--- title: Acumatica Reviews meta_title: 'Acumatica Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2017 reviews by the users' company size, role or industry to find out how Acumatica works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 2017 scale: '5' date_modified: '2026-07-15' parent_category: name: ERP url: https://www.g2.com/categories/erp --- # Acumatica Reviews **Vendor:** Acumatica **Category:** [ERP Systems](https://www.g2.com/categories/erp-systems) **Average Rating:** 4.4/5.0 **Total Reviews:** 2,017 ## About Acumatica Acumatica Cloud ERP is an AI-enabled, cloud-based enterprise resource planning solution built for small and mid-sized businesses that want to grow on their own terms. It brings together a full suite of business management applications—covering finance, inventory, operations, project accounting, and customer management—so every team works from a single, connected platform. Growing businesses shouldn't have to wrestle with disconnected tools or rigid software that can't keep up. Acumatica is designed around real-world needs: the challenges of scaling operations, keeping data accurate across departments, and making confident decisions quickly. Key features and capabilities include: - AI-enabled workflows: Automation powered by artificial intelligence reduces manual tasks across finance, sales, inventory, and customer service, helping teams work more efficiently and consistently. - Open API architecture: Built-in open APIs allow rapid integrations with the software your business already relies on, breaking down data silos and connecting your entire operation. - Consumption-based licensing: Pricing is based on the computing resources you use, not the number of users. Your whole team can access the platform without adding to your licensing costs as you grow. - Remote and mobile access: Acumatica is a true cloud solution, giving employees, field teams, and leadership real-time visibility into operations from any device, anywhere. - Scalable, future-ready platform: The platform adapts as your business evolves, supporting new modules, additional complexity, and emerging technologies without requiring a system overhaul. Acumatica is a practical fit for mid-sized organizations that have moved beyond entry-level accounting tools and need a more adaptable, cost-effective alternative to large enterprise ERP solutions. Common use cases include multi-entity financial management, supply chain coordination, automated compliance reporting, and cross-department synchronization across sales, fulfillment, and customer service. The platform also addresses business resilience directly. Real-time data insights support faster, more informed decisions, while built-in security controls and financial audit capabilities help organizations meet compliance requirements, including SOX, tax, and data security standards. Acumatica is more than software; it is a platform built around the people who run and grow businesses every day. By connecting operations, enabling collaboration, and aligning costs with actual usage, it gives small and mid-sized businesses the tools they need to operate efficiently, adapt confidently, and build for what comes next. ## Acumatica Pros & Cons **What users like:** - Users find Acumatica's **ease of use** exceptional, quickly mastering its intuitive interface and accessible financial insights. (544 reviews) - Users value the **customization options** in Acumatica, allowing tailored solutions for diverse business needs. (220 reviews) - Users value the **customizability** of Acumatica, enabling tailored solutions that enhance user experience and operational efficiency. (219 reviews) - Users value Acumatica's **user-friendly features** , enabling quick data access and seamless operation for their business needs. (193 reviews) - Users value Acumatica's **customization options** , enabling tailored solutions that align perfectly with their unique processes. (176 reviews) - Reporting (169 reviews) - User-Friendly (169 reviews) - Easy Access (157 reviews) - Data Management (154 reviews) - Integrations (154 reviews) **What users dislike:** - Users are frustrated with Acumatica's **missing features** , including inadequate modules and difficulties in usability across the platform. (216 reviews) - Users find the **learning curve steep** , as the setup process can be overwhelming without proper training and guidance. (181 reviews) - Users find the **difficult setup** of Acumatica challenging, complicating the implementation of various modules. (139 reviews) - Users report that the **complex setup** of Acumatica can be overwhelming and requires extensive planning for effective use. (128 reviews) - Users face **setup difficulties** with Acumatica, finding the implementation process overwhelming and challenging across various modules. (128 reviews) - Users experience **user unfriendliness** with Acumatica, finding the setup complex and the interface overwhelming. (124 reviews) - Limited Customization (114 reviews) - Users find **complex usability** in Acumatica, with challenges in customization and difficulty navigating certain functionalities. (113 reviews) - Users find the **limited functionality** in Acumatica's scheduling and construction features frustrating and outdated. (105 reviews) - Users find **difficult customization** challenging, as it can be cumbersome and complex to implement changes effectively. (102 reviews) ## Acumatica Reviews ### 1. Flexible Configuration but Complex Setup **Rating:** 3.5/5.0 stars **Reviewed by:** Edward H. **Reviewed Date:** January 28, 2026 **What do you like best about Acumatica?** I like Acumatica's configuration flexibility and data management/transparency. The ability to export/import data and provide in-system data analytics is valuable as it saves the lag involved in moving to an external warehouse for reporting and analytics. It also allows users to easily hone in on datasets and export to Excel or other tools for detailed analysis of building external reports and presentations. **What do you dislike about Acumatica?** I find the construction task structure in Acumatica relatively complex and inflexible compared to the rest of the system. It has a dependency on unit of measure alignment and hard connections of tasks to production orders. Also, the initial setup of Acumatica wasn't easy for our team. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for fabrication resource planning, construction costing, and billing. It offers configuration flexibility, data management, and transparency. The ability to export/import data enables efficient in-system analytics and saves time by eliminating the need for external reporting tools. ### 2. Flexible ERP with Great Customization, But Steep Learning Curve in ARM **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon M. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I liked the ease of using data both within the Acumatica site and exporting to Excel for easy analysis, information distribution, and financial reporting. I also love the ability to dive deeper into the data directly in the reports to the entries behind the numbers. **What do you dislike about Acumatica?** I am less proficient in ARM than I am in Excel. Being able to translate and create reporting easily within Acumatica using intuitive operations or commands would be a game changer. I often do not know where to begin with the language or commands within the ARM report writer. Our implementation was difficult as our original VAR did not provide much guidance. **What problems is Acumatica solving and how is that benefiting you?** Acumatica's flexibility allows customization for seamless business processing, communication, and reporting. It provides easy data use within the site and Excel exports for analysis and distribution. It helps me analyze performance, identify trends, and make informed decisions with up-to-date information. **Official Response from Ashley Spence:** > Hi Shannon, Thank you for sharing your experience with our ERP solution. I am thrilled that you love diving into your data and using the Excel export features to make informed decisions. I also hear your frustration regarding the steep learning curve with the Analytical Report Manager and the lack of guidance during your implementation. I am hopeful that you have found solutions to make reporting easier since you left this review. If you are still looking for intuitive ways to master the commands, I highly recommend checking out the free training on Acumatica Open University (linked below). Our F350 Analytical Reports course and the Data Retrieval and Analysis course are fantastic resources for building your skills, saving time, and empowering your team. You can always connect with other users and find helpful tips in the Acumatica Community. We appreciate your feedback and are here to support your continued growth! ### 3. Great for Inventory Management, Lacks CRM Reliability **Rating:** 0.5/5.0 stars **Reviewed by:** ken j. | Sales USA, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Acumatica?** I really like Acumatica's ability to track inventory and keep it organized, which is crucial for handling our 100,000 products. It does a very good job of this, making it a solid and wonderful product for inventory management. The product team appreciates this feature a lot. Additionally, the initial setup was easy for us. **What do you dislike about Acumatica?** As a CRM, it completely misses customer data. It's unreliable. It crashes, and it's slow. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for tracking sales, orders, and inventory. It serves as the source of knowledge for our sales. It accurately tracks our 100,000 products, keeping inventory organized, which is very valuable. **Official Response from Ashley Spence:** > Hi Ken, Thank you for sharing your feedback! We are so glad that our ERP solution helps your team successfully track and organize your 100,000 products. We also hear your frustrations regarding the CRM module missing customer data, crashing, and running slowly. We sincerely apologize for these disruptions and want to help you get back on track. To optimize your experience, we highly recommend checking out the free training resources on Acumatica Open University, such as the CRM Sales Operations and C110 Case Management courses (linked below). Additionally, please visit the dedicated CRM forum in the Acumatica Community to connect directly with our CRM Product Management team and other experts for troubleshooting support. We appreciate your partnership and are committed to helping your business thrive. ### 4. Modern UI with Meaningful Improvements **Rating:** 5.0/5.0 stars **Reviewed by:** James R. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I really like Acumatica's simple, clean, and common sense interface, which makes navigation easier with fewer clicks to get to the data I need. I appreciate their dedication to ongoing innovation, always staying current and ahead of the curve. The interface also aids in user adoption and change management, particularly for a workforce with a long tenure. The initial setup was fairly painless with support from our VAR, NexTec. **What do you dislike about Acumatica?** Our intention was to use Acumatica out of the box as much as possible however we have found some of the reports do not provide the level of detail we require. Furthermore there are some data points that are very common in manufacturing and this area has left me wanting more. **What problems is Acumatica solving and how is that benefiting you?** Acumatica replaced our legacy system, providing real-time data access, a user-friendly UI, and tools for consistent processes. The simple interface supports user adoption and change management. **Official Response from Ashley Spence:** > Hi James, Thank you so much for sharing your experience with our ERP solution. We are thrilled that the clean interface, real-time data access, and support from NexTec helped your tenured workforce smoothly transition from your legacy system. We also appreciate your honest feedback regarding the out-of-the-box reporting and manufacturing data points. We are very hopeful that you have found the solutions you need over the last couple of months. If you are still looking to pull more detailed information, we highly recommend checking out the free training on Acumatica Open University (linked below). Courses like S150 Report Designer and S130 Data Retrieval and Analysis are fantastic for customizing your data views. You can also explore the Acumatica Community to collaborate with other users on specific manufacturing needs. Thank you again for being a valued part of our community, and we wish you continued success! ### 5. Versatile, User-Friendly System with Comprehensive Data Access **Rating:** 5.0/5.0 stars **Reviewed by:** Martha S. