Exact Online + Float Integration

Integrate Exact Online to Float in one click, or tell Integrately AI how you want each project handled. Sync project data, create records, update financials, and keep your resource planning aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
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2.
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float

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Ready Workflows Ready Workflows for Exact Online + Float Integration

Create projects, log team resources, update accounts, alert your team, and track billable hours, all in just one click.

Most popular automationmost-popular-automations
Exact Online + Float Integration

Create Float person from new Exact Online contact

If you're using Exact Online and Float to track time for your projects, you'll want to make sure that the contact you create in Exact Online is also created as a person in Float.

This will ensure that time tracked for that contact is attributed to the correct person in Float, and that you can easily generate reports and invoices for them.

But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Float flow

Streamline team communication, task management, and document storage right after your core pair syncs. Pick a combination and activate it in one click.

Exact Online
Float
+
AsanaAsana (8)
+
HubSpotHubSpot (8)
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
+
TogglToggl (8)
+
GmailGmail (8)
F
E
A
Create an Exact Online project and an Asana task whenever a new project is created in Float
New Float projects instantly generate a corresponding Exact Online project and an Asana task, eliminating manual setup across your workflow.
E
F
A
Create a Float task and an Asana task whenever a contact is created or updated in Exact Online
Exact Online contacts automatically trigger new tasks in Float and Asana so your team can start scheduling immediately.
F
E
A
When a task is created in Float, update the account in Exact Online and update the task in Asana
Float task creation updates your Exact Online account records and keeps your Asana task current without manual intervention.
F
E
A
Create an Exact Online contact and an Asana task whenever a new person is created in Float
New team members added in Float instantly receive an Exact Online contact record and an onboarding task in Asana.
F
E
A
If a client is created in Float, create an Exact Online account and create an Asana task
New Float clients immediately establish an account in Exact Online and trigger a kickoff task in Asana.
F
E
A
When logged time is updated in Float, create an Exact Online cost unit and update the Asana task
Updated time logs in Float generate Exact Online cost units and update your Asana tasks for accurate tracking.
F
C
E
A
Use ChatGPT to summarise every new Float task, create an Exact Online project, and create a task in Asana
ChatGPT transforms raw Float task details into structured summaries before creating your Exact Online project and Asana task.
F
E
A
S
When a Float project is created, create an Exact Online project, create an Asana task, and notify your team in Slack
New Float projects ripple across Exact Online, Asana, and Slack so every department stays informed immediately.

Supported triggers and actions for Exact Online and Float

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
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Create bank account in Exact Online
Creates a new bank account
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Create cost centre in Exact Online
Creates a new cost centre
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Create cost unit in Exact Online
Creates a new cost unit
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Create project in Exact Online
Creates a new project
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Create item in Exact Online
Creates a new item
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Search account by name in Exact Online
Searches for an account by name
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Search contact by first name in Exact Online
Searches for a contact by first name
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Create contact in Exact Online
Creates an contact
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Search cost unit by code in Exact Online
Searches for an item by code
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Search item by code in Exact Online
Searches for an item by code
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Create document in Exact Online
Creates a new document
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Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
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Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
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Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
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Search document by accountName in Exact Online
Searches for documents by account name
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Float
Float Triggers & Actions
Task is created in Float
Triggers the automation when a new task is created
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Logged time is created in Float
Triggers the automation when a log time is created
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Logged time is updated in Float
Triggers the automation when a log time is modified
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Person is created in Float
Triggers the automation when a new person is created
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Project is created in Float
Triggers the automation when a new project is created
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Client is created in Float
Triggers the automation when a new client is created
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Time off is created in Float
Triggers the automation when a time off is created
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Department is created in Float
Triggers the automation when a new department is created
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Create task in Float
Creates a new task
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Search task in Float
Searches for a task
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Update task in Float
Updates the task with new information or changes
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Create project in Float
Creates a new project
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Search project in Float
Searches for a project
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Create logged time in Float
Logs a new time entry
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Update logged time in Float
Updates the logged time entries
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Search logged time in Float
Searches for logged time
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Create client in Float
Generates a new client profile
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Create time off in Float
Creates a new time off entry
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Create person in Float
Generates a new person
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Create milestone in Float
Creates a milestone to track progress
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Create department in Float
Generates a new department within the organization
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What can you automate with Exact Online + Float?

