Insights from Acumatica Reviewers
Based on 19 verified reviews published in the last 18 months
Acumatica’s AI capabilities are designed to help users make more informed decisions, automate key business processes, and boost productivity. Have you experienced these or other benefits while utilizing Acumatica’s AI functions? If so, please provide specific examples.
8 answeredProfessional, Scientific, and Technical Services firms leveraging Acumatica have, for the most part, not yet integrated the platform's native AI capabilities into their daily operations. A significant 7 out of 8 reviewers explicitly stated they had not yet utilized Acumatica's AI functions, indicating a substantial gap between available features and current adoption within this industry. This trend suggests that many firms in this sector may still be in early stages of ERP implementation or prioritizing core financial and project management functionalities over advanced AI. Despite the low current usage, there is a clear interest in future application, particularly for automating critical accounting processes such as GL postings and client onboarding, which are vital for managing the complex project-based billing and financial oversight common in professional services.
Not Used Yet
3 mentions
“Not yet but looking forward to this.”
“I have not used the AI capabilities yet in Acumatica. I have only used external AI websites”
“I haven't but s a new user we plan to utilize the full functions of the software. I would like to use AI as a gatekeeper for the welcoming processes for accounting, but my accountants to review and adjust to the GL postings accordingly.”
AI Functionality Not Used
2 mentions
“Our version does not seem to have AI.”
“Haven't yet used AI functions. Looking forward to it!”
AI Not Yet Used
2 mentions
“We have no used Acumatica AI yet but do use reports out of Acumatica in outside AI WHICH IS interesting”
“I have not been able to use Acumatica's Al functions yet.”
Please describe how you use Acumatica in the context of your industry and how Acumatica meets your industry-specific needs, if at all.
10 answeredFor Professional, Scientific, and Technical Services firms, Acumatica is primarily utilized for its foundational ERP capabilities, enabling comprehensive financial and operational management. While not explicitly designed as an industry-specific solution, reviewers note its flexibility allows for adaptation to unique service-based workflows. The platform is valued for its ability to organize critical information, a necessity in an industry often dealing with complex projects and client data. Specifically, Acumatica supports the full lead-to-cash cycle, from sales lead tracking to detailed financial reporting, which is crucial for managing diverse service contracts and project-based revenue streams. The system's ability to handle extensive operational tasks, such as pre-orders, shipments, and various reconciliations, indicates its utility in supporting the logistical and administrative backbone of these specialized firms.
Industry Specific Needs
2 mentionsProfessional, Scientific, and Technical Services firms require robust systems to manage and organize complex project da…
Professional, Scientific, and Technical Services firms require robust systems to manage and organize complex project data and client information. While Acumatica is not purpose-built for this sector, 2 of 17 reviewers noted its inherent flexibility allows firms to configure it to meet their unique operational demands through workarounds. This adaptability is key for businesses with varied service offerings and project structures.
“Our industry is one where we have to keep our information organized.”
“It's not catered, but provides the flexibility needed for workarounds”
Inventory and Order Management
2 mentionsFor Professional, Scientific, and Technical Services firms, managing the flow from client acquisition to project comple…
For Professional, Scientific, and Technical Services firms, managing the flow from client acquisition to project completion and billing is critical. Acumatica serves as a comprehensive platform for the entire operational and financial lifecycle, including converting sales leads into projects and meticulously tracking all related financial transactions. Reviewers highlighted its use for a broad spectrum of functions, from pre-orders and shipments to invoicing, various reconciliations, and financial reporting, which are essential for maintaining fiscal health and project profitability in this sector.
“We use it to do pre-orders, shipments, invoicing, purchase orders, receipt of goods, billing, bank reconciliation, credit card reconciliation, recurring transactions, financial reporting and transfers”
“We use Acumatica to carry leads into sales.”
How, if at all, has Acumatica helped you to better serve your customers (internal or external to your organization)?
13 answeredFor Professional, Scientific, and Technical Services firms, Acumatica significantly enhances client service and operational efficiency by centralizing critical project and financial data. Reviewers frequently highlight improved reporting capabilities, with 3 of 19 firms noting quicker access to professional, real-time numbers, which allows them to provide clients with greater transparency into project costs and progress. This centralized data, often referred to as a "one source of truth" by 2 of 19 reviewers, empowers decision-makers with live information, directly impacting project execution and client communication. Furthermore, the platform's features for customer communication, cited by 3 of 19 firms, streamline client interactions through consolidated invoices and advanced customer portal functionalities, which are crucial for managing complex service agreements and ensuring timely payments. The ability to track costs, inventory, and orders within a single system also enables firms to manage project budgets more effectively, potentially passing savings onto clients and improving overall customer satisfaction.
Improved Reporting and Data Access
3 mentionsProfessional, Scientific, and Technical Services firms rely heavily on accurate and timely financial reporting for proj…
Professional, Scientific, and Technical Services firms rely heavily on accurate and timely financial reporting for project management and client billing. Acumatica helps these firms deliver professional, real-time reports, enabling clients to gain deeper insight into their project-specific numbers and costs, fostering transparency and trust.
