Acumatica Overview

#

Increase Productivity

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

#

Control Inventory

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

#

Improve Cash Flow

Be responsive to customers while managing fulfillment and cash flow.

#

Adapt to Change

Conquer complexity and deliver on your promises to your customers.

#

Respond Quickly

Position your company for Growth with Excellent Customer Service.

#

Connect Anywhere

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

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

#

Employee Count

50 - 500 employees

#

Primary Users

Financial, operational, sales, and procurement managers.

#

Company Size

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

#

Industry Segments

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

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.

#

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.

#

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.

#

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.

#

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.

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