Review Acumatica
January 29, 2026

Review Acumatica

Troy Gebert | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

General Business

Modules Used

  • Customer Management Suite
  • FInancial Management Suite

Overall Satisfaction with Acumatica

We use Acumatica for our ERP, accounting, and CRM. The biggest problem Acumatica has helped solve is bringing everything in to one single source of truth for our business. We plan to continue to grow our business with Acumatica as our backbone. As we onboard our team to utilize Acumatica CRM, we hope to unlock our full sales potential

Pros

  • Customization features that help us build the system to fit our needs
  • Constantly updating to fit the growing needs of the market
  • Support from the Acumatica team when needed

Cons

  • Ability to merge duplicate accounts/ account history
  • Organization of the quoting module, aka moving line items up and down according to desired format
  • Lack of Informational tutorials for not just our system implementations, but for the basic everyday user
  • Negative: Having external connections break when upgrades occur
  • Positive: Moving CRM internal and cutting costs for Sales Force
  • Positive: Financial clarity & accurate reporting
Case management and task management! Our team utilizes the cases & tasks to best help customers get the right information on how to provide helpful service & solutions through Acumatica, often where multiple different parties are involved and having to give input
I also enjoy using the customized forms for Quotes, SO, and Invoices for customers to clearly understand what it is they are buying from us
We use Acumatica to carry leads into sales. Our industry is one where we have to keep our information organized. For example, we are a manufacturer where our products are specified, and the start of the sales process may be with a Specifier, but the actual order will not happen until bidders come by to purchase the products. If 10 bidders ask for a quote, only 1 will ultimately win, and we have to keep track of all of this so we don't lose sight on the project and avoid inflating our quoted numbers
QuickBooks was limiting to what we needed when we wanted customized capabilities. Salesforce promised us the world, but then ended up being extremely difficult to work with when we had needs. They were way more expensive and felt like we were draining costs for little return. We currently use Big commerce with Acumatica

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?

I wasn't involved with the implementation phase

Would you buy Acumatica again?

Yes

Well suited: Combined ERP & CRM where sales turn to orders and wanting to understand the history, perfectly connected to our accounting back end for financial clarity and growth projections
Not well Suited: Multiple businesses being utilized under one book of business and being able to organize data while keeping things organized

Acumatica Feature Ratings

8.4
Accounts payable
7
Accounts receivable
8
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Journals and Reconciliations
9
Configurable Accounting
9
Standardized Processes
9
6.4
Billing Management
8
Cash and Asset Management
6
Travel & Expense Management
5
Budgetary Control & Encumbrance Accounting
5
Period Close
8
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
7.4
Pricing
6
Order entry
9
Credit card processing
8
Cost of goods sold
6
Order Orchestration
8
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
6.7
Dashboards
6
Standard reports
7
Custom reports
7
9.0
API for custom integration
9
Plug-ins
9
7.5
Role-based user permissions
8
Single sign-on capability
7
Not Rated
Award Lifecycle Management
Not Rated
Project Financial Management ()
Not Rated
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
5.8
Risk Repository
5
Control Management
6
Control Efficiency Assessments
6
Issue Detection
6
Remediation and Certification
6
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
6.6
Production Process Design
7
Production Management
7
Configuration Management
7
Work Execution
7
Manufacturing Costs
5
Not Rated
Forecasting
Not Rated
Inventory Planning
Not Rated
Performance Monitoring
Not Rated
Not Rated
Proposal Management
Not Rated
Product Master Data Management
Not Rated

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