My experience with Acumatica
January 30, 2024

My experience with Acumatica

Brian Zelinski | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Construction

Modules Used

  • FInancial Management Suite
  • Service Module
  • Payroll Module

Overall Satisfaction with Acumatica

We use Acumatica for project management, accounts receivable, accounts payable, service management, and payroll. Acumatica Payments also makes it easy for us to take payments from customers with easy links. We are an HVAC company, so we use the project management for our installation project with commercial and residential customers. We then use the service module to schedule and bill our service appoitments.
  • Project Billing with Proforma invoices which are easy to edit if necessary.
  • Payroll processing and tax reporting through Aatrix
  • Service Appointment management
  • Invoices for projects in the format for general contractors - AIA Reports - Change orders that are removed mess with numbers
  • Service Appointment re-opening without loosing the time log
  • Linking of information between sales orders - mark for PO
  • Integration between different parts of our company has been good.
  • The linking between the different modules in different actions such as purchasing is not very clear.
It has helped us to organize our projects and create quotes in a nice and clear way. The Acumatica payments have made it easy for customers to pay without having to log in.
As I described before, we use it to meet our needs in the contruction industry as well as the service industry for HVAC.

Do you think Acumatica delivers good value for the price?

Yes

Are you happy with Acumatica's feature set?

Yes

Did Acumatica live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Acumatica go as expected?

Yes

Would you buy Acumatica again?

Yes

The project management part of acumatica is the one that is the best.

Acumatica Feature Ratings

Accounts payable
10
Accounts receivable
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Journals and Reconciliations
Not Rated
Configurable Accounting
Not Rated
Standardized Processes
Not Rated
Billing Management
Not Rated
Cash and Asset Management
Not Rated
Travel & Expense Management
Not Rated
Budgetary Control & Encumbrance Accounting
Not Rated
Period Close
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Order Orchestration
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Dashboards
Not Rated
Standard reports
Not Rated
Custom reports
Not Rated
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Award Lifecycle Management
Not Rated
Project Planning and Scheduling
Not Rated
Task Insight for Project Managers
Not Rated
Project Mobile Functionality
Not Rated
Definable Resource Pools
Not Rated
Not Rated
Bids Analyzed and Compared
Not Rated
Contract Authoring
Not Rated
Requisitions-to-Purchase Orders Integrated
Not Rated
Supplier Management
Not Rated
Risk Repository
Not Rated
Control Management
Not Rated
Control Efficiency Assessments
Not Rated
Issue Detection
Not Rated
Remediation and Certification
Not Rated
Not Rated
Transportation Planning and Optimization
Not Rated
Transportation Execution Management
Not Rated
Trade and Customs Management
Not Rated
Fulfillment Management
Not Rated
Warehouse Workforce Management
Not Rated
Not Rated
Production Process Design
Not Rated
Production Management
Not Rated
Configuration Management
Not Rated
Work Execution
Not Rated
Manufacturing Costs
Not Rated
Not Rated
Forecasting
Not Rated
Inventory Planning
Not Rated
Performance Monitoring
Not Rated
Proposal Management
Not Rated
Product Master Data Management
Not Rated