Acumatica vs. Salesforce Agentforce Financial Services

Coming from Sage, when you have to post financial data, it locks the system. Acumatica, there is no delay, there is no downtime. Dashboards. My CEO recently asked me, "I really want to see what our top customers are and what markets that they're spending the most money in." Acumatica had that widget already prepared for me.

Incentivized

Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too.

• Real-time access to financials across firm's locations in India for better in-house sales, cost and financial health analysis
• The tool is great with respect to the creation of dashboards and KPI reporting to get visual picture of profitability and cash flow metrics across projects

Incentivized

• Ease of use
• Reporting
• Customisation

Incentivized

• Mass updating existing BOMs or Production Order Details. For larger orders, especially if many things need to be changed it can take a painstakingly long time to update each production order one-by-one.
• The product configurator is too flat, we definitely need nested configurations that can capture variable subassemblies.
• Accounting has room for improvement, I don't really like the idea of SO Invoices living in a separate spot until they are Released. I have had complaints from our accounting personnel since they have to leave the "Accounting World".

Incentivized

• Automation. There is room to automate certain processes that require manual executions.
• Implementation. It is hard and requires a 3rd party to help to implement which is costly.

Incentivized

We are highly likely to renew because Acumatica has become the foundation of our ERP strategy replacing another ERP system with a more flexible, scalable platform while improving governance, planning, and operational visibility. Ongoing stabilization, roadmap investment in IBP and automation, and strong alignment across Finance and Operations give us long‑term confidence in the platform.

Incentivized

The processes are very intuitive and easy to use. Whether you are entering AP bills, timecards for payroll, or AR invoices, the processes are similar and easy to use. The drill-down capability is also a huge plus as you can easily toggle between different modules without having to leave the screen you are in and navigating through a menu to get the information you need. We found that the standard reports out of the box are lacking. Our implementation did not go so well and when we were finally ready to run financial reports, it was both disappointing and frustrating to discover that the P&L was highly summarized and to get a detailed report required having to do a lot of formatting myself. I was able to figure it out on my own, but when our financials were already delayed getting published, I did not really have the time to spend trying to figure out how to build my own P&L.

Incentivized

It does its job but could be better. I think it all comes down to each business configuration of the platform.

Incentivized

It's always available.

there have been some performance issues

Incentivized

I would rate the overall support for Acumatica an 8 out of 10. The support team is generally responsive, knowledgeable, and helpful when resolving issues or answering questions. Documentation and community resources are also useful. However, response times can occasionally vary depending on the complexity of the issue or support queue, which slightly affects the overall experience.

Incentivized

Very helpful for end users

Incentivized

Online training has gone away. Need to bring back the webinars. Live webinars are so benficial to training new employees.

Incentivized

I'd say the partner selection is critically important. I think the software is very easy to implement. It's very customizable to your business. Finding a partner that will work with you to understand your business and your needs is the critical piece to make sure that the system goes along with it.

Incentivized

Having used Pastel for a long time in the business, it lacked certain features, or the system was not probably setup for our business needs and requirements at the time. It was also not 100% cloud based and needed to be used through remote desktop which had its limitations. Zero just had 10% of what our business needed.

We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.

Incentivized

No, annual invoices are fine. I do like that unlimited users are included.

From my understanding, the P.O. module is not very robust, at least the last time I inquired about it. At the time, it had a one-to-one match, with one invoice for one P.O. and that isn't practical for many businesses. I don't believe it would be an easy system to use for sending out invoices, if we had thousands of retail utility customers. We do a small number of invoices because we sell wholesale power, not retail, so we only Invoice the municipality. Not each utility customer.

They are very responsive and knowledgeable about the product. If the rep doesn't have the ability to solve the issue, they quickly get someone else involved to assist us.

• I feel like I am not using it to it's potential and it's frustrating to know that it can do more than I am able to use and more help with that would be great
• The implementation was a lot of customize building and I felt like some of it could have been built by my partner rather than having them sit and watch me enter a bunch of stuff, especially when a lot of it was over my head in understanding

Incentivized

• Positively helpful with targets
• Motivating and encouraging
• Helpful with figures