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Acumatica Gold Certified Badge (2)

INDUSTRY – PROFESSIONAL SERVICES

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Acumatica Gold Certified Badge (2)

Overview

Professional Services

Many businesses, such as consulting firms and professional service providers, rely on selling time and expertise as a core part of their operations. These companies need to carefully track time, expenses, and materials for each project to understand profitability. Acumatica’s project management features make this easy by consolidating these elements into projects. With Acumatica, you’ll streamline your processes and gain real-time visibility into project and company profitability, empowering informed decision-making and operational efficiency

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Professional Services

Acumatica delivers a Professional Services Management solution built around the real-world needs of small and midsized project-based firms.

  • Gain complete visibility into all project details.
  • Automate project accounting tasks with workflows.
  • Ensure resource availability and allocate to projects as needed.
  • Capture time and expenses for project accounting.
  • Leverage powerful financials for project profitability analytics.
  • Manage client opportunities, proposals, contracts, and payments in one place.

An ERP solution built for real-time collaboration for today’s project-centric business leaders.

Acumatica Professional Services Edition combines financial and operational data with interconnected project planning and resource management, time and expense, and embedded CRM to drive business success.

 

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Flexible Professional Services Management solution

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Centralized Project Hub

Complete project views

Update office and field teams on changes, issues, budgets, costs, and so much more with the unified project management hub.

Project planning and resource management

Monitor and allocate project resources with automated budget costs. Separate costs tied to the project from overhead for better profit analysis.

Anywhere access

Access project, accounting, and customer information from any device. Empower all stakeholders with actionable drill-downs into project details.

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Seamless Project Accounting

Project costs

Thrill customers with accurate and timely billing. Seamless customer billing is powered by real-time project costing, ensuring complete labor, materials, and equipment tracking.

Flexible billing

Generate invoices on project milestones or completion percentages. Bill clients by time and materials, cost plus, fixed prices, or contract-specific billing.

Revenue recognition

Tie revenue recognition to project milestones or percentage of completion.

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Project Efficiency and Continuity

Single source of truth

Manage projects with a 360-degree view of opportunities, proposals, contracts, schedules, budgets, and changes from one screen.

Stay ahead of scope changes

Gain agility with complete real-time change management and planned vs. actual cost visibility.

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Acumatica users speak for themselves

Manufacturing

“Our success is ultimately tied to Acumatica’s success, and they are building a strong and healthy product. They have a vibrant customer and development community and a product that’s growing, not stagnant. We can really craft Acumatica to do what we need it to do”

Steve Fletcher

Director. Acumatica Practice

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“Our success is ultimately tied to Acumatica’s success, and they are building a strong and healthy product, They have a vibrant customer and development community and a product that’s growing, not stagnant. We can really craft Acumatica to do what we need it to do”

Steve Fletcher

Director. Acumatica Practice

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“Our success is ultimately tied to Acumatica’s success, and they are building a strong and healthy product, They have a vibrant customer and development community and a product that’s growing, not stagnant. We can really craft Acumatica to do what we need it to do”

Steve Fletcher

Director. Acumatica Practice

“‘Cedar Bay team supported our implementation of Acumatica and it has been a great success, they were easy to work with, providing us with expert help and guidance plus great ongoing support.'”

Bruce Mills

Managing Director, Eagle Europe Ltd

“We implemented Acumatica with Cedar Bay and it has transformed the visibility I have within the business and streamlined many of our internal processes.”

Neil Hamilton

Managing Director, Wavetree Ltd

Wavetree

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