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I like how user-friendly Acumatica is and the large access to information it provides. It solves problems so well, and if there's an issue, it's probably just me not knowing how to use it better. The modules and reports are set up the same way, so there's no need to learn multiple systems. Acumatica does it all in one. I also appreciate the insight it provides our entire team with up-to-date information about inventory tracking, so we never question if we have enough product. Open University is a big tool for accessing information. **What do you dislike about Acumatica?** The only aspect that doesn't work well is when my employees don't use it. The system can only provide what we give it. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for entering AR invoices, tracking inventory, and processing payments. It provides my team with up-to-date inventory insights, ensuring we always know if we have enough product. **Official Response from Ashley Spence:** > Hi Martha, Thank you for taking the time to share your experience! We know this review was posted several months ago, and we truly hope your team has found great ways to boost employee adoption since then. It is wonderful to hear that you love how user-friendly our ERP solution is, and that having a single system provides your entire team with excellent inventory tracking insights. To help encourage your employees to use the platform more comfortably, we highly recommend having them check out the Getting Started with Acumatica (A150) course or the Inventory and Order Management Basics (D100) course on Acumatica Open University (linked below). The Acumatica Community is also a fantastic place to find helpful tips on team training, workflow automation, and collaborative adoption strategies. We appreciate your feedback and are thrilled to support your continued growth. ### 6. Comprehensive ERP with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Nick S. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I like that Acumatica offers many tools under one roof, which really helps streamline processes. The real-time visibility to project costs, materials, and activities is another aspect I find incredibly beneficial. I also really like having the mobile app on my phone, allowing me to access data in real time and make actionable decisions quickly when I'm away from the office. **What do you dislike about Acumatica?** Receiving material can be cumbersome because you have to access multiple screens just to enter it into the system. We could benefit from having an OCR tool that allowed us to scan the packing slip, with that auto lookup the PO and receive the qty of items on the packing list. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for real-time visibility into project costs, materials, and activities. It offers many tools under one roof, and the mobile app lets me access data on the go, enabling quick decisions. **Official Response from Ashley Spence:** > Hi Nick, Thank you for your review! We love hearing that having multiple tools within our ERP solution helps streamline your operations and that the mobile app gives you real-time visibility into project costs, materials, and activities. We also appreciate your candid feedback about the material receiving process. We know that navigating multiple screens is frustrating, and your suggestion for an optical character recognition tool to scan packing slips and automate purchase orders is incredibly valuable. To help simplify your current workflow, you might find the "D100 Inventory and Order Management Basics" and "D210 Automated Warehouse Operations" courses on Acumatica Open University (linked below) helpful. Additionally, you can visit the Acumatica Community to discover how other users optimize their document recognition processes. Thank you for being a vital part of our community and for helping us build a better product! ### 7. Robust Integration with Some Growing Pains **Rating:** 3.5/5.0 stars **Reviewed by:** Chase P. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I like that Acumatica allows unlimited users, so our whole company can have access. It plugs in so well with other applications like Velixo, and I can drill through to so many screens seamlessly. **What do you dislike about Acumatica?** Some of the controls around the post period in the allocation screen in the construction module. Often it will try to post based on transaction date instead of post period. In the allocation rule or on the allocation screen, I would like the option to select a financial period to post to rather than only the transaction date. Implementation was actually very rough because we had so many custom workflows from our legacy system, and it was very hard to get people to adapt. **What problems is Acumatica solving and how is that benefiting you?** Acumatica allows my whole company to have access with unlimited users, integrates effortlessly with applications like Velixo, and aids in payroll, AP, project management, and producing financials. ### 8. Reliable, Great-Value Platform with Strong Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Acumatica?** I love the standard tables, reports, and workflows. But the ability to customize it myself and with third parties really makes it shine. It's reliable and great value for the price. **What do you dislike about Acumatica?** Some of the UI makes transforming tables into reports tricky. It really needs PowerBI to show data well. **What problems is Acumatica solving and how is that benefiting you?** We have a great AR/AP process now, along with quick costing and pricing. We can track our manufacturing process much better now. **Official Response from Ashley Spence:** > Hi There! Thank you so much for taking the time to share this, and we're genuinely glad to hear that Acumatica has made such a real difference for your AR/AP process, costing, pricing, and manufacturing tracking. Those are exactly the kinds of wins we love to hear about. We also hear you on the reporting UI. Turning tables into polished reports can feel clunkier than it should, and your feedback is something we take seriously. In the meantime, a couple of free courses on Acumatica Open University (linked below) may help bridge that gap: S130 Data Retrieval and Analysis walks you through building generic inquiries, reports, and dashboards, while S150 Report Designer covers how to create and configure reports without any coding experience. And since you're already using Power BI, you can expose your Acumatica data through OData via generic inquiries, making that integration even more powerful. The Acumatica Community (community.acumatica.com) is also a great place to connect with other users who have tackled the same challenges. Thanks again for your honest review; it really does help us improve. ### 9. Flexibility and Seamless Integration with Acumatica **Rating:** 5.0/5.0 stars **Reviewed by:** Joe M. | Official NA Importer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2025 **What do you like best about Acumatica?** I really like Acumatica's flexibility in accessing our data in several ways, like downloading to Excel and integrating with our websites. It's great that we can continually grow and evolve our system to fit our needs. The integration with Velixo simplifies functions and reports, while the Shopify integration has been a big time saver and improves our retail customer experience. We deal with foreign currency and tariffs, and Acumatica makes calculating and forecasting prices for over 2,000 items much simpler. **What do you dislike about Acumatica?** There should be many more common/basic reports out of the box. Customer sales reports, top customers, products sold to customers, and inventory analysis of item sales are lacking. **What problems is Acumatica solving and how is that benefiting you?** I find Acumatica integrates all our systems, simplifying our workflow. It offers flexibility in data access and integration. Shopify and Velixo integrations save time and improve customer experiences, making pricing forecasts much simpler. ### 10. Customizable and Intuitive for Manufacturing Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Hunter H. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I like the ability to customize screens and visibility in Acumatica. It really helps with inventory tracking and user-friendly data entry. Users are more easily able to adopt the system alongside tracking manufacturing inventory and processes. The customization simplifies things for end users in data entry and helps leads in reading current data, making the workflow much simpler in answering questions concerning quantitative data. **What do you dislike about Acumatica?** I find navigating certain screens when building generic inquiries (GIs) challenging. It's difficult to explain what users are able to access to new admins; there's more needed than just clicking around—there should be an explanation of what these clicks do. The initial setup was laborious for user adoption and entry. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for inventory tracking and appreciate its user-friendly entry. The customization of screens simplifies work for end users, improving visibility and efficiency in our processes. ### 11. Effortless Usability Boosts Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** brett d. **Reviewed Date:** January 28, 2026 **What do you like best about Acumatica?** I like Acumatica for its ease of use and easy screens, which make navigating through the software straightforward. I appreciate the consistent platform formats, which provide a seamless experience. It's great to easily move between AR and AP flows without hassle, and I find the inventory management to be consistent from end to end. The initial setup was easy, taking about four months with the help of a VAR. I'd definitely recommend Acumatica to others. **What do you dislike about Acumatica?** I struggle with dashboards not being easy for us. We also have issues with versions of truth since we're not experts in this area. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for reporting, inventory management, and customer service. It solves these efficiently with its ease of use, easy screens, and consistent platform formats, helping me move easily between AR and AP flows and maintain inventory consistency end to end. **Official Response from Ashley Spence:** > Hi Brett! Thank you so much for taking the time to share this, and for the kind words about Acumatica's ease of use, consistent platform experience, and AR/AP flows. It genuinely means a lot to hear that the system is helping your team work more efficiently across inventory and customer service. We do want to acknowledge your frustrations around dashboards and reporting consistency; those are real challenges, and you are certainly not alone in experiencing them. Since this review is from a few months ago, we hope you have already found your footing in these areas, but if not, we would love to point you to a couple of free resources on Acumatica Open University (linked below). The Dashboard and Widget Design course walks you through building dashboards and widgets step by step, and the Data Retrieval and Analysis course covers how to work with your data in a way that helps establish a single, reliable source of truth across your reporting. Both are completely free and available on demand. We are always here to support you, and we truly appreciate you recommending Acumatica to others. ### 12. Reliable Data and Ease of Use, But Needs Better Email Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Zach T. **Reviewed Date:** January 28, 2026 **What do you like best about Acumatica?** I appreciate Acumatica for its ease of use once processes are fully developed, which helped our team to adopt it very quickly. I find the reliability and visibility of data, especially around stock levels and inventory analysis, incredibly trustworthy. Generic Inquiries, dashboards, and business events are features that have significantly streamlined our processes and ensured the right data reaches the right people across the team. I also liked that our initial setup was exciting and relatively easy, thanks to our internal team and the VAR working closely with us. **What do you dislike about Acumatica?** I dislike the duplicate case management issue when using incoming emails to create new cases. We run into multiple instances daily of duplicate cases being created, and they have to be manually managed by our team through relations. **What problems is Acumatica solving and how is that benefiting you?