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Acumatica Review: "Comprehensive, Team Focused ERP Solution"
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March 18, 2019

Acumatica Review: "Comprehensive, Team Focused ERP Solution"

Score 7 out of 101
Vetted Review
Verified User
Review Source

Modules Used
FInancial Management Suite, DIstribution Management Suite, Project Accounting Suite, Customer Management Suite

Overall Satisfaction with Acumatica 5.0

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.
  • Better communication and collaboration on customer accounts through the CRM.
  • Improved month-end close time and more up to date financial information.
  • Slow to implement has been frustrating for the team and has been more expensive than anticipated.
I liked the flexibility of Salesforce and the ability to customize look and feel with minimal development involvement. Email integration was smooth and seamless. However, Acumatica's ability to customize certain business processes to meet our particular day to day operational needs and account based fee as opposed to user based fees made it a better option for our organization.
Fairly easy and intuitive user interface with common features throughout the platform makes it easy to train users new to the system. However, it requires a lot of dev customization with limited features that a power user/administrator can manipulate. Doesn't provide a very customized experience to the individual user. Seems that the best scenario is for companies that will use implementation and customization services to maximize the features of Acumatica.

Acumatica Feature Ratings

Accounts payable
7
Accounts receivable
7
Global Financial Support
7
Primary and Secondary Ledgers
7
Intercompany Accounting
7
Localizations
7
Journals and Reconciliations
7
Enterprise Accounting
7
Configurable Accounting
7
Centralized Rules Framework
7
Standardized Processes
7
Automated Invoice Processing
Not Rated
Shared Services Payments
Not Rated
Billings Management
7
Customer Receipt Applications
Not Rated
Customer Collections
Not Rated
Revenue Recognition
7
Cash Management
7
Asset Management
Not Rated
Travel & Expense Management
7
Budgetary Control & Encumbrance Accounting
7
Period Close
7
Transactions Tax
7
Subledger Reconciliations
7
3rd Party Accounting Systems
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
7
Order entry
7
Credit card processing
Not Rated
Cost of goods sold
7
Order Orchestration
7
End-to-end order visibility
7
Order exception Resolution
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
7
Dashboards
Not Rated
Standard reports
7
Custom reports
7
API for custom integration
2
Plug-ins
2
Role-based user permissions
8
Single sign-on capability
Not Rated
Award Lifecycle Management
Not Rated
Spending Control
Not Rated
Indirect Cost Management
Not Rated
Billing
Not Rated
Budgeting and Forecasting
7
Project Costing
7
Cost Capture
7
Capital Project Management
Not Rated
Customer Invoicing
Not Rated
Customer Contract Compliance
Not Rated
Project Revenue Recognition
7
Project Financial Performance Analysis
7
Project Financials Dashboard
Not Rated
Real-time Financial Reporting
Not Rated
Embedded Business Intelligence
Not Rated
Project Planning Collaboration
Not Rated
Project Planning and Scheduling
Not Rated
Project Manager Dashboard
Not Rated
Resource Manager Dashboard
Not Rated
Task Insight for Project Managers
Not Rated
Project Manager Mobile Functionality
Not Rated
Team Member Task Collaboration
7
Team Member Mobile Functionality
Not Rated
Project Candidate Search
Not Rated
Project Candidate Comparison and Analysis
Not Rated
Defineable Resource Pools
Not Rated
Defineable Resource Pools
Not Rated
Talent Profiles
Not Rated
Real-Time Project Reporting
Not Rated
Absence Management
Not Rated
Product Lifecycle Management
Not Rated
Sourcing Team Collaboration
Not Rated
Sourcing Analysis
Not Rated
Bids Analyzed and Compared
Not Rated
Catalog Shopping E-Commerce for Employees
Not Rated
Contract Authoring
Not Rated
Contract Compliance Management
Not Rated
Contract History
Not Rated
Contract Renewal Automation
Not Rated
Contract Repository
Not Rated
Contract Standardization and Enforcement
Not Rated
Electronic Signatures
Not Rated
Invoice Automated Matching
Not Rated
Purchasing Risk and Compliance Management
Not Rated
Requisitions-to-Purchase Orders Integrated
Not Rated
Spend Compliance Management
Not Rated
Supplier Assessment
Not Rated
Supplier Communication and Collaboration
Not Rated
Supplier Management
Not Rated
Supplier Portal
Not Rated
Risk Repository
Not Rated
Control Management
Not Rated
Control Mapping
Not Rated
Control Efficiency Assessments
Not Rated
Automated Control Assessments
Not Rated
Assessment Capture
Not Rated
Issue Detection
Not Rated
Automatic Notification
Not Rated
Remediation and Certification
Not Rated
Transportation Planning and Optimization
Not Rated
Transportation Sourcing Management
Not Rated
Transportation Process Integration
Not Rated
Transportation Execution Management
Not Rated
Freight Payment Automation
Not Rated
Trade Management
Not Rated
Trade Regulatory Compliance Management
Not Rated
Customs Entry Management
Not Rated
Customs Document Management
Not Rated
Customs Document Collaboration
Not Rated
Fulfillment Management
Not Rated
Inventory Visibility
Not Rated
Warehouse Workforce Management
Not Rated
Production Process Design
Not Rated
Supply Chain Business Flows
Not Rated
Production Management
Not Rated
Contracted Manufacturing Management
Not Rated
Configuration Management
Not Rated
Work Definition
Not Rated
Work Execution
Not Rated
Advanced Fulfillment
Not Rated
Manufacturing Costs
Not Rated
Forecasting
Not Rated
Inventory Planning
Not Rated
Multi-tier Supply Chain Planning
Not Rated
Performance Monitoring
Not Rated
Ideation Management
Not Rated
Requirements Management
Not Rated
Proposal Management
Not Rated
Innovation Portfolio Management
Not Rated
Product Master Data Management
Not Rated
Vendor Portal
Not Rated
Project Portfolio Management
Not Rated