Finance Lead

Financial Insights at Your Fingertips

Acumatica’s Financial Management Solution provides 24/7 access to the accurate, real-time information you need to analyze and report on the organization's financial health, with simple-to-use tools that speed up the process.

Acumatica’s modern, award-winning financial management software streamlines financial management across your entire organization—no matter how complex. The insights you need are at your fingertips, with automated workflows to accelerate month-end close and ensure compliance.

Get real-time insights and total control of your bottom line across multiple entities, lines of business, currencies, and countries.

• Single source of truth
• Automated workflows
• Continuous compliance

Acumatica Key Benefits For Finance Leaders

CFO, VP of Finance, Controller, Treasurer, Bookkeeper

Financial leads are responsible for the financial health of their organizations. They need a financial management system that delivers both visibility and efficiency, so they can ensure that invoices are paid, payroll is met, accounts and loans are in order, financial statements are accurate, budgets are prepared, and books get closed fast—every time.

Increase insight and analytic capabilities to aid in more informed decision-making.
Increase productivity and reduce costs.
Provide accurate and auditable financial records.

Implement greater finance and accounting processes and systems
Reduce costs for creating and distributing reports
Integration to Power BI brings all your data together where it can be analyzed with best-in-class tools
Cloud-based ERP drives lower IT costs
Web-based financial consolidations
Intercompany accounting – only post once
Avoid mistakes and time delays by allowing all users to access the system to enter their data and inquire directly, as there is no user limit

Revenue goals
Profitability goals
Return on Assets (Equity)
Asset Productivity (Throughput)
Days Sales Outstanding (DSO)
Quality & Timeliness of Reports Produced
(Income Statement, Balance Sheets,
Departmental and Project Performance, etc.)
Time to Close Your Books
Financial Report Restatement Rate

Make financially-informed decisions
- Increase insight and analytic capabilities.
- Implement company-wide finance and accounting processes and systems.
- Access reports and dashboards that offer a real-time view of current and future business performance and trends.
- Bring all your data together where it can be analyzed with best-in-class business intelligence tools.
- Set up and monitor key performance indicators (KPIs).
Increase productivity and reduce costs
- Use cloud-based ERP to drive a single version of the truth and lower IT costs.
- Utilize Web-based financial consolidations.
- Post only once with intercompany accounting.
- Because Acumatica has no limit on the number of users, you can avoid mistakes and time delays by allowing all users to access the system to enter data and inquire directly.
- Leverage AI/ML to automate processes such as AP document creation and importing expense reports
Provide accurate and auditable financial records
- Leverage Acumatica’s integrated accounting, operations, and CRM to track all company transactions.
- Ensure regulatory and audit compliance with Acumatica’s financial management functions.
- Accounting functions include:
- General Ledger
- Accounts Payable and Accounts Receivable
- Payroll management
- Tax management
- Multi-entity and Intercompany Accounting
- Currency Management
- Cash management
- Deferred Revenue Accounting
- Recurring Revenue Management
- Fixed Assets
- Time Management
- Advanced Expense Management
- Bank Feeds
- Project Accounting
- Take advantage of 250 out-of-the-box reports, customize your own reports without coding, and use generic inquiries to query any data elements in the system – even user-defined fields.
- Give all companies/entities their own books.
- Use inter-company functionality for consolidations.
- Ensure all processes have user security and audit trails.

Streamline Financial Operations

Automated and customizable workflows
Configurable processes result in consistently applied procedures across all areas of the business.

Continuous Closing
Make month-end just another day of the month: reduce workloads, close the books faster, and stay compliant.

Single Source of Truth

Real-time insights, anytime, anywhere.
Track activities, utilization and performance with personalized reports and dashboards pulled from a shared, centralized database.

All under one roof
Simplify complexity with a consolidated view of all your financials—across multiple sites, entities, currencies, and even multiple countries.

Integrations Made Easy

Migrate legacy data
Migrate Accounts Payable and Accounts Receivable historical data from a legacy system to Acumatica ERP without affecting the general ledger.

Plays nice with your other tools
Acumatica offers Open APIs to ensure seamless integrations and connect your favourite apps under a single pane of glass.

Easily Keep All of Your Financial Data on Track

Your CEO is looking to you for answers. Do you have them?

Imagine a software solution that can help you stay on top of the financial health of your business – all within a single system. Alerts, automation, and reporting are built-in to make your life easier.