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Acumatica ERP for Professional Service and Service Management Firms

One Platform for Projects, Billing, and Client Success

Manage your entire service business, from project planning and resource scheduling to time tracking, expense management, billing, and customer communications, all in one connected, cloud-based platform. Gain real-time visibility into every engagement, keep projects on budget, and deliver exceptional client experiences without the hassle of disconnected systems.

Acumatica Construciton Edition - Projects

Professional Services Firms
Engineering & Construction Services Firms

Software & Technology Firms
Managed Services Providers (MSPs)

Download Acumatica Professional Services Brochure

Modern ERP designed to Grow with you

Acumatica is designed to grow as the business grows and additional capabilies can be added as required.

Native Acumatica functionality minimizes the need to include additional third-party applications.

Key Features and Capabilities

Acumatica Artificial Intelligence (AI) Suite

Includes AI and machine learning–driven automation for smarter workflows and reduced manual tasks.

Financial Management

Scalable cloud financials with GL/AP/AR, multi-company, multicurrency, intercompany accounting, fixed assets, and cash management.

Project Management

Centralize all project details, activities, changes, and cost projections for instant visibility across teams.

Project Accounting

Track real-time labor, material, equipment, subcontractors and all other project costs across one or multiple projects to streamline AP workflows and accurate customer billing and improve project profitability.

Time Management

Capture and approve time and expenses from any device with automatic project cost integration.

Payroll

Run complex union or non-union payrolls with support for unions, certified wages, executive pay, commissions, and benefit structures.

Progress / T&M Billing

Bill by percentage, quantity, or milestone while tying revenue recognition to deliverables for accuracy and compliance.
Streamline T&M billing with variable rates and invoice formats.

Customer Relationship Management (CRM)

Manage client interactions, contracts, payments, renewals, and support through an embedded CRM and self-service portal.

Native Mobile - Tablets & Phones

Access critical finanical, customer or project info. Enter time, and manage tasks from anywhere with full mobile functionality.

Project Hub

One locatio to allocate staff, equipment, and technology effectively while linking resource costs to project budgets. In addition to tracking opportunities, proposals, contracts, scheduling, budgets, and project changes.

Project Profitability & Cost Projections

Easily create, customize, and analyze project profitability, cost projections, margins, and billing status with automatic budget adjustments based on real-time data. In addition to Robust reporting, dashboards, and analytics for financial and project insights.

Productivity & Analytical Insights

Quickly access project data via side panels and build dashboards and reports to visualize performance and make data-driven decisions.

Change Management

Control cost overruns with automated commitments, streamlined change orders, and flexible retainage handling.

Revenue Recognition

Automated revenue recognition tied to billing milestones or project completion criteria.
Acumatica Cloud ERP

Payments

Automate AR, speed up collections, and offer customers secure click-to-pay and self-service payment options.

Compliance

Built-in tools to track and manage compliance documents such as contracts and certifications.

Mobile Workforce

Access and update all financial, customer and project data, time, and expenses from anywhere on any device.

Project Revenue & Cost Sales Tax

Automatically calculate and apply tax zones on all project-related transactions for simplified and accurate tax reporting.

Learn how Acumatica has helped customers with transformational growth and success.

AI-First Strategy

Acumatica + AI: Automate Workflows, Improve Accuracy, and Make Smarter Decisions, Faster

Acumatica embeds powerful artificial intelligence and machine learning tools throughout its platform - giving construction firms, contractors, and service businesses new levels of speed, insight, and automation.

Download the AI-First Product Strategy.

Native Mobile Enabled and Ready

Users have the option of using Native iOS or Android Apps on tablets or phones in addition to the web-based version of Acumatica.

Access Data and Insights your way

Acumatica has open data access. This means in addition to the out of the box reports, users are able to view data using Data Views, Pivot Tables, Dashboards, custom Queries and other tools such as Velixo, PowerBI and many others.