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We currently use Acumatica for all of our CRM, accounting, and project management needs in every department. Most of our workers are remote and often traveling as well. So it's beneficial for us to have one piece of software that is in the cloud and works across all departments, branches, and locations.
- Project accounting.
- Sales reporting.
- Financial reporting.
- Field service.
- Error reporting/viewing.
We are in FiduciaSoft successfully utilizing Acumatica ERP as internal system of business processes. In time, though, as the number of clients and employees grows, it becomes more difficult to manage projects and employee time records within Acumatica. As time goes by, and more and more time goes towards tracking time, rates, billing, and payroll, HR department decides to undertake an optimization project to improve the experience. The final goal- adjusting the ERP to save time of employees on entering time cards, optimize invoicing process, save time on payroll preparation, and give customers a portal for accessing their projected billing statement. We developed customization for HR module of Acumatica and decided these issues.
- Customizable.
- Flexible.
- Ready to use from the box.
- Simplify customization by the end-user.
- It may be difficult to navigate in the beginning.
- Expensive to customize if vendor does not delve into your business.
November 09, 2019
Main accounting software for AP, AR, SO, PO and taxes.
- Easy navigation
- Everything is linked together
- Record management
- Auto applying payments
- Bank reconciliation automation
We have been gradually implementing Acumatica for the last 18 months.
We had many bumps in the road, but after switching VAR I can see the light at the end of the tunnel.
We are using it as a complete ERP. From quote to cash with manufacturing management and tracking.
We had many bumps in the road, but after switching VAR I can see the light at the end of the tunnel.
We are using it as a complete ERP. From quote to cash with manufacturing management and tracking.
- Unlimited users.
- Web based ERP.
- Continuously updated and improved.
- The integration between Manufacturing to the Sales order could be streamlined.
- Simplify customization by the end user.
At b-glowing, we're using Acumatica as our inventory and accounting system. We track all inventory and sales with it so it's used company wide. We're a growing company and as we've grown our accounting needs have grown as well. Acumatica helps us track our inventory and sales on a level required for where we're at now and for years to come as we grow.
- Cloud based
- Comprehensive system
- Good help documentation
- Report designing is clunky
- Sometimes it's randomly slow
- Can be difficult to navigate initially
EAA uses Acumatica to track expenses, manage reimbursements, and manage our overall accounting and financial reporting. All departments use Acumatica for the aforementioned purposes.
- Expense reporting - enabled by a smartphone, you can image receipts and create claims quickly
- Chart of accounts - being able to drill down in an expense category to see the individual claims that make up the total is helpful
- Reporting - I appreciate the ability to pull a standard report and export to Excel quickly and easily
- Reporting could be a bit better. I wish it preloaded our budget so that we could generate a report against the projections.
- The interface should have personalization features where we can hide fields that we don't use.
July 23, 2019
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.
October 15, 2019
Acumatica is used for accounts payable, general ledger entries and financial statements.
- User friendly
- Affordable
- Overall good accounting system
- Reporting system
- Cash Management module/Reconciliation
- Fixed Asset module
February 28, 2019
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.
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.
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.
Acumatica Scorecard Summary
Feature Scorecard Summary
What is Acumatica?
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.
Categories: Accounting, Enterprise Resource Planning (ERP)
Acumatica Competitors
Acumatica Technical Details
| Operating Systems: | Unspecified |
|---|---|
| Mobile Application: | No |