[ Acumatica Reviews ](https://www.g2.com/products/acumatica/reviews) [ Acumatica Reviews ](https://www.g2.com/products/acumatica/reviews) # Acumatica Features ##### ## General Ledger (3) Journal Entries Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. Tags / Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. Audit Trail Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record Show More ##### ## Accounts Receivable (3) Invoice Customization The layout of the invoice template is fully customizable and you can add or remove fields. AR Automation Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. Collections Automation The system automates the dunning process to help drive collections Show More ##### ## Accounts Payable (9) AP Automation Steamlines data entry by auto populating recurring or predefined vendor values Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Purchase Orders Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Purchase Order Management Create, send, and track purchase orders and their statuses ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Electronic Payments Electronically collect payments for goods or services Electronic Payments Electronically collect payments for goods or services Credit Card Processing Accept and process credit card transactions Show More ##### ## Other Functionality (12) Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Inventory Pricing and Costing Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Multi-Entity / Consolidation Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations Recognition Rules Automates recognition of revenue and expenses by defining recognition rules. Reconciliations Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Time and Expense Automated time and expense capture, tracking, approval, reimbursement and reporting Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Time Tracking Measure and track time including hours worked and paid time off (PTO) Status Tracking Track the status over time for a request, process, asset, or transaction Budget Tracking Track actual spending to ensure it's in line with the planned budget Show More ##### ## Reporting & Analytics (10) Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Custom Reporting Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Financial Reporting Generate reports to assess the financial performance of an organization Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Custom Reporting Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Integration Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Platform (14) Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Mobile Access Access software remotely via mobile devices Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. Mobile Access Access software remotely via mobile devices Show More ##### ## Integration (14) Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Productivity Tools Tools to facilitate the production of information and promote efficiency Real-Time Data Receive data and information in real time Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Analysis Tools Analyze survey results via statistical testing or crosstabs directly within the software Show More ##### ## Planning (4) Identify Demand Calculate demand by consolidating data from multiple sources. Manage Resources Track resource availability for raw materials and production capacity. Production Plans Generate production plans based on demand and resource availability. Optimization Ability to improve production plans using historical data. Show More ##### ## Scheduling (5) Production Schedules Allowa supervisors to convert production plans into production schedules. Deployment Implement production schedules on the shop floor in multiple locations. KPI Monitoring Tracking the status of previously identified performance measurements Shop Floor Management Manage and control operations that take place on the shop floor or factory floor Scenario Planning Develop potential scenarios to identify risks and opportunities Show More ##### ## Accounting (49) Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers AP Automation Streamlines data entry by auto populating recurring or predefined vendor information and invoice details AR Automation Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. Audit Trail Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Collections Automation The system automates the dunning process to help drive collections Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Invoice Customization The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. Journal Entries Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. Monitor Cash Positions Ability to track cash positions across all accounts, banks, business units, and countries Multi-Entity / Consolidation Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Recognition Rules Automate recognition of revenue and expenses by defining recognition templates. Reconciliations Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. Tags / Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. Payments Scheduling Ability to schedule payments at predefined dates and times Payment Batches Payments can be processed by batch without manual intervention Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Marketing Automation Automate workflows and trigger campaigns based on customer actions Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Project Accounting Track accounting transactions, costs, and expenses by project or portofio of projects Fixed Assets Manage information on fixed assets such as asset value and depreciation Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Inventory Management Track and manage inventory levels to maintain proper supply Change Order Management Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Task Management Create, manage and track all task activities and progression Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Project Planning/Scheduling Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Resource Scheduling Allocate and manage resources, such as employees, equipment, facilities, and other assets Show More ##### ## Accounting (25) Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Order