Name: AcctVantage ERP
Author: Beckware

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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Discontinued Products

AcctVantage ERP is a comprehensive Enterprise Resource Planning software aimed at small and mid-sized businesses. According to the vendor, this solution unifies core back office accounting, warehouse management, and sales CRM into one system, providing real-time access to information for better decision-making. AcctVantage ERP caters to professions and industries such as wholesale distribution, light manufacturing, and high-end retail.

## Key Features

**Growth Crisis Solution**: According to the vendor, AcctVantage ERP helps small and mid-sized businesses overcome growth challenges by unifying core back office accounting, warehouse management, and sales CRM into one system. Real-time access to information is said to enable better decision-making, improve relationships, and avoid losing valuable clients.

**Native Application**: AcctVantage ERP is delivered on-premise, providing increased security and control. The vendor claims that personalized support from knowledgeable staff and custom configuration options are available to meet specific business needs.

**Competitive Advantage**: According to the vendor, AcctVantage ERP offers affordable pricing for self-made entrepreneurs and growing businesses. It is said to provide up-market features without unnecessary clutter, enabling businesses to stay competitive. Real-time updates are claimed to ensure accurate predictions and effective inventory management.

**Top of the Line Features**: AcctVantage ERP offers a configurable system tailored to specific business needs, including custom fields for flexible data management and custom forms for a unique presentation of company documents.

**Business Intelligence**: AcctVantage ERP provides comprehensive analysis of company metrics, offering detailed perspectives on any data of interest. The vendor claims that users have real-time access to inventory, sales data, and customer files for better decision-making.

**Real-Time Inventory Management**: AcctVantage ERP allows businesses to track lots and serial numbers across multiple warehouses, ensuring accurate inventory management. Quick and easy access to inventory information is claimed to help avoid overpromising on sold-out products.

**Streamlined Production**: AcctVantage ERP simplifies manufacturing management with its work order feature. The vendor says that users can have simple or detailed control over production specifications and initiate processes with just one click.

**Painless Learning Curve**: According to the vendor, AcctVantage ERP features a user-friendly interface that ensures easy adoption by new users. Knowledgeable staff provide support during implementation and beyond, and a simplified training process allows for quick onboarding.

**Radical Configurability**: AcctVantage ERP allows for customization of the system to meet specific business needs. The vendor claims that unnecessary features can be removed for streamlined work, and custom features can be seamlessly integrated into the implementation.

**Integrations**: AcctVantage ERP seamlessly connects with shipping, fulfillment, eCommerce, payment, and compliance management systems, according to the vendor. It offers flexible integration options to fit specific business requirements and ensures real-time data synchronization for accurate and up-to-date information.

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

AcctVantage ERP

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

Beckware

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Cost Capture

Capture costs including those for procurement, financials or time and labor, including from external systems

Capital Project Management

Customer Contract Compliance

Associate projects or tasks with customer contracts, and lines within contracts, to meet billing terms

Project Revenue Recognition

Recognize project contract revenue in line with accounting policies and regulations

AcctVantage ERP

Overview

What is AcctVantage ERP?