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Acumatica Cloud ERP Video Demonstration

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Video Overview

💡 Key Highlights from This Acumatica Cloud ERP Demo

Access Anywhere, Anytime: As a true cloud ERP, Acumatica runs securely in any browser — on laptops, PCs, or mobile devices.
Role-Based Access Control: Each user sees only the screens, fields, and transactions relevant to their job, improving security and efficiency.
Intuitive Workspaces: Navigate business areas like receivables, payables, projects, and distribution with ease using Acumatica’s organized workspace layout.
Powerful Search & Help Tools: Quickly find transactions or topics with global search and in-product help resources for new and experienced users.
Dynamic Dashboards: Create, customize, and drill down into real-time dashboards across finance, operations, support, and customer management.
Flexible Reporting & Analytics: Build detailed reports and generic inquiries using SQL-like queries — no developer required.
Mobile ERP App: Access Acumatica on iOS or Android to submit expenses, capture signatures, manage field service appointments, and more — all synced in real time.
Order-to-Cash Workflow: Experience seamless automation from sales order creation to fulfillment, shipping, invoicing, and payment processing.
Integrated Shipping & Payments: Connect directly to FedEx, UPS, USPS (via Stamps.com), and ShipEngine; process payments through Authorize.net with PCI compliance.
Built-In CRM: Manage customer relationships, track interactions, and view full communication history from quotes to cash.
Automation & Scheduling: Automate invoice creation, report generation, and daily processing with Acumatica’s powerful workflow engine.
Advanced Financial Reporting: Run and customize balance sheets, profit reports, and financial statements — drill down to the transaction level instantly.
Open API & Excel Integration: Import and export data seamlessly, or integrate with Power BI for deeper analytics.


📱 Mobility That Works Anywhere

The Acumatica Mobile App puts your ERP in your pocket. Field technicians can:

  • View service appointments and maps

  • Capture photos, attach files, and collect customer signatures

  • Sync updates instantly with back-office operations

Managers can monitor performance in real time — no delays, no data gaps.


⚙️ Streamline Every Business Process

Acumatica connects your entire organization across:
🏭 Manufacturing – Optimize production schedules and manage materials.
📦 Distribution – Gain visibility into inventory, orders, and logistics.
🏗️ Construction – Track projects, budgets, and costs in real time.
💼 Professional Services – Manage billing, resources, and profitability.
🛒 eCommerce – Integrate sales, fulfillment, and customer support with ease.


📊 Reports, Dashboards & Automation

Gain full visibility into financials and operations with:

  • Balance sheets and income statements

  • Profitability and inventory reports

  • Role-based dashboards for every department

  • Customizable financial report designer for easy modifications

  • Scheduled batch processes to save time and ensure consistency


🧠 Why Businesses Choose Acumatica

  • 100% browser-based and mobile-friendly

  • Flexible, modular, and scalable to your growth

  • Transparent licensing with unlimited users

  • Secure data hosting and compliance

  • Continuous innovation and frequent updates

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