Entry Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Warehouse Management Manage and track operations and inventory within warehouses eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Financial Management Plan, manage, and track the financial activities of an individual or organization Stock Management Manage the buying, selling, and holding of stocks Order Management Manage and track customer orders for goods, investments, or any other purchases Supply Chain Management Manage the planning and execution of supply chain activities Distribution Management Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. Supplier Management Manage all supplier data and operations Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Import/Export Management Management of inbound and outbound shipments in the context of international trade Inventory Management Track and manage inventory levels to maintain proper supply Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Shipping Management Manage and track orders being shipped to customers Returns Management Track and facilitate returns of products sold Sales Order Management An order generated by a seller to a customer, containing details about products or services Show More ##### ## Inventory (7) Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Warehousing (3) Locations Create and manage warehouse locations and areas for shipping or receiving. Multi-Warehouse Manage locatons accross multiple physical or virtual warehouses. Third-Party Ability to monitor locations and inventory in third party warehouses. Show More ##### ## Purchasing (8) Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Show More ##### ## Sales & Marketing (17) Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Customer Master Manages customer information including multiple ship-to and bill-to locations. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with products, services, and customer types. Proposals Generate and manage proposals for project or portfolios of projects Show More ##### ## Assembly (3) BOM Provide Bill of materials to define what components and packaging should be used for assembly. Kitting Define kits and packages of two or more finished products that can be sold together or separately. Disassembly Ability to take apart assemblies and ensure that the components are transfered to inventory. Show More ##### ## Logistics (8) Picking & Packing Define and implement optimal procedures to pick and pack products for shipping. Packaging Identify packaging options like pallets or containers to optimize shipping performance and reduce costs. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Routing Create routes for shipping directly to customers, to distribution centers, or for dropshipping. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Activity Tracking Track and document all activities across devices, networks, and other systems Order Tracking Track orders throughout the fulfillment process Show More ##### ## HR (10) Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Workflow Management Create, design and manage workflows for repetitive tasks Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Show More ##### ## Inventory & Warehouse (5) Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Show More ##### ## Manufacturing (6) WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Work Orders Manage work orders for different types of activities such as production, rework, or maintenance. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. MPS Create and implement master production plans for multiple production lines and locations. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Show More ##### ## Quality Management (4) Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Rework Identify rejected products and decide either they can be repaired or discarded. Waste Track production waste such as scrap, as well as returns that cannot be repaired. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Show More ##### ## Distribution (3) Picking & Packing Define and implement optimal procedures to pick and pack product for shipping. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Show More ##### ## Back Office (35) Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Asset Register Create a list of all the assets owed by a company. Maintenance Track maintenance operations for the products sold, such as calibration or preventive maintenance Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Purchase Orders Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process Requisition Define requisition rules for various types of procurement. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Sourcing Identify and assess suppliers for different products and services. Status Monitor the status of multiple types of assets. Time & Attendance Tracking Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Warranty Management Maintain information on warranties for the products delivered and for their components Inventory Management Track and manage inventory levels to maintain proper supply Support Ticket Management Allow customers/users to submit support queries and service requests Calendar Management Track and manage schedules and meetings via an integrated calendar Financial Management Plan, manage, and track the financial activities of an individual or organization Client Management Manage contact details and communication with clients Workflow Management Create, design and manage workflows for repetitive tasks Time Off Management Track and manage employee time-off, vacation, and sick leave requests Training Management Track employee/learner's progression through training programs Employee Management Track employee schedules, availability, and performance across projects and tasks Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Supply Chain Management Manage the planning and execution of supply chain activities Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Document Management Store, manage, and track all electronic documents in a centralized location Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Warehouse Management Manage and track operations and inventory within warehouses Enterprise Asset Management Helps users