** Acumatica provides reliable and visible data, especially with stock levels and inventory analysis. **Official Response from Ashley Spence:** > Hi Zach! Thank you so much for taking the time to share such a thoughtful review. We're thrilled to hear that Acumatica has earned your trust with reliable, visible data, especially around stock levels and inventory analysis, and that Generic Inquiries, dashboards, and business events have helped get the right information to the right people on your team. That's exactly the kind of impact we love to see. We also hear you on the duplicate case management challenge with incoming emails, and we appreciate you flagging it. Since this review is a couple of months old now, we're hopeful you've already found a smoother workflow, but if it's still a pain point, a couple of resources may help: the End-User Course: CRM Support Operations (linked below) on Acumatica Open University walks through case creation and assignment in detail, and there are several helpful threads on the Acumatica Community covering email setup for cases and managing duplicates. Thanks again for being part of our community, and please keep the feedback coming. It genuinely shapes where we go next. ### 13. Centralized Financial Operations, Challenging Setup **Rating:** 4.0/5.0 stars **Reviewed by:** blaise m. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I like the cloud platform of Acumatica. It provides the ability for our project managers and field staff to have one truth center for project-based data. It has brought all of our financial processes under one platform. **What do you dislike about Acumatica?** It was a long process for integration. We are one year in and I feel like we are just getting to a point where I'm beginning to trust the data. It was much longer than we were initially told, but I feel like that had more to do with our onboarding partner than the software itself. Having an onboarding partner that understands your industry is paramount for success. It wasn't easy. It was extremely difficult and frustrating. **What problems is Acumatica solving and how is that benefiting you?** Acumatica brought all of our financial processes under one platform and allows our project managers and field staff to have one truth center for project-based data. **Official Response from Ashley Spence:** > Hi Blaise, Thank you for sharing your experience! We are thrilled that our cloud-based ERP solution has successfully brought your financial processes under one platform and provided a single source of truth for your project managers and field staff. However, we are sincerely sorry to hear that your integration process was difficult and frustrating. We completely agree that having an onboarding partner who deeply understands your specific industry is essential for a smooth and efficient transition. To help you continue building trust in your data and to support your team's ongoing success, we highly recommend exploring the free professional training courses available at Acumatica Open University (linked below). Additionally, we invite you to join the Acumatica Community (https://community.acumatica.com/) to connect with peers, ask questions, and share best practices. We appreciate your valuable feedback, and we look forward to supporting your continued growth and operational efficiency. ### 14. Streamlines Branch Management, Needs Inventory Flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Kinzee L. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I like that Acumatica allows multiple employees to use it, which is really beneficial because we have different branches, and each branch can use it to improve their systems. **What do you dislike about Acumatica?** I don't like that the inventory system in Acumatica requires me to only run billing when a specific purchase order is received, even if I have enough items in stock. Also, the system doesn't consider FIFO or LIFO methods, which is something I find essential. Moreover, Acumatica's inability to interact with Podium is a limitation for us. The initial setup process was also long and painful, taking about 13 months to finally go live, which was quite frustrating. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica to keep better track of inventory, manage multiple branches and sub-accounts' profit, and perform cash reconciliation. It also allows multiple employees to use it across different branches, improving our systems. ### 15. Intuitive ERP Solution with Promising Features **Rating:** 5.0/5.0 stars **Reviewed by:** Theresa R. **Reviewed Date:** January 28, 2026 **What do you like best about Acumatica?** I find the usability of Acumatica to be really intuitive, which is the most impressive compared to everything else I've seen. We vetted Acumatica among others like NetSuite and Microsoft, and we liked both our value-added reseller and the usability and intuitive nature of Acumatica to support our business. I'm interested in some of the case management solutions and the product attributions that help organize specific uses for filtering some of our products. **What do you dislike about Acumatica?** I'm curious to see what features the CRM portion does not include that we may need, specifically marketing features available in HubSpot. I'm concerned about our data imports causing issues and having to revamp processes and deal with change management. **What problems is Acumatica solving and how is that benefiting you?** Acumatica addresses our general ledger, and helps with CRM, and part number, inventory, and product organization. It's intuitive and aids in organizing uses with product attributions. ### 16. Controller use of Acumatica **Rating:** 4.0/5.0 stars **Reviewed by:** Isaac M. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2026 **What do you like best about Acumatica?** Ease of use, cloud features and product features. **What do you dislike about Acumatica?** Pricing on additional services or customizations. **What problems is Acumatica solving and how is that benefiting you?** Allow for cloud in browser work that can be done using any computer. **Official Response from Ashley Spence:** > Hi Isaac! Thank you so much for taking the time to share your experience as a controller using Acumatica! It's great to hear that the ease of use, cloud features, and product features are working well for you, especially the flexibility to work from any browser. We hear you on the pricing concerns around additional services and customizations, and we'd like to help you find some cost-effective solutions. If you haven't browsed already, our Reporting and Customization course on Acumatica Open University (linked below) walks you through many built-in customization options that may reduce your reliance on additional services. Our Community Portal at community.acumatica.com is also a wonderful place to connect with other users who may have found creative ways to configure the system to their needs. We're always working to make Acumatica as accessible and valuable as possible, and feedback like yours genuinely helps us do that. ### 17. Revolutionized Our Warehouse Management **Rating:** 5.0/5.0 stars **Reviewed by:** Nate H. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I love the customizability of Acumatica and the fact that the sky's the limit with it. The benefits of hosting on a private cloud are great, especially as it allows us to have external apps trigger of Windows services and build customer-specific EDI solutions. I also find that direct SQL access makes reporting incredibly powerful. Acumatica has increased our visibility into our data tenfold and provides the tools to optimize our internal warehouse efficiency. **What do you dislike about Acumatica?** User adoption has been difficult, and it would be nice if there was a simpler UI for specialized roles like sales. Salespeople in the field are easily overwhelmed by the amount of screens and data in Acumatica. The initial setup was hard to get the hang of at first. **What problems is Acumatica solving and how is that benefiting you?** It has increased our visibility into data tenfold and provides tools to optimize warehouse efficiency. **Official Response from Ashley Spence:** > Hi Nate, Thank you so much for taking the time to review our ERP solution! We're thrilled to hear your team enjoys the robust customizability, private cloud benefits, and incredible data visibility that optimizes your warehouse efficiency. We know that user adoption and a complex interface for specialized roles were challenging, and we truly hope you have found solutions to those hurdles by now. If your salespeople still feel overwhelmed by the system screens, we highly recommend checking out the "Getting Started with Acumatica ERP Modern UI" and "CRM Sales Operations" courses on Acumatica Open University (linked below). You can also explore the Acumatica Community for collaborative tips on customizing the user interface to simplify their daily tasks. We appreciate your partnership and love seeing your business thrive. ### 18. Intuitive Interface, Modernizes Processes **Rating:** 4.0/5.0 stars **Reviewed by:** Nauman C. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I find Acumatica incredibly valuable for modernizing our processes, especially in the manufacturing space where we use it for MRP and finance. The ease of use stands out to me, along with the AI capabilities. The user interface is really intuitive, and response times are quick, which makes it very easy to find information and saves me time since I don't have to search around for where to click. This efficiency is a massive upgrade from our old legacy system. **What do you dislike about Acumatica?** The ability to drill down on a bill of materials and modify if I can use a different part to complete the order. Specifically drilling down to see which part may be blocking me from completing the order. **What problems is Acumatica solving and how is that benefiting you?** Acumatica modernizes our processes, adds efficiencies, and its intuitive interface saves me time by making it easy to find information. **Official Response from Ashley Spence:** > Hi Nauman! Thank you so much for this wonderful review! It's genuinely great to hear that Acumatica's intuitive interface and AI capabilities have made such a meaningful difference in modernizing your MRP and finance processes. We completely understand the frustration around drilling down into a bill of materials to identify blocking parts and substituting components to keep orders moving. For this, we'd recommend checking out the M100 Basic Manufacturing Implementation course on Acumatica Open University (linked below), which covers BOM configuration in detail, as well as M210 Extended Manufacturing Scenarios, which walks through Engineering Change Control and how to make targeted changes to a bill of materials. You may also find the Production Substitution thread on the Acumatica Community (community.acumatica.com) helpful, as it speaks directly to substituting component materials in production. We hope these resources give you the clarity and flexibility you're looking for, and as always, please don't hesitate to reach out if there's anything else we can help with! ### 19. Acumatica is a full function ERP system that continues to innovate and improve their product. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2023 **What do you like best about Acumatica?** After working with the implementation team and looking at revised quoting, it is clear that Acumatica makes moving to their platform easier and less financially stressful than other options. **What do you dislike about Acumatica?** The consumption model of pricing probably works great for certain types of businesses, but not for others. The product has quite a few limitations around customization that leads to paying for custom programming and having to pay to have that code brought up to the newest version every time a version changes. The product is not as user-friendly or as intuitive as other options. **What problems is Acumatica solving and how is that benefiting you?** Replacing old slow processes with innovative automation and more intuitive interfaces. Onboarding and adoption will be much easier with Acumatica. **Official Response from Ashley Spence:** > Hi There! Thank you for taking the time to share your experience! We are absolutely thrilled that our implementation team made your transition less financially stressful and that our automation is helping you replace those old, slow processes. We also want to thank you for your honest feedback regarding our consumption pricing, customization limits, and usability. Because a bit of time has passed since you left your original review, we are very hopeful that you have found solutions to these challenges and that our ERP solution is feeling much more intuitive for your business today. To help your team maximize usability and reduce customization costs, we highly recommend exploring the free training on Acumatica Open University. Courses like "Getting Started With Acumatica" and "Development Quick Start In Customization" offer excellent guidance, and you can always connect with peers on the Acumatica Community portal (linked below) for shared knowledge and support. Thank you again for being a valued part of our community! ### 20. Flexible, User-Friendly, and Customizable Cloud ERP Experience with Acumatica **Rating:** 4.0/5.0 stars **Reviewed by:** Tushar N. | Lead Implementation Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Acumatica?