# Vertex Integrated ERP Reviews **Vendor:** Vertex Systems **Category:** [ERP Systems](https://www.g2.com/categories/erp-systems) **Average Rating:** 4.7/5.0 **Total Reviews:** 5 ## About Vertex Integrated ERP Vertex Integrated ERP is a comprehensive, cloud-based Enterprise Resource Planning solution designed to streamline and automate business processes for organizations of all sizes, with a particular focus on Intellectual and Developmental Disabilities agencies and rehabilitative services. Built on the Microsoft Dynamics 365 Business Central framework, Vertex Integrated ERP offers a suite of modules that enhance operational efficiency, ensure compliance, and provide real-time insights into financial performance. Key Features and Functionality: - Financial Management: The Financial Manager module includes General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Budgeting, Fixed Assets, and Financial Reporting, enabling organizations to effectively manage their finances and gain valuable insights into their financial performance. - Production Management: The Production Manager module empowers agencies to efficiently manage production processes, optimize resources, and deliver high-quality products. It offers real-time production performance tracking, shop floor control, and comprehensive tracking of jobs, steps, time studies, work-in-progress, and production. - Payroll Processing: The Payroll Manager module simplifies in-house payroll processing by automating functions such as calculating wages, deductions, and taxes, as well as processing payments via check or direct deposit. It ensures compliance with tax regulations and offers robust reporting capabilities. - Case Management: The Case Manager module provides a user-friendly and comprehensive case management experience, maintaining compliance with automated reminders and organizing client progress from enrollment through discharge. - Billing Management: The Billing Manager module is a cloud-based invoicing system that tracks financials and authorizations in real-time, offering daily service delivery comparisons and critical error-reducing notifications. Primary Value and Solutions Provided: Vertex Integrated ERP addresses the unique challenges faced by IDD agencies and rehabilitative services by offering a unified platform that consolidates multiple case management facets—from case documentation to financial oversight—promoting a cohesive work environment that minimizes errors and saves time. By automating tedious administrative tasks such as scheduling, billing, and compliance reporting, Vertex enables staff to focus more on providing quality service and support. The system's real-time analytics and reporting capabilities facilitate data-driven decision-making, while its scalability ensures that the solution grows alongside the organization. Overall, Vertex Integrated ERP enhances operational efficiency, improves financial management, and supports superior client outcomes. ## Vertex Integrated ERP Reviews ### 1. It is a very user friendly app to use. The UI is great. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Vertex Integrated ERP?** The UI is great to use. Quite user friendly. **What do you dislike about Vertex Integrated ERP?** Nothing for now. The app is great and user friendly. **What problems is Vertex Integrated ERP solving and how is that benefiting you?** It helps integrate the tax engine with the ERP. ### 2. Vertex ERP Integration for Indirect Tax **Rating:** 4.0/5.0 stars **Reviewed by:** Rishabh S. | Management Consulting Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2022 **What do you like best about Vertex Integrated ERP?** Indirect Tax calculation on Order to Cash ( Sales Order and Billing ) and Procure to Pay (Purchase Order and Invoice) is seamless once the Vertex Integration is completed with ERP. All the monthly tax updates across the globe is handled by Vertex and no effort is required in ERP **What do you dislike about Vertex Integrated ERP?** Tax Content for LTAM Countries like Argentina and Brazil is still not great, although these are the most complex countries around the globe. But this is one market where Vertex can improve **Recommendations to others considering Vertex Integrated ERP:** It is best for the US Market, has good content for EMEA Countries but lacks content for Argentina and Brazil **What problems is Vertex Integrated ERP solving and how is that benefiting you?** Automating Indirect Tax calculation on Order to Cash and Procure to Pay transactions. There is simply very little effort required in ERP for tax calculation on sales order, purchase orders, Customer billing and vendor invoices ### 3. Vertex review **Rating:** 4.5/5.0 stars **Reviewed by:** Taruni Praba S. | Specialist Business Operations - Tax Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Vertex Integrated ERP?** The navigation of each of the settings to view the tax gross or net, the deduction is easier with vertex. **What do you dislike about Vertex Integrated ERP?** Sometimes while pulling the tax returns it gets hanged. **What problems is Vertex Integrated ERP solving and how is that benefiting you?** Efficiency ### 4. Tax Specialist **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Vertex Integrated ERP?** The ease if use and the quqick response to tickets **What do you dislike about Vertex Integrated ERP?** Having to upload updates monthly manually. **Recommendations to others considering Vertex Integrated ERP:** I would recommend vertex to any sized company and/or organization. **What problems is Vertex Integrated ERP solving and how is that benefiting you?** Tax laws and rates do not automatically if the newest version of Vertex is not used ### 5. User friendly and flexible external tax engine tool for all ERP,s **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2022 **What do you like best about Vertex Integrated ERP?** Vertex Inc. Wins Best Tax Compliance Software. **What do you dislike about Vertex Integrated ERP?** Requires extra training due to the number of features/updates. **What problems is Vertex Integrated ERP solving and how is that benefiting you?** Vertex systems solve many problems you may be facing, including plants aboard, RCM and many more.. ## Vertex Integrated ERP Discussions - [What is Vertex Integrated ERP used for?](https://www.g2.com/discussions/what-is-vertex-integrated-erp-used-for) - [View Vertex Integrated ERP pricing details and edition comparison](https://www.g2.com/products/vertex-integrated-erp/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-26+12%3A29%3A30+-0500&secure%5Bsession_id%5D=a20cced0-5e7e-447e-bc5d-71a97e49b95f&secure%5Btoken%5D=458d5b38882e44271c095acc601627ab752e3968468ef3a4c9d2d97b0991ad80&format=llm_user) ## Vertex Integrated ERP Features **Accounting** - AP Automation - AR Automation - Audit Trail - Budgeting / Forecasting - Collections Automation - Financial Statements - Invoice Customization - Journal Entries - Monitor Cash Positions - Multi-Entity / Consolidation - Payment Processing - Recognition Rules - Reconciliations - Tags / Dimensions - Payments Scheduling - Payment Batches - Payment Settlements - Payment Methods **Back Office** - Allocation - Asset Register - Lean Management - Maintenance - Organization Management - Payroll - Portfolio Mix - Purchase Orders - Requisition - Shift Scheduling - Sourcing - Status - Time & Attendance Tracking - Warranty Management **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 **Integration** - Breadth of Partner Applications - Data Import and Export Tools - Integration APIs **Logistics** - Centralized Inventory Database - In Transit - Inventory Forecasting - Inventory Pricing and Costing - Inventory Reporting - Inventory Tracking / Ordering - Picking Methods - Picking Planning - Receiving - Shipping Options **Platform** - Customization - Internationalization - Output Document Generation - Performance and Reliability - User, Role, and Access Management - Workflow Capability **Production** - BOM - Defects - Identify Demand - Inspections - Manage Resources - MPS - MRP - Production Plans - Rework - Shop Floor - Waste - WIP **Reporting & Analytics** - Custom Reporting - Dashboards - Integration **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - ERP Systems** - Decision Making ## Top Vertex Integrated ERP Alternatives - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews) - 4.2/5.0 (311 reviews) - [NetSuite](https://www.g2.com/products/netsuite/reviews) - 4.1/5.0 (4,623 reviews) - [Acumatica](https://www.g2.com/products/acumatica/reviews) - 4.4/5.0 (1,906 reviews)