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Commissions Conductor

Since 2018, SymFinTek has specialized in commission management, developing software tailored to customer needs. Our Commissions Conductor and Royalties is an automated, fully configurable system embedded in Acumatica, designed to enhance ROI by executing complex commission plans with precision and transparency.

Commissions Conductor provides detailed reports for SOX compliance and easy dispute resolution, offering role-based access to earnings and helping management track performance against quotas. Supported by the Acumatica community, our remarkable customer service makes it a favorite among users.

Discover how Commissions Conductor can improve your commission and incentive processes!

  • Built on Acumatica xRP Platform
Industry Served
Cross industries
Benefits for Your Business

Key features

  • Built inside Acumatica and connected with all your data
  • Creation of multiple Incentive/Commission plans
  • Creation of multiple sales roles
  • Definition of Multiple Sales Agents in the system
  • Commission rates applied on multiple targets, such as revenue, cost, margin, quantity, or customs
  • Incentives calculated and paid on the desired frequency (weekly, quarterly, yearly, etc.)
  • Sync your commissions by running them on a schedule
  • Self-service for sales agents to audit their commissions and review their own performance
  • Pay commissions on payroll for your employees
  • Sales agents can be paid via multiple methods: payments and payroll
  • Create commission reports and mail them to your sales team with a single click
  • Pre-built dashboard for an interactive experience
  • Mobile dashboards
  • Track and pay KPIs
  • Adjust commission amounts when receiving returns or credit memos
  • Reduce the commission rate based on the time the invoice is closed
  • Establish sales roles hierarchies
  • Sales agents can be active or inactive over time, in different sales roles
  • Sales agents can be subscribed to multiple Incentive/Commission Plans
  • Incentive/Commission Plans can be by product, seasons, or sales roles
  • Give money in advance to your sales team (Draws)
  • Pay commissions by cutting checks to your sales vendors
  • Accrue your commission expenses
  • Create specific incentives by products, territories, and custom fields
  • Create specific incentives by seasonality
  • Set quota goals
  • Define a tiered structure combining up to 3 different variables that can be pre-built or customized
  • Commissions paid when the invoice is booked, partially paid, fully paid, or based on custom criteria
  • Adjust the cost of goods following any criteria you want
  • Incentives pulled from multiple sources, such as invoices, sales orders, and custom tables
  • Inquiries to audit and get detailed information
  • Commissions specific by roles
  • Sales agents’ content controlled by Acumatica User ID
  • Restrict the way sales agents update/insert/remove commission parameters on sales documents

About SymFinTech

SymFinTek Software Co. specializes in native Acumatica Framework application development – creating software to streamline your business operations. We have combined our Acumatica development expertise with extensive experience in developing, managing, and designing sales commission systems to create our Commissions Conductor Program. We take pride in tackling the complexities of commission plan implementation challenges. We thrive on solving such intricacies.

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Customer Reviews

Lupro, Michael
Net at Work
SymFinTek is an EXCELLENT solution for Commissions
October 24th, 2024

As an Acumatica VAR I've been consistently amazed at how versatile the Commissions Conductor is. You can have multiple commission plans with users assigned to those that apply to them.
The system will automatically ACCRUE the commissions cost and then process and pay the salespersons via A/P or Payroll when it is appropriate.
Their system will also 'claw-back' commissions when a credit memo is issued. And it will re-calculate commissions on projects based on a gross margin percent.
And, once configured, the whole commission process will take someone less than an hour to accrue and/or pay commissions.
If you have even a slightly complicated commission program SymFinTek will work for you.
If you have a complex commission system, then the SymFinTex Commissions Conductor is ABSOLUTELY necessary for your company.

Webster, Addison
HOJ Engineering
Full Featured Commission Software with Excellent Customer Support
August 27th, 2024

We developed a unique and very complex commission structure in another software before our move to Acumatica and thought that we would have to build a system from scratch when we made the move. We were several months into a build from scratch when we heard about SymFinTech's Commissions Conductor Solution.

After learning more and meeting their team we decided to scrap our work and work with them. We still needed to make some significant customizations to their out-of-box solution, but their team was very responsive and we drastically reduced our development cost.

With SymFinTech's help, we were able to apply multiple commission incentives to the project module in which multiple team members are commissioned on project gross profit for their unique roles only when the project is complete, fully invoiced and fully paid. Those commission payments can also be adjusted if the project needs to be reactivated and adjusted for any reason.

Our company is pretty demanding when it comes to software functionality, so we really appreciate having a development team that listens and can implement changes efficiently. SymFinTech's team excels in this regard.

We're a very happy Commisison Conductor customer.

Shirk, Michael
Pine View Buildings
Saves Time, Increases Flexibility and Confidence
August 26th, 2024

Previously our accounting department had been spending up to 30 hours per month, running reports and calculating commissions manually in excel spreadsheets.
We attempted to set up our own commissions calculation automation using Generic Inquiries and Import Scenarios before realizing that revisions and cancellations would be impossible to track.
Then we found SymFinTech. They came to the rescue and worked with us to make changes to the software to accommodate our need to pay sales commissions on approved sales orders, which they hadn't supported previously.
The learning curve is quite high because the software is extremely powerful and flexible, but it has worked very well for us.
The implementation was reasonably smooth, and we've had zero bugs to report in the past year. When we first implemented commissions conductor we faced a few issues which Deyban and the team were able to quickly resolve, and they have always been able to jump on a call if we needed help.
Now commissions only take a few clicks to process and we can be confident that the numbers are correct.