“clear reporting and invoicing”
“We get reports out within 5 days now. We have introduced job costing to help them understand their business. Our numbers are professional and in real time. They can dig into their own numbers now and ask specific questions. They can see their reports on their projects which is nice too.”
“providing data for inventory and controls”
Customer Communication
3 mentionsEffective client communication is paramount in professional services, particularly regarding financial transactions. Ac…
Effective client communication is paramount in professional services, particularly regarding financial transactions. Acumatica enhances this by enabling firms to provide consolidated invoices and leverage advanced customer portal functionalities, simplifying payment processes and improving overall client experience.
“It has helped us send clear quotes, sales orders, and invoices to customers and purchase orders to vendors where applicable.”
“Customer portal functionality is very advanced. <div>Invoice payment links help our customers greatly. </div>”
“Able to provide a consolidated invoice, which is very important.”
Data Visibility and Access
2 mentionsFor Professional, Scientific, and Technical Services firms that manage diverse operations, including e-commerce or spec…
For Professional, Scientific, and Technical Services firms that manage diverse operations, including e-commerce or specialized procurement, comprehensive data visibility is critical. Acumatica provides a unified view of all orders, streamlining purchasing and ensuring all customer interactions are managed from a single platform.
“We can now view all of our e-commerce and direct orders inside of Acumatica.”
“It helps me purchase items easily.”
Centralized Information Access
2 mentionsMaintaining a "one source of truth" is crucial for project-based professional services to ensure all stakeholders opera…
Maintaining a "one source of truth" is crucial for project-based professional services to ensure all stakeholders operate from consistent, real-time data. This centralization empowers decision-makers with immediate access to live information, facilitating agile project adjustments and informed client discussions.
“Yes. Having one source of truth has been immeasurable.”
“More live real time data in the hand of the decision makers.”
Order and Inventory Management
2 mentionsFor Professional, Scientific, and Technical Services firms with components of product sales or specialized equipment, e…
For Professional, Scientific, and Technical Services firms with components of product sales or specialized equipment, efficient order and inventory management directly impacts project costs and client billing. Acumatica allows for detailed tracking of costs and inventory throughout project lifecycles, enabling firms to optimize expenses and offer competitive pricing to clients.
“We can now view all of our e-commerce and direct orders inside of Acumatica. Previously, we had to manage these orders through quickbooks and a home grown e-commerce platform that did not have one joined backend - meaning we had to login to each of our 80 stores.”
“Because we can track costs, inventory, and employee time throughout the building process, we pass these savings on to our customers in the form of a smaller invoice than they might have expected.”
What positive or negative impact (i.e. Return on Investment or ROI) has Acumatica had on your overall business objectives?
7 answeredProfessional, Scientific, and Technical Services firms evaluating Acumatica report significant positive impacts on their business objectives, primarily driven by enhanced operational efficiency and improved strategic insights. The platform notably contributes to streamlining workflows and reducing manual effort, which is critical for project-based organizations managing diverse client engagements. Specifically, 6 of 18 reviewers highlighted improvements in overall efficiency, leading to time savings and cost reductions by consolidating internal systems. Furthermore, Acumatica provides valuable data for better decision-making, particularly in understanding project profitability and sales margins. This granular financial visibility enables service-oriented businesses to optimize pricing strategies and resource allocation, directly impacting their bottom line. The ability to quickly access key performance indicators allows these firms to proactively manage projects and ensure client satisfaction while maintaining fiscal health.
Time Saving and Efficiency
2 mentions
“Improved efficiency”
“Less clicks to get the job done as opposed to legacy system”
Improved Insights and Decision Making
2 mentions
“Helps sales rep show margin”
“Project insight.”
Efficiency and Streamlining
2 mentions
“Moving CRM internal and cutting costs for Sales Force”
“Improved efficiency”
Efficiency and Productivity Gains
2 mentions
“Improved efficiency.”
“Shows overall profit”
Describe how you use Acumatica in your organization. What are the business problems the product addresses and what is the scope of your use case?
11 answeredProfessional, Scientific, and Technical Services firms primarily leverage Acumatica as a foundational enterprise resource planning (ERP) system to manage critical operational and financial workflows. The platform is consistently described as a central hub for core business activities, including comprehensive financial management and meticulous inventory tracking. Reviewers from this sector, representing diverse technical and scientific consultancies, emphasize its utility in addressing the complex billing and project-based financial oversight inherent to their service models. Specifically, Acumatica aids in managing client invoicing, vendor payments, and the detailed tracking of labor and specialized inventory required for projects, as noted by 2 of 19 reviewers. The ability to integrate inventory data with e-commerce platforms and manage all aspects of accounts payable and receivable within a single system is particularly valuable for maintaining operational efficiency and financial health in a project-driven environment.
