Since its inception, Acumatica has been an innovative, disruptive force in the ERP space. We’ve differentiated ourselves from our competitors by offering unlimited user licensing, a completely configurable system, and an unabashedly customer-centric approach. We’ve also consistently delivered the latest innovations with  two major updates every year, providing small and midsized businesses (SMBs) with the cutting-edge features that enhance efficiency, stimulate growth, and boost success in our evolving economy.

To help you learn all about these new features, especially when time is limited, we created our Release Spotlight 2025 R2 series to make the complexities of product updates easier to understand and navigate.

Our ongoing Acumatica 2025 R2 blog series has been diving into the industry-specific features and improvements we’ve made to our Distribution, Construction, and Manufacturing software. Today, we continue the series by highlighting our exciting enhancements that help Professional Services firms operate more efficiently, scale more seamlessly, and compete more effectively.

Professional Services Edition: Before Acumatica 2025 R2

Many professional services businesses are currently relying on disconnected systems lack real-time visibility into costs and profitability, seamless communication between business development and project teams, and efficient billing structures. They also struggle with resource utilization bottlenecks and fragmented customer engagement and support.

We heard the cries of our professional services customers who desperately needed a comprehensive, project-based business solution to help manage their complex resource planning, scheduling, financial accounting, and billing needs. So, in October 2024, we launched our Professional Services Edition (PSE) for clients in engineering, architecture, IT consulting, and more.

With PSE, they have the tools they need to make projects flow seamlessly from opportunity to project completion. PSE includes:

• • Acumatica Core Financials
  • CRM
  • Payments
  • Project Accounting
  • Project Management
  • Time & Expense Management
  • Resource Management (via the ISV ProjectManager)

Professional services firms that have implemented PSE benefit from real-time profitability tracking, smarter invoicing, accurate labor data, improved collaboration, and scalable operations. And with the enhancements to PSE in Acumatica 2025 R2, the benefits keep on coming.

Professional Services Edition: After Acumatica 2025 R2

Ensuring project success without the headache is possible with Acumatica’s modern PSE and its Project 360 Dashboard, which provides a real-time overview of all your projects in one place.

Now, with Acumatica 2025 R2, you can easily track labor with our Project Labor Tracking feature, which offers a seamless web-based timer for clocking in and out of project tasks and integrates with payroll and project accounting to streamline billing.

To keep your projects moving, we’ve upgraded our mobility capabilities, letting you create and manage change orders directly from your device while also being able to approve pro forma invoices and review project documents in real time.

The out-of-the-box reporting improvements have made project tracking easier, faster, and accessible. Here are some of the highlights:

• • Provided comprehensive Work-In-Progress (WIP) reporting with real-time insights that lets you assess project performance instantly, ensure accurate revenue recognition for percentage-of-completion billing, and track every aspect of your active projects.
  • Added a new Project Cash Flow Report so that you can visualize cash inflows and outflows with precision, anticipate funding gaps, and identify surplus operations.
  • Enabled you to uncover project variances with data-driven variance reporting to find budget overruns, delays, and scope changes early as well as compare planned values against actual performance to keep on top of any potential issues that may arise.

You can also anticipate getting AI-driven insights into project profitability, whether its comparing revenue against costs, drilling down into specific project details, or analyzing profitability trends at any time.

Why Professional Services Firms Rely on Acumatica for Their Success

Today’s professional services firms, like yours, require technology that’s built to adapt to your—and your industry’s—developing requirements. Acumatica’s PSE does just that. Here’s what Derrick Elledge, VP of Operations, Power Storage Solutions, has to say about choosing Acumatica for his company’s project-based needs.

“What really threw us over the top with Acumatica…is that you can go full quote-to-cash cycle, and it overlays on top of your accounting system. And you could bolt on your service package, your purchasing, your inventory, your CRM, your quoting cycle. It manages projects, and it manages sales orders.

He adds: “It was all right there in one package. We were shocked to be able to find that solution out there.”

Check out why other Professional Services firms have selected Acumatica over the competition and contact our experts today to learn more about Acumatica 2025 R2’s Professional Services improvements.