TrustRadius
Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.Acumatica -- manage your business like never before!We are currently starting with one business unit and eventually implement it across the entire organization. One business problem we want to fix is the ability to see the actual sales activity of our sales people and connect their sales task to ordering, warehousing, and accounting. As we connect all these things we are able to see in real time what is happening by using dashboards and generating specific reports. The creation of customized dashboards is one of our favorite features of Acumatica. We created a specific dashboard suited for each employee based on their specific function and roles.,Since our sales team is spread all around the country, Acumatica being based in the cloud really helps us set up and access the platform in any location as long as there is an internet connection. This saves us time and money because there is no need to set up hardware, servers, and networks in order to access Acumatica. The customization of dashboards and the creation of specific conditions to show a certain metric is what amazes us as we use Acumatica. To give an example, we wanted to track the new leads that are being generated by our sales team per month. We were able to capture the data by setting the parameters and added this report to management's dashboard.,Most of our salespeople rely on their Mobile Phones to access Acumatica, and we feel that the Mobile App of Acumatica needs improvement. The functionalities are limited, therefore we need to access a desktop or laptop to create some entries.,9,Acumatica provides us with real-time reports on our entire business process by connecting our sales, delivery of services/product, and up to collection. Given this, we couldn't quantify the value of seeing a clearer picture of our business, thus we are able to make timely and accurate decisions.,QuickBooks Enterprise SolutionsComprehensive, Team Focused ERP SolutionAcumatica is being used across our whole organization as an ERP solution. It allows us to pull together our various lines of business into one consistent business process and provides visibility to leadership from financial reporting to customer interactions. Our accounting team has already seen a reduction in time spent on month-end close and other reporting processes; our sales team has visibility into customer accounts that they didn't have before, and our operations team has been able to eliminate almost all paper in the expense reporting process.,Expense reporting: Available both on the desktop and app versions, it has allowed our team members to reduce almost all paper in the expense reporting process, streamline approvals, and reduced time from submission to final payment. CRM: Managing customer information in a single place, accessible to all. Connecting customer accounts to opportunities allow us to quickly see the overall value of an account from past, current and future opportunities. Financial: Drill downs in reporting allows quick and easy access to address questions on individual transactions affecting financial performance. Drill downs are also protected by permissions and roles to ensure people only have access to information relevant to them.,Email integration: Horribly clunky, requires users to share email password with Acumatica to allow use of outbound emails. Should be using a more secure method like access tokens. Expense approval process: Once expense claims are approved, approvers (depending on role) can no longer see the approved/denied claims. Denial of claims requires a manual email/call to submitter instructing them to correct and resubmit the claim. CRM: Allow for tracking of cases by the opportunity in addition to business accounts. This would allow for more accurate tracking of issues related to specific opportunities.,7,Better communication and collaboration on customer accounts through the CRM. Improved month-end close time and more up to date financial information. Slow to implement has been frustrating for the team and has been more expensive than anticipated.,Salesforce.com,MS SharePoint, DropboxAcumatica Customer ReviewWe use Acumatica across the whole organisation, we have 2 divisions so we use the inter-branch module in order to report on divisions separately. It enables complete integration between Purchasing, Sales orders, Stock Control and Finance - prior to using Acumatica we had to use 2 separate systems for Finance and Stock Control. It is also very scalable and customisable.,Generic Inquiries are a very easy way to create custom reports. The automation schedules are useful, we use these for confirming of shipments, creating invoices and emailing them. Reduces workload. Open for integration with other software. We find the ease of connection to MS PowerBI very useful.,The CRM module is very basic. There is no supplier remittance function. The API is basic, our ecommerce integration has had to be built nearly from scratch.,8,Time to match customer payments has decreased by approximately 30%. Time to enter sales orders has decreased by approx 10%. It has enabled up to easily access our system remotely, meaning we are able to be more flexible in our work.,Netsuite SuiteCommerce and SAP Business One,Wrike, Microsoft Office 365, Microsoft Power BI,15,2,Sales Orders Purchase Orders Invoicing Managment Accounts,Customer Portal where our customers can log in with limited access to view their account/stock availability,9
Unspecified
Acumatica 5.0
13 Ratings
Score 8.5 out of 101
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>TRScore

Acumatica 5.0 Reviews

Acumatica 5.0
13 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.5 out of 101
Show Filters 
Hide Filters 
Filter 13 vetted Acumatica 5.0 reviews and ratings
Clear all filters
Overall Rating
Reviewer's Company Size
Last Updated
By Topic
Industry
Department
Experience
Job Type
Role

