Exact

WWFT compliance, right inside Exact Online

Cloudpliant connects to Exact Online and screens your relations automatically. Reports and review tasks appear directly in Exact, compliance without leaving your administration.

What the integration does

Automatic synchronisation

Through webhooks, Cloudpliant is notified the moment a relation or contact is created or changed in Exact Online. No manual entry, no exports.

Checks without lifting a finger

Every relation is screened automatically: sanctions and PEP status via OpenSanctions, company data via the Dutch business register (KvK) and insolvency via CIR.

The report lands back in Exact

The compliance report is stored as a document on the relation in Exact Online, together with a review task. Your file is complete, exactly where you expect it.

Relation in Exact Online with an automatically created compliance review task
Compliance report as a document in Exact Online

How to connect Exact Online

  1. 1Create a Cloudpliant account or sign in.
  2. 2Go to Connections and choose Exact Online.
  3. 3Sign in to Exact and grant Cloudpliant access to your administration.
  4. 4Done. New and changed relations are checked automatically from now on.

Get started with Cloudpliant today

It's time to take control of your compliance. Cloudpliant provides one streamlined way to meet your WWFT, AML and KYC obligations, without the hassle.

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