manage the maintenance of assets; offers reporting to identify areas for improvement Sales Management Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Distribution Management Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Resource Scheduling Allocate and manage resources, such as employees, equipment, facilities, and other assets Show More ##### ## Front Office (20) ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Checkout Process Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. Configuration Rules Rules ensure that users select only compatible options and that all required items are included Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Portal Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents Field Service Booking Allows clients to book jobs through the desktop page or within the app. Field Service Dispatch Notifies field service workers of their upcoming assignments. Product & Price List Management Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. Product Catalog Allows users to search, filter, sort and select items to be added to quote Promotions and Discounts Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. Quote & Order Management Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. Returns / Refunds Functionality to allow users to process returns/refunds either via self service or contacting customer service. Storefront Design Tools Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Tickets Creates and assigns support tickets, scheduling them in a timely manner. Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured HR Management Automates core HR functions such as talent management, employee evaluation and learning management Task Management Create, manage and track all task activities and progression Customizable Fields Customize data fields to support various needs and use cases Purchase Order Management Create, send, and track purchase orders and their statuses Show More ##### ## Logistics (11) Centralized Inventory Database Manage and track all inventory records across warehouses and retail locations through a single unified database. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Inventory Pricing and Costing Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Picking Methods Support multiple picking methods such as batch, wave, or zone picking. Picking Planning Create schedules for picking activities based on inventory availability. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Shipping Options Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. Manufacturing Planning Supports the effective planning of manufacturing production based on materials, labor, and machinery. Show More ##### ## Production (12) BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Identify Demand Calculate demand by consolidating data from multiple sources. Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Manage Resources Track resource availability for raw materials and production capacity. MPS Create and implement master production plans for multiple production lines and locations. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. Production Plans Generate production plans based on demand and resource availability. Rework Identify rejected products and decide either they can be repaired or discarded. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Waste Track production waste such as scrap, as well as returns that cannot be repaired. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Show More ##### ## Project Management (10) Project Maps Projects can be mapped out with milestones, due dates, deliverables and interdependencies. Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Workflow Automate task approvals processes and handoffs at project milestones. Cost Tracking Track total cost associated with projects and then report actual versus planned budget. Risk Analysis Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system. Resource Management Define and allocate human and material resources for different types of projects Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Multiple Projects Ability to handle several projects simultaneously Approval Workflow Route documents and other data through one or more stakeholders for review and approval Show More ##### ## Procurement (7) Requisitions Create and manage requisitions by project, portfolio, or business entity Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. Subcontractor Management Provides features to manage subcontractors for various types of tasks and projects Project Procurement Calculate procurement costs by project, portfolio, or type of projects Supplier Management Manage relationships with suppliers and track their performance Purchase Order Management Create, send, and track purchase orders and their statuses Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Show More ##### ## Content Management (7) Document Management Provides a single repository for all documents and options to create and manage files Collaboration Allows users to colalborate on documents and keep an audit trail of the changes Taxonomy Categorize content based on its purpose and define relationships with projects Contract Creation Deliver templates for multiple types of contracts, that can be used to generate new contracts Subcontracts Manage subcontracts and thei dependencies on projects and contracts Costs Identify and track costs and expenses by contract or by type of contract Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Show More ##### ## Analytics (3) Earned Value Track the earned value of projects to monitor performance and progress Project Optimization Identify project issues and provide corrective actions to improve performance ROI and Forecasting Measure return on investment and leverage data to predict profitability of future projects. Show More ##### ## Cash Flow (3) Track Cash Flow Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. Income and Expenses Add one-time or recurring cash flow items and add line items for each payment or deposit. File Exports Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. Show More ##### ## Budgeting & Forecasting (4) Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Data Import Import trial balance, monthly