Acumatica New User
January 28, 2026

Acumatica New User

sarah reynolds | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Construction

Modules Used

  • FInancial Management Suite
  • Project Accounting Suite
  • Customer Management Suite

Overall Satisfaction with Acumatica

We use Acumatica as a full system ERP, accounting, CRM, service, and project management. It consolidated many different systems that didn’t talk to each other. Which reduced double entry and streamlined our organization.

Pros

  • Dashboards- visibility of data and metrics
  • Invoice recognition has been a big time saver for us.
  • Robust reporting and easy to use inquiries

Cons

  • Billing for construction. The proforma process is clunky and hard to fix issues
  • We are still new to Acumatica so this is hard for me to answer fully as I am still getting used to the change.
  • Bank recon process with matching has not been easy to learn, there are transactions that didn’t show up in the matching.
  • We have had a lot of issues with sub accounts. The cost and Billings should be driven by the sub account on the project but it isn’t happening that way
  • Too early to tell
We have not used this yet other than invoice recognition.
N/a
Too early. We just went live in the last 2 months. I imagine with streamlined systems we will have more data at our finger tips to better serve our customers
We are a specialty trade contractor. It checked the most boxes when evaluating ERP’s.
Acumatica checked the most boxes with having an all in solution with minimal add on products which was important to us. One source of truth.

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?

Yes

Did implementation of Acumatica go as expected?

Yes

Would you buy Acumatica again?

Yes

We are a specialty trades contractor and this has helped us get all of our key business functions under one system with a few add ons for payroll and estimating. I wish there was a stronger platform for proposals and contracts to send to customers. We are still looking for a solution. As a high end contractor our customers expect our proposals to look a certain way. Currently Acumatica doesn’t have that functionality

Acumatica Feature Ratings

9.1
Accounts payable
9
Accounts receivable
9
Global Financial Support
10
Primary and Secondary Ledgers
10
Journals and Reconciliations
9
Configurable Accounting
8
Standardized Processes
9
8.8
Billing Management
9
Cash and Asset Management
9
Travel & Expense Management
7
Budgetary Control & Encumbrance Accounting
10
Period Close
9
8.0
Inventory tracking
8
Automatic reordering
8
Location management
8
Order Management ()
Not Rated
Payroll Management ()
Not Rated
8.7
Dashboards
9
Standard reports
8
Custom reports
9
Customization ()
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
8
Grants Management ()
Not Rated
Project Financial Management ()
Not Rated
8.3
Project Planning and Scheduling
7
Task Insight for Project Managers
9
Project Mobile Functionality
9
Procurement ()
Not Rated
8.0
Risk Repository
8
Control Management
8
Control Efficiency Assessments
9
Issue Detection
7
Remediation and Certification
Not Rated
Logistics ()
Not Rated
Manufacturing ()
Not Rated
Supply Chain ()
Not Rated
5.0
Proposal Management
5

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