Resources
Looking for more information? Check our library of resources for a deep dive into a wide variety of topics. We explore different platforms, industries and everything in between.
Video Resources
Growing businesses need more than just data. They need tools that transform information into insights. Acumatica business intelligence reporting and analytics is native to all Acumatica editions, accessible from any device and designed to move your organization forward together. Here's how Acumatica brings it all together in one place. Every tool you're about to see connects to a single source of truth. That means your team works from the same accurate, timely, and complete data. Here's what's included. Generic inquiries give you flexible, real time data pulls. Dashboards and pivot tables put that data to work visually. Anomaly detection flags unexpected outliers before they become bigger problems. Import scenarios streamline data intake. Business events automate alerts and workflow steps when specific actions or conditions occur. OData connectivity lets you push data to external BI tools. Report Designer handles your operational documents from invoices to pick lists, and Financial Reporting delivers pre built customizable statements. Let's take a closer look at each one. Acumatica provides robust out of the box generic inquiries for every module, putting data at your fingertips with no additional fees. Personalize your experience, add or remove columns, sort and filter, or instantly create pivot tables without code. Need analytics in another system? No problem. Securely expose generic inquiries to external tools like Microsoft Power BI using oData feeds. Our generic inquiries feature AI powered tools, unlocking greater value, enable anomaly detection to identify outliers, such as unexpected margins. The system guides your team to investigate, comment, take action immediately. Plus, the AI assistant analyzes inquiries to answer your complex business questions on demand, like identifying your top sellers. Set up business events to monitor actions, data changes, or conditions that require attention. Automation lets you send alerts or update records when business events occur, reducing manual effort and driving faster decisions. For example, a business event automates the creation of warranty contracts each time a shipment with warranty items is confirmed. The system monitors the relevant data and triggers workflow steps, such as adding serial numbers to contracts for easy tracking and reporting without manual work. Acumatica includes an entire suite of reports and interactive role based dashboards. Using our report designer, you can tailor every layout, set up automated email delivery, and enable deep drill downs, empowering teams to view and act on their data from summary to transaction level detail. Dashboards keep everyone connected to key performance indicators in real time. Edit transactions directly from the dashboard and configure widgets to display job specific data. Go deeper with financial reporting. Analytical report manager comes with prebuilt profit and loss, balance sheet, cash flow, and other financial reports. Easily update row and column sets to match your business' unique structure, add captions, pull details from the right accounts, and reformat using simple drag and drop controls. No code required. Once you tailor your financial reports, take it even further by connecting the Analytical Report Manager to your everyday workflows with unified data in the familiar Microsoft Excel environment. Leverage InsightExcel to transform static spreadsheets into live interactive tools. Connected directly to your Acumatica instance, every cell pulls real time formula driven data. Drill down to extract deeper insights. Then simply refresh to instantly see your updates reflected in your Acumatica updates in solution. AFF Group is a textile manufacturing and distribution company that does three types of vinyls, foam, and laminated goods, and all primarily in the seating segment. So if you sit on a seat, whether it's an office seat, a golf cart, or a car, that's our type of product. What they've been able to do is build dashboards and reports that we find useful that may be unique to us. I was able to take basically what we call the mess and create a good reporting package for each of our departments to really analyze where we're at, where we're going, and to really strategize our growth. Being able to make the right decisions at the right time really does come down to having the right data, and that's what we have with Acumatica. Join the Acumatica community that is streamlining operations, unlocking insights, and making smarter decisions every day. Schedule your personalized demonstration today.
Downloadable Resources
Customer
Spotlight
“After our successful Houston implementation of Dynamics AX in 2006, Sulzer has since utilized Clients First for our other service facilities in the United Kingdom, Argentina, Australia, Indonesia and The Netherlands.”
[Update: CFBS has helped Sulzer modernize their operations with Microsoft Dynamics 365 F&O. Although they started on AX, they are currently using the latest version.]
“The CFBS (Clients First Business Solutions) team has been outstanding from the beginning. We originally reached out to CFBS for a comparative quote, but they were so impressive we ended choosing them as our partner. Partner is the best word to describe their style. They jumped in, learned our business and helped us implement a solution that works for our business. We just completed our first month in Acumatica after using GP for nearly 20 years and I am pleased to say it’s going great.”
“Clients First has provided Sulzer with 10+ years of global implementations and support of our Dynamics AX 2009 and EPM (Extended Project Module) for our Services division which provides repair services for all types of turbomachinery, pumps, motors, and generators. They are now going through the same process and rolling out Dynamics 365 Finance and Supply Chain with EPM365 (ProMRO). Clients First is our trusted Dynamics 365 partner and understands how to design and implement the software specifically for our complex customer project and MRO needs.”
“The Clients First team did an exceptionally good job,” he adds. “They brought the right resources to bear, worked long hours, and came on site to help implement the software successfully. They have an exceptional track record of success.”
“Really pleased with Business Central – it was recommended by Clients First and is meeting all of our needs. The implementation process was very smooth and any follow up questions or support needs have been handled quickly and in a professional manner. Definitely believe we may the right decision in regards to both software and service.”
“Who you pick will make or break your implementation, they have got to know the program inside and out and have business sense, this is what you get with Clients First. We challenged them, pushing them to implement the latest Acumatica version and didn’t charge me for learning on my dime and that was fantastic. We made them better and they made us better which makes for a really nice partnership.”
“The Clients First team did an exceptionally good job,” he adds. “They brought the right resources to bear, worked long hours, and came on site to help implement the software successfully. They have an exceptional track record of success.”
“The team at Clients First gave us the consulting and development expertise to get our Dynamics AX project on track. There was no long on-boarding process, they jumped right in and got to work since they know our industry and how to set up the software to our advantage. We now have a trusted Partner for our Dynamics AX.”
“We had been using a legacy construction accounting software package when we found Acumatica Construction Edition, and it is a perfect fit. It’s a modern cloud solution that handles our manufacturing, service, distribution and construction business in one cohesive integrated solution allowing a seamless flow of data. We expect this to provide significantly better business insights and improve overall efficiency.”
“They spent a lot of time discussing Acumatica concepts and business concepts and why it was important to do things” with our IT staff, he says. “Rather than just troubleshooting our problems, they spent a lot of time training us on concepts and holding classes on dashboards to teach us how to build our own. This way we can develop our own solutions using the same base concepts.”
“With multiple international locations and several different software solutions in place we were concerned with replacing these systems with one package in a timely manner. We are delighted we worked with Clients First. Their dedication and expertise has allowed us to implement the system within our agreed plan.”
“Clients First is able to deliver what they say. They’re easy to work with and very accurate at knowing what it will take to make something work. They’re very good at thinking outside the box.”
“Clients First did a great job of setting our expectations of things we could or couldn’t expect and things that would have to be worked out in the implementation process. I found Clients First to be very honorable, they did what they said they would do and when they would do it.”
“We began using Clients First for software support in July of 2014. We are a French owned company who made a software change to Navision & we wanted a U.S. support team for our U.S. offices. We have had fantastic service from Clients First & they have been kind enough to help us through our occasional glitches that always seem to occur at the worst time. The staff is always cordial & extremely knowledgeable. I mainly work with Benjamin Basom who is very patient with my lack of computer knowledge. I always learn something new about Navision while working through issues with him. Whether it’s a shortcut to find something or a function I wasn’t aware of, I find our online sessions to be very helpful. I remain grateful after all of our years of software support from Clients First!”