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Financial Management

Powerful business finance software – simple enough for small shops and comprehensive enough for complex multi-nationals –
that can support your needs today and in the future.

Why Choose Acumatica for Financial Management

Financial management software provides businesses with a full suite of accounting functions to track daily financial operations and generate quarterly and annual financial statements. In addition, it provides tools for reporting, analysis, budgeting, and planning.

Designed for companies with complex requirements, yet easy to use in smaller organizations, Acumatica Financial Management software provide a feature-rich accounting suite, fully integrated with Acumatica’s Customer Management, Distribution Management, Manufacturing Management, Field Services Management, and Project Accounting product suites.

Benefits of Financial Management for your Business

Streamline Operations

Close your books faster with Acumatica’s time-saving automation and workflow. Efficiently handle month-end activities with fewer errors.

Single Version of the Truth

Gain accurate, real-time visibility into business activities and performance with financial reports and personalized dashboards that access the shared, centralized database (single version of the truth).

Work Locally and Internationally

Reach international markets effectively with cloud multi-currency, multi-language, and multi-company capabilities. Acumatica finance management software also offers localized functionality.

Manage Multiple Entities

Use Acumatica’s financial management systems to integrate financials across multiple business entities, including automated reporting, consolidation, payments, and cash management. Supports independent balance sheet and separate tax reporting.

Migrate Legacy Data

Users can migrate Accounts Payable and Accounts Receivable historical data from a legacy system to Acumatica ERP, including open balances, original amounts, and dates, without affecting the general ledger.

Financial Management Applications

General Ledger

Create a central repository, fully integrated, with analysis and real-time reporting power.

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Accounts Receivable

Automate invoicing and manage collections.

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Accounts Payable

Manage liabilities and payments for goods and services.

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Cash Management

Control day-to-day transactions, cash balances, funds transfer, and bank account reconciliation.

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Currency Management

Do business internationally and manage international subsidiaries.

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Tax Management

Support centralized tax configuration, management, and reporting.

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Deferred Revenue Accounting

Accurately account for revenue recognition in future periods in compliance with ASC 606 and IFRS 15.

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Intercompany Accounting and Intercompany Reconciliation

Direct financial reporting, payments, cash management, and inter-entity transfers among multiple entities.

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Recurring Revenue Management

Manage recurring billing for accuracy and visibility.

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Fixed Assets

Track fixed assets and manage depreciation calculations.

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Mobile ERP Applications

Enable employees to enter time and expense, review cases, approve orders, and assign task from anywhere, at any time.Enable employees to enter time and expense, review cases, approve orders, and assign task from anywhere, at any time.

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Payroll Management

Handle all payroll functions for your company (or multiple companies) with automated functions.

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Bank Feeds

Connect Acumatica to more than 14,000 financial institutions for automated bank transaction data imports.

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Time Management

Capture employee or crew time for projects, service, and payroll with mobile time entry and flexible approvals workflow.

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Advanced Expense Management

Eliminate manual expense management processes with smart expense matching, push notifications, and automated transaction feeds.

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