Reviews (1-3 of 3)

  Vendors can't alter or remove reviews. Here's why.
Parker Ong profile photo
February 28, 2019

Acumatica 5.0 Review: "Acumatica -- manage your business like never before!"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We are currently starting with one business unit and eventually implement it across the entire organization. One business problem we want to fix is the ability to see the actual sales activity of our sales people and connect their sales task to ordering, warehousing, and accounting. As we connect all these things we are able to see in real time what is happening by using dashboards and generating specific reports.
The creation of customized dashboards is one of our favorite features of Acumatica. We created a specific dashboard suited for each employee based on their specific function and roles.
  • Since our sales team is spread all around the country, Acumatica being based in the cloud really helps us set up and access the platform in any location as long as there is an internet connection. This saves us time and money because there is no need to set up hardware, servers, and networks in order to access Acumatica.
  • The customization of dashboards and the creation of specific conditions to show a certain metric is what amazes us as we use Acumatica. To give an example, we wanted to track the new leads that are being generated by our sales team per month. We were able to capture the data by setting the parameters and added this report to management's dashboard.
  • Most of our salespeople rely on their Mobile Phones to access Acumatica, and we feel that the Mobile App of Acumatica needs improvement. The functionalities are limited, therefore we need to access a desktop or laptop to create some entries.
I believe that Acumatica is very well suited for a distribution business. The features and functionalities such as multicurrency, stock transfer, and most especially the CRM platform are perfect for this kind of business model.
On other the hand, we feel that Acumatica is weak on food service businesses like a restaurant. It lacks the features and functionalities to be able to measure the assembly of food computation based on certain ingredients.
Read Parker Ong's full review
No photo available
March 18, 2019

Acumatica 5.0 Review: "Comprehensive, Team Focused ERP Solution"

Score 7 out of 10
Vetted Review
Verified User
Review Source
Acumatica is being used across our whole organization as an ERP solution. It allows us to pull together our various lines of business into one consistent business process and provides visibility to leadership from financial reporting to customer interactions. Our accounting team has already seen a reduction in time spent on month-end close and other reporting processes; our sales team has visibility into customer accounts that they didn't have before, and our operations team has been able to eliminate almost all paper in the expense reporting process.
  • Expense reporting: Available both on the desktop and app versions, it has allowed our team members to reduce almost all paper in the expense reporting process, streamline approvals, and reduced time from submission to final payment.
  • CRM: Managing customer information in a single place, accessible to all. Connecting customer accounts to opportunities allow us to quickly see the overall value of an account from past, current and future opportunities.
  • Financial: Drill downs in reporting allows quick and easy access to address questions on individual transactions affecting financial performance. Drill downs are also protected by permissions and roles to ensure people only have access to information relevant to them.
  • Email integration: Horribly clunky, requires users to share email password with Acumatica to allow use of outbound emails. Should be using a more secure method like access tokens.
  • Expense approval process: Once expense claims are approved, approvers (depending on role) can no longer see the approved/denied claims. Denial of claims requires a manual email/call to submitter instructing them to correct and resubmit the claim.
  • CRM: Allow for tracking of cases by the opportunity in addition to business accounts. This would allow for more accurate tracking of issues related to specific opportunities.
Fairly easy and intuitive user interface with common features throughout the platform makes it easy to train users new to the system. However, it requires a lot of dev customization with limited features that a power user/administrator can manipulate. Doesn't provide a very customized experience to the individual user. Seems that the best scenario is for companies that will use implementation and customization services to maximize the features of Acumatica.
Read this authenticated review
Justin Leflaive profile photo
October 09, 2017

Acumatica 5.0: "Acumatica Customer Review"

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Acumatica across the whole organisation, we have 2 divisions so we use the inter-branch module in order to report on divisions separately. It enables complete integration between Purchasing, Sales orders, Stock Control and Finance - prior to using Acumatica we had to use 2 separate systems for Finance and Stock Control. It is also very scalable and customisable.
  • Generic Inquiries are a very easy way to create custom reports.
  • The automation schedules are useful, we use these for confirming of shipments, creating invoices and emailing them. Reduces workload.
  • Open for integration with other software. We find the ease of connection to MS PowerBI very useful.
  • The CRM module is very basic.
  • There is no supplier remittance function.
  • The API is basic, our ecommerce integration has had to be built nearly from scratch.
As I have only used it in one business I can't say too much how relevant it would be for other types of business, eg Retail or Manufacturing. It doesn't appear to be specifically set up for ecommerce.