Adams, Katherine
PierPoint
SymFinTek Commission Conductor
July 25th, 2024

For our company we needed a way to calculate commissions in Acumatica. We engaged SymFinTek to assist us with this. During the discovery process we identified the unique scenarios that the system would need to be able to calculate the commission rates correctly. The team at SymFinTek took the time to evaluate exactly what we needed and they were able to customize our system to work the way that we needed it to.

As with all new systems, it took some time and some tweaks to get exactly what we needed but once it was set in place it was easy to work with.

The SymFinTek team is available to assist with questions that we may have and offer solutions. The team is very professional. Their response time is very prompt.

There are many tools within the commission conductor that our company does not use but this is a very "powerful" system that can handle very complex commission structures. It can also be customized to meet your company’s needs.

It has been a pleasure to work with them. They have become part of our team!

Solan, Jon
SureHands Lift & Care Systems
Great Customization Package, Even Better Team
July 17th, 2024

Prior to implementing this solution, our AP team was creating Bills in the AP module by hand for each commission and had very limited tools for reporting. What a difference over a year with the Commissions Conductor has made! From a data architecture standpoint, it's everything you want - their objects are built alongside the standard objects in Acumatica. This provides a lot of stability from a system standpoint. As far as customer service, their team is fantastic. Any time there has been even a slight issue or a question, their team has treated every inquiry with urgency and diligence. They've even added some new features based on our feedback! I can't say enough good things about this group - if your company is still struggling with manual commission payment and reporting, this is a great solution.

Capell, Greg
All South Flooring
Quality & robust commission calculation tool
July 15th, 2024

Symfintek's Commissions Conductor has been an excellent addition to our Acumatica ERP. It allows for multiple incentives to be created based on product/customer/rep combinations as well as tiered commission programs for managers and larger teams. It allowed our company to fully automate our commissions program and seamlessly integrates with our Acumatica workflows.

As with any software/integration we've experienced some bugs along the way, but Symfintek's technical support has been VERY quick to respond and get any issues worked out with our VAR.

I would recommend this integration as a cost effective solution for streamlining your commission program(s) and have enjoyed working with the Symfintek team.

Lauzon, Lenka
Gem Cabinets
Excellent Customer Service & Solution for Commissions
June 19th, 2024

We are a Kitchen Cabinet manufacturer and distributor; we were implementing Acumatica ERP and required a commissions solution that could support a complex calculation structure and adapt to changes. We are 3 months post-go live with SymFinTek at the time of this review. Our team worked directly with Deyban Perez who helped us through each stage: needs assessment, process development, implementation, and now process improvement. Deyban and his team have been extremely supportive of all our requirements. They respond quickly and provide customized solutions and/or re-review existing out-of-box processes as we continue to learn the system. The Commissions Conductor itself makes calculating, paying, and reporting on commissions very easy (even with a complex model as we have). While the system is very robust, the main benefit our team has received is the expertise from Deyban and his team. Their knowledge and support helped us tremendously throughout the entire process and I would highly recommend other organizations work with the SymFinTek team.

Glazar, Aaron
Action Unlimited Resources
This program is easy to use, incredibly flexible and the team is very responsive.
June 18th, 2024

We implemented Acumatica and needed commission capabilities that ensure we have the flexibility to set commissions up in the system without manually tracking. The SymFinTek Commissions Conductor program gave us more flexibility than we even needed. Once set up the program is incredibly easy to use. The team at SymFinTek is always available to address any questions or new ideas we are looking to implement.

Hagenbach, Andrew
DSD Business Systems
Complete commissions solution
June 17th, 2024

When you consider that all companies do commissions differently, and most companies require commissions software, it becomes evident that a business partner is needed who has experience with a variety of requirements, has an open framework for addressing them, and can deliver and support that solution. This is the reason I recommend SymFinTek. I have recommended and now implemented them for 4, going on 5 customers. Beyond the commission solution, they have also developed customizations to support my client's workflow automation needs in surrounding business processes (Opportunities, Projects, Sales Orders, salesperson assignment splits, etc.). So, in addition to commissions, I would consider them to be a top developer as well.

Naiker, Riona
PAPINI TRADING
Commission Conductor Excellent Customer Support
September 30th, 2022

SymFinTek was extremely professional and thorough in their discovery process, they focused on all aspects of our business before they familiarized themselves with our commission structure.

Rigorous planning was devoted to our user acceptance testing & we were impressed that they used our actual data to demonstrate the efficiency of the module, before even publishing the customization into our live environment.

Updated versions are always made available to match compatibility with the latest version of Acumatica. That helps us upgrade easily, without extended timelines.

Deyban & Jorge are always available for advice, training and trouble shooting.

Thank you to the SymfinTek team for taking away the pain of manual commission calculations.

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