Connect your financial software and resource scheduler to eliminate manual data entry across every project workflow.

What you can automate?
🚀
Sync projects between Exact Online and Float
Automatically create an Exact Online project whenever a new project is created in Float, keeping your financial records and resource schedule aligned from day one.
📋
Capture every submitted field and detail
Map all available contact, task, and project attributes across Exact Online and Float so no important notes or custom fields are left behind.
🔔
Alert your team the moment events happen
Notify team members in Slack or via email immediately when contacts update or projects launch, ensuring everyone stays informed without chasing status reports.
🔀
Route data dynamically based on submitted fields
Set conditional rules to handle enterprise clients differently from standard accounts, routing records to specific workflows automatically.
🔄
Keep destination records fully up to date
Automatically update existing accounts, contacts, and projects whenever modifications occur in either Exact Online or Float.
🛡️
Prevent duplicate records across systems
Search existing entries before creating new contacts or projects, ensuring your database remains clean and free of redundant data.
⏱️
Handle time log updates and cost units
Synchronise updated logged hours in Float with Exact Online cost units to maintain accurate project budgeting and financial reporting.
🔗
Extend workflows to your favorite productivity tools
Connect your core Exact Online and Float flow with Slack, Asana, Google Drive, or Gmail to trigger multi-step cross-functional processes.
And much more...

Who is Exact Online + Float integration for?

Operations managers, finance teams, and resource planners benefit by keeping project financials and team schedules perfectly synchronised without manual data entry.

Finance Managers
Finance Managers
Project Managers
Project Managers
Account Executives
Account Executives
Operations Coordinators
Operations Coordinators
Resource Schedulers
Resource Schedulers
Accounting Specialists
Accounting Specialists
📈
Finance Managers
You're reviewing financial reports in Exact Online but team hours are tracked separately in Float, so your project cost calculations are always outdated — this integration means every time log and project update syncs instantly and your financial data stays current.
Project Managers
You're assigning resources in Float but project milestones take hours to reach your accounting tools, so your project scheduling timeline lags behind reality — connecting these apps means every new task and project is established automatically and your schedule stays aligned.
🤝
Account Executives
You're onboarding new clients in Exact Online but resource planning teams find out days later, so project kickoff meetings get delayed — with this integration, every client account and contact creates resource profiles instantly and work starts on time.
🔄
Operations Coordinators
You're manually copying contact updates and project details between Exact Online and Float every single day, so human error creeps into your records — automating both apps means every record matches perfectly and your operational efficiency improves.
📅
Resource Schedulers
You're waiting for upstream handoffs from accounting before scheduling team members, so billable hours sit unassigned — automating both apps means new projects and tasks trigger scheduling workflows instantly and utilisation rates climb.
🗂️
Accounting Specialists
You're reconciling billable hours and cost units with constant gaps in your project tracking history, so monthly invoicing takes days of manual checking — this integration means every logged hour updates financial cost units and your audit trail remains complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Float

Build and manage your Exact Online + Float automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Float with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Exact Online to Float?
Frequently Asked Questions
You can connect Exact Online to Float in just one click using ready-made templates on Integrately. Select a workflow, connect your accounts, and let Integrately AI handle field mapping instantly.
Can I automatically create a project in Exact Online when a project is created in Float?
Frequently Asked Questions
Can I connect Exact Online, Float, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Float?
Frequently Asked Questions
How are contacts updated between Exact Online and Float?
Frequently Asked Questions
Can I track logged time updates from Float in Exact Online?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Float?
Frequently Asked Questions
Is the Exact Online and Float integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Float With 1500+ Other Apps

Exact Online
Popular Exact Online Integrations
Connect Exact Online with accounting, CRM, and invoicing platforms to streamline financial operations.
Float
Popular Float Integrations
Sync Float with task management, time tracking, and communication tools to optimise resource scheduling.
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Float Integrations arrow right
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