AcumatiCaresStreamline your entire AP workflow. Seamless customer billing is powered by real-time project costing, ensuring accurate, up-to-date labor, materials, and equipment tracking.
Solutions by Industry
ERP Software for the Professional Services Industry
Bring teams together by using a single platform for project and financial data, resource management, time and expense tracking, and customer relationships. This helps ensure projects are finished on time and within budget.
- Collaborate effectively with a centralized project management hub.
- Track client interactions and improve communication with embedded CRM.
- Generate invoices on project milestones or completion percentages.
- Allocate resources and assign project tasks from anywhere.
Key Benefits and Features for Professional Services Firms
Effective financial management helps professional services firms track project costs and budgets in real time, enabling better decisions.
Project Accounting
Project Management
A centralized project hub gives stakeholders timelines, deliverables, and milestones, ensuring projects stay on track.
Milestone Billing
Generate invoices on project milestones or completion percentages. Bill clients based on time and materials, cost plus, fixed prices, or contract-specific billing.
Change Orders
Control cost overruns by automating project commitments and change order processes. Manage back charges or reduction in vendor commitments through negative change orders.
Resource Management
Ensure resource availability to better allocate staff and equipment by team, department, and timeframe. Assign tasks and workflows to manage resources related to the project budget.
CRM
Empower firms to keep detailed records of client interactions and proposals and manage contracts, payments, renewals, and compliance documents.
Reporting
Gain deep insights into current projects to identify problem areas, optimize performance, and enhance future estimates for better success.
Specialized Professional Services Industry Solutions
Tailored solutions designed to meet the unique needs of today’s service professionals.
Financial Management
Financial Management
A full suite of accounting functions and reporting tools, to meet the needs of growing companies
Project Accounting
Project Accounting
Know the actual costs of internal or external projects. Manage budgeting, time sheets, project inventory, and complex billing. Project reporting…
Project Planning and Resource Management
Project Planning and Resource Management
ProjectManager provides a comprehensive tool to manage projects and resource usage. The native Acumatica connection gives project-based firms portfolio management,…
CRM
CRM
Includes standard CRM functionality for managing leads, contacts, opportunities, and more. In addition, post-sales service and customer portals help improve…
Reporting, Dashboards, and Data Analysis Toolkit
Reporting, Dashboards, and Data Analysis Toolkit
Gain greater insights into your organization with self-service tools from Acumatica to generate reports and analyze trends easily and in…
Payments
Payments
Streamline your credit card processing, increase efficiency, and reduce errors while enhancing customer experience and convenience. Acumatica's Integrated Payment Processing…
See what Acumatica can do for you.
Acumatica’s future-proof cloud professional service management solution can streamline processes and deliver meaningful insights into your manufacturing operations.