
Keep Exact authoritative for the finance and ERP records it already owns while SOBERAN coordinates selected operational workflows across systems and channels.
A SOBERAN–Exact implementation starts with one operating outcome and the Exact product in use. Exact publishes REST and XML APIs plus webhook support; the available objects, company divisions, permissions, custom fields, sync cadence, and allowed writes are confirmed before production.
01
Typical Exact data mapping
The implementation contract names the owner, direction, identity key, cadence, and permitted action for every object.ObjectSourceDestinationPurpose
Account and contactExactCustomer or supplier context
Resolve identity across commercial, purchasing, service, and collections workflows.
Item, warehouse, and stockExact or WMSPlanning context
Support availability, allocation, and replenishment decisions.
Sales and purchase documentsExactOperating workflow
Coordinate orders, suppliers, delivery commitments, and exceptions.
Approved outcomeSOBERANAuthorized Exact record
Return only a permitted status, activity, or transaction after policy checks.
02
A practical Exact coexistence workflow
- 01
Choose one operating result
Start with replenishment, order exceptions, purchase follow-up, service, or collections.
- 02
Inventory the Exact environment
Confirm Exact Online or Globe+, country edition, company divisions, modules, add-ons, custom fields, and interfaces.
- 03
Validate read quality
Reconcile IDs, units, balances, states, timestamps, and document counts before enabling action.
- 04
Activate governed writeback
Enable approved writes gradually with least privilege, idempotency, thresholds, evidence, and rollback.
03
Exact integration controls
Least-privilege access
Restrict credentials to the divisions, objects, and actions included in scope.
Identity and idempotency
Use durable Exact IDs, external references, duplicate checks, and replay-safe writes.
Approval and reconciliation
Keep spending, credit, and accounting-sensitive actions behind policy and reconciliation.
04
Exact integration checklist
- Exact product, country edition, company divisions, modules, and environments
- REST or XML API, webhooks where applicable, authentication, and limits
- Objects, custom fields, add-ons, ownership, units, and identity keys
- Read cadence, events, allowed writes, approvals, retries, and exceptions
- Reconciliation, monitoring, audit evidence, rollback, and support owner
05
Best fit
- Teams retaining Exact for accounting, wholesale, manufacturing, or project administration
- Inventory-heavy operations adding cross-system agents without forcing an ERP replacement
- Businesses connecting Exact records to CRM, suppliers, WhatsApp, voice, service, or commerce channels
Frequently asked questions
Does SOBERAN replace Exact?
Not by default. Exact can remain the financial or transactional system of record while SOBERAN coordinates a scoped operational workflow. Replacement is evaluated separately.
How can SOBERAN connect to Exact?
Exact publishes REST and XML APIs and supports webhooks. The exact route depends on Exact Online or Globe+, the country edition, modules, permissions, and objects required.
Can SOBERAN coordinate inventory and orders around Exact?
Yes, when the required item, warehouse, stock, customer, supplier, and document data is available. Writes remain limited to agreed actions and controls.
Does Exact already have AI agents?
Exact now markets AI Agents and an AI Assistant inside Exact Online. Buyers should compare the specific workflows, products, regions, controls, and cross-system reach required rather than assuming either platform has no AI.