Acumatica Overview

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Increase Productivity

Work more efficiently with modern tools and make better decisions with insightful information.

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Control Inventory

Having the right inventory is key - Track and manage this critical business asset.

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Improve Cash Flow

Be responsive to customers while managing fulfillment and cash flow.

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Adapt to Change

Conquer complexity and deliver on your promises to your customers.

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Respond Quickly

Position your company for Growth with Excellent Customer Service.

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Connect Anywhere

Access your business information from anywhere, at any time, on any device.

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3 Minute Overview Video

Who is Acumatica for?

While Acumatica works for many different types of companies,
it is targeted most towards companies with these attributes

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Employee Count

50 - 500 employees

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Primary Users

Financial, operational, sales, and procurement managers.

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Company Size

Small to mid-sized companies with $10M - $500M in revenue

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Industry Segments

Discrete Manufacturing, Professional Services, Wholesale Distribution, Retail/eCommerce, Cannabis

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Acumatica Software Suites

All Acumatica application suites are web-based, fully-integrated, and work on a centralized database.M
They can be accessed anywhere, anytime, and on any device.

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Financial Management

A powerful set of financial applications used by almost every organization, no matter how complex or simple requirements are. Bring rigor to business processes in a user-friendly way.

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Distribution Management

Works together with the Financial Management Suite as a full distribution solution. Starting from the requisition process to purchasing, order management, inventory tracking, automated inventory replenishment suggestions, and more.

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Customer Management

Fully integrated with the Financial and Distribution suites, the Customer Management Suite uses dashboards and reports to provide real-time sales data. A self-service Customer Portal lets you give customers access to the information you choose.

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Project Accounting

With the Project Accounting Suite, deliver on project objectives on time and on budget. Manage complex reporting requirements. Include projects in companywide financial reports.

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Acumatica Modules and Features

Financial Management

  • General Ledger
  • Cash Management
  • Accounts Receivable
  • Employee Portal
  • Currency Management
  • Tax Management
  • Deferred Revenue Management
  • Inter-Company Accounting
  • Fixed Assets Management
  • Recurring Revenue Management
  • Pricing Engine

Accounts Receivable

  • AR Processing Flow
  • Multiple AR Accounts in GL
  • Support multiple currencies
  • Automated tax reporting
  • Balance and credit limits
  • Payment reversal and application
  • Sales commissions
  • Overdue charges calculation
  • Small balance write off
  • Track processing centers
  • Audit trails

Inter-Company Accounting

  • Secure user access
  • Account controls
  • Asset transfer
  • Account allocations
  • Company bank accounting
  • Role-based access

Accounts Payable

  • Vendor Payment Processing
  • Multiple AP Accounts in GL
  • Support Multiple Currencies
  • Recurring AP Documents
  • Vendor Refunds
  • AP Aging Reports
  • 1099 Reporting
  • Vendor Account Security
  • Audit Trails

Cash Management

  • Unlimited currencies
  • Track processing centers
  • Cash accounts security
  • Cash account reporting
  • Cash account forecasting
  • Customized calendar ranges
  • System-wide integration
  • Multiple payment types
  • Audit trails

General Ledger

  • Budgeting and approval
  • Flexible financial periods
  • On-the-fly sub account entry
  • Support multiple currencies
  • Allocation of GL balances
  • Reversing entries
  • Drill down to documents
  • Recurring transactions
  • Audit trails

Payroll Overview

  • Pay groups
  • Employee classes
  • Tax rates
  • Payroll attributes
  • Earnings codes
  • Deductions and benefits
  • Shift Codes
  • Job codes
  • Payable liabilities
  • Reporting

Distribution Management

  • Inventory replenishment
  • Carrier integration
  • Carrier return label support
  • Automated shipments
  • Multiple valuation methods
  • Inventory bin/location control
  • Inventory lot and serial numbering
  • Inventory transfers
  • Purchase order automation
  • Partial receipts and vouchers
  • Sales order discounts and promotions
  • Workflow and approvals
  • CRM integration
  • Customer notification

Inventory Management

  • Lot and serial numbering
  • Expiration dates
  • Transaction reason codes
  • Two-step transfers
  • Multiple valuation methods
  • Multiple warehouses
  • Inventory bin/location control
  • Inventory lot and serial numbering
  • Inventory subitems
  • Purchase order automation
  • Sales order discounts and promotions
  • CRM Integration

Purchase Order Management

  • Partial and consolidated receipts
  • Simplified item tracking
  • Automatic payment vouchers
  • Drop shipments
  • Landed cost
  • Vendor performance analysis
  • Multiple ship-to addresses

Sales Order Management

  • Automated shipments
  • UPS, FedEx, and USPS integration
  • Carrier return label support
  • Purchasing integration
  • Real-time inventory
  • Multiple and partial fulfillment
  • Shipment schedules
  • Picklists and replenishment orders
  • Credit limit verification
  • RMA with reason codes

Customer Management

  • CRM integration
  • Integrated document management
  • Integrated financials
  • Lead and list management
  • Account and contact management
  • Opportunity management
  • Case management
  • Contract management
  • Online marketing
  • Email management
  • Segmentation

Project Accounting

  • Allocate expenses
  • Revenue recognition
  • Flexible billing
  • Billing markup
  • Timesheets linked to specific projects and budgets
  • Integrated and visible in other modules
  • Scalable - multiple projects
  • Task definition
  • Reverse un-billed transactions
  • Use project attributes in formula allocation engine
  • Audit trails

Currency Management

  • Unlimited currencies