---
title: 'Exact MAX + Wealthbox'
url: 'https://www.staging38.commercient.com/product/exact-max-wealthbox/'
date: '2026-06-19T10:21:03-04:00'
modified: '2026-06-19T10:21:04-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact MAX to Wealthbox, giving your team access to Exact MAX data directly within Wealthbox. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Exact MAX and Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. Both platforms stay current with the same customer, order and financial data when the sync is running.

## What syncs

- Sync Exact MAX Vendors to Wealthbox
- Export Exact MAX Purchase Orders to Wealthbox
- Connect Exact MAX Payments to Wealthbox
- Sync Exact MAX Credit Notes to Wealthbox
- Update Exact MAX Customers from Wealthbox Data
- Import Wealthbox Records into Exact MAX as New Entries

## Why Commercient

### Account and contact management

Keep Exact MAX Customers and Contacts aligned with Wealthbox account records so all customer-facing teams work from the same data.

### Reporting and data visibility

Sync Exact MAX transactional data to Wealthbox so teams have the information they need for reporting, planning and operational decisions.

### Credit note and returns management

Connect Exact MAX Credit Notes and returns data to Wealthbox to keep customer account balances and return records aligned between both systems.

### Purchase order management

Export Exact MAX Purchase Orders to Wealthbox so procurement and operations teams can manage purchasing from either system with consistent data.

## About Exact MAX

Exact MAX is a manufacturing ERP for mid-size discrete manufacturers, managing bills of materials, production scheduling, inventory, purchasing and financials.

## About Wealthbox

Wealthbox is a CRM platform for financial advisors, managing client relationships, tasks, notes, activities, opportunities and team collaboration.

## Frequently asked questions

### Can Exact MAX Price Lists sync to Wealthbox?

Commercient can sync Exact MAX Price Lists to Wealthbox when included in scope. Exact pricing sync capabilities depend on how pricing is structured in Exact MAX and how Wealthbox accepts pricing data.

### Can Exact MAX Vendors and Purchase Orders sync to Wealthbox?

Commercient can support syncing Exact MAX Vendors and Purchase Orders to Wealthbox when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.

### How is the Exact MAX and Wealthbox integration scoped and implemented?

Commercient scopes each integration based on the customer's Exact MAX and Wealthbox configuration, the objects to be synced and the required sync direction. Timelines and supported objects are agreed during the scoping process.

### Can Exact MAX Invoices data sync to Wealthbox?

Yes, Commercient can sync Exact MAX Invoices data to Wealthbox when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.

### Can new records created in Wealthbox be imported into Exact MAX?

Commercient can support importing new records created in Wealthbox into Exact MAX when included in the integration scope. Direction and object coverage depend on project configuration.