Financial Management

From on-line accounting for smaller local businesses to feature-rich global financial applications for larger, complex businesses, these accounting applications are designed to support your needs today and in the future.

Designed for companies with complex requirements, yet easy to use in smaller organizations, Acumatica Financial Management Suite provides on-line accounting in a feature rich integrated operational suite ecosystem, fully integrated with Acumatica Customer Management, Distribution Management, Manufacturing, and Project Accounting.

Customer Management

ERP and CRM that work together. Customer Management (also called Customer Relationship Management) was built into Acumatica from the very beginning. It is not a loosely integrated module like so many other midmarket ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.

Integrated content management. Acumatica provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides to every member of your team a 360-degree view of all customer activities and records.

Visibility. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the Acumatica Customer Portal. Helpful tools give customers access to information about their interaction with your company and enable activities online.

Distribution Management

Manage sales orders, track inventory, fill orders, improve purchasing, and provide customer support from anywhere with the Acumatic Distribution Management Suite, fully integrated with CRM, Financials, Manufacturing and Project Management for visibility across the entire organization.

Eliminate delays through automated sales order processing and shipping order generation. Set rules to manage multiple warehouses, returns, credit limits, drop shipments, and more. Determine real-time profitability by warehouse, product line, location, or business unit. Use real-time information to control costs across the entire supply and distribution chain.

Project Accounting

Project Accounting Software features are integrated with General Ledger, Accounts Payable, Accounts Receivable, Sales Orders, Purchase Orders, Inventory Management, and the Time & Expense mobile application.

Gain a complete view of project-related costs for materials, labor, services, and inventory items.

Vary billing rates by employee / customer, type of work, or specific project. Recognize revenue based on completion percentage or task progress. Compare actual project costs with original and revised budgets in real-time reports. Include all project costs: inventory items, non-stock items, labor, services, and more.

Manufacturing

The Acumatica solution is a complete, multi-site manufacturing control and planning system for make-to-stock, make-to-order, engineer-to-order, project centric, job shop, batch, and repetitive manufacturing.

Integrate production planning, material purchasing and shop floor scheduling with customer management, sales orders, inventory, purchasing, and accounting for real-time coordination of multi-plant activities.

Powerful and complete functionality for make-to-stock, make-to-order, engineer-to-order, project centric, job shop, batch, and repetitive manufacturing adapts to your business as you grow and change.

Track material and labor costs as you manage your products. Compare standard/planned production costs to actual costs of production.

Field Service

Service Management tracks and optimizes every process of your field services operations. Service orders, appointments, contracts, warranties, routes, staff skills, equipment capabilities, preventative maintenance schedules, and a drag-and-drop dispatch board are all available.

Streamline dispatching, reduce response times, and minimize costs with the Acumatica Field Service Management suite that works with CRM, sales, inventory, purchasing, accounting, and financial reporting. With a 360-degree view of customer activities, improve the overall customer experience and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage.

All the applications are web-based and fully mobile which is ideal for your field workforce. Unlike other field services applications the user interface provides a seamless transition between applications because the Acumatica Field Services Management is part of Acumatica ERP, not a bolt on application.