P&L, balance sheets, and other types of financial data Versioning Keeps track of all versions of a budget and allows users to compare versions Historical Data Forecasting is based on past transactions and historical financial or operational data Show More ##### ## Revenue (3) Revenue Types Supports multiple types of revenues, such as recurring and transaction based Revenue Allocation Allows users to allocate revenues to various business entities or departments Scheduling Automatic scheduling to ensure that revenue is recognized at the proper time Show More ##### ## Logistics and Operations (10) Communication and Collaboration Enables and/or facilitates communication on the jobsite and between the field and office admin. Predictive Analytics Captures and analyzes historical performance to enable the forecasting of materials and inventory needs in addition to identifying any gaps in the construction site supply chain. Software Systems Integration Enables the integration of the construction ERP with other construction software solutions to ensure seamless data flow and exchange. Financial Management Enables the controlling of costs on construction projects; unifies and centralizes the management of construction accounting, payroll, and service operations. Contractor Management Improves the efficiency and management of general and subcontractors and field service companies. Project Management Monitors task assignment and the progress of construction projects to ensure the project's timely completion. Document Digitization Captures all business content electronically to reduce and/or eliminate manual, process-based inefficiencies. Supply Chain Management Monitors and tracks the procurement and utilization of construction equipment and resources. Business Intelligence Captures and analyzes current performance to enable the evaluation of project and firm performance. Workforce Management Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites. Show More ##### ## Payroll (4) Direct Deposit Automatically deposits paychecks into employees' bank accounts. Check/W-2 Printing Allows administrators to print valid paychecks and W-2 forms. Tax Calculation Calculates taxes due and may include resources or tools for federal and state tax compliance. Reporting and Dashboards Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Generative AI (9) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## AI (18) Fraud Detection Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time Receipt Management Upload, track, and submit receipts in a central database Workflow Management Create, design and manage workflows for repetitive tasks Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Order Management Manage and track customer orders for goods, investments, or any other purchases Sales Order Management An order generated by a seller to a customer, containing details about products or services Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Real-Time Data Receive data and information in real time Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Credit Card Processing Accept and process credit card transactions Financial Consolidation & Close Management Bring together financial information by collecting data from multiple ledgers and close financial processes Transaction Management Manage, record and track all business exchanges in form of money and its related interactions in the system Show More ##### ## Mobile Applications - Accounting (13) Cloud Integration Enables synchronization of accounting data across devices in real-time Notifications Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines UI Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables Expense Tracking Allows users to capture and upload expense receipts directly from mobile devices Invoice Management Enables creation, editing, and sending of invoices Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Inventory Management Track and manage inventory levels to maintain proper supply Financial Management Plan, manage, and track the financial activities of an individual or organization Activity Tracking Track and document all activities across devices, networks, and other systems Document Management Store, manage, and track all electronic documents in a centralized location Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Notes Management Allow users to create, edit, and sort multiple notes Show More ##### ## Agentic AI - Advanced Planning and Scheduling (APS) (1) Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Agentic AI - Accounting (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - ERP Systems (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Project-Based ERP (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Discrete ERP (3) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Distribution ERP (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Show More ##### ## AI Assistant - Accounting (1) AI Accounting Assistant Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language. Show More ##### ## Additional Functionality (200) Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Data Import/Export Import and export data to and from software applications Mobile Access Access software remotely via mobile devices Project Costing The process of estimating and tracking the expenses incurred for a specific project Multi-Currency Manage and handle various international currencies Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Quotes/Estimates Generate quotes or estimates for customers Billing & Invoicing Create, manage, and send invoices or bills to customers Bill of Materials Access to a library of manufacturing parts, models, and specs Multi-Location Manage and support multiple locations Generative AI Use AI to generate content in the form of text, images, videos, etc. Accounts Payable Track money owed to a company's creditors/suppliers Fund Accounting Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) Quotes/Estimates Generate quotes or estimates for customers Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Chart of Accounts A financial statement that lists a company's accounts and details the account type and balance Project Accounting Manage and track financials on a