** What I really like about Acumatica is how flexible and user-friendly the system is. Once you get used to the screens, it’s pretty easy to navigate between different modules like Projects, Distribution, and Production. The dashboards and filters make it simple to track what’s happening in real time without switching between multiple reports. I also like that most of the processes can be customized to match our business flow without needing heavy coding. The cloud access is another big plus — I can log in from anywhere and continue my work seamlessly. **What do you dislike about Acumatica?** Sometimes the system can feel a bit slow, especially when working with large data or multiple tabs open. A few screens have too many fields, which makes them slightly cluttered for day-to-day users. Also, certain setups and customizations require deep understanding of the backend or help from the support team — it’s not always straightforward for regular users. I wish some reports and dashboards were more plug-and-play instead of needing manual configuration. **What problems is Acumatica solving and how is that benefiting you?** Acumatica has really helped us streamline multiple processes that used to be scattered across different tools. For example, tracking project costs, managing production orders, and handling inventory used to take a lot of manual effort and cross-checking. With Acumatica, most of this happens in one place, so I spend less time reconciling data and more time on actual decision-making. It also gives real-time visibility into our operations, which helps me catch issues early and keeps the team more coordinated. Overall, it’s saving time, reducing errors, and making daily work much smoother. **Official Response from Ashley Spence:** > Hi Tushar! We’re thrilled to hear that you find our cloud ERP so flexible, user-friendly, and easy to navigate. It’s fantastic that the customizable processes and real-time visibility from our dashboards are helping you streamline your operations. Empowering you to spend less time on reconciling data and more on decision-making is exactly what we aim for. Hearing that Acumatica is helping you save time, reduce errors, and make your daily work smoother truly makes our day! We also appreciate your honest feedback about system performance with large datasets and the complexity of certain screens. We are always working to improve, and insights like yours are invaluable in helping us refine the user experience. Our goal is to make every aspect of Acumatica as intuitive and efficient as possible, and we will certainly share your comments with our product team as we continue to enhance the platform. Thank you again for your review. We’re proud to be your partner in driving efficiency and coordination for your team. ### 21. Revolutionized Our Financial Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew C. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I appreciate Acumatica for its native ability to create financial reports, which eliminates the need for a separate reporting system and ensures accurate reporting. I find the feature that allows attaching details on a transactional level particularly beneficial during audit season, as it saves me the trouble of chasing multiple people for backup since everything I need is right on the transaction. It significantly cuts down on time, making audit request turnarounds and general research much easier. **What do you dislike about Acumatica?** If it's already available then I am unaware but rather than doing a debit/credit view on account detail it would be nice to have it show as a positive or negative value. **What problems is Acumatica solving and how is that benefiting you?** Acumatica helps me create financial reports natively and attach details on a transactional level, saving me time during audits and making reporting accurate without needing separate systems. **Official Response from Ashley Spence:** > Hi Andrew, Thank you so much for taking the time to share how our ERP solution has revolutionized your financial reporting! We are thrilled to hear that features like native report creation and transactional attachments are saving you valuable time and making audit season much easier for your team. We also truly appreciate your feedback regarding the account detail views. While the default system uses debit and credit columns, we completely understand how viewing positive and negative values could simplify your daily research. If you are still looking for ways to adjust this, we highly recommend checking out the Acumatica Community, where many users share helpful tips on customizing generic inquiries to display positive and negative numbers. Additionally, free courses like "F350 Analytical Reports" and "S130 Data Retrieval and Analysis" on the Acumatica Open University (linked below) offer excellent guidance on tailoring your reporting views to fit your exact needs. Thank you again for your review and for being a valued part of our community! ### 22. Solid ERP for Inventory with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Thomas R. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I use Acumatica for ERP and inventory management. What I really find helpful is how it gives us a heads up when inventory levels run low and assists with reordering. Additionally, creating subcontracts for sub trades is beneficial as it helps manage payment and labor costs for subcontractors. I also appreciate that Acumatica is compatible with our CRM, and transferring information between them works great, which makes my workflow more efficient. **What do you dislike about Acumatica?** The software is a bit slow and clunky and takes longer than expected to update and save. Some of the saving features cause errors where it can't handle the changes made. The initial setup wasn't that easy. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for ERP and inventory management. It alerts us when inventory is low and assists with reordering. I also manage subcontractor payments and labor costs efficiently. **Official Response from Ashley Spence:** > Hi Thomas, Thank you for sharing your experience with our ERP solution. We are thrilled to hear that the automated inventory alerts, subcontractor management tools, and seamless CRM integration are making your daily workflow more efficient. We also want to acknowledge your frustrations regarding the initial setup, saving errors, and slow system speed. Since some time has passed, we sincerely hope you have found solutions to those performance issues and that your operations are running much faster today. If your team is still looking to optimize your environment, we highly recommend visiting the Acumatica Community to connect with others on system health and performance troubleshooting. You can also explore free learning paths on Acumatica Open University (linked below), such as the S140 System Maintenance course, to help fine-tune your setup. To continue building on the features you already love, courses like D100 Inventory and Order Management and C100 Customer Management are fantastic resources. We appreciate your partnership and are so glad to have you in our community! ### 23. Intuitive Navigation, Transparent Costs Needed **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2025 **What do you like best about Acumatica?** I like Acumatica's ease of use, especially how it guides you step by step through processes. When I'm stuck, I can just follow the prompts to know the next step, making it very intuitive. There's also a helpful question mark feature that shows where to go to define elements. These aspects make navigating Acumatica straightforward. **What do you dislike about Acumatica?** I find sometimes finding the fully burdened cost in landed cost is opaque. It would be nice to know what table the landed cost allocations are in so we could add user defined fields on the stock item card. Also, the hardest part was cleaning our data from our old system before importing it in. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for purchasing and accounting, solving inventory allocation issues. Its ease of use and intuitive, step-by-step prompts guide me, helping me define elements easily. ### 24. Streamlined Finance Management with Easy Integration **Rating:** 5.0/5.0 stars **Reviewed by:** JP N. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I like Acumatica's GL ease of use for journal entries and scheduled entries. Its generic inquiries are also something I appreciate because they are easy to use and save a lot of time. I have confidence in the entries being made and the accuracy of the information. Also, transitioning to Acumatica was very easy; it required some time and dedication, but overall, I was happy with how it went. **What do you dislike about Acumatica?** I think it needs improvement when it comes to sending emails/forms to customers in construction. Procore is stronger in that suit. I also think the payroll is a little bulky in Canada. **What problems is Acumatica solving and how is that benefiting you?** Acumatica ensures I get accurate, timely information for quick decisions. I like its ease of use, time-saving journal and scheduled entries, and generic inquiries, which boost my confidence in the accuracy of our data. ### 25. Comprehensive Features, But Slow with Large Reports **Rating:** 4.0/5.0 stars **Reviewed by:** Fabian F. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I like that all information in Acumatica is located in one place, which makes managing my sales team and tracking inventory easier. I also appreciate the ability to review customer accounts and provide timely information, as well as view the billing history. Customers frequently call for their statements and past invoices, and Acumatica makes it easy to retrieve this information, confirm if the customer got the order, and check if they have paid. **What do you dislike about Acumatica?** I find the speed of Acumatica to be an issue. Many times it is very slow when trying to pull large reports. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica to manage my sales team, accounts receivable, and inventory. It solves customer queries for invoices and payments and provides all information in one place. I can review customer accounts, provide timely information, and view billing history easily. **Official Response from Ashley Spence:** > Hi Fabian! Thank you so much for taking the time to share this! It's wonderful to hear that having everything in one place has made managing your sales team, tracking inventory, and handling accounts receivable so much more efficient. We know how much it matters to retrieve customer invoices and payment history quickly, and we're glad Acumatica is delivering on that front. As for the report speed issue, we completely understand how frustrating that can be, especially when you're working with large data sets. We hope that, in the months since you left this review, things have improved. If not, we'd encourage you to check out the S130 Data Retrieval and Analysis course and the S150 Report Designer course on Acumatica Open University (linked below), both of which offer practical tips for building more efficient reports and inquiries. You may also find helpful discussions in the System Health and Performance section of the Acumatica Community (community.acumatica.com), where other users and our team share solutions for optimizing performance. We truly value your feedback, and we're committed to making your experience even better. ### 26. Cloud ERP Essential for Manufacturing and Finance **Rating:** 5.0/5.0 stars **Reviewed by:** Erica F. **Reviewed Date:** January 28, 2026 **What do you like best about Acumatica?** I like that Acumatica is always available. Cloud ERP is the way to go! I also appreciate having our VAR be very instrumental in helping with any day-to-day issues or larger projects we have needed to create for future projects. Having the data and access to all of it at our fingertips has been very important to help get the key decision makers the data they need to make those decisions. I value learning more about the General Inquiries feature too. **What do you dislike about Acumatica?** I think there could be improvements with having a platform for tips and tricks. A round table discussion format to learn about new upgrade tricks would be beneficial. