Data-Analytics
Overview
0Delta lets Claude pull Exact Online numbers and your finance reports, handy if you’re a fractional CFO or founding partner juggling one company or a whole portfolio. Ask about cash runway, burn, P&L, balance sheet, open invoices, customer concentration, or how the forecast compares to actuals. Scan the portfolio for who needs attention, then dig into one company or Exact division without opening the ERP. You sign in with your 0Delta.ai account. Curated reports work best for analysis; use the live Exact Online tools when you need to reconcile or drill down. You’ll need an active 0Delta account with Exact Online connected.
Tools
get_aging_receivables
Claudeget_bank_entries
Claudeget_bank_entry_lines
Claudeget_cashflow_forecast
Claudeget_customer_concentration
Claudeget_expected_cashflows
Claudeget_export_refresh_status
Claudeget_financial_statements
Claudeget_forecast_variance
Claudeget_gl_transactions
Claudeget_headcount_trend
Claudeget_outstanding_invoices
Claudeget_payables
Claudeget_portfolio_cashflow_summary
Claudeget_profit_loss_overview
Claudeget_purchase_invoices
Claudeget_receivables
Claudeget_reporting_balance
Claudeget_sales_summary
Claudeget_subscription_summary
Claudelist_divisions
Claudelist_entities
Claudelist_exact_accounts
Claudelist_organizations
Claudelist_source_accounts
Claudequery_accounting
Claudequery_exact_online
Clauderefresh_exact_export
Clauderefresh_export
Clauderequest_mcp_feature
Claudesubmit_prompt_idea
ClaudeLinks
App Stats
32
Tools
Claude
Platforms
Category
Track FinancesWorks with
Claude
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