project-to-project basis Encryption Convert data into a code for security Accounts Receivable Track outstanding invoices and the money owed from clients Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Billing & Invoicing Create, manage, and send invoices or bills to customers Reminders Timed notification for any upcoming task, deadline, appointment, or activity Multi-Currency Manage and handle various international currencies Access Controls/Permissions Define levels of authorization for access to specific files or systems Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Data Security Protect sensitive data for digital privacy General Ledger Centralized accounting record which tracks all financial transactions Currency Conversion Change one currency to another based on real-time rates/values Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Estimating Estimate expected cost based on various factors before a project begins Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Document Storage Store and organize documents in a centralized system SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Categorization/Grouping Organize and group data or items based on various criteria Automatic Billing Setup and send recurring or automated bills Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. For Distributors Primarily serving wholesale distribution companies and supply chain industry professionals Bills of Material Material list of manufacturing parts and associated costs Financial Data Protection Inventory Control Monitor product stock levels AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Mobile App Access the system via a mobile application Client Portal Private online space that lets businesses securely share documents and provide information access to clients For CPA Firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Remote Access/Control Access work applications remotely, for when working away from the office and/or traveling Cash Flow Analysis Calculates a company's working capital which is the amount of money a company has available to run its business Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Multi-Company Manage the accounting and financial aspects of multiple locations or companies in a single location For Small Businesses Designed for small businesses Data Import/Export Import and export data to and from software applications Reminders Timed notification for any upcoming task, deadline, appointment, or activity AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Billing & Invoicing Create, manage, and send invoices or bills to customers Point of Sale (POS) Accept and process customer payments for products or services using hardware and software Quotes/Estimates Generate quotes or estimates for customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Branding Add customized logos and colors to align with company branding Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integrated Business Operations Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.) Multi-Location Manage and support multiple locations Bills of Material Material list of manufacturing parts and associated costs Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Reports Alter the layout and content of reports Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Business Intelligence Technological processes and strategies used for collecting, managing, and analyzing organizational data Bills of Material Material list of manufacturing parts and associated costs Process Modeling & Designing Visually identify, define, and map all details and relationships surrounding business process models and elements Time Tracking Measure and track time including hours worked and paid time off (PTO) Work Order Management Creating, assign, and track jobs and/or tasks for work orders "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Task Management Create, manage and track all task activities and progression Process Control Monitor and manage manufacturing and production processes. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Color Codes/Icons A way to visually represent data where different categories of items are marked with different colors Quality Management Focuses on improving processes by collecting data and spotting bottlenecks or other challenges. Packaging License bundling Generative AI Use AI to generate content in the form of text, images, videos, etc. Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Demand Forecasting Forecast customer demand using historical insights and simulations Gantt Chart Create appealing visualizations to illustrate and coordinate project benchmarks and dependencies Material Requirements Planning Material requirements planning software manages the scheduling and inventory control for manufacturers. Production Scheduling Plan and schedule the use of production resources AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Multi-Location Manage and support multiple locations Raw Material Tracking Track the availability of raw materials in the production lifecycle Capacity Planning Determine and plan production capacity based on changing demands Traceability Track and document the history, application, or location of an item or activity Order Management Manage and track customer orders for goods, investments, or any other purchases ERP integration Integrate with existing ERP systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Inventory Management Track and manage inventory levels to maintain proper supply Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Mobile Access Access software remotely via mobile devices Quotes/Estimates Generate quotes or estimates for customers Billing & Invoicing Create, manage, and send invoices or bills to customers Change Management Track and monitor efficient handling of all changes/transitions Scheduling Plan availability and assign specific time slots for tasks and resources Status Tracking Track the status over time for a request, process, asset, or transaction Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies API Application programming interface that allows for integration with other systems/databases Real-Time Data Receive data and information in real time Document Management