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for manufacturing operations, financial analysis, and budgeting, connecting all our processes in one program. It provides live data access, aiding informed decision-making. ### 27. User-Friendly with Comprehensive Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Sharon W. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I find Acumatica user-friendly, which is a big plus for us. The reports and dashboards within the system are incredibly helpful, especially for daily analysis and gathering information in one area for month-end or year-end reporting. The setup was very easy, and I appreciate that I still work with the same account manager since 2018. **What do you dislike about Acumatica?** Production doesn't flow as smoothly as I would like, but I think we need to learn more about what the system can do for us. Maybe there is an issue with an update and Acumatica is aware but we are not provided with the information that Acumatica is working on a solution. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica to solve production issues, especially after updates. The reports and dashboards help with daily analysis and gather info in one area for month-end/year-end reporting. **Official Response from Ashley Spence:** > Hi Sharon, Thank you so much for sharing your experience with us. We are thrilled that you find our ERP solution user-friendly and that the reports and dashboards empower your team with daily analysis, month-end reporting, and year-end reporting. It is also wonderful to hear that you have collaborated with the same account manager since 2018! We hear your concerns regarding the production flow and how we communicate system updates. We always want to ensure your operations run smoothly, and we appreciate your feedback. To discover more about our production capabilities, we invite you to explore the Acumatica Open University for specialized courses in Manufacturing (linked below). Additionally, the Acumatica Community features a fantastic Community Resource Library where you can find webinars, tips, and direct support from fellow users. Please feel free to connect with your account manager so we can work together to optimize your production setup. ### 28. Reliable Data Hub with Room for UI Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Dan C. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I really appreciate Acumatica's ability to connect o-data to Power BI to build complex visuals that influence business decisions. It's great to have a unified tool for our entire organization to enter valuable data that's accessible for everyone. I also like that it provides reliable data to influence decisions and acts as a single source of truth for our business. **What do you dislike about Acumatica?** I can at times become frustrated because data is in a lot of different areas, causing one to have many windows open. It would be nice to reduce that and have options to more navigation on every screen. **What problems is Acumatica solving and how is that benefiting you?** Acumatica provides reliable data and serves as a single source of truth, helps in connecting o-data to Power BI for visualizations, and acts as a unified tool for entering and accessing valuable data across the organization. **Official Response from Ashley Spence:** > Hi Dan, Thank you for your stellar review! We are thrilled that Acumatica serves as a reliable, single source of truth for your entire organization. It is great to hear you are successfully connecting data to Power BI to drive those vital business decisions. We completely understand your frustration with having too many windows open at once. To help reduce the screen clutter, we encourage you to explore the "S130 Data Retrieval and Analysis" course on Acumatica Open University (linked below). This free training covers how to use side panels, which allow you to view related records without leaving your current screen. We also invite you to share your specific navigation requests in the "Product Ideas" forum on the Acumatica Community portal. We rely on your feedback to continuously improve our ERP solution, enhance daily efficiency, and support your growth. Thank you for helping us build the future of business together! ### 29. Highly Customizable with Strong Performance **Rating:** 4.5/5.0 stars **Reviewed by:** Cody K. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I like that Acumatica is a more modern program made this millennium. Most of the customizations can be completed without significant investment compared to its peers and with significantly less friction. I appreciate how the manufacturing module was extended to support our nutrient production line, and how we can use customizations for recurring orders, billing, and intercompany sales and transfers. **What do you dislike about Acumatica?** I find the speed of Acumatica lacking. I think a data warehousing add-on would be nice, though it seems it's in the pipeline. Also, caching or support for something like the 'processing node' offered by Acumatica that could be self-hosted would be beneficial. **What problems is Acumatica solving and how is that benefiting you?** Acumatica manages ERP, procurement, production, AP, AR, and customer management. I like that modern customizations are low-cost and low-friction, with modules supporting our specific needs like nutrient production and intercompany processes. **Official Response from Ashley Spence:** > Hi Cody, Thank you for taking the time to share your feedback! We are thrilled that our modern ERP solution, with its low-friction customizations and extended manufacturing module, is working so well for your nutrient production, billing, and intercompany processes. Since your review was left January 2026, we sincerely hope you have found reliable solutions for the speed and data warehousing challenges. If you are still looking to optimize your system performance, we encourage you to check out courses like S130 Data Retrieval and Analysis or S200 System Administration: Advanced on the Acumatica Open University (linked below). You can also find valuable discussions regarding processing nodes by connecting with peers on the Acumatica Community platform. We are so grateful to have you with us, and we look forward to continuing to build the future of business together. ### 30. Streamlines Business Processes with Dashboard Precision **Rating:** 4.5/5.0 stars **Reviewed by:** Raj J. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I like Acumatica for dashboard reporting, automation schedules, and business events. It helps track various metrics on one screen, allowing me to create different GIs and put them in a dashboard, which helps the management and leadership teams get a better understanding of their business. Automation schedules and business events help in avoiding manual work and errors, and are time-consuming and effective in streamlining the entire business process. **What do you dislike about Acumatica?** I find some upgrade features like timecard dates being auto-selected to the current week frustrating. It used to default to the next timecard but now defaults to the current period. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica to streamline the entire business process, avoid manual errors with automation, and track various metrics at a glance through dashboards. It helps management understand the business better and saves time with automation schedules. ### 31. Customizable ERP That Grows with Your Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Troy G. **Reviewed Date:** January 28, 2026 **What do you like best about Acumatica?** I like the constant care the Acumatica team has to listen to customers' needs for continued updates and innovation. I appreciate the customizability of Acumatica, as it makes me feel like I am not stuck in a box. I can respond to our specific needs by customizing Acumatica to assist us and work with our unique desires. **What do you dislike about Acumatica?** I find understanding how to personalize dashboards for individual users challenging. I would appreciate training for recommended out of the box dashboard setups for certain roles, like sales managers or financial controllers, including why they should be useful and how to enter the right data to make the most of them. **What problems is Acumatica solving and how is that benefiting you?** Acumatica organizes data, streamlines financial reporting and sales tracking, and manages cases. Its customizability lets me tailor it to our specific needs without feeling constrained. **Official Response from Ashley Spence:** > Hi Troy, Thank you for sharing your experience with Acumatica! It's exciting to hear how much you value the customizability of our ERP solution. Our team believes that your software should adapt to your unique needs, so it is wonderful to know that Acumatica is helping you organize data, streamline financial reporting, track sales, and manage cases without making you feel boxed in. We also hear your frustration regarding dashboard personalization. Setting up out-of-the-box dashboards for specific roles, such as sales managers and financial controllers, can feel challenging at first. We want to make sure you have the exact resources you need to get the most out of your data. To help you and your team, we highly recommend exploring Acumatica Open University. We offer free, comprehensive courses, including a specific class on dashboard and widget design. You will also find helpful job aids tailored for sales and financial roles. These resources explain why certain setups are useful and guide you on how to enter the right data to maximize your daily insights. Additionally, our Acumatica Community Groups provide a fantastic place to connect with other professionals. You can ask questions, see how other users configure their dashboards, and share your own experiences. We are so grateful to have you in our community as we build the future of business together. I've provided a link to Acumatica Open University but please let us know if you need help finding any of these training resources! ### 32. Consolidated Project Management with Room for Better Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Kara K. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I like having critical data in one platform with Acumatica. It's important for our company to have the project budgets and costs in one system that our project managers can access to help keep project budgets in line. We wanted to have an ERP that could encompass project information and serve as a one-stop shop for most data. With Acumatica, we can select more readily what type of information each user can access, making it really valuable for us. **What do you dislike about Acumatica?** I find some reporting aspects clunky, especially the inability to pick any date range for financial reporting, not just by period. Additionally, some platforms like SmartSheets don't seem to integrate well. **What problems is Acumatica solving and how is that benefiting you?** Acumatica consolidates project data and financials in one space, accessible for budget tracking. It's a one-stop shop for data, enhancing user-specific information access. **Official Response from Ashley Spence:** > Hi Kara, Thank you so much for taking the time to share your feedback. I am thrilled to hear that our ERP solution has become your one-stop shop for consolidating project budgets and costs, and that our user-specific access controls are working well for your team. I completely understand how frustrating it can be when reporting feels clunky, especially when you need to run financial reports by specific date ranges rather than just by period. I also hear your concerns regarding the Smartsheet integration. Since our standard financial reports are period-based, a great workaround is using Generic Inquiries or custom reports. I highly recommend checking out the S130 Data Retrieval and Analysis course on Acumatica Open University (linked below) to learn how to set these up easily. You can also head over to the Acumatica Community and search for the thread titled "Adding a Date Range Filter to Financial Reports via Customization" for some excellent advice from other users. While you are on the Acumatica Community, you can also search for "Smartsheet Integration" to find shared customization packages that help bridge that integration gap. I hope these resources help make things a bit smoother for your daily operations! ### 33. Efficient Integration, Stable VAR Needed **Rating:** 4.0/5.0 stars **Reviewed by:** Mariquita d. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I like how Acumatica interfaces with the other software we utilize. It makes our processes more efficient and eliminates duplicate entry of things, as the modules within Acumatica talk and work with each other. Acumatica's interface is definitely user-friendly, which is helpful because change can get difficult. **What do you dislike about Acumatica?