Acumatica Cloud ERP software is a flexible solution for companies leveraging a number of different cloud-based apps. When an organization begins transitioning their data and processes into the cloud, they want to make sure their existing systems—as well as any new software they introduce—play “nice” together. One of the key reasons companies choose to upgrade into cloud-based solutions, after all, is for their capacity to capture and store as much relevant operational, financial, and business data as possible. And systems integrations are central to connecting, sharing, and centralizing this data.
Cloud-based software, like Acumatica’s, is engineered for integrations. Enterprise software developers know that today’s business customers want to connect as many systems as possible, so they work hard to create either out-of-the-box or highly customized solutions. Third party vendors create integration apps, as well to extend the capabilities of more specialized software. So let’s take a look at a few of the more popular pieces of business software that easily connects with Acumatica:
The integration between Acumatica Cloud ERP and Adobe Sign enables Acumatica customers to take advantage of Adobe Sign’s functionality. While Acumatica has a document management capability, Adobe Sign makes it possible for users to prepare, manage, and send documents for electronic signatures. The functionality works across all modules and document types, from SOWs and contracts to purchase orders and sales orders. Acumatica users can initiate a request for a signature on a sales order, for example, that gets emailed to a recipient. The user, then, can go track its progress in Acumatica and gain access the signed file once it’s ready.
Acumatica Cloud ERP has reporting functionality, but some users want a more comprehensive set of tools. This is where integration with Microsoft’s Power BI software comes in handy. Power BI’s solution connects a company’s various data sources so decision-makers can access a 360-view of business operations, financials, and real-time data points from their user-friendly dashboards. The Acumatica/Power BI integration enables Power BI to pull in Acumatica’s data, giving users access to more reports, different types of reports with more drill down capabilities, and new ways to display the insights that are more consumable for decision-makers who want to take fast action on their business data.
Smartsheet is a visual project scheduling tool for tasks and resources that makes it easy for teams to collaborate. When integrated with Acumatica Project Accounting, data is automatically shared between the two systems, eliminating the need for manual re-keying of data. An employee using Acutmatica’s project accounting can start a project—and, thanks to the integration—its pertinent details are transferred to Smartsheet and populated into the app. Then, a project manager can go into their Smartsheet interface to add details, schedule a resource, etc. In turn, these updates are reflected in Acumatica, where other processes related to the project can be completed.
Even More Solutions
Acumatica’s website lists a large number of third-party tools business customers can use to extend their solution. These include applications for Finance and HR, such as credit card processing and payroll solution integrations. Sales extensions include shipping software and sales tax automation. There are also industry-specific solutions for property management companies, non-profits, retail companies, and more.
To extend the functionality of your Acumatica software—or any cloud-based software, for that matter—contact us for a free consultation.
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