I love how easy the sales orders are implemented and how I can search for any specific word that is in an order detail. What really stands out to me is how intuitive the sales order process is from start to finish. Creating and implementing an order doesn’t feel like a chore; it’s straightforward, clean, and doesn’t require jumping through unnecessary hoops. That alone saves time and reduces errors, especially when things are moving fast. The search functionality is a game-changer. Being able to search for any specific word or detail inside an order means I can instantly find what I’m looking for without digging through multiple screens or relying on memory. Whether it’s a customer note, a product reference, or a custom detail, it’s all immediately accessible. Net result: less time hunting, more time executing, and better visibility across the board. That efficiency is what makes Acumatica genuinely valuable in day-to-day operations. Review collected by and hosted on G2.com.

Some workflows feel more complex than they need to be, especially for new users, and there's a bit of a learning curve. Certain screens aren’t always as intuitive as the sales order side of the system. Reporting and data extraction can also be a challenge, as getting data into a clean, usable format sometimes takes more steps than expected. Performance can feel inconsistent, particularly when running searches or reports with a lot of data. Review collected by and hosted on G2.com.

I use the Acumatica CRM and all of the accounting features related to project accounting, revenue recognition, month-end job costing, and timesheets. I like the stability of the program and, in particular, the flexibility to customize it. I think Velixo is genius and a perfect pairing to get the data out of Acumatica in a form everyone in our company can use without having to change the way they work. Review collected by and hosted on G2.com.

We struggle with revenue projections because we can't group projects together as a program, or create subtasks. We can't use the inventory IDs efficiently for our business. Because we are locked into using the inventory IDs for projecting revenue, we can't get the granularity we need. If we create too many tasks, our guys in the field and in engineering spend too much time on their time cards. The initial setup was awful. Our first partner was not helpful. We are with Crestwood now, but we still struggle. Review collected by and hosted on G2.com.

I use Acumatica for finance matters. One thing I really like about it is that it makes our vendor bill processing more automated, which means less paper. It's also easy to use, which is important for me. What I enjoy the most, though, is the simplicity of running inquiries and reports with Acumatica. Review collected by and hosted on G2.com.

I'm having trouble with multi-branch tax reporting. Our taxes seem to carry balances into the next period, and it's unclear why they're not clearing. This causes our tax reports not to match our trial balances and account details. Also, the initial setup wasn't easy, probably because of a lack of testing on our end. Review collected by and hosted on G2.com.

I like how everything is in one place with Acumatica, from accounting to sales and inventory. It's great that when other teams use the system, it automatically takes care of some of my work. I appreciate the automations and simplicity of the system. Review collected by and hosted on G2.com.

I'm still new to Acumatica and some of the programming feels complicated to set up myself. I don't have a coding background and sometimes it feels like it requires that level of skills, like setting up GIs and business events. I wish business events and GIs were more user friendly to set up. I could automate a lot more of my work if I knew how to set these up simply. Also, I wish there had been an official training or some sort of resource I could utilize when first getting used to the system. Review collected by and hosted on G2.com.

I appreciate that Acumatica allows us to accurately group our projects and maintain revision control. The interface is accessible to everyone and serves as a good baseline. I like how it integrates with typical entry data like Excel, making data entry easy. The third-party additions simplify integrations further. CADLink is my favorite addition, as it significantly speeds up my work, and the Engineering Workbench is a useful tool for its search, visualization, and modification capabilities. Review collected by and hosted on G2.com.

So far, the pipeline from BOMs that are frequently modified or updated and shifting these changes to Manufacturing Orders/Production Orders in progress is a huge time-sink for me. I wish Production Orders had a similar functionality to Engineering Workbench, or were easier to update. Right now if I need to shift a material from one work center to another, I have to delete it out of one work center, and add it to a second. In Engineering Workbench, I can drag and drop this item between work centers. Not easy at all, we had a lot of background work to do on our existing data and make sure it was in the system before we went live. Review collected by and hosted on G2.com.