** Our implementation was a bit rocky, and if we had stability with our VAR, things may have been set up better. Our VAR experienced some turnover during our implementation, and it wasn't communicated to us well. Understanding the product management side of things and how it could assist us overall. Currently, only the accounting/finance team utilizes Acumatica and seeing the capabilities over the entire organization has such potential in streamlining all our systems. **What problems is Acumatica solving and how is that benefiting you?** Acumatica makes our processes more efficient by integrating modules to eliminate duplicate entries. **Official Response from Ashley Spence:** > Hi Mariquita! Thank you for taking the time to share this feedback. It's great to hear that Acumatica's integrations and module connectivity are helping your team eliminate duplicate entry and work more efficiently. That kind of seamless flow between systems is exactly what we aim to deliver. We're sorry to hear that your implementation experience was rocky and that the VAR transition wasn't communicated well. That's not the experience we want for our customers, and we appreciate you being candid about it. On the topic of expanding Acumatica beyond your accounting and finance team, we'd love to help you unlock that potential. Acumatica Open University (linked below) offers free courses that are a great starting point, including C100: Marketing and Sales, D100: Inventory and Order Management Basics, and P100: Project Implementation and Processing, all of which can help your broader organization get comfortable with the platform. The Acumatica Community is also a fantastic resource for connecting with other users who have navigated similar adoption challenges. We hope these resources help you get the most out of Acumatica across your entire organization. ### 34. Seamless Scaling with Acumatica **Rating:** 5.0/5.0 stars **Reviewed by:** Erez N. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I like Acumatica for its ease of use and the ability to access data from anywhere. It's great that all data is consolidated in one place and field reports can be filed live. I also appreciate the cost codes and the ability to have detailed reports without having to run any code. The initial setup was seamless, and I would highly recommend Acumatica with a score of 10 out of 10. **What do you dislike about Acumatica?** I think it would be nice if Acumatica had more out-of-the-box reporting options and maybe something similar to Crystal Reports. **What problems is Acumatica solving and how is that benefiting you?** Acumatica consolidates all my data in one place, allowing live field reports and access to data from anywhere. It supports scalability with features like field services, offers ease of use, includes cost codes, and provides detailed reports without needing to run code. ### 35. Seamless Transition, Trusted Real-Time Data **Rating:** 5.0/5.0 stars **Reviewed by:** Marie M. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I really appreciate how our transition to Acumatica has been going smoothly with the help of an amazing vendor partner. They've made the process easy and collaborative, respecting our input and addressing the pains of our old ERP. I’ve noticed that tasks that usually take 30-40 minutes are now done in just minutes, benefiting the accounting, product, and sales teams directly. The setup was super easy thanks to our dedicated vendor partner who’s deeply connected with our teams. Their support remains strong even after implementation, for which I’m grateful. Overall, we are more efficient and can now trust the data in the system. **What do you dislike about Acumatica?** None. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for real-time data access, improving efficiency and data trust. It also addressed our lack of visibility from the previous system, Sage500, which we outgrew. **Official Response from Ashley Spence:** > Hi Marie! Thank you so much for sharing such a thoughtful review! We're thrilled to hear your transition has gone smoothly and that your vendor partner has been such a collaborative, supportive presence throughout, both during and after implementation. It's wonderful to know that tasks once taking 30 to 40 minutes now wrap up in just a few, and that your accounting, product, and sales teams can finally trust the data they're working with after outgrowing Sage 500. Since you're already seeing the value of real-time visibility, you and your teams might enjoy exploring a few free, self-paced courses on Acumatica Open University (linked below) to go even deeper. The "F100 Financial Basics" course is great for your accounting team, "D100 Inventory and Order Management Basics" is perfect for product and sales, and "S130 Data Retrieval and Analysis" is fantastic for building reports and dashboards that surface those real-time insights. The Acumatica Community is also a welcoming place to swap ideas and learn from fellow users. We know this review is from several months ago, so we hope these past 6 months have only brought you more efficiency and even bigger wins. Thank you for being part of our community! ### 36. Highly Customizable with Deep Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Ben Z. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2026 **What do you like best about Acumatica?** I like how Acumatica provides more detailed visibility into our operational data, offering new insights and methods to address various workplace challenges. My favorite thing about Acumatica is its easy customization to our needs. I can spin up new GIs in minutes, and this flexibility really stands out. For instance, while reviewing a sales profitability report, I could easily clone the report as a GI and add the necessary cost column data. **What do you dislike about Acumatica?** If more things can be modified by end-users to work specifically for them, or how they like to see things without needing high-level access, I think would really help cater to everyone, to work the way they work best **What problems is Acumatica solving and how is that benefiting you?** Acumatica provides detailed visibility into our operational data, offering new insights and methods to solve various workplace challenges. **Official Response from Ashley Spence:** > Hi Ben! Thank you so much for this thoughtful review, and we're thrilled to hear how Acumatica's flexibility is helping you uncover deeper insights into your operational data. We love that you can spin up new generic inquiries in minutes and clone reports on the fly; that kind of customization is exactly what we hope every user experiences. Your point about empowering more end-users to personalize their views without needing high-level access is well taken, and since this review is from several months ago, we genuinely hope you've discovered some of the tools that can help. If you have a moment, the S130 Data Retrieval and Analysis course on Acumatica Open University (linked below) is a great resource for personalizing dashboards, generic inquiries, and pivot tables, and the Customer Onboarding Program covers navigation, filters, and personalization for everyday users. You might also enjoy connecting with peers over on the Acumatica Community, where members regularly share tips and ideas for tailoring the system to the way they work best. Thanks again for being part of our community! ### 37. Intuitive UI, Streamlined Manufacturing Process **Rating:** 5.0/5.0 stars **Reviewed by:** Vincenzo S. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I love Acumatica's UI for its ease of use, and my favorite part of the product is the Generic Inquiries (GIs). The UI is intuitive, with everything conveniently available in the area and side panels. The GIs are extremely helpful for finding data quickly and allow us to surface data to our BI platform. Our VAR was also extremely helpful and amazing during the setup process. **What do you dislike about Acumatica?** The CPQ product needs work. The initial setup wasn't easy, but our VAR was extremely helpful and amazing throughout the process. **What problems is Acumatica solving and how is that benefiting you?** Acumatica helps drive our entire order fulfillment process from quote to cash. The UI is intuitive, with everything easily accessible via the area and side panels. The GIs are extremely helpful for quickly finding data and surfacing it to our BI platform. **Official Response from Ashley Spence:** > Hi Vincenzo! Thank you so much for taking the time to share this, and we're genuinely thrilled to hear that the UI and Generic Inquiries have made such a difference in how your team surfaces and works with data. It's also wonderful to hear your VAR delivered throughout the setup process—that kind of partnership is exactly what we aim for. On the CPQ front, your feedback is heard and appreciated. We know there's work to be done there, and input like yours helps shape where we focus next. In the meantime, if you'd like to get even more out of Generic Inquiries, we'd recommend checking out the S130: Data Retrieval and Analysis course on Acumatica Open University (linked below), which dives deep into building and configuring GIs, advanced filters, and pivot tables. For CPQ, the Acumatica Community (community.acumatica.com) is a great place to connect with other users, share your experience, and follow along as the conversation around CPQ continues to evolve. Thanks again for being part of the Acumatica community—we're glad to have you with us. ### 38. Highly Customizable, Easy Data Transfer **Rating:** 4.5/5.0 stars **Reviewed by:** Steven C. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2025 **What do you like best about Acumatica?** I appreciate Acumatica because it puts all of our information in one place, which is incredibly useful. The ability to develop additional functionality keeps us current with technology, and I really like the customizability it offers. We use features like sales orders, AP, AR, inventory, and purchase orders for our day-to-day purchasing and sales. The data transfer process during setup was easy, even though ensuring all data was correct and organized took some time. **What do you dislike about Acumatica?** Coming from a home-built ERP, I feel like I'm an 'early adopter' of Acumatica because many functions we had are being presented as upcoming features, even though Acumatica is advertised as a mature system. **What problems is Acumatica solving and how is that benefiting you?** Acumatica puts all of our information in one place, allows us to develop additional functionality, and keeps us current with technology. **Official Response from Ashley Spence:** > Hi Steven, Thank you so much for taking the time to share such a thoughtful review. We're thrilled to hear that bringing all of your information into one place, along with the customizability and smooth data transfer, has made a real difference in your day-to-day work with sales orders, AP, AR, inventory, and purchase orders. We also hear you on feeling like an early adopter, and we genuinely hope many of those functions you were missing since leaving this review have arrived in newer releases. To help you get even more out of the platform, you might enjoy a few free courses on Acumatica Open University (linked below): the Inventory and Order Management course (openuni.acumatica.com/courses/distribution), the System Administration course (openuni.acumatica.com/courses/system-admin), and, given your love of customization, the W140 Customization Projects course (openuni.acumatica.com/courses/reporting/w140-customization-projects), which shows you how to tailor Acumatica without coding. The Acumatica Community is also a wonderful place to share ideas and even vote on upcoming features, so your voice helps shape what comes next. Thanks again for being part of this journey with us. ### 39. Seamless Transition and Robust Customizability **Rating:** 5.0/5.0 stars **Reviewed by:** Valence M. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I find Acumatica very accessible from anywhere, which is great for flexibility. I appreciate the ease of use and the reporting capabilities, which are crucial for my tasks. The API interface is also a big plus for integration and customization. I value the open source nature and the customizability of the system. Additionally, the Power BI reporting from generic inquiries stands out as a helpful feature. The EWPA Quality process is something I enjoy about Acumatica too. **What do you dislike about Acumatica?** I don't like that exporting reports in Excel is only in detail without the colors and bars for analysis. **What problems is Acumatica solving and how is that benefiting you?