Acumatica ERP
We have worked in Acumatica since its early years, implementing and supporting it for distribution, manufacturing, construction and professional services companies.
Implementation
Requirements, configuration, data conversion, training and go-live support, done by our own consultants.
- Financials, distribution, manufacturing, construction and project accounting
- Chart of accounts, branches and subaccount design that reporting depends on
- Data conversion from GP, QuickBooks and other systems, reconciled back to the source
- Phased go-lives by company or module
Upgrades and customizations
Version upgrades, and the customization packages that have to come with them. We update packages that fail validation on a new version, and keep customizations small enough to survive the next one.
Integrations
REST and OData connections to the systems around Acumatica: payroll, sales tax, quoting, e-commerce, CRM and banking. Built with dedicated API users and roles, so access is limited and easy to audit.
Reporting
Generic inquiries, dashboards, report designer financials and Power BI, built so finance and operations work from the same numbers.
AI in Acumatica
Acumatica is adding AI with each release, including AI Studio for building your own AI workflows, the AI Assistant, anomaly detection and AI summaries in CRM. We help you decide what to turn on and set it up within your roles and approvals. More on AI.
Support and licensing
Ongoing support by retainer or prepaid hours, with consultants who know your setup. We can also supply Acumatica licensing and help you size it.
Budgeting and reporting
Pivotal Insights connects to Acumatica for department budgets, approvals, reports and cash forecasts, and writes the approved budget back to an Acumatica budget ledger.