Item: Acumatica
Rating: 8
Author: Dawn Skinner

Use Cases and Deployment Scope

We use Acumatica to run our business as consultants. We use the accounting, project accounting and crm. We track our time in projects, use timecards and expense management. Our team uses different aspects in Acumatica from focusing on project billing to tracking customer support cases or new requests. We also use the crm portion for tracking leads

Pros and Cons

User function
Pulling data into inquiries
Time tracking

Accounts payable splitting lines on bills
Data migration
Column and row sets for financial reports

Return on Investment

Acumatica has reduced our need of multiple platforms, we've reduced 2 so far
Allowing direct integration allows easier access to other resources needed for documentation management and resources
Direct integration allows us to process customer payments instantly

Time to Value

1-3 months

Acumatica Serving Customers

Acumatica allows us more time outside of the system to focus on our clients. We try to stay updated on the latest trends in Acumatica and give updates to our clients. We are always on the lookout for what helps our clients reduce steps in their processes and to streamline to create more efficient ways.

Industry-Specific Use

We are consultants so we use the CRM, project accounting and time and expense. We've had to customize quite a bit to get the projects the way we need. We run a rewards based accounting for our support so this wasn't native functionality in projects creation and billing.

Alternatives Considered

Salesforce Lightning Platform

They have very big differences. Report and dashboard function is easier in Salesforce.
User security is easier to get configured in Acumatica than it is in Salesforce.

Key Insights

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?

Did implementation of Acumatica go as expected?

Yes

Would you buy Acumatica again?

Yes

Other Software Used

Azure DevOps Server, Smartsheet, Justworks

Likelihood to Recommend

Acumatica is great for the usage of multiple companies and grouping the related companies without requiring a ton of customizations for intercompany accounting. Acumatica is also great for multiple users needing access. Not having to worry about it we have enough licenses as contractors come and go is a relief. Also being able to restrict user access is great.

My experience

Software Version

Modules Used

Overall Satisfaction with Acumatica