Acumatica
4.3
15 votes
Open Acumatica and think in terms of tasks, not modules. Start by shaping workspaces for each role—finance, sales, operations, service. Import your customers, vendors, items, and beginning balances with the built-in import tools. Connect bank feeds and map accounts to speed up reconciliation. Set approval maps for purchases, expenses, and journals so nothing moves without the right sign-off. Pin dashboards to home screens with the KPIs people actually use: cash on hand, order backlog, days sales outstanding, fill rate, project margin. With roles, dashboards, and approvals in place, your team can move from email-and-spreadsheet chaos to one coordinated rhythm.
On the finance side, run your day in a single workspace: review cash positions, clear bank transactions, and post recurring journals on a schedule. Process supplier bills in batches, route exceptions to approvers, and pay by ACH without leaving the system. For receivables, convert shipments to invoices automatically, email them, and let customer payments match open items. Multi-company and multi-currency are handled with shared charts and intercompany entries, so consolidations don’t become a side project. When month-end arrives, lock periods, analyze variances with drill-through to source documents, and snapshot financial statements for stakeholders. You close faster because data lives in one place and every click has an audit trail. more
Acumatica
Custom
Unlimited users Financial Management Project Accounting Payroll Management Multi-Entity & Intercompany Accounting Reporting, Dashboards, and Data Analysis Toolkit Customer Relationship Management (CRM) Bill of Materials and Routing Production Management Material Requirements Planning (MRP) Advanced Planning and Scheduling Engineering Change Control (ECC) Manufacturing Data Collection (MDC) Product Configurator Manufacturing Estimates Construction Management General Contractor Home Builder Accounting Subcontractor Accounting Land Developer Accounting Service Management Equipment Management Sales Order Management Purchase Order Management Warehouse Management Inventory Management Order Management Software Requisition Management Commerce Connectors Inventory Management Sales Order Management Reporting, Dashboards, and Data Analysis Warehouse Management System CRM
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