Our Partnership with Acumatica

Acumatica is a robust ERP platform within CBA’s technology ecosystem. We work within Acumatica when organizations require a fully integrated system that connects financial, operational, and project data in one unified environment.

When implemented thoughtfully, Acumatica creates shared visibility across departments, strengthens internal controls, and supports long-term scalability for organizations with greater structural and reporting complexity.

How Acumatica Supports Our Clients

  • Integrated Financial and Operational Management: Financials, projects, and operational data are managed in one connected system, providing a unified view of the organization.
  • Real-Time Reporting and Role-Based Dashboards: Role-based dashboards and configurable reports provide timely insight across finance, operations, and leadership.
  • Support For Project-Based and Complex Environments: Native project accounting supports budgeting, billing, time tracking, and profitability analysis.
  • Configurable Workflows Aligned to Business Processes: Processes, approvals, and reporting can be tailored to how the organization operates—without heavy customization.
  • Unlimited-User, Consumption-Based Licensing: Unlimited-user licensing allows organizations to grow and collaborate without per-user fees.

We often recommend Acumatica for organizations with advanced operational complexity, multi-entity structures, or project-driven environments that require deeper integration and long-term system flexibility.

Is Acumatica the right fit for your business?

Selecting an ERP is a significant strategic decision. We help clients evaluate, implement, and support Acumatica when their reporting, operational, and scalability needs extend beyond traditional accounting software.