** Switching to Acumatica made reporting, order processing, and scalability more feasible. It's accessible from anywhere, easy to use, supports API interface, offers open source customizability, and allows Power BI reporting from generic inquiries. ### 40. Feature-Rich, Scalable ERP Solution That Simplifies Accounting **Rating:** 4.5/5.0 stars **Reviewed by:** Fabioit K. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Acumatica?** We use Acumatica for our business ERP needs and it is well equipped and comes with great features including project-based ERP. The software is affordable and being a cloud solution is well equipped and easily scalable and it meets all our project management and accounting needs. The tool handles accounting easy and we have used it to manage all our accounting needs and what makes it better are the automation features. **What do you dislike about Acumatica?** I have used Acumatica and is amazing as an ERP and accounting solution. No issues. **What problems is Acumatica solving and how is that benefiting you?** We use the product for all our ERP needs and coupled with accounting features, it meets our needs diligently. Ability to scale and customize Acumatica makes it irresistible. **Official Response from Ashley Spence:** > Thank you for sharing your experience! We’re thrilled to hear that Acumatica’s cloud-based solution is helping you streamline your accounting and project management. It’s our mission to provide tools that empower businesses to thrive and scale on their own terms, so knowing that our automation and customization features are hitting the mark for you is fantastic validation. We’re proud to be your partner in growth. ### 41. Streamlines AP/AR with Ease and Project Management **Rating:** 5.0/5.0 stars **Reviewed by:** tracy s. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I really like that Acumatica has made it easy to handle both AP (Accounts Payable) and AR (Accounts Receivable), and I don't have to look at multiple screens individually anymore. I also appreciate being able to see all my projects on one screen, which is super helpful, along with the feature for setting up budgets. The initial setup was pretty easy, and I'd rate it a 10 out of 10 for recommending to a friend or colleague. **What do you dislike about Acumatica?** I wish they paired with Aatrix to send out the 1099's and 1096's/Construction **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for AP/AR and project billings, and it stops me from looking at multiple screens individually. It's easy to handle AP and AR, and I like seeing all projects on one screen and setting up budgets. ### 42. User-Friendly with a Few AR Quirks **Rating:** 4.0/5.0 stars **Reviewed by:** Jason G. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I like the reports and access to the system in Acumatica. It's very user-friendly compared to our past system and makes it easy to access and see data within projects. **What do you dislike about Acumatica?** I feel like the service and contract portion can be the same. Also, I don't understand the benefits of having two separate spots for AR invoices. I understand the difference in numbering but not the location. Finding them and not knowing there are two spots, especially when you are working on an invoice and until it opens, you cannot go to the logical spot in AR. **What problems is Acumatica solving and how is that benefiting you?** I find Acumatica user-friendly, making it easy to access and see data within projects. It helps with project, service, and contract management in construction, although I face challenges with AR invoice organization. **Official Response from Ashley Spence:** > Hi Jason, Thank you so much for sharing your experience with our ERP solution! We genuinely hope you have found some clarity regarding the quirks you mentioned. We are thrilled to hear that you enjoy the reports, the system access, and the user-friendly design that makes viewing your project data so easy. We also understand that the overlap between the service and contract portions, along with the two separate locations for Accounts Receivable invoices, can feel a bit confusing. If you are still looking for ways to streamline these processes, we highly recommend visiting the Acumatica Open University (linked below). Courses like F100 Financial Basics and F320 Contracts offer wonderful, step-by-step guidance to help you navigate these specific areas. Additionally, the Acumatica Community is a fantastic place to connect with other users, ask questions, and share collaborative solutions. We deeply appreciate your feedback, and we are always here to help you and your team thrive! ### 43. Transforms Operations with Cloud Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Austin J. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I really like the integrations Acumatica offers; they make it our source of truth. The cloud availability is great as it allows us to work from anywhere. I also appreciate the unlimited user licenses, which is a big plus. The initial setup was easy for us with the help of our great VAR SWK. **What do you dislike about Acumatica?** Distribution and WMS could be improved as well as the integrations to shipping carriers. I wish there were more locations for inventory items, quick put away, and the option to use all the FedEx shipment options on an individual shipment basis. **What problems is Acumatica solving and how is that benefiting you?** Acumatica helps automate processes, enabling us to focus on our strengths. Its integrations make it the source of truth, and cloud availability lets us work from anywhere. We value its unlimited user licenses. **Official Response from Ashley Spence:** > Hi Austin, Thank you for sharing your feedback! We love hearing that our cloud-based ERP solution and unlimited user licenses empower your team to work from anywhere. It is also wonderful that SWK provided a seamless setup experience for you. We appreciate your suggestions for improving our Distribution and Warehouse Management System modules, specifically regarding quick put away, inventory locations, and FedEx shipping integrations. To help you maximize your current setup and track new features, please explore the free training courses at Acumatica Open University. You can also share your ideas on our Ideas forum on the Acumatica Community Portal where Acumatica Community members vote for feature suggestions. We value your partnership as we build the future of business together. ### 44. Usability Makes Acumatica a Game Changer, Despite Slower Peak Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Chris C. **Reviewed Date:** January 26, 2026 **What do you like best about Acumatica?** I really like how Acumatica acts as a single source of truth for our operations, which allows us to best serve our customers. The usability is a game changer compared to other ERP systems I've used, with a much more user-friendly interface. It allows our employees to navigate and use the system without headaches or frustrations. **What do you dislike about Acumatica?** I'd love to see the system speed not be bogged down as transactions flow through the system. We experience higher transactional volume at different points during the year, and depending on the volume throughput, the system can slow down to a crawl. The initial setup took a while due to the level of customizations. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for end-to-end processing, making it a single source of truth for best serving our customers. **Official Response from Ashley Spence:** > Hi Chris, Thank you so much for your wonderful review! We are thrilled to hear that the usability makes our ERP solution a game changer for your team, and that it serves as a reliable single source of truth for your end-to-end processing. We also hear your concerns about system speed during high transaction volumes and the time required to set up your initial customizations. To help optimize your system performance, manage those customizations, and keep your operations running smoothly, we highly recommend exploring the S140 System Maintenance course (linked below) on Acumatica Open University. Additionally, the Acumatica Community is a fantastic place to connect with other users, ask questions, and share best practices for handling peak transaction periods. Thank you for being a valued customer and for building the future of business with us! ### 45. Highly Customizable, Smooth Transition **Rating:** 4.5/5.0 stars **Reviewed by:** Jeremy K. **Reviewed Date:** January 28, 2026 **What do you like best about Acumatica?** I appreciate Acumatica's customizability, as it allows us to tailor the software to our processes without having to change our processes to fit the software. Its ease of use is another aspect I like, making it simple for us to work efficiently. The support provided is also a positive point. The initial setup was quite smooth compared to other implementations. **What do you dislike about Acumatica?** I find the fixed asset module clunky, and the project progress quantity tracking could use improvements. Having the ability to track production quantities on a revenue budget through the progress worksheet would be a huge improvement. **What problems is Acumatica solving and how is that benefiting you?** I use Acumatica for intercompany accounting, project costing, and customizable reporting. It's customizable, so we can tailor the software to our processes. Plus, it's easy to use and has good support. ### 46. Streamlined Multi-Department Operations, Great UI **Rating:** 5.0/5.0 stars **Reviewed by:** Heather M. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I like Acumatica's user interface because it's easy to use and navigate. It's great that end users can process orders faster and quickly access the data our customers need. I also appreciate how it connects departments by providing cross-departmental information in dashboards. The initial setup was great, as we worked together as a team and had a very successful go-live. **What do you dislike about Acumatica?** I don't like that we're not able to see availability of non-stock kits to sell to our customers. We had to develop a custom SQL table, but we're limited to where that data is available to our end users and customers. There's also an issue with our SPS Commerce integration. **What problems is Acumatica solving and how is that benefiting you?** I was able to remove 7 different software applications with Acumatica, creating a single system of truth. **Official Response from Ashley Spence:** > Hi Heather! Thank you for sharing your experience with us! We always enjoy hearing success stories like yours, where seven software applications were replaced with our ERP solution, creating a single, cohesive system of truth for your business. It's wonderful to know that your team achieved a smooth and successful go-live and that features like our intuitive user interface, cross-departmental dashboards, and streamlined navigation are helping you process orders more efficiently. We also deeply appreciate your honest feedback about the visibility of non-stock kit availability and the integration with SPS Commerce. These insights are invaluable to us as they highlight areas where we can continue to improve. To help address these specific challenges, we encourage you to explore resources such as our Community Groups (linked below), where fellow users and technical experts regularly share practical workarounds, helpful advice, and solutions for topics like custom SQL tables, better inventory visibility, and troubleshooting complex integrations. Connecting with this community may provide actionable tips that can further refine your processes and enhance your overall experience with our ERP solution. Additionally, we have a Product Ideas forum where you can share what sort of improvements you'd like to see in future Acumatica releases. ### 47. Integrates Seamlessly and Inspires Efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** mike b. **Reviewed Date:** January 28, 2026 **What do you like best about Acumatica?** I like Acumatica for its ability to integrate any application into the system and the data visualization. I made a custom CPQ software that integrates with Acumatica to create estimates faster. The dashboards are very helpful for quickly reporting results to stakeholders and identifying areas for improvement. The initial setup was smooth, with only minor snags, and our VAR provided a lot of help. Six months in, we're doing great. **What do you dislike about Acumatica?** On the manufacturing side, clocking in and out is confusing. The planning module needs to get better, but all those things it sounds like they are working on them. **What problems is Acumatica solving and how is that benefiting you?