Introduction

Discover the seamless integration of Exact Online with IdentityCheck, a powerful synergy for small and medium enterprises. Exact Online is renowned for simplifying business management with its comprehensive suite of cloud-based solutions, offering features like financial management, invoicing, and inventory tracking. IdentityCheck amplifies these functionalities by providing reliable ID verification capabilities, ensuring compliance and efficiency in one robust platform.

Why Connect IdentityCheck to Exact Online

Integrating IdentityCheck with Exact Online means bolstering your business processes with advanced identity verification. This integration offers several advantages:

• Enhanced Security: By verifying identities efficiently, you minimize fraudulent activities, thereby safeguarding your business transactions and reputation.
• Streamlined Compliance: With automated KYC checks, you meet compliance requirements effortlessly, freeing up time to focus on core business functions.
• Increased Efficiency: Save time during client onboarding by automating identity verification, easily matching the pace of Exact Online’s robust financial features.

Read how Wardle Partners achieved a 5-10x ROI integrating IdentityCheck, saving 30 minutes per client and cutting costs by 50%.

Setting Up the Integration

1. Log in to your Exact Online account.
2. Navigate to the “Apps” section in the dashboard.
3. Search for “IdentityCheck” and select it from the list of suggested apps.
4. Click “Connect” and authorize the integration using your Exact Online credentials.
5. Configure the identity verification settings according to your business needs.
6. Save the changes and start using the integration.

How It Works in Exact Online

Once integrated, you can initiate an identity check directly from a client’s profile in Exact Online. For example, during customer onboarding, select “Verify Identity” to run a quick KYC check. IdentityCheck processes the request and confirms the ID verification, updating the client’s records immediately. This smooth in-app workflow enhances operational efficiency without leaving Exact Online.

Frequently Asked Questions

Where is the data from ID verification stored?

Data is securely stored in compliance with GDPR and other international data protection standards, ensuring your business remains compliant.

Can I customize the verification process?

Yes, IdentityCheck allows customization to tailor ID verification procedures to your specific business requirements.

What happens if an identity check in Exact Online is incomplete?

If a check fails or remains incomplete, you will receive an alert, allowing you to take necessary action to resolve the issue promptly.

Final Thoughts

Integrating IdentityCheck with Exact Online bridges robust accounting functionalities with seamless identity verification, creating a secure and efficient workflow. Elevate your business management practices by leveraging this powerful integration today.