ISV Add-On Products

Managing your business operations efficiently requires the right tools. Using tools from Independent Software Vendor (ISV) products further enhance ERP productivity with targeted functionality. ISVs may allow you to customize your ERP without expensive custom development.

Whether you need advanced reporting, automated payables, seamless shipping integrations or specialized manufacturing tools, ISV Add-Ons provide the flexibility and functionality to optimize your ERP system. From simplifying tax compliance to improving project management and shop floor operations, these solutions help you work smarter, reduce manual tasks and keep your business running smoothly.

See how ISV Add-On Products can transform the way you operate.

Enhanced Functionality

ISV Add-Ons extend the capabilities of your ERP system beyond standard features, offering specialized tools for reporting, automation, tax compliance and industry-specific processes.

Increased Efficiency

By automating manual tasks and streamlining workflows, ISV solutions reduce time-consuming data entry, minimize errors and improve overall productivity.

Seamless Integration

Many ISV products are built to work natively within your ERP, ensuring smooth data flow between systems, reducing the need for workarounds and improving operational visibility.

Scalability & Flexibility

As your business grows, ISV Add-Ons provide additional capabilities without requiring a complete system overhaul. They allow you to customize your ERP to fit evolving needs without expensive or time-intensive custom development.

Acumatica Solutions

CatalogPro was created for businesses that rely on vendor catalogs for inventory and pricing. Whether you’re a distributor, a make-to-order manufacturer or an IT company selling software licenses, CatalogPro simplifies procurement by allowing purchases and sales directly from vendor catalogs without cluttering inventory records.

Velixo seamlessly integrates Acumatica real-time data with Excel. Its intuitive design allows you to create custom reports using Acumatica data fields and generic inquiries with Excel formulas. A Velixo spreadsheet will automatically update data being pulled from Acumatica every time it is opened. It can also writeback data to Acumatica through standard Acumatica functionality.

Designed to help businesses comply with changing lease accounting standards, FinQuery is a CPA-approved, cloud-based solution. It simplifies compliance with ASC 842, GASB 87 and IFRS 16, making it easier for businesses in all industries to manage lease reporting requirements with confidence.

Tipalti modernizes financial operations by automating payables, making transactions safer, faster and more efficient. By streamlining accounts payable processes, businesses can improve accuracy, reduce manual workloads and enhance financial adaptability.

WuConnect simplifies data collection by integrating Wufoo forms directly into Acumatica. With an easy-to-use control panel, you can map Wufoo form fields to Acumatica and automate data entry for leads and sales orders. This seamless integration eliminates manual data transfer, saving time and reducing errors.

Acumatica ProMRO Solutions

CatalogPro eliminates the need to set up catalog items as stock items, allowing for one-time purchases without cluttering inventory files. It also enables businesses to track such orders and notify sales teams about promotional pricing before it expires.

Shop Floor Pro streamlines production by providing a single, user-friendly interface for workers to record labor and production quantities. It reduces errors, improves efficiency and allows for easy attachment of documents at the operation or production order level.

Designed for manufacturing environments, Shop Floor Kiosk simplifies job tracking and data entry. Workers can log time, access work instructions, order parts, document defects and create pass/fail notes—all from one intuitive interface.

ProPack enhances Acumatica’s project capabilities by introducing Item Requirements, Sub-Tasks and Project Locations. It improves inventory tracking, simplifies task management and helps businesses organize work by location, ensuring smooth project execution.

ProIdentity is a biometric identity verification solution that uses facial recognition to streamline employee time tracking. Its open architecture allows it to be adapted for tool check-in/check-out and other identity-based workflows, enhancing security and efficiency.

Acumatica & Dynamics Solutions

Avalara offers a wide range of automated, end-to-end tax calculation and compliance solutions. It is 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.

Cleo Integration Cloud provides a powerful platform for supply chain integration by enabling manufacturers, distributors and MRO companies to connect trading partners and applications seamlessly. With both self-service and managed integration options, businesses can accelerate operations and improve visibility across EDI and API integrations.

3G (formerly Pacejet) is a fully integrated shipping platform for Acumatica and Dynamics 365 Finance & Operations, providing seamless logistics management. Clients First has partnered with 3G to develop this integration, ensuring businesses can streamline their shipping processes within their ERP system.

Dynamics 365 Business Central Solutions

Insight Works develops and supports apps designed to enhance manufacturing and distribution operations in Business Central. These apps are fully embedded in Business Central ensuring a seamless user experience. Insight Works’ suite of apps includes innovative solutions for warehouse management, shipping, quality management, manufacturing execution, product configuration, planning, maintenance management and more. Clients First is an authorized Insight Works reseller.

Continia has specialized in developing scalable add-on finance automation solutions for Business Central for more than 30 years. Continia’s solutions are 100% built inside Business Central, removing the need to learn new systems. From AP automation to expense management to environmental reporting, their solutions eliminate manual tasks, reduce errors, improve transaction security and ensure compliance with the latest regulations and standards.

Avalara tax registration, calculation, filing and document management products work together with Business Central to help businesses increase efficiency and accuracy by automating tax compliance. Avalara AvaTax provides cloud-based sales and use tax calculation with comprehensive, regularly updated tax rates pushed to your invoicing system or shopping cart automatically. Avalara Returns uses your sales data to prepare and file your sales and use tax returns and remit payments. Avalara Exemption Certificate Management automates the creation, collection, verification, usage and storage of sales tax compliance documents. Avalara’s expertise and the seamless AvaTax user experience inside of Business Central allow businesses to eliminate manual processes and reduce errors while

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.”

Glenn Doerksen

VP of Operations - Sulzer

“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.”

Hilary Ehlen

Manufacturing and Operations Business Analyst - Eder Flag

“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.”

Glenn Doerksen

VP of Operations - Sulzer

“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.”

Rob Wire

Sr. Vice President of Information Technology - STS Aviation Group

“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.”

Ted Beaman

Partner - Agape Management Company

“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.”

Derrick Elledge

VP of Operations - Power Storage Solutions

Rob Wire

Sr. Vice President of Information Technology - STS Aviation Group

“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.”

Michael Stegall

Information Technology Manager/ERP Project Manager - Eurecat U.S., Incorporated

“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.”

Ron Fairchild

Chief Financial Officer - Texas Scenic Company

“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.”

Derrick Elledge

VP of Operations - Power Storage Solutions

“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.”

Martin Bremner

Operations Director - MaxTube/Duoline

“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.”

Damon Clovis

Senior VP & CFO - RCL Services Group, LLC

“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.”

Brian Adamik

CEO - Ram Aircraft, LP

Ready to take the next step?

Maximize the power of your ERP software with the right ISV Add-Ons. Whether you need advanced reporting, automated workflows or industry-specific enhancements, our integrated solutions help streamline operations, improve accuracy and drive efficiency. Take your business to the next level with tools designed to fit your unique operational needs.