** Acumatica provides trustworthy data and helps in efficient shop estimation. I create estimates faster with custom CPQ software integration, and dashboards enable quick reporting and improvement insights. **Official Response from Ashley Spence:** > Hi Mike! Thank you so much for taking the time to share such a thoughtful review. It's wonderful to hear that the integration flexibility and data visualization are working so well for you, and that building custom CPQ software to speed up your estimates has paid off. We love seeing customers turn dashboards into faster, smarter reporting for stakeholders. Since your review is from several months ago, we hope clocking in and out on the manufacturing side has become smoother for you, and that the planning improvements you anticipated have started to land. If you'd like a refresher, the M100 Basic Manufacturing Implementation, M200 Basic Manufacturing Scenarios, and M210 Extended Manufacturing Scenarios courses on Acumatica Open University (linked below) walk through shop floor data collection and MRP planning in detail. The Acumatica Community is also a great place to compare notes with other manufacturers and share product ideas that shape our roadmap. Thanks again for being part of the journey, and here's to many more years of efficient shop estimation together. ### 48. Centralized Financial Management with Seamless Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Jeff L. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I like Acumatica because it provides a centralized source of truth for our finances and features a modern system that evolves. I also appreciate the ability to integrate it easily into our own systems. We can handle our internal processes based on customized rulesets and then feed that data into Acumatica for the accounting team. **What do you dislike about Acumatica?** I've had issues with performance when it comes to API calls being made. It would be helpful if more documentation on API best practices was provided. Convincing our internal users to learn a new system was also a difficult part. **What problems is Acumatica solving and how is that benefiting you?** Acumatica solves the problem of centralizing our financial data, providing a modern system that evolves. It integrates seamlessly into our internal systems, allowing us to manage membership and rodeo processes effectively. **Official Response from Ashley Spence:** > Hi Jeff! Thank you so much for this thoughtful review! It's wonderful to hear that Acumatica has become your centralized source of truth for financial data and that the integration capabilities have made such a difference for your membership and rodeo processes. We completely understand the challenges around API call performance and the learning curve for new users. For the API documentation gaps you mentioned, we'd encourage you to check out the Web Services courses on Acumatica Open University (linked below), particularly I310 Data Retrieval with REST API Basics and I320 Advanced Data Retrieval with REST API, which cover filtering and pagination techniques that can directly help with performance issues. The Acumatica Community (community.acumatica.com) also has a wealth of resources and peer discussions that many users find helpful when navigating integrations. As for user adoption, you're definitely not alone in that challenge, and we hope the experience has gotten smoother over time. We truly appreciate you sharing both the wins and the hurdles. ### 49. Intuitive Interface, Reliable for AP and AR **Rating:** 4.0/5.0 stars **Reviewed by:** David H. **Reviewed Date:** January 27, 2026 **What do you like best about Acumatica?** I really appreciate the ease of use in Acumatica, especially when it comes to navigating and drilling down into the data. It's so straightforward to quickly look up and resolve inquiries, which is crucial when I'm dealing with inquiries from vendors and contractors or checking the status of client payments. The capability to confirm statuses easily is a big plus for me. **What do you dislike about Acumatica?** I'm not a fan of how Acumatica times out too early. It's frustrating dealing with invoices that have been handled but still remain in 'Pre-select' status. Also, while the original setup was pretty smooth, we're still addressing some glitches. **What problems is Acumatica solving and how is that benefiting you?** I find Acumatica easy to use, quickly resolving inquiries. The drill down feature helps me efficiently search and confirm vendor, contractor, and client payment statuses. **Official Response from Ashley Spence:** > Hi David, Thank you for sharing your experience with our ERP solution. We are thrilled that the intuitive interface and drill-down features are helping you efficiently manage accounts payable and accounts receivable inquiries from vendors and clients. We sincerely hope you were able to resolve the early timeout issues, manage the invoices stuck in the 'Pre-select' status, and iron out those initial setup glitches. If you ever need a refresher on these topics, we highly recommend checking out the F100 Financial Basics course or the F050 Basic Financial Configuration course on Acumatica Open University (linked below). You can also find great advice on adjusting user inactivity timeout settings and handling invoice statuses directly on the Acumatica Community. We appreciate your continued support and hope our platform serves your business well in 2026 and beyond. ### 50. Efficient Invoicing, Needs Better Sales Tax Support **Rating:** 4.5/5.0 stars **Reviewed by:** Samantha C. | Accounting Speciailist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2024 **What do you like best about Acumatica?** I use Acumatica for accounting, and I find it makes processing invoices based on sales orders shipped out really easy. I really like the 'prepare invoices' screen because it allows me to prepare every completed shipment at once, versus having to process each individually. It streamlines my workflow and saves me a lot of time tracking customer order and payment history. **What do you dislike about Acumatica?** Acumatica isn't able to keep up with the sales tax regulations, so we need to pull in Avalara to do all of our sales tax processing. **What problems is Acumatica solving and how is that benefiting you?** Acumatica makes it easy to process invoices based on sales orders and track customer order and payment history. I really like the 'prepare invoices' screen, which lets me prepare all completed shipments at once instead of processing each individually. **Official Response from Ashley Spence:** > Hi Samantha, Thank you for taking the time to share your feedback! We are thrilled to hear that the prepare invoices screen is streamlining your workflow and saving you time tracking customer history. We understand your frustration with keeping up with changing sales tax regulations and having to rely on the Avalara integration. To help you get the most out of our ERP solution, we recommend exploring the Acumatica Open University. The F330 Sales Taxes course (linked below) might offer some great insights into our native tax capabilities. Additionally, you can connect with other users, ask questions, and share best practices in the Financials forum within our Acumatica Community Groups. We appreciate your partnership and are here to support your continued growth. ## Acumatica Discussions - [I'd like to set up a separate module/support cases and portal to use as a ticketing center for an internal helpdesk for my IT Department.](https://www.g2.com/discussions/32357-i-d-like-to-set-up-a-separate-module-support-cases-and-portal-to-use-as-a-ticketing-center-for-an-internal-helpdesk-for-my-it-department) - 1 comment, 1 upvote - [Will you integrate a HR suite of services in to your workspace menu that then integrates to payroll for our world? 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Monitor Cash Positions - Multi-Entity / Consolidation - Payment Processing - Recognition Rules - Reconciliations - Tags / Dimensions - Payments Scheduling - Payment Batches - Payment Settlements - Payment Methods **Accounting** - Chart of Accounts - AP Automation - AR Automation - Journal Entries - Tags & Dimensions - Cash Management - Project Accounting - Fixed Assets - Payment Batches - Payments Scheduling - Payment Settlements - Payment Methods **Logistics and Operations** - Communication and Collaboration - Predictive Analytics - Software Systems Integration - Financial Management - Contractor Management - Project Management - Document Digitization - Supply Chain Management - Business Intelligence - Workforce Management **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - Project-Based ERP** - Autonomous Task Execution - Decision Making **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Scheduling** - Production Schedules - Deployment - Monitoring **Inventory** - Inventory Tracking - Inventory Costing - Product Master - Inventory Forecasting - Integrations **Inventory & Warehouse** - Inventory Tracking - Inventory Costing - Product Master - Inventory Forecasting - Integrations **Back Office** - Allocation - Asset Register - Maintenance - Organization Management - Payroll - Portfolio Mix - Purchase Orders - Requisition - Shift Scheduling - Sourcing - Status - Time & Attendance Tracking - Warranty Management **Project Management** - Project Maps - Baselining / KPIs - Project Budgeting - Workflow - Cost Tracking - Risk Analysis - Resource Management **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders **Warehousing** - Locations - Multi-Warehouse - Third-Party **Purchasing** - Demand - Purchase Orders - In Transit - Receiving **Front Office** - ATP - Checkout Process - Configuration Rules - Contact & Account Management - Customer Portal - Field Service Booking - Field Service Dispatch - Product & Price List Management - Product Catalog - Promotions and Discounts - Quote & Order Management - Returns / Refunds - Storefront Design Tools - Territory & Quota Management - Tickets - Visual Configuration **Sales & Marketing** - Customer Master - Order History - Credit Limits - Pricing & Discounts - Proposals **Agentic AI - Advanced Planning and Scheduling (APS)** - Adaptive Learning **Purchasing** - Demand - Purchase Orders - In Transit - Receiving **Sales & Marketing** - Customer Master - ATP - Order History - Returns - Credit Limits - Pricing & Discounts **Integration** - Breadth of Partner Applications - Data Import and Export Tools - Integration APIs **HR** - Payroll - Workforce Management - Time & Attendance **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense **Sales & Marketing** - Customer Master - ATP - Order History - Returns - Credit Limits - Pricing & Discounts **Manufacturing** - WIP - Work Orders - MRP - BOM - MPS - Shop Floor **Logistics** - Centralized Inventory Database - In Transit - Inventory Forecasting - Inventory Pricing and Costing - Inventory Reporting - Inventory Tracking / Ordering - Picking Methods - Picking Planning - Receiving - Shipping Options **Procurement** - Requisitions - Purchase Orders - Subcontractor Management - Project Procurement - Supplier Management **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards **Assembly** - BOM - Kitting - Disassembly **Quality Management** - Inspections - Rework - Waste - Defects **Platform** - Customization - Internationalization - Output Document Generation - Performance and Reliability - User, Role, and Access Management - Workflow Capability **Content Management** - Document Management - Collaboration - Taxonomy - Contract Creation - Subcontracts - Costs **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation **Logistics ** - Picking & Packing - Packaging - Shipping - Routing - Tracking **Distribution** - Picking & Packing - Shipping - Tracking **Production** - BOM - Defects - Identify Demand - Inspections - Manage Resources - MPS - MRP - Production Plans - Rework - Shop Floor - Waste - WIP **Analytics** - Earned Value - Project Optimization - ROI and Forecasting **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications **HR** - Payroll - Workforce Management - Time & Attendance **HR** - Payroll - Workforce Management - Time & Attendance **Reporting & Analytics** - Custom Reporting - Dashboards - Integration **Generative AI** - AI Text Generation - AI Text Summarization **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Generative AI ** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Agentic AI - ERP Systems** - Decision Making **Agentic AI - Discrete ERP** - Cross-system Integration - Natural Language Interaction - Decision Making **Agentic AI - Distribution ERP** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **AI** - Fraud Detection **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Expense Tracking - Invoice Management **Agentic AI - Accounting** - Autonomous Task Execution ## Top Acumatica Alternatives - [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) - 4.4/5.0 (943 reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 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