Lleverage automates order entry in Exact Online with an AI agent. It reads customer orders from email, PDF and Excel, finds the account and the items, checks price and stock before anything is written, and creates the sales order. Orders inside your rules go in on their own. The rest wait for a person, with the reason attached.
In Exact Online a sales order is a header with the customer who ordered, a delivery address, your customer’s reference and a set of lines. The agent fills in exactly those, from the order your customer sent, in 4 steps.
An order email, a PDF purchase order or a spreadsheet arrives in the shared inbox. The agent pulls out who ordered, where it goes, the requested delivery date, the customer’s own order number and every line.
The sender is matched to the account in Exact Online that becomes Ordered by, the address to Deliver to, and each line to an item code. A description it cannot tie to one item is held, not guessed.
Each line is compared with the price Exact Online holds for that customer, and the quantity with the stock in the warehouse the order ships from, before anything is written. Credit status is checked too.
The sales order is created in Exact Online with the customer’s number in Your ref., so your desk finds it the way it always has. It starts as Open, and the confirmation goes back to the customer.
Today someone opens each order email, keeps the PDF on one screen and Exact Online on the other, and copies it line by line. Once the agent does that, the warehouse sees open sales orders sooner, customers hear back faster, and your people keep the orders that need judgement.
Learn moreA PDF purchase order lands in the shared inbox at 07:14. Nobody touches it. This is what the agent does with it.
Item codes, price, stock in the warehouse and credit are checked against Exact Online before anything is written, and each check has its own setting. Orders that pass become open sales orders on their own. The rest wait for the person you choose, with the reason attached.
Exact Online has no built-in AI that reads a customer’s order. What it offers is manual entry, file import, sales order approval and an API. We read the Exact Support knowledge base and the Exact Online REST API reference on 6 October 2026, and every statement in the middle column comes from those pages.
| Exact Online on its own | Lleverage | |
|---|---|---|
| How an order gets in | A person creates it under Sales, Orders, Sales orders, Create, either from an accepted quotation or from scratch with the fields entered by hand. | The agent picks the order up from the shared inbox as it arrives and fills in the sales order itself. |
| Files from customers | Import/Export reads CSV, Excel or XML files laid out in Exact’s own schema, and XML needs someone familiar with XML schemas. A customer’s own PDF or order email is not described as an import source. | Email body, PDF, Excel, CSV and portal exports, each in the customer’s own layout. |
| AI in Exact Online | The knowledge base lists benchmarking, RGS mapping, bank suggestions and predicted payment dates as its AI features, and Exact AI Assistant answers questions and guides you through Exact Online. Reading customer orders is in neither. | An AI agent built for the order desk: it reads the order, matches it and learns from every correction your team makes. |
| Document scanning | Automatic invoice processing recognises invoices and receipts as entry proposals, 3 a month in the subscription and bundles for more. Sales orders are not described. | Order intake is one agent. Purchase invoices are a separate one, on our AP automation page. |
| Checks before the order exists | With Professional or Premium, Approve sales orders keeps each new order awaiting approval until a user with that right approves it. | Items, stock and date, price against contract and credit status are checked first, each with its own setting, and only exceptions reach a person. |
| Connecting other software | The SalesOrders API creates, reads, updates and deletes sales orders for the Wholesale & Distribution and Manufacturing packages, and supports webhooks. | Our engineers connect the agent to Exact Online with your team. It fills the same fields your desk fills, with the access a person has. |
| Cost and set-up | Manual entry, import and approval come with the Exact Online subscription you already pay for. Nothing extra to buy or connect. | One monthly price per agent, with integration and AI usage included within fair use. The first process typically runs supervised within a few weeks. |
| Fits best when | Orders are few, arrive in a file you already import, or a person reviews each one at the screen anyway. | A desk spends its day retyping emails, PDFs and spreadsheets into the sales order screen, and the clean orders could go in without anyone opening them. |
We think Exact Online on its own is enough when orders are few or already arrive as a structured file: nothing extra has to be bought or connected. We think Lleverage fits when the work you want gone is reading, matching and retyping the orders customers send in their own format. More on why Dutch companies stop retyping orders.
Forward deployed engineers build the first order flow with your order desk and connect it to Exact Online or Exact Globe, so orders come off the desk in the first weeks rather than at the end of a project. From there it automates gradually: every correction teaches it your customers, their formats and their item codes, and fewer sales orders need a person to look.
They work inside your operation. They map every customer format and exception with your order desk, set the confidence line together, and stay on as your customers and products change. Not a licence and a manual. A team that knows your floor.
The inbox, the ERP connection, the checks and the log are yours to configure. Our documentation and support sit behind your team, and an engineer is a call away whenever you want one.
Talk to us about either ↗Yes. Lleverage connects to Exact Online and to Exact Globe. A system on your own server is reached without opening it to the internet, and where there is nothing to call, the agent works the screen with the access a person on your order desk has. Our engineers set up the connection with your team.
Exact describes its AI Assistant as a conversational helper: it guides you to the right place in Exact Online, answers how-to questions, sends notifications about deviations and adds customer information. Reading incoming orders is not on that list (exact.com, read 6 October 2026). That is the work the Lleverage agent takes off the desk.
Customers who already send EDI can keep doing so. We think EDI is rarely worth setting up for the many customers who order by email: the agent reads their PDFs, spreadsheets and plain emails and creates the same sales order in Exact Online. More on EDI and email orders.
The order is not created with a guess. The agent holds that order or line for the person you choose and attaches the reason, for example a customer part number that matches no item in Exact Online. Every correction your desk makes is kept, so the same number resolves on that customer’s next order.
The agent writes into Exact Online the way a person would: it fills the same fields your team fills, and Exact checks them the same way. Exact stays the system of record and nothing is copied into a second database. Lleverage is EU hosted by default. More on integrations.
The first process typically runs supervised within a few weeks. Forward deployed engineers build the first flow with your order desk on your real orders, starting with the customers that send the most. It moves to the background as the numbers earn it, for one monthly price per agent with integration included.
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Purchase to paySource & ProcureInvoices, POs and confirmations, posted where they belong.
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Forecast to producePlan & ProduceThe plan reshuffled when reality changes.
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Order to deliveryDeliver & SupportCustomers answered with full context, in their own channel.
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AP & ARPay & CollectInvoices matched, real variances flagged, the rest untouched.
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Master dataGovern & EnableMaster data kept clean and in sync across every system.