Inventory Management
2 mentionsFor Professional, Scientific, and Technical Services firms, effective inventory management is crucial for project deliv…
For Professional, Scientific, and Technical Services firms, effective inventory management is crucial for project delivery and cost control, especially when dealing with specialized equipment or materials. Acumatica is utilized to track and organize these assets, ensuring availability and proper allocation for client projects. This functionality directly supports the operational efficiency of technical service providers.
“We use Acumatica to input product, purchasing audio visual items, tracking products as well as organizing inventory.”
“Also inventory and financial control”
Finance and Accounting
2 mentionsIn the Professional, Scientific, and Technical Services industry, precise financial management, including billing and i…
In the Professional, Scientific, and Technical Services industry, precise financial management, including billing and invoicing, is paramount for project profitability and client satisfaction. Acumatica serves as a critical tool for accounting departments and CFOs to monitor financial information, track customer billing, and provide data for strategic decision-making. This ensures robust financial oversight for service-based operations.
“Being a member of the accounting department in my company, I specifically use Acumatica to track the billing and invoicing of our customers.”
“I am the CFO at my company. I use Acumatica to monitor financial information that decision makers use routinely.”
Financials and Accounting
2 mentionsProfessional, Scientific, and Technical Services businesses require strong accounting functionality to handle their uni…
Professional, Scientific, and Technical Services businesses require strong accounting functionality to handle their unique revenue recognition and cost allocation challenges. Acumatica provides the necessary tools for comprehensive financial control, allowing firms to manage their books effectively. This underpins the financial stability and compliance of service-oriented organizations.
“Also inventory and financial control”
“Accounting functionality”
Core Business Operations
2 mentionsAcumatica acts as a central system for managing the core operational workflows essential to Professional, Scientific, a…
Acumatica acts as a central system for managing the core operational workflows essential to Professional, Scientific, and Technical Services firms. This includes managing product inputs, purchasing, and tracking labor and inventory, which are vital for project-based businesses like exhibit houses. The system streamlines day-to-day activities, ensuring smooth execution of client engagements.
“We are an Exhibit House, and we use Acumatica to invoice our clients, receive vendor invoices, and track our labor and inventory.”
“We use Acumatica to input product, purchasing audio visual items, tracking products as well as organizing inventory.”
Accounting Functions
2 mentionsFor Professional, Scientific, and Technical Services, the detailed management of accounting functions like order manage…
For Professional, Scientific, and Technical Services, the detailed management of accounting functions like order management, accounts payable (AP), accounts receivable (AR), and payroll is critical for cash flow and compliance. Acumatica supports these essential processes, including connecting inventory modules to e-commerce platforms and handling core financial processing. This integrated approach ensures accurate and timely financial transactions across the organization.
“Used for core financial processing of AR, AP, Payroll and retirement functions.”
“Our main use of Acumatica is for order management. We also connect the inventory module to our Salesforce Commerce platform for live inventory. All of our AP and AR operate out of Acumatica as well.”
Please provide some detailed examples of areas where Acumatica has room for improvement.
9 answeredFor Professional, Scientific, and Technical Services firms evaluating Acumatica, key areas for improvement primarily revolve around enhancing operational efficiency and data visibility. Reviewers indicate a need for more robust and flexible reporting capabilities, which are critical for managing project profitability, resource allocation, and client billing in this service-oriented sector. The existing reporting and dashboard features received mixed feedback, with 3 of 19 reviewers noting specific shortcomings. Additionally, the user interface and overall experience present opportunities for streamlining, particularly in workflows that demand precision and speed, such as quoting and transactional processes. Professional services firms, where every billable minute counts, would benefit from a more fluid and less click-intensive user journey, a concern raised by 2 of 19 reviewers.
Reporting and Dashboards
3 mentionsFor Professional, Scientific, and Technical Services, effective reporting and intuitive dashboards are paramount for tr…
For Professional, Scientific, and Technical Services, effective reporting and intuitive dashboards are paramount for tracking project progress, financial performance, and resource utilization. Reviewers suggest that Acumatica's current reporting tools could be improved to better meet these specific analytical needs. Enhanced capabilities in this area would allow firms to make more informed decisions regarding client engagements and operational efficiency.
“More production reports for manfacturing”
“The reporter can use improvement.”
“Dashboards”
User Interface and Experience
2 mentionsIn Professional, Scientific, and Technical Services, an efficient user interface directly impacts billable hours and st…
In Professional, Scientific, and Technical Services, an efficient user interface directly impacts billable hours and staff productivity. Reviewers noted opportunities for Acumatica to streamline certain workflows, such as the organization within the quoting module and the number of clicks required for shipping processes. Reducing friction in these daily tasks could significantly enhance operational efficiency for service-based businesses.
“many clicks for the shipping process”
“Organization of the quoting module, aka moving line items up and down according to desired format”