Cloud ERP Add On Solutions

Dynamics 365 for Finance and Supply Chain, Business Central and Acumatica Cloud ERP, makes your companies business processes more intuitive and flexible.  While our software vendors are more innovative everyday, we rely on partners to pick up where Microsoft and Acumatica may leave off.  Our Independent Software Vendor’s (ISV’s) can add more value to Dynamics 365 through add on solutions such as EDI, Shipping Solutions, Credit Card Processing and m ore.  Our ISV partners live up to the highest standards for solutions. . .your standards.


CatalogPro is Designed for Acumatica Cloud ERP

CatalogPro is a must have for companies that depend on vendors for their inventory and pricing. Distribution companies that dropship, just in time distributors and/or manufacturers that make to order or IT companies selling licensing. Catalog Pro provides greater flexibility and has many features not available in standard Acumatica Cloud ERP such as purchasing catalog items that are not dependent on a sales order. With Catalog Pro there is no need to setup catalog items as stock items. Our catalog does not require all the items to be set up as stock for those one-time purchase items that don’t need to clutter up your inventory files. Watch a demonstration video here.

CatalogPro for Acumatica Cloud ERP

Velixo Reporting and Automation

Velixo is Designed for Acumatica Cloud ERP

Our consultants love the Velixo reporting tool for Acumatica.  The ease of use and writeback features allow our customers to create custom reports that utilize Generic Inquiries and formulas using a familiar tool, Excel.

Velixo Authorized Partner

Insight Works for Distribution & Manufacturing

Preferred Vendor for Dynamics Business Central and NAV Customers

Insight Works is an Independent Software Vendor (ISV) that caters to the manufacturing and distribution industry. Their product line features a breadth of end-to-end apps that integrate with Microsoft Dynamics 365 Business Central. There are apps designed for manufacturing, distribution, shipping, sales, productivity, barcoding, and more.  If our NAV and Business Central customers have a functionality gap we always recommends Insight Works solutions.


LeaseQuery, Simplify Lease Accounting

Simplifying Lease Accounting

Lease accounting standard changes are one of the most disruptive changes to accounting in over 40 years. The CPA-approved, cloud-based solution facilitates compliance across all industries reporting under ASC 842, GASB 87, and IFRS 16.

Visit our LeaseQuery page to download brochures and learn more, or visit the LeaseQuery Website to find out more about lease accounting.

LeaseQuery Complex Accounting Simplified

Tipalti AP Automation

Scale finance. Do more with less.

Automating payables isn’t just easier, safer, and more efficient. By modernizing your financial operations, it can also help your business adapt and thrive.

Visit the Tipalti AP Automation on our site.

Tipalti AP Automation Center


Pacejet is an integrated shipping platform for Dynamics 365 for Finance and Supply Chain and Dynamics AX 2012. Clients First has partnered with Pacejet to develop this integration.  Pacejet also has an integration to Acumatica Cloud ERP.

Visit the Pacejet webpage on our site.

Please reach out to your Dynamics Partner, Pacejet or contact us for more information.

Pacejet shipping for dynamics


VyaPay, LLC based in Scottsdale, Arizona is a comprehensive payments gateway and an authorized Payment Facilitator helping companies achieve greater success. VyaPay’s platform offers a wide range of features created with an aim to help you do business differently. Accepting all major card brands such as Visa, Mastercard, American Express and Discover. Alternative payment types and international payments are also supported by the platform. Learn more by visiting

Please contact us for more information.

Best credit card processing


Avalara offers a wide range of automated, end-to-end tax calculation and compliance solutions. It’s also versatile in that it can be used in both on-premise and cloud platforms . Avalara’s tax automation software is a fast, reliable way to accurately calculate, validate, and remit sales and use tax.

  • Avalara AvaTax helps business save valuable time by providing them with the appropriate amount of sales tax for every transaction. It does it carefully by looking over thousands upon thousands of sales tax laws and jurisdictions based on the geographical location of the transaction.
  • Avalara CertCapture make sure you never lose your tax documentation again. Not only does it manage your tax documents it can also validate and update exemption certificates from with in the software, thus minimizing audit exposure.
  • Avalara Returns offers guaranteed on-time sales tax return filing and remission. With Avalara Returns you can even cancel multiple expenses in one ACH transfer. It also helps avoid audits by responding as soon as a tax notice is received.

Cleo Integration Cloud

Cleo Integration Cloud is a platform purpose-built to design, build, operate and optimize critical supply-chain integration processes. With greater choice, manufacturers, distributors, MRO companies and more can blend self-service and managed services for integration agility and control. Together with end to-end visibility across EDI and API integrations, technical and business users can have the confidence to rapidly onboard trading partners, enable integration between applications, and accelerate revenue-generating business processes.

See more on our Cleo webpage.

Cleo Integration Software

Global Datavault

Global Data Vault is a recommended add on to Dynamics 365/AX in that they provide Cloud based solutions for Disaster Recovery, Backup and Archiving for servers, PCs and Macs. Global Data Vault provides a fully managed service that stands ready when you are in need. Global Data Vault provides protection status data through a live portal. This allows you to rest assured your business is always protected.

Global Data Vault provides Cloud based solutions for Microsoft Dynamics.

Jet Reports

With the ability to integrate into Dynamics 365 for Finance and Operations (formerly AX) with so many other systems and tools, data management quickly becomes a problem. Jet Enterprise addresses the need for Dynamics users to feed all of their data sources into a highly adaptive Business Intelligence solution – one that provides your information in the format that you need.

Business Intelligence is an ongoing effort – and your business may change. Client’s First doesn’t want our users to have to choose between accuracy or adaptability. That is why we suggest using Jet Report’s unique Data Warehouse automation tool that provides an easy way to customize or build new cubes for your unique needs.

Jet Enterprise addresses the need for AX users to feed all of their data sources into a highly adaptive Business Intelligence solution.


E-commerce for Dynamics 365 for Finance and Operations (formerly AX) doesn’t need to be complex and lengthen projects, including third party CMS or collaboration systems. Sana delivers an integrated Dynamics webshop out-of-the-box that can be implemented in a fixed budget of 7 days. Sana offers a professional Dynamics e-commerce webshop that is fully customizable to any wish. Sana is a Gold Microsoft Partner and our webshop is Certified for Microsoft Dynamics (CfMD) for Dynamics. No matter how you look at it, it’s a better shopping experience with Sana’s Dynamics e-commerce solution.

Sana offers Dynamics AX and Dynamics 365 Better Sales Portal