Comprehensive, Team Focused ERP Solution
Updated July 23, 2019
Comprehensive, Team Focused ERP Solution
Score 8 out of 10
Vetted Review
Verified User
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.