I like that Acumatica is cloud-based, which is essential for modern business operations. The UI is another highlight for me. It's easy to use for our employees, which is crucial for efficient workflow. The advanced planning and scheduling capabilities are impressive, helping us produce to forecast on time and keep our customers happy. It's great to have a secure environment and the ability to promise capabilities, ensuring we can meet deadlines and manage our manufacturing processes effectively. Review collected by and hosted on G2.com.

I think the advanced planning and scheduling could be better. It needs to ensure that the supply chain's manufacturing requirements are calling for items to be in-house on time and needs to respect our manufacturing lead times, especially for an 8-level BOM. I feel like the MRP and CTP processes could be improved as well. Plus, the allocation process could be more intuitive and should respect the orders that have ship dates, especially when inventory is low. Review collected by and hosted on G2.com.

I use Acumatica as our ERP for sales, finance, general ledgers, consolidation, and operations. It's quick and smart, and it's scaled with our growth. I'm impressed that Acumatica is intuitive and powerful, allowing adjustments for smaller companies while opening more modules as we grow. This flexibility makes accounting more efficient. We've found segment keys and subaccounts essential for smarter department reporting—it holds departments accountable. Implementing Acumatica with other best-in-breed software hasn't been difficult, which adds to its value. Review collected by and hosted on G2.com.

I do think the approvals and audit trail for audit could be improved. Now that the auditors are now more control based auditing, they're not vouching anymore, more approvals process within Acumatica would be useful. A person at the top, Director of Finance, or Head of Finance, or Financial Controller shouldn't hold up a monthly process, but we need to prove to the auditors that the subledgers have been checked by said persons. Review collected by and hosted on G2.com.

I use Acumatica as the source of truth for all of our financial transactions and for CRM, and I like the ease of use. It addresses the lack of transparency by making everything we need reachable if you know where to go in the system. I also appreciate that my team made successful integrations with other tools like Velixo and SiteTracker. Review collected by and hosted on G2.com.

We're struggling at the moment to get the level of granularity that we need for reporting purposes per contract stipulations. We need to be able to link a task or sub-tasks to a line in the contract, and unfortunately, Acumatica now does not support the creation of subtasks. As we were trying to implement two companies with very different needs, the initial setup wasn’t as simple as we would’ve liked it to be. Review collected by and hosted on G2.com.

I appreciate Acumatica's customizability for any type of use case, as it allows us to have full control of any screen and customize it the way we want it to be. The automation capabilities and AI integration speed things up tremendously and take unnecessary manual tasks off employees' hands so they can focus on more important tasks. Although we don't have AI studio in our environment yet, I've experienced it during a Hackathon, and it helps in summarizing and visualizing large data sets, which can assist in making quicker decisions. Overall, Acumatica helps keep all our data organized and controlled in one area, making it an excellent system of record. Review collected by and hosted on G2.com.

While the customizability is good, it's not very user-friendly. Trying to find resources on how to accomplish various customizations is very difficult and frustrating. Review collected by and hosted on G2.com.

I like that Acumatica is a true web-based program. The General Ledger automation and the easily accessed database are beneficial for our operations. We use Velixo to pull current data into spreadsheets, which can be refreshed, eliminating the need to export new data frequently followed by cleanup. This is a significant time saver. Review collected by and hosted on G2.com.

The Fixed Asset module in Acumatica doesn't have Equipment Management capabilities, which is frustrating for us as a civil contractor with a fleet of heavy equipment. We need cost and revenue information for each piece of equipment, but the module doesn't support this need. It would be great to have an Equipment Management module to capture repairs and maintenance costs from accounts payable, depreciation from fixed assets, and equipment hours/revenues that have been applied to projects. This would help us get a profit and loss statement for each piece of equipment. Review collected by and hosted on G2.com.