End-to-end finance automation: AGICAP, Exact Online and Power BI

We automated the whole chain, end to end, from invoice capture to live reporting.

  • Capture & encoding: supplier invoices read from AGICAP via its REST API (OAuth2, incremental sync of the enriched purchase journal, suppliers, cost centers, VAT, analytical codes), replacing manual encoding.
  • Sync to the accounting system: each purchase entry pushed into Exact Online via its REST API (PurchaseEntries + lines), source PDF attached, with a stable idempotency key (ExternalLinkReference) so an edited invoice updates instead of duplicating, the accountant only validates.
  • Reporting: an ETL feeds the enriched data into a Power BI budget-vs-actual model (Power Query, star schema, DAX) with scheduled refresh.

Tech Stack

AGICAP API, Exact Online API, OAuth2, Python ETL, idempotency (ExternalLinkReference), PDF attach, Power BI (Power Query, DAX)

The challenge

A finance back office run by hand: supplier invoices re-keyed, a weekly budget report rebuilt from Excel exports, and a manual CSV shuttle between the treasury tool (AGICAP) and the accounting system (Exact Online), redone by the accountant every time an invoice changed. Slow, fragile, and never up to date.

Result

The finance back office runs itself: invoices flow from AGICAP into Exact Online automatically, the accountant validates instead of re-keying, and the budget report updates live on data verified at the source, with no manual CSV and no duplicates.

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