We wholesale products and it works well for that kind of business model.
Read Justin Leflaive's full review

Feature Scorecard Summary

Pay calculation (1)
7
Benefit plan administration (1)
7
Direct deposit files (1)
8
Salary revision and increment management (1)
8
Reimbursement management (2)
7.5
API for custom integration (3)
5.8
Plug-ins (2)
5.5
Single sign-on capability (1)
9
Role-based user permissions (3)
8.2
Dashboards (2)
7.2
Standard reports (3)
7.8
Custom reports (3)
8.2
Accounts payable (3)
8.4
Accounts receivable (3)
7.6
Global Financial Support (3)
7.3
Primary and Secondary Ledgers (2)
8.0
Intercompany Accounting (3)
8.2
Localizations (2)
8.0
Journals and Reconciliations (3)
8.0
Enterprise Accounting (2)
8.0
Configurable Accounting (2)
8.0
Centralized Rules Framework (2)
8.0
Standardized Processes (3)
7.6
Inventory tracking (2)
9.0
Automatic reordering (1)
8
Location management (2)
8.6
Manufacturing module (1)
8
Pricing (3)
8.0
Order entry (3)
8.2
Credit card processing (1)
8
Cost of goods sold (3)
8.0
Order Orchestration (2)
7.5
End-to-end order visibility (3)
8.0
Order exception Resolution (1)
8
Automated Invoice Processing (2)
7.0
Shared Services Payments (1)
9
Billings Management (2)
7.0
Customer Receipt Applications (1)
8
Customer Collections (2)
7.6
Revenue Recognition (2)
8.0
Cash Management (3)
7.8
Asset Management (1)
9
Travel & Expense Management (2)
7.5
Budgetary Control & Encumbrance Accounting (2)
7.5
Period Close (3)
7.6
Transactions Tax (2)
7.5
Subledger Reconciliations (2)
8.0
3rd Party Accounting Systems (1)
7
Budgeting and Forecasting (2)
7.5
Project Costing (2)
7.5
Cost Capture (2)
7.5
Capital Project Management (1)
8
Customer Invoicing (1)
8
Customer Contract Compliance (1)
7
Project Revenue Recognition (2)
7.5
Project Financial Performance Analysis (2)
8.0
Project Financials Dashboard (1)
9
Real-time Financial Reporting (1)
9
Embedded Business Intelligence (1)
8
Project Planning Collaboration (1)
8
Project Planning and Scheduling (1)
8
Project Manager Dashboard (1)
8
Resource Manager Dashboard (1)
8
Task Insight for Project Managers (1)
8
Team Member Task Collaboration (2)
7.0
Talent Profiles (1)
9
Real-Time Project Reporting (1)
8
Award Lifecycle Management (1)
7
Spending Control (1)
8
Indirect Cost Management (1)
8
Billing (1)
8
Sourcing Team Collaboration (1)
8
Sourcing Analysis (1)
8
Bids Analyzed and Compared (1)
8
Catalog Shopping E-Commerce for Employees (1)
7
Invoice Automated Matching (1)
7
Requisitions-to-Purchase Orders Integrated (1)
9
Supplier Assessment (1)
8
Supplier Management (1)
9
Supplier Portal (1)
7
Transportation Planning and Optimization (1)
7
Transportation Sourcing Management (1)
7
Trade Management (1)
8
Customs Entry Management (1)
8
Customs Document Management (1)
8
Customs Document Collaboration (1)
8
Fulfillment Management (1)
8
Inventory Visibility (1)
8
Production Process Design (1)
7
Supply Chain Business Flows (1)
7
Production Management (1)
8
Configuration Management (1)
7
Manufacturing Costs (1)
7
Forecasting (1)
8
Inventory Planning (1)
8
Multi-tier Supply Chain Planning (1)
8
Proposal Management (1)
8
Product Master Data Management (1)
9
Vendor Portal (1)
7
Project Portfolio Management (1)
8

About Acumatica 5.0

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools. It is a modular offering and can be deployed in many ways to accommodate business needs, either as an ERP or a narrower (and less expensive) accounting solution with the Financial Management Suite. Other modules are the Project Accounting Suite (budgeting, payroll and time sheet, analytics, and other functions), the Distribution Management Suite (purchasing, ordering, inventory tracking, order filling) and the Customer Management Suite (general CRM capabilities). Unlike many ERPs, Acumatica is not industry specific, and touts capabilities of interest to retailers, eCommerce users, even non-profits, and other possible small to medium-sized businesses desiring to automate business processes.

Acumatica 5.0 Competitors

Acumatica 5.0 Technical Details

Operating Systems: Unspecified
Mobile Application:No