Store, manage, and track all electronic documents in a centralized location Approval Process Control Manage the process of evaluating documents or requests submitted for approval Prioritization Arrange tasks based on the level of priority or urgency Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Forecasting Form predictions based on past and present data/trends What-if Analysis Provides varying estimates based on different scenarios Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Visualization Graphical representation of data Supplier Management Manage all supplier data and operations Production Management Manage the end-to-end production process for manufacturing operations Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Barcode Recognition The ability to identify a barcode on or within an image or packaging Multi-Currency Manage and handle various international currencies Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Quotes/Estimates Generate quotes or estimates for customers API Application programming interface that allows for integration with other systems/databases Document Storage Store and organize documents in a centralized system Customizable Fields Customize data fields to support various needs and use cases Data Import/Export Import and export data to and from software applications CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Real-Time Reporting Active reporting of data and metrics Order Processing Send / receive, process, and execute orders Customizable Reports Alter the layout and content of reports Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Access Controls/Permissions Define levels of authorization for access to specific files or systems Barcoding/RFID Identify and track items using barcode tags or RFID (radio-frequency identification) tags Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Inventory Optimization Maintain and control the stock level of inventory Real-Time Data Receive data and information in real time Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Bills of Material Material list of manufacturing parts and associated costs Real-Time Analytics Analyze and gain insights into data in real-time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Audit Trail A record of all activities within the system, including user access, changes made, etc. Job Costing Calculate total itemized costs, including initial costs and any changes Project Tracking Monitor the progress of projects from start to finish Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Project Accounting Manage and track financials on a project-to-project basis Project Time Tracking Measure time to completion or hours worked for projects Equipment Tracking Track the location of specific equipment at all times Estimating Estimate expected cost based on various factors before a project begins Data Import/Export Import and export data to and from software applications Accounts Payable Track money owed to a company's creditors/suppliers Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Budgeting/Forecasting Create budgets based on historical data and future projections Budget Control Manage and monitor spending to align with the financial constraints or goals Accounts Receivable Track outstanding invoices and the money owed from clients Accounting Integration Integrate with a third-party accounting system Inventory Management Track and manage inventory levels to maintain proper supply Quotes/Estimates Generate quotes or estimates for customers Purchase Order Management Create, send, and track purchase orders and their statuses Mobile Access Access software remotely via mobile devices For AEC Industry Primarily serving architecture, engineering, and construction industry professionals Customizable Reports Alter the layout and content of reports Real-Time Reporting Active reporting of data and metrics Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Generative AI Use AI to generate content in the form of text, images, videos, etc. Construction Breakdowns Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Billing & Invoicing Create, manage, and send invoices or bills to customers General Ledger Centralized accounting record which tracks all financial transactions Real-Time Data Receive data and information in real time Document Management Store, manage, and track all electronic documents in a centralized location Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Subcontractor Management Track information, qualifications, and contact details of subcontractors Multiple Projects Ability to handle several projects simultaneously Financial Management Plan, manage, and track the financial activities of an individual or organization Timesheet Management Track the amount of time spent on a job or task Communications Management Record and track all relevant internal and external communications Third-Party Integration Addition of necessary external data, applications, tools, or features Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Core Accounting Streamlines the entire accounting process, from ledger entries and expense tracking to accounts payable, financial reporting and more. Cost Management Manage budgets, track and optimize spending and align capacity to workload demand Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ## Top-Rated Alternatives [ ![SAP Cloud ERP (SAP S/4HANA Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/edf2d15ffc689390deffd10a34a9fc03/sap-cloud-erp-sap-s-4hana-cloud.svg "SAP Cloud ERP (SAP S/4HANA Cloud)") SAP Cloud ERP (SAP S/4HANA Cloud) 4.4/5(1,061) ](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) [ ![NetSuite](https://images.g2crowd.com/uploads/product/hd_favicon/4b02508eaf1eed7c1c991b5f0ce3fab7/oracle-netsuite.svg "NetSuite") NetSuite 4.1/5(4,913) ](https://www.g2.com/products/oracle-netsuite/reviews) [ ![Sage Intacct](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_14f9ce34aa0bb0f679b3f8e617a83f09/sage-intacct.jpg "Sage Intacct") Sage Intacct 4.3/5(4,433) ](https://www.g2.com/products/sage-intacct/reviews) [ View All Alternatives ](https://www.g